The Product Performance Report brings together the key elements of both sales and inventory reporting so you can assess product health without switching between reports. It covers everything from gross profit and margins to inventory value, GMROI, and ABC grading, all at the product/variant level.
Use this report to answer questions like:
Which products are generating the most revenue or profit?
Which items are sitting in inventory without selling?
How does my cost of goods compare to what I'm actually selling products for?
Which products are my A-grade performers vs. my C-grade underperformers?
Customizing and Generating your Report
Date/Time Range
You can select a preset date range or define a custom start and end date with a specific time.
Preset date ranges:
Today
Yesterday
Last 7 Days
Last 30 Days
Month to Date
Last Month
Year to Date
Last Year
Filters
Click the Filters button to narrow down what's included. Multiple filters can be combined. By default, the report shows all products across all locations.
Available Filters:
Filter Name | Description |
Product Status | Filter by Active or Inactive products. |
Stock Status | Filter by In Stock or Out of Stock. |
Has Sales | Show only products with sales, or only those without sales, during the selected period. |
Categories | Filter by one or more categories. Includes an option to show Uncategorized products. |
Vendors | Filter by one or more vendors. Includes an option to show products with No Vendor assigned. |
Locations | Limit the report to specific locations. |
Sales Channels | Filter by specific sales channels (e.g., in-store POS, e-commerce). |
Revenue Grade | Filter by ABC revenue grade: A (Top 80%), B (Next 15%), or C (Bottom 5%). |
Profit Grade | Filter by ABC profit grade: A (Top 80%), B (Next 15%), or C (Bottom 5%). |
Columns
The Product Performance Report includes a wide range of sales, inventory, and profitability columns. Use the Display button to choose which columns appear.
Column | Description |
Product | The name of the product. |
Variant | The specific variant of the product, such as size or color. If a product has no variants, this column will be blank. |
SKU | SKU assigned to the item. |
Barcode | Barcode assigned to the item. |
Categories | The categories assigned to the product in your catalog. |
Vendors | The vendor(s) associated with the product. |
In Stock | Total units in stock across all locations at the end of the date range |
Current Qty | Units currently in stock right now, independent of the selected date range |
List Price | Average list price across locations |
Cost | Average Cost across locations |
Markup | (Price - Cost) / Cost, converted to a percentage |
Total Value | Total cost of the units in stock |
Potential Revenue | In Stock × List Price |
Potential Profit | The sum of (Price - Cost) for each unit in stock |
Sold | Total number of units sold, before refunds |
Refunded | Number of units refunded |
Restocked | Number of units restocked after being refunded |
Net Sold | Sold - Refunded |
Sell-Through | Net Sold / (Net Sold + In Stock) |
Discounts | Total line item discounts - does not include transaction-level discounts |
Modifiers | Total collected for item modifiers |
Gross Sales | Total sales including modifiers and discounts - does not include taxes or refunds |
Refunds | Total line item refunds |
Net Sales | Gross Sales - Refunds |
Gross COGS | Total cost of goods sold (before refunds) |
Refunded COGS | Total cost of goods of refunded units |
Net COGS | Gross COGS - Refunded COGS |
Gross Profit | Gross Sales - Gross COGS |
Gross Margin | Gross Profit / Gross Sales |
Refunded Profit | Total profit lost to refunds |
Net Profit | Gross Profit - Refunded Profit |
Net Margin | Net Profit / Net Sales |
Avg Daily Sales | Net Sold / Days in Period |
Days of Supply* | In Stock / Average Daily Sales |
Days Since Sale | Number of days since the most recent sale across all locations |
Avg Inv. Value | (Start of Period Value + End of Period Value) / 2 |
GMROI | Gross Margin Return on Investment — how much gross profit you earn for every dollar invested in inventory. Net Profit / Avg Inventory Value at Cost |
Inventory Turnover | How many times your inventory was sold and replaced during the period. (Net COGS / Avg Inventory Value at Cost) annualized to 365 days |
Revenue Grade | ABC classification based on this product's share of total revenue. A = Top 80%, B = Next 15%, C = Bottom 5%. |
Profit Grade | ABC classification based on this product's share of total profit. A = Top 80%, B = Next 15%, C = Bottom 5%. |
* Days of Supply is only available on Professional Plans and above
Revenue & Profit Grading (ABC Analysis)
What do the Revenue Grade and Profit Grade mean? The report uses ABC analysis to automatically classify every product based on how much it contributes to your overall revenue or profit. This helps you quickly spot your top performers and your lowest contributors without manually sorting through data.
ABC grading works by ranking all products and splitting them into three tiers:
Grade | Revenue Grade | Profit Grade |
A | Top 80% of revenue | Top 80% of profit |
B | Next 15% of revenue | Next 15% of profit |
C | Bottom 5% of revenue | Bottom 5% of profit |
GMROI
GMROI stands for Gross Margin Return on Investment. It measures how much gross profit you earn for every dollar you have invested in inventory.
Formula: Net Profit / Avg Inventory Value at Cost
For example, a GMROI of 2.5 means that for every $1.00 you have tied up in inventory, you are generating $2.50 in net profit.
GMROI is most useful when comparing products against each other to identify which items are giving you the best return on what you have invested in stock.
Inventory Turnover
Inventory Turnover measures how many times your inventory would be sold and replaced over a full year, based on your sales rate during the selected period. The result is annualized to 365 days so you can compare performance across date ranges of different lengths.
Formula: (Net COGS ÷ Average Inventory Value at Cost) × (365 ÷ Days in Period)
For example, if your report covers 30 days and your Net COGS is $3,000 against an average inventory value of $6,000, that gives a raw turnover of 0.5 for the period — annualized to 365 days, that becomes a turnover of approximately 6.1, meaning your inventory would cycle through about 6 times per year at that sales rate.
Because Inventory Turnover is always annualized, you can reliably compare a 7-day report to a 90-day report without the date range skewing the result.
Tips & Tricks
How do I get the most out of the Product Performance Report? Here are some recommended ways to use it:
Plan your next order: Use Sell Through, Days of Supply, and Avg Daily Sales together to identify what to reorder, how much, and when.
Find dead inventory: Filter Has Sales to No Sales over a long date range to see products that have not moved. Pair with Days Since Sale to prioritize action.
Get category or vendor insights: Filter by a category or vendor, download to CSV, and use column totals and averages to analyze performance at the category or vendor level.
Identify your best and worst performers: Sort by Revenue Grade or Profit Grade to quickly surface your A-grade products and flag C-grade ones for review.
Downloading/Scheduling Your Report
Click the Download button at the top of the report. You can:
Download as a CSV for use in spreadsheets
Download as a PDF for sharing or printing
To schedule, click on the Actions button to set the report to run automatically and be delivered to your email
Note: Product Performance reports spanning more than a month cannot be scheduled.
For more on saving and scheduling reports, see: Saved & Scheduled Reporting.