Reports

Understanding Your Sales Reports

Learn how to read your dashboard, profit margins, and P&L reports to make better business decisions.

By Keel Team15 Jul 20261 min read
Reports11

Understanding Your Sales Reports

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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.

Filed under:ReportsAnalytics

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