Profit & Revenue

Overview

Profit & Revenue reports combine your sales and expense data to show you whether your business is making money. This is the most important report for understanding your business health.

What the Report Shows

Total Revenue

All money coming in from sales. This is the gross amount before any deductions.

Total Expenses

All money going out for business costs. This includes everything recorded in the Expenses module.

Net Profit

Revenue minus expenses:

Positive (revenue > expenses) — Your business is profitable
Negative (expenses > revenue) — Your business is running at a loss
Zero (revenue = expenses) — You are breaking even

Profit Margin

The percentage of revenue that becomes profit:

A 20% profit margin means for every $100 in revenue, $20 is net profit
Higher margins indicate a more efficient business

Accessing Profit & Revenue Reports

Go to Reports → Profit & Revenue.

Report Breakdown

Revenue Section

Total sales revenue
Number of transactions
Average sale value

Expense Section

Total expenses by category
Expense count
Average expense per entry

Profit Section

Net profit (revenue minus expenses)
Profit margin percentage
Profit trend over time

Date Range Filtering

Select a date range to see profit for a specific period:

Today
This week
This month
Last month
This quarter
This year
Custom range

Comparing periods (e.g., this month vs. last month) helps you understand whether your business is improving.

What's Included

Sales revenue — from completed POS sales and orders
Expenses — from the Expenses module
Taxes — if tax is configured and tracked

What is not included (V1):

Cost of goods sold (COGS) — not tracked separately in V1
Payroll costs — tracked through the Users module but not in profit reports
Depreciation and amortization — not available in V1

High revenue does not mean high profit. A business with $100,000 in revenue but $90,000 in expenses has a net profit of $10,000. Another business with $50,000 in revenue and $30,000 in expenses has a net profit of $20,000 — and is more efficient.

Trends matter more than snapshots

One month of high profit may be seasonal. Look at multi-month trends to understand whether your business is consistently profitable.

Expenses creep up

Review expenses regularly. Small, uncontrolled expense increases can gradually erode profit margins.

Exporting the Report

Export profit & revenue data to CSV for use in external financial tools:

Select your date range
Click Export
Download the CSV

Sales Reports — Detailed revenue breakdown
Expense Reports — Detailed expense breakdown
Dashboard KPIs — Real-time profit snapshot
Reports Overview — All available reports