Overview

The Financial Dashboard is the high-level profitability view within the Profit Management module. It provides a quick summary of financial performance for a selected period, helping you immediately identify profit drivers, loss areas, and major cost contributors.

Instead of reviewing the full Profit & Loss Statement, the dashboard highlights the most important financial signals in a visual and simplified format.

The Financial Dashboard is designed for rapid performance assessment and quick navigation into deeper financial analysis.

What the Financial Dashboard Shows

The dashboard includes multiple widgets that summarize key financial insights:

1. Top Profit Makers

2. Top Loss Makers

3. Top Expenses by Contribution Percentage

4. Profitability by Fulfillment Channel (Walmart only)

Each widget focuses on a specific aspect of financial performance and can be customized or hidden based on your needs.

Top Profit Makers

Purpose: Identify products generating the highest positive Net Profit during the selected period.

What is Shown:

1. Product identifier (SKU)

2. Net Profit amount

3. Units sold

4. Revenue

5. Fulfillment channel distribution

1. Quickly understand which products are driving overall profitability

2. Determine whether profit is volume-driven or margin-driven

3. See how fulfillment type (AFN/MFN for Amazon, WFS/Seller for Walmart) influences profitability

Default Behavior:

1. Displays the top 10 products by Net Profit

2. Period selection is independent for this widget

3. Data refreshes automatically when the period is changed

Top Loss Makers

Purpose: Identify products generating the highest losses (negative Net Profit) during the selected period.

What is Shown:

1. Product identifier (SKU)

2. Loss amount (negative Net Profit)

3. Units sold

4. Revenue

5. Fulfillment channel distribution

1. Detect products that are eroding overall profitability

2. Identify pricing or cost pressure issues

3. Decide whether to optimize, reprice, or discontinue certain SKUs

Default Behavior:

1. Displays the top 10 loss-making products

2. Sorted from highest loss to lowest loss (most negative first)

3. Period selection is independent for this widget

This widget is particularly useful for monitoring multiple SKUs and identifying immediate corrective action areas.

Top Expenses by Contribution Percentage

Purpose: Show which expense categories contribute the most to total costs.

What is Shown:

Pie Chart:

1. Total expenses amount displayed in the center

2. Expense categories as segments:

   1. Amazon Fees or Walmart Fees

   2. Promotional Expenses

   3. Cost of Goods Sold (COGS)

3. Each segment shows both amount and percentage contribution to total expenses

1. Expense amounts over time

2. Trend patterns across the selected period

3. Helps identify when cost spikes occurred

How It Helps:

1. Identify which cost category consumes the largest share of revenue

2. Monitor whether fees, promotions, or product costs are increasing

3. Detect sudden cost spikes affecting margins

Profitability by Fulfillment Channel (Walmart Only)

Purpose: Compare Net Profit between Walmart Fulfillment Services (WFS) and Seller Fulfilled orders.

What is Shown:

1. Net Profit trends for WFS fulfillment

2. Net Profit trends for Seller Fulfilled orders

3. Time-based line chart where each line represents one fulfillment channel

How It Helps:

1. Compare profitability across fulfillment methods

2. Evaluate whether WFS or Seller Fulfilled delivers stronger margins

Default Behavior:

1. Visible only for Walmart accounts

2. Displays fulfillment channels as independent trend lines

Common Use Cases

The Financial Dashboard is commonly used for:

1. Daily or weekly profitability monitoring – Quick check on financial performance

2. Executive-level reporting – High-level summary for stakeholders

3. Identifying top-performing and underperforming SKUs – See which products drive profit or cause losses

4. Reviewing cost structure – Understand expense distribution before making campaign or pricing decisions

5. Detecting margin pressure early – Spot cost increases without reviewing full financial details

6. Portfolio analysis – Compare profitability across multiple products or brands

7. Performance tracking – Monitor margin trends over time

It provides fast financial visibility while keeping navigation to detailed analysis readily accessible.

Summary

The Financial Dashboard provides a clear and immediate overview of financial performance.

It enables you to:

1. Identify top profit-generating products – See which SKUs drive profitability

2. Detect loss-making SKUs – Find products eroding margins

3. Understand major expense contributors – See where costs are going

4. Monitor cost trends over time – Spot increases before they become problems

5. Compare fulfillment-based profitability – Optimize fulfillment strategy (Walmart)

By summarizing key financial signals in one place, the dashboard helps prioritize action before moving into the detailed Profit & Loss Statement for deeper investigation.