The Item Profitability Report provides a detailed financial analysis of your product performance. It helps you identify high-margin items and underperforming SKUs to optimize pricing and inventory strategies.


This article explains the specific metrics and visualizations available in the Item Profitability Report dashboard.

   

   
Note   

  

For a list of available dashboards and instructions to access them, see Insights Dashboards Master List [Guides List].


To learn how to filter, view details, and export data from this dashboard, refer to: How to Use the Insights Dashboards [Guide].

   

   

   

TABLE OF CONTENTS


Purpose


Use this dashboard for granular financial analysis and merchandising decisions by:

  • Tracking revenue and profit margins at the SKU level.

  • Identifying top-performing products and loss-leaders.

  • Comparing the cost of goods sold against generated revenue.


The table below summarizes its key aspects:

   

FEATURE
SHIPMENT PERFORMANCE
Primary FocusSKU-level profitability and margin analysis.
Best ForMerchandising decisions, pricing strategy optimization, and inventory rationalization.
Highlighted Metrics
  • Total Profit
  • Average Margin
  • Cost vs. Revenue
Typical Questions
  • Which items generate the most profit?
  • Which items are being sold at the lowest margin?
  • Are high-volume sales translating to actual profit?
Typical Users
  • Finance Managers
  • Merchandisers
  • Operations Managers

   

Components


Key components:



AEmbedded Filters: Filter by Account, Date Range, or a combination.

     

BSummary: Displays high-level Key Performance Indicators (KPIs) regarding the overall financial health of the selected data set. This section includes:

  • Total Revenue: The sum of all revenue generated from item sales within the selected period (calculated as Quantity Sold × Retail Price).

  • Total Profit: The total revenue minus the total costs incurred (calculated as Revenue - Total Cost).

  • Average Margin: The mean profit percentage across all items, providing a quick view of overall efficiency.

      

CItem Performance Details: Provides a row-by-row breakdown of financial performance for each specific product variant. This section includes:

  • SKU: The SKU for the specific product variant.

  • Item Name: The descriptive name of the product.

  • Quantity Sold: The total number of units sold during the selected period.

  • Total Revenue: The total sales value generated by this specific item.

  • Total Cost Price: The total cost of goods sold for this item (calculated as Quantity × Cost Price).

  • Total Profit: The net earnings for this item after deducting costs.

  • Average Margin: The profit margin percentage specific to this item, helping identify if the product is meeting financial targets.