Profitability Report

Payzli POS Reports provides your business with valuable insights on Sales, Money Owed, Profitability, and Productivity. These insights will help you make data-driven decisions to achieve your business goals.

The Profitability Report offers a comprehensive overview of your business’s financial well-being. It encompasses total revenue generated within a specific period, average margins from products and services, profits derived from each, and the overall profit. With access to these details, you can pinpoint your most popular products and services and explore opportunities to manage costs effectively for increased profits. By leveraging data-driven insights, you can optimize your pricing strategies while maintaining competitiveness in the market. It’s like a gym session for your business, helping it stay fit and agile!

1. To view this report:

   1. Access Reports from the main menu of your Payzli POS account.   
   2. On the Reports page, you’ll see an abridged version or drilled down view of the Profitability Report.  
   3. Click the > icon to get the full view. 
   4. In a full view, you can see line graph for profit amount (y axis) for the selected timeframe (x axis).  
   5. Using Filter icon, you can refine the view based on:  
      • All 
      • Today 
      • Yesterday 
      • Last 30 Days (default view)
      • This Week 
      • Last Week 
      • This Month 
      • Last Month  
      • Last Six Months 
      • This Year 
      • Last Year 
      • Custom 
      • Current Pay Period 
      • Last Pay Period 
   6. Below the graph, you can view tabular data with breakdown of the report: 
      • Date: Date for which the profit is shown. 
      • Service Profits: Profit from services for the corresponding date. 
      • Average Service Margin: Average profit margin percentage from services for the corresponding date. 
      • Product Profits: Profit from product sales for the corresponding date. 
      • Average Product Margin: Average profit margin percentage from product sales for the corresponding date. 
      • Total Profits: Total profits from both services and product sales. 
   7. You can Sort results by: 
      • Date 
      • Service Profits 
      • Average Service Margin 
      • Product Profits 
      • Average Product Margin 
      • Total Profits