Insights
Reports
Analyse stock value, sales velocity, and supplier performance. Export data as CSV.
Go to Reports in the sidebar to access all available reports.
Stock Value report
The Stock Value report is available on all plans including Starter. It gives you a snapshot of the current value of your entire inventory.
The report includes one row per active SKU and shows:
- Product name and SKU — identifies the item.
- Stock on hand — current quantity across all locations.
- Cost price (per unit) — the cost price recorded on the product.
- Total at cost — stock on hand × cost price. This is what your current inventory has cost you.
- RRP (per unit) — the recommended retail price if set.
- Total at RRP — stock on hand × RRP. Shows the maximum potential retail value of your inventory.
- Margin % — calculated as
((sale price − cost price) / sale price) × 100.
The report footer shows the totals: aggregate cost value, aggregate RRP value, and the overall portfolio margin.
Products with zero stock are excluded from the report by default. Toggle Include zero-stock items to include them (useful when you want to see the full catalogue with cost prices).
Sales Velocity report
The Sales Velocity report shows how quickly each product sells over a chosen time period. It helps you identify your bestsellers, slow movers, and products that may need clearing.
Select a date range (last 7, 30, 90, or 365 days, or a custom range) and the report shows:
- Units sold — total units sold in the period, based on stock adjustments of type
Sale. - Average daily velocity — units sold ÷ days in period. Useful for forecasting.
- Days of stock remaining — current stock ÷ average daily velocity. Highlights products that will run out soon at the current sales rate.
- Revenue — units sold × sale price.
- COGS (Cost of Goods Sold) — units sold × cost price.
- Gross profit — revenue minus COGS for the period.
Sort by any column. Click a product row to open the product detail page.
Supplier Performance report
The Supplier Performance report aggregates purchase order data to show how well each supplier is performing against expectations.
The report shows one row per supplier and includes:
- Orders placed — number of POs sent to the supplier in the period.
- On-time delivery rate — percentage of POs received on or before the expected delivery date. Requires expected delivery dates to be set on each PO.
- Average lead time (actual vs expected)— compares the supplier's stated lead time against how many days each PO actually took from sent to received.
- Total spend — sum of all PO values in the period.
- Fill rate — the percentage of ordered units that were actually received (relevant if you frequently receive short deliveries).
Use this report to identify suppliers who consistently deliver late or short, and to support renegotiations or supplier switches.
Exporting reports as CSV
Every report has an Export CSV button at the top right. Click it to download the currently filtered and sorted report as a UTF-8 encoded CSV file, ready to open in Excel, Google Sheets, or any BI tool.
The CSV includes all columns shown in the report. Applied filters are respected — if you have filtered to a single supplier, the CSV will only contain that supplier's products.