Profitblue - Financial reporting for WooCommerce
Profit has always been the most important indicator of any business. We created Profitblue - Financial reporting plugin to help WooCommerce stores measure this important indicator (and many others) effectively and easily. You
set everything up in minutes, and our plugin will take care of everything else.
We believe that what you can't measure, you can't improve. If you see that your online store is not doing well financially, you can take immediate steps to fix it. These
data-driven decisions can prevent many inconveniences and
save you a lot of stress, but more importantly, money.
Main reports - Financial analysis of everything
Overview
The overview section serves as a
graphic representation of your company's financial health. It offers a lot of
statistics and graphs, from the simple ones to the most advanced ones. The most advanced is the so-called Net profit analysis, in which the profit tracker calculates the total profitability for a chosen time period, even for one day. This
real-time analysis is most important for quick and immediate actions to prevent financial inconveniences. Choose a time-period according to your needs, and you start examining your company's analyses!
Product reporting
The product section is used to analyze individual products and their profitability. The main profitability indicators here are
"Gross profit" and "Gross margin," which display how much you earn from each product. You can also click the red button labeled "Product detail" to check detailed analysis and graphs of products.
Product detail
The product detail section displays
detailed analyses and graphs of individual products. Product detail contains many tabs and graphs that will help you evaluate the importance and profitability of products. From this, you can
determine seasonality, the number of products sold per specific period, or price and margin fluctuations.
Order reporting
The Orders section measures the
profitability of individual orders, including all products, shipping, and cash-on-delivery (COD) fees. You set the data once, and with each subsequent order, it will measure how much you earned on it. You can use the
dropdown on each order to view the details. We created this Orders section to display the reality of the order's profitability on your e-shop.
Profit and Loss (P&L)
Profit and loss (P&L) is the most common
financial analysis used by large companies. P&L is a table that is divided by months and uses all the data needed to calculate the company's overall profitability, including revenues and costs. You can choose whether to display profit and loss in the version
"Month to date" (displaying actual month data) or
"Year to date" (displaying a cumulative view).
Additional Features
- Setup Wizard (installation process) — Profitblue has an intuitive installation wizard to help you with the initial setup and guide you through all the plugin's features.
- Fast and fluent — Our plugin is designed to be fast and fluent, ensuring seamless performance for both frontend users and backend administrators. Profitblue uses advanced caching that significantly reduces load times, and smart data calculation techniques that efficiently process data without causing any delays or slowdowns.
- COGS (Costs Of Goods Sold) — Profitblue integrates a robust Cost of Goods Sold (COGS) feature that allows you to effortlessly calculate the gross profit and margin for every product in your inventory.
- Custom costs and income — Custom Cost and Income feature allows users to add and manage fixed costs, variable costs, and additional income directly within your WooCommerce site. This data settings section helps businesses to add their costs and income outside of Wordpress (for example Ads, Rent cost,..)
- Shipping costs — This feature helps WooCommerce stores to add the costs they pay to Shipping suppliers. Shipping costs will make you understand your gains or losses from your freight.
- Payment fees — Payment fees let you add a specific fee (% or fixed amount) for every order where the payment method is used. This is mainly used with payment cards.
- Shop settings — Shop settings let you add the income tax of your country and Exclude "processing" and "pending payment" order statuses from reports.
Why is Profitblue better than its competitors?
➜ No order limitation
➜ Located directly in your WP dashboard
➜ Made by E-shoppers and professionals in the field
➜ Fast installation
➜ Easy to use
➜ Higher security (plugin is directly on your server)
➜ Data anonymity (We don't store your data!)
Who can benefit from financial reporting?
Financial reporting is perfect for:
✔ eCommerce Store Owners
✔ Dropshipping stores
✔ Software companies
✔ Startups
✔ Businesses
Unique features of Profitblue PRO
Historical data
In the premium version of our plugin, you can enjoy the
full history of your data. You can look back to every day/week/month in
actual and last year. This feature can help you compare years and be aware of your past situation.
XLSX exports
The premium version includes the
Order, Product, and P&L XLSX Export. You can work with that data further on your computer.
COGS export/import
To make the import of your
products's prices as efficient as possible, we prepared
COGS export/import. You can easily download the XLSX file to your computer, insert prices, and import them back to Profitblue. This feature is mainly important when you have many products (hundreds or thousands).
E-mail notifications
E-mail notifications ensure that you receive information about your financial situation
every day, week, month, or year to your e-mail address.
Up to 15 Custom costs
In our Free version, the "Custom cost and Income" are limited to only three costs/income. With the Pro version, you can
insert up to 15 custom costs/income.
Custom shipping cost settings
Our free version assumes that "Shipping costs are the same as what customers pay". So if you pay different prices to your suppliers for shipping than your customers pay to you, the data will be inaccurate. In the Pro version, you can use
the other three shipping options to make the data
100% accurate.
- Visit
Plugins > Add New
- Search for
Profitblue
- Install Profitblue once it appears
- Activate Profitblue from your Plugins page.
- Go to "after activation" below.
Manually
- Upload the
profitblue
folder to the /wp-content/plugins/
directory
- Activate the Profitblue plugin through the 'Plugins' menu in WordPress
- Go to "after activation" below.
After activation
- You should see the Profitblue setup wizard.
- Go through the setup wizard and set up the plugin for your site.
- Enjoy your financial reporting!
If you have problems installing, activating, or setting up modules, please refer to our
documentation.