Profit & Loss Report Overview: Understanding Your Profitability

Profit & Loss Report Overview: Understanding Your Profitability

Overview

The Profit & Loss (P&L) report in KwickMetrics is a historical financial analysis tool designed to explain what has already happened in a seller’s business. It consolidates completed sales, refunds, fees, and expenses to show actual profitability for a selected time period. The report helps sellers evaluate whether their business, products, or specific time periods were profitable, based on recorded financial activity.

Explanation

The Profit & Loss report works by aggregating historical marketplace and cost data and organizing it into a structured profit calculation. It does not provide forecasts or predictions. Instead, it reflects finalized or recorded financial events to explain past performance.

The profitability numbers shown in the report represent the net outcome of business activity during a selected period. This allows sellers to assess how profitable their account, individual products, or specific dates were, after accounting for all relevant costs such as marketplace fees, promotional expenses, COGS, storage fees (Amazon only), and other expenses.

The report supports multiple levels of analysis through grouping options, enabling sellers to move from a high-level account view to detailed product-level and time-based insights.

Usage

Use the Profit & Loss report to:

  1. Understand historical profitability for a specific time period

  2. Evaluate whether the business ran at a profit or loss during selected dates

  3. Analyze profitability at the overall account level

  4. Compare profit and loss across individual products

  5. Identify profitable and unprofitable periods over time

  6. Support financial review, reconciliation, and decision-making based on past performance

Grouping Levels Explained

Account-Level View

When no grouping is applied, the Profit & Loss report shows aggregated totals across all products and dates within the selected period. This view helps sellers understand overall business profitability for the account during that time frame.

Product-Level Grouping

Grouping by product allows sellers to view Profit & Loss metrics separately for each product. This makes it possible to compare profitability across products and identify which products generated profit and which resulted in losses during the selected period.

Date-Level Grouping

Grouping by date allows sellers to analyze how profitability changed over time. Depending on the selected date range, data can be grouped by day, week, or month. This helps identify profitable and unprofitable periods, trends, and anomalies in historical performance.

Info
Date grouping options depend on the length of the selected date range.

Important Rules and Behavior

Notes
The Profit & Loss report explains historical performance only. It does not predict future profitability or expected outcomes.
Notes
Profitability values represent net results for the selected time period and grouping level, based on recorded sales, refunds, and expenses.
Info
All calculations reflect the combined impact of sales and refunds to show net financial results.

Prerequisites

  1. Active Amazon and/or Walmart marketplace integration

  2. Availability of historical order, refund, fee, and cost data from the marketplace

  3. For storage-related analysis, the seller must use Amazon FBA

Summary

The Profit & Loss report in KwickMetrics provides a comprehensive historical view of profitability across account, product, and time dimensions. By focusing on what has already occurred, it enables sellers to clearly understand past financial performance, assess profitability for specific periods or products, and make informed business decisions based on accurate, consolidated profit data.