Reports
Understanding Your Sales Reports
Learn how to read your dashboard, profit margins, and P&L reports to make better business decisions.
Understanding Your Sales Reports
Keel generates several reports that help you understand your business performance. Here's what each one means and how to use it.
Dashboard Overview
The Overview page is your command centre. It shows today's sales amount and quantity, total products, low stock count, and a 30-day sales chart. The chart helps you spot trends — are sales growing week over week? Which days are your strongest?
Profit Margins Report
Found in Reports → Profit Margins. This shows every product you've sold with its revenue, cost, profit, and margin percentage. Products with high revenue but low margin may need a price increase. Products with high margin but low sales may need more marketing.
P&L Statement
The Profit & Loss bar chart compares your total revenue against expenses over a week or month. Your net profit is revenue minus expenses. Use the week view for tactical decisions and the month view for strategic planning.
Exporting Reports
Export your P&L data as CSV or PDF for accountants, investors, or your own records. The CSV export includes revenue, expenses, and net profit for the selected period.