Measure Guide

Revenue section: sales revenue, other income, and surcharges, less discounts = net revenue

Cost of goods sold and gross profit

Expense lines: operating expenses, marketplace fees and advertising, shipping, transaction fees, waste, losses, and donations

Net profit, plus tax collected — marketplace-collected tax is shown separately since it is not your liability

Filter by direct sales vs marketplace channels when a marketplace is connected

Classic running-statement layout: Revenue, Cost of Goods Sold, Gross Profit, Expenses, and Net Profit or Loss

Same underlying figures as the Income Statement, formatted as a traditional P&L statement

Tax collected is listed as a liability, separate from revenue

Export CSV or PDF, or print

Sales section: sales revenue and surcharges, less discounts = net sales

Expenses section: every expense line with total expenses

A quick health check when you don’t need the full income statement

Waterfall chart: revenue at the left, each cost step subtracted in turn, net profit at the right

Steps: sales revenue, discounts, cost of goods sold, marketplace fees and advertising, operating expenses, and other costs

Uses the same numbers as the Income Statement for the same period, so the two always agree

Each step links to the report with the underlying detail (Income Statement, Marketplace Statement, Sales & Expenditure)

Table fallback lists every step with running total; export CSV or PDF

Sankey diagram: vendors → material categories → products → sales channels, with flow width showing dollars

Waste and loss branch shows cost leaking out of materials

Hover a flow for the dollar amount and the number of transactions behind it

Columns measure different events (purchases, production use, sales) over the period, so they intentionally don’t balance — materials bought this period may not be used yet, and revenue above material cost is your margin

Table fallback lists every flow; export CSV or PDF

Splits expenses into fixed (rent, insurance, utilities, and similar) and variable (supplies, fees, and everything sold) using your expense tax categories — adjust the split once and the report remembers it on this device

Monthly break-even day: the day your cumulative contribution covered that month’s fixed costs ("you crossed break-even on the 19th")

Blended contribution margin and the revenue needed to break even

Per-product contribution table: price, unit cost, margin, and how many units would cover your monthly fixed costs

Uncategorized expenses count as variable — categorize expenses in Settings for a sharper split

Export CSV or PDF

Effective hourly wage = contribution after materials and non-labor costs ÷ the labor hours embedded in the units you actually sold

Labor hours come from your recipes’ step durations, so products without a recipe (or without timed steps) are honestly listed as "labor unknown" instead of being guessed

Set a target wage and see which products clear it, which quietly pay less, and the price each would need to hit your target

Monthly trend shows whether your effective wage is improving

Pairs with Break-even (am I losing money?) — this answers "am I working for free?"

Export CSV or PDF

Summary cards: customer count, total revenue, and total orders for the period

Per-customer rows: revenue, orders, average order value, groups, and repeat-buyer status

Filter by customer group, or summarize the table by group for per-group subtotals

One row per referral source: customers, revenue, average order value, and orders

Shows which channels (markets, social, word of mouth, and so on) actually pay off

Referral sources are defined in Settings and set on each customer record

Cohort grid: customers grouped by the month of their first purchase, with each following month showing the percent who purchased again

Headline metrics: repeat-purchase rate, one-and-done percent, and median days between orders

Repeat-rate trend shows new vs. returning buyers month by month

The went-quiet list surfaces repeat customers whose gap since their last order far exceeds their usual cadence — ready for a nudge

Filter by customer group; sales without a customer record are not included

Export CSV or PDF

Year-at-a-glance calendar: each day is shaded by revenue or order count — darker means more sales

Summary cards: total revenue, orders, active days, best day, and best weekday

Month and weekday totals show which months and market days carry the business

Filter by location and sales channel (all, marketplace, or direct); switch the calendar between revenue and orders

Click a day with sales to see that day’s transactions and jump straight to any of them

Export CSV (daily totals) or PDF (monthly totals plus daily detail)

Treats each day you sell at a Sales-type location as an event: one row per market day with revenue, orders, units, cost of goods, same-day expenses, and net profit

Best-seller column shows the top item at each event

Location comparison totals answer "which markets make me money?" — events, revenue, expenses, net, and average revenue per event

To include booth fees and travel, record them as expenses at the event’s Sales location dated on the event day

Create a location of type Sales for each recurring market or venue (Entities → Locations), and select it when recording sales at the event

Event tags: tag an event’s sales and expenses with a transaction tag (e.g. “Spring Makers Market 2026”) and pick it under Event tags in the report — each selected tag becomes one event row, covering multi-day events and expenses paid ahead of the event day, at any location

Export CSV or PDF for booking decisions

Three channels: marketplace (synced sales), in-person (sales recorded at Sales-type locations), and direct (everything else)

Per-channel: revenue, orders, average order value, cost of goods sold, fees, net profit, and margin percent

Marketplace fees include synced marketplace charges and advertising plus payment fees on the sales; direct and in-person channels count their payment and transaction fees

Monthly revenue trend chart shows how the channel mix is shifting

Answers "is the marketplace still worth it after fees?" with your own numbers — export CSV or PDF

Sales and fees summary for the selected channel and period

Seller services section breaks out listing, advertising, and similar marketplace charges

Sales detail table: date, order, items, gross amount, fees, tax, and net

Requires a connected marketplace such as Etsy

Side-by-side cohorts: share of revenue sold at a discount, average discount depth, average order value, and margin for discounted vs. full-price sales

Customer lens: repeat-purchase rate of customers acquired with a discount vs. at full price

Per-pricing-tier performance shows how wholesale and other tiers really perform

Marketplace coupon table appears when synced orders carry coupon codes

Monthly trend of discounted share of revenue

Export CSV or PDF

Annual recap of the year’s making: pieces produced, materials consumed in physical terms, hours of making, top product, best market or event, busiest week, and repeat customers

Dollar amounts stay hidden until you choose to show them

Create an Instagram-ready share card — a celebratory image of your year with no dollar amounts unless you turned them on

Mid-year it works as a "year so far" view; the picture completes in December

Export CSV or PDF of the stats as well

Summary band: items analyzed, below cost, below target, missing cost data, missing price, and average margin

One row per sellable item: price, unit cost, margin, gap to your target margin, and 90-day sales

Set your target margin and cost assumptions in the report settings

Optional AI Pricing Advisor panel suggests specific price changes (enable the AI pricing advisor in Account Preferences)

Columns: location, name, SKU, category, unit, and price

Sortable table with pagination and a location filter

Export as CSV or PDF, or print — handy for wholesale sheets and price tags

Scatter chart: units sold across, margin percent up, point size showing revenue over the trailing window

Median lines split the chart into four quadrants: Stars (high margin, high volume), Workhorses (low margin, high volume), Sleepers (high margin, low volume), and Question Marks (low margin, low volume)

Trailing window picker: 30, 90, 180, or 365 days

Quadrant table beneath lists each item with a suggested next step, linking to Pricing Health and Dead Inventory

Export CSV or PDF including quadrant membership

Category → product treemap: tile size is revenue over the trailing window (switchable to units sold)

Tile color is margin percent on a diverging scale — below-cost items show red

Trailing window picker: 30, 90, 180, or 365 days

Click a category tile to drill into its products; click a product to open the item

Table fallback lists every product with revenue, units, and margin; export CSV or PDF

Pareto chart: items ranked by the selected measure with a cumulative-percent line

Automatic class bands: A covers the first 80% of the total, B the next 15%, C the last 5%

Switch the measure between revenue, cost of goods sold, and units sold

Summary cards show item count and share per class

Table lists each item’s rank, value, share, cumulative share, and class — the class column is included in exports for purchasing and stocktake prioritization

Enter physical counts next to each item’s system quantity — variances are calculated as you type

Summary shows how many items you’ve counted and how many have a variance

Creating the stocktake posts a stocktake transaction that adjusts inventory to your counts

Filter by location and category to count in smaller batches

Prefer step-by-step? The Guided Stocktake workflow (linked from the report) walks through the same count

Each item shows beginning and ending quantity and value, plus the change over the period

Grouped by inventory category with per-category subtotals

Overall totals: beginning value, ending value, and change — useful for balance sheet and cost of goods sold work

Filter by location for multi-location businesses

Per-item turnover: cost of goods sold for the period against current stock value, with annualized turns and days on hand

Aging buckets (0–30, 31–90, 91–180, 180+ days since last movement) show the dollars sitting in each — the drift toward dead stock before it qualifies as dead

Monthly turns trend shows whether inventory efficiency is improving

Items that have never moved are aged from when they were first stocked

Sits between the live stock view and the Dead Inventory report — use it as the early warning

Export CSV or PDF for bookkeeper and lender conversations

Summary cards: total capital tied up, dead item count, and estimated recovery

Two modes: by last sale (finished products) or by last use (materials and ingredients)

Per-item detail: on hand, unit cost, capital tied up, last sold or used, and days idle

Suggested discount per item with estimated recovery — tune the idle threshold and markdown aggressiveness

Reconstructs each product’s stock level day by day from your transaction history to find the days it sat at zero

Applies the item’s own sales velocity from in-stock days to estimate the revenue missed while it was out

Estimates are clearly labeled, and items with sparse sales history are flagged low-confidence rather than over-claimed

Per-item stockout windows show exactly when you were out

Measurement completes prevention — pair it with Smart Restock alerts to stop the next stockout

Export CSV or PDF

For every recipe: how many units you can build from what is on the shelf right now, in whole batches

Names the limiting ingredient ("you can pour 40 more candles; wicks run out first") and the cheapest purchase that unlocks the next batch

Ingredients made in-house show what their own recipe could add, one level deep

Ingredient detail per recipe: required per batch, on hand, and batches supported

Point-in-time — no date range; refresh after logging purchases or production

Export CSV or PDF for a night-before-market production plan

Pick a target season window (Q4 holiday, spring, summer, or custom) and an optional growth percent

Projects demand per product from your sales in the same window last year, then nets out what you already have on hand

Explodes the plan through your recipes into a material shopping list — required quantity, on hand, on order, shortfall, and estimated cost

Order-by dates work back from the season start using each material’s vendor lead time

Products without a recipe are listed to order as-is; ingredients that are themselves made in-house are flagged

The projection is deterministic — last season × your growth number, not a forecast — and the comparison window is always shown

Export the shopping list as CSV, or the full plan as PDF

Per-vendor totals: spend, orders, distinct materials, and share of your purchasing

Per-material price picture across all vendors: first vs. latest unit cost in the period and the percent change — increases of 10% or more are flagged

Unit costs are normalized to a common base unit, so purchases in different package sizes and units compare directly

Vendor concentration per material shows where you depend on a single supplier

Monthly stacked chart shows how spend is distributed across your top vendors

Export CSV or PDF for renegotiation and repricing conversations

One row per completed production run: planned vs. actual output, yield variance, material cost, equipment hours, and cost per unit

Yield variance chart shows over- and under-producing runs at a glance; cost-per-unit trend shows drift over time

Per-recipe summary compares each recipe’s latest cost per unit against its typical (median) cost — recipes that drift more than 10% are flagged for a recost

Material cost comes from what each run actually consumed, so the numbers reflect spillage, substitutions, and scaling

Export CSV or PDF for production records

Forward traceability: what products were made from a specific batch of ingredient

Backward traceability: what ingredients went into a specific finished product

Shows the full chain: purchase → production → sale with batch numbers at each step

Columns: item name, batch/lot number, source, destination, date, quantity, unit

Essential for food safety recalls and supplier issue investigation

Totals every waste and loss transaction plus negative stocktake and adjustment corrections for the period

Loss split by reason: waste, loss/damage, count variance from stocktakes, and adjustments

Waste and loss lines are automatically valued at the item’s average cost when recorded (older entries recorded before this valuation keep $0 unless a line’s item, unit, or quantity is later changed)

Count corrections carry no cost of their own, so they are valued at the item’s weighted-average cost

Monthly chart stacks loss by reason with a shrinkage-rate line (loss as a percent of cost of goods sold)

Per-item table shows where the loss concentrates; the events table lists every loss transaction

Export CSV or PDF — useful for insurance and tax records

Summary cards: total equipment tracked, total usage hours, and most-used equipment

Per-equipment detail: times used, total hours, and average hours per use

Date range presets plus location filter for multi-location equipment

Footer row with totals for usage count and hours

Per equipment item: acquisition cost plus lifetime maintenance against the production value attributed through its logged usage hours

Payback progress bar ("71% paid off") with a projected payback date at your recent production pace

True cost per usage hour — compare it against what your recipes assume the machine costs

Value attribution follows the equipment’s share of logged hours on each production run; runs whose product has no price are flagged rather than guessed

Idle-equipment flags and a maintenance-cost trend feed the replace-vs-repair conversation, linking Replacement Planning

Export CSV or PDF

Three status categories: In Good Condition (<25% used), Moderate Wear (25-75%), Needs Replacement (>75%)

Summary cards show count of equipment in each status category

Per-equipment detail: purchase date, expected life, total hours, lifespan percentage with progress bar

Color-coded status: green (continue use), amber (budget for replacement), red (plan replacement soon)

Based on 2,000 work hours per year assumption

Only includes equipment with "Useful Life" configured

Part I - Income: gross receipts, returns, COGS, other income, gross income

Part II - Expenses: categorized by IRS tax categories with line number mapping

Part III - Cost of Goods Sold: beginning inventory, purchases, ending inventory

Tentative Profit and Net Profit/Loss calculations

Shows business information (NAICS code, description, accounting method)

Flags uncategorized expenses for review

Filing guidance: lists required forms (4562, 8829, SE, 8995)

Disclaimer: consult a tax professional for official filing

Lists all donation transactions by date and charity recipient

Shows donation amounts and descriptions

Recorded value comes from the editable value on each donation line — prefilled at the item’s average cost, overridable with e.g. a fair-market value (donations recorded before this field keep $0)

Shows the item’s cost basis alongside the recorded value

Totals by charity for easy reporting

Export for tax records

Shows each depreciable asset with purchase date, acquisition cost, and method

Calculated values: annual depreciation, accumulated depreciation, current book value

Remaining useful life and residual/salvage value

Filter by location; export CSV or PDF for tax preparation

Pick your state once — the tracker charts cumulative gross sales against the state’s cottage food revenue cap

Pace projection: "at this pace you reach the cap in late October", plus headroom remaining and percent used

Two-tier states can enter a custom cap; food-freedom states with no cap still get the sales pacing view

State cap data links to official sources and shows when it was last reviewed

Informational only — not legal advice; verify how your state counts sales toward the cap

Export CSV or PDF as a record

Shows every create, update, duplicate, and delete action across your records

Columns include date/time, the user who made the change, the action, and old vs new values

Filter by record type (inventory, transactions, team members, and more), action type, and location

Export CSV or PDF, or print, for compliance documentation