Budgets Screen – Monthly Top Products & Analysis

The Budgets screen provides a month-by-month view of your commercial performance, with a strong focus on identifying your Top Products for planning, forecasting, and budget preparation.

At the top of the screen, you’ll see a 12-month selector that allows you to switch between months and view the Top Products relevant to that period.

This feature is designed to support both retrospective analysis and forward planning.

Monthly Top Products Logic

The behaviour of the Top Products view depends on the month selected:

1. Past Months (This Year)

• You can view the actual top-performing products for any completed month in the current year.
• Data reflects real sales, revenue, orders, and quantities sold for that month.

2. Current Month

• You can view the top products so far for the current month.
• You can also view the same month last year.
• Figures update every night.

3. Future Months

• For any future month, the system shows the Top Products from the same month last year.
• This helps you:
  • Prepare budgets
  • Anticipate demand
  • Plan stock, promotions, and marketing activity

Analysis Summary (Top Section)

When you click on one of the links, at the top of the analysis screen, you’ll see a monthly summary:

Total Revenue (ex Shipping)

• The total value of product sales for the selected month.
• Shipping revenue is excluded to give a clearer view of product performance.

Orders

• The total number of orders placed during the month.

Qty Sold

• The total number of individual product units sold.

Profitability Notice

Important:
For profitability calculations, the report uses today’s cost price, not the cost price at the time of sale.

• If no current cost price exists for a product, profitability fields will display N/A.
• This ensures consistency when comparing products, but it also means historical margins may differ from actual margins at the time of sale.

Top Products Table – Field Definitions

Each row in the Top Products table represents a single product ranked by performance.

#

• The ranking position of the product for the selected month.

Code

• The internal product code or SKU.

Title

• The product name as displayed on the store.

View

• A quick link to open a more detailed analytics view of this product. - more details in the next article

Revenue

• Total revenue generated by this product during the selected month (excluding shipping).

Views

• Number of times the product page was viewed (one view per user session).
• Useful for understanding interest vs conversion.

Orders

• Number of orders that included this product.
• A single order may include multiple quantities.

Qty Sold

• Total units of the product sold.
• This can be higher than Orders if customers buy more than one unit per order.

Avg Price

• The average selling price per unit for the month.
• Takes discounts and promotions into account.

Margin %

• Gross margin percentage based on:
  • Average selling price
  • Today’s cost price
• Displays N/A if no current cost price is available.

Total Profit

• Total gross profit generated by the product for the month.
• Calculated using today’s cost price.
• Displays N/A if cost data is missing.

How This Helps with Budgeting

By combining:

• Historical monthly performance
• Current live data
• Last year’s data for future months

…the Budgets screen allows you to:

• Forecast demand accurately
• Identify seasonal best-sellers
• Prepare stock and purchasing plans
• Set realistic revenue and profit targets