How do I view ALL financials in one place?

CheyDPlantLady
Visitor
3 1 3

Hi everyone, hoping I can find an updated answer here. 

 

I'm trying to do my P&L, and it would not appear there is a way to view ALL sales via online store/shop, with ALL taxes/fees, etc in one place? I have to do a page via Sales reports, a sales report via the Shop tab, and then its a different page for fees that shopify takes. 

 

It's absolutely infuriating, since the reports I'm seeing don't actually add up to match total sales, and then I have to do deep dives to get all the numbers and translate it all to excel manually in order to get accurate reports. There HAS to be a way to view it all in one place, right? 

Replies 2 (2)

CloudlabSam
Shopify Partner
512 41 81

Hi There,

 

Unfortunately, the Shopify fees can only be viewed on the payout report, which you noted doesn't include you sales numbers.

 

Our Report Toaster app can help. We have a Financial Summary report which will show all of this in one place. This and any of our 120+ report templates can be customized however you see fit. Please feel free to take a look and let us know if we can help.

 

Thanks,

Sam

TrueProfit_Jen
Shopify Partner
40 1 9

Hello @CheyDPlantLady ,

 

You can try to use a third-party app such as TrueProfit. With TrueProfit, you can have:

1. All numbers from all data points:
TrueProfit syncs data from all your ad channels, shipping platforms, etc., to guarantee all metrics are accurately calculated and automatically updated in real-time, you'll get your P&L report anytime you need.

2. In-depth product insights
Know the profits and costs of every SKU and which products are most frequently bought together to run effective cross-sell campaigns, boosting your average order value

3. Comprehensive customer profitability analysis
Focus on profitable customers with customer profitability metrics like Customer Lifetime Value (LTV), CAC, LTV:CAC ratio by traffic source, discount codes, countries, etc.

4. All-store view
Connect all your Shopify stores with TrueProfit and get a birds-eye view of all your stores’ performance.

 

If you're interesting to find out more, click here: TrueProfit 

 

Hope this can help.

Jen from TrueProfit

TrueProfit - The Ultimate Real-time Profit Tracker For Shopify

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