In the Reports → Product Categories section, you will find a summary overview of which categories (e.g. drinks, food, desserts…) generate the highest revenue for you and what their profitability is.
The overview works similarly to the Products overview, however all data here is aggregated for entire categories.
| Note: Chart controls, date range selection, data comparison, and export options are the same across all reports. For a detailed description, see Working with reports and statistics. |
Data in the report
In the product overview, you will find the following metrics.
- Quantity sold – shows the total number of all sold products in the selected period. This is the sum of all items on bills that were closed and paid.
- Gross takings – represents the sum of sales prices of all sold products without deducting costs. These are revenues before accounting for purchase prices or ingredients.
- Costs – these are the purchase prices of ingredients and products used for all sold items in the selected period. The value is taken from inventory cards and their purchase prices in the accounting period.
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Margin – expresses the ratio between gross revenue and costs of sold products. If the margin is low or negative, we recommend checking inventory card prices, recipes, or the product’s selling price.
Formula: Margin = (Gross takings – Costs) / Gross revenue × 100 %
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Note: The recommended margin should not be lower than 60%. If the margin is negative, check:
For costs and margin to be calculated, it is necessary to have stocks management activated. Our add-on allows you to track all ingredients and costs easily and reliably – if you do not have it yet, simply contact our sales line and we will be happy to activate it for you. |
Product category overview table
In the table, you will find a summary of sales broken down by individual product categories. It contains the following columns:
- Category – the group of products to which individual items belong
- Sold items – the number of units sold in the given category
- Gross revenue – the total amount earned before deducting costs
- Gross profit – revenue after accounting for costs
- Margin (%) – percentage profitability of the category
- Costs – consumption of ingredients and inputs related to category sales
The table also allows sorting and filtering by individual columns, making it easier to compare the performance of different product categories.
You can easily export table data to Excel by clicking the “Export Table” button in the top right corner.