Understand the position behind the activity.
Understand activity across the business and the cost behind each sale.
For owners reviewing business activity, reporting and the cost context behind product sales.
Choose the view
Use the dashboard or analytics area to review the relevant period and business activity.
Read the right measure
Distinguish operational sales, cash movement, invoice balances and posted accounting results.
Inspect the detail
Use supported exports and product-profitability views, including cost coverage and missing-cost context.
An incomplete product cost is not a fully known margin. Stocktake and product-profitability views follow your plan and the appropriate permissions.
What analytics and profitability reporting can I use?
The business dashboard and analytics bring supported workspace activity together and provide CSV export. Product-profitability reporting compares recorded sales and attributable cost, with cost-coverage and missing-cost context so an incomplete margin is not presented as a fully known profit. Operational sales, cash movement and posted accounting profit can differ and should be interpreted separately.