Overview
The Sales section gives you a complete view of your Shopify orders with profitability tracking that goes beyond what Shopify offers natively. Revenue, costs, and profit are calculated per order so you can see exactly where your money goes.
Sales Dashboard
At the top of the page you’ll find key metrics for the selected period:
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Total Orders - Number of orders with an item count badge
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Total Revenue - Money paid by customers
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Total Cost - Sum of inventory costs, transaction fees, and any additional costs
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Total Profit - Revenue minus total costs
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Average Profit Margin - Percentage across all orders
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Returned - Total value of returned orders
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Gross margin - Total profit as a percentage of revenue: (Total profit ÷ Total revenue) × 100%
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Ad spend % - Advertising expenses as a percentage of revenue: (Ads expenses ÷ Total revenue) × 100%
Costs are broken down further into:
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Transaction Costs - Payment gateway fees calculated automatically
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Additional Costs - Custom costs you add to individual orders
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Inventory Costs - Component costs based on your Bill of Materials. Orders without manually attached stock show an estimated cost calculated from BOM recipes; once real stock movements are attached, the estimated cost is replaced by the actual cost
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Expenses - General expenses tracked outside of orders
Note: The Ad spend % metric only includes expenses from the “Ads” category. Create this category in Settings and assign your advertising expenses to it for accurate tracking.
Date Filtering
Filter the dashboard and order list by:
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This month (default)
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Last month
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All time
Order List
The order table shows each order with columns for:
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Order number (click to open details)
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Date
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Products and quantities
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Fulfillment status (Fulfilled, Partially Fulfilled, Unfulfilled, etc.)
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Revenue, transaction costs, additional costs, inventory costs
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Total costs, profit, and profit margin percentage
Order Details
Click any order to open a detailed view with several sections.
Stock Management
For each line item you can:
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See the stock available per warehouse and production capacity
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Use items from existing stock with one click
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Produce and use items from raw materials via BOM components
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View allocated, used, and remaining inventory
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Undo stock movements if something was applied incorrectly
Order Components
View all components required for the entire order, including order-level components (e.g. packaging). Attach or detach components from specific warehouses and check availability.
Additional Costs
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Add custom cost entries per order (shipping surcharges, special packaging, etc.)
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Save costs as reusable templates for future orders
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Apply saved templates to new orders with one click
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Edit or delete templates as needed
Order Status
Mark orders as “filled out” once all stock has been allocated and costs have been reviewed.