How to Download and Navigate Financial Reports in OPI

The financial reporting feature within One Page Inventory (OPI) offers a comprehensive view of your financial metrics, helping you track sales, monitor expenses, and analyze profit margins all in one place. With customizable filters and detailed data points, this feature enables you to gain valuable insights into your business’s financial health. In this guide, we’ll explore how to generate a Financial Report, customize it to your needs, and dive into the essential metrics included.

Generating Your Financial Report #

STEP 1: APPLY PRODUCT FILTERS #

Locate Filters: At the top of the Financial Report page, you’ll find various product filters.
Customize Filters: Adjust these filters according to your needs to tailor the report to specific products or time periods.

STEP 2: ACCESS THE REPORT BUILDER TOOL #

Navigate to the Tool: On the far right of the page, find the report builder tool.
Review Filters: You’ll see your selected filters here and can clear them if necessary.

STEP 3: SEND YOUR REPORT #

Export Options: Export the Financial Report as a CSV file for detailed analysis.
Email Option: Alternatively, you can email the report directly for quick sharing with stakeholders.

KEY FINANCIAL REPORT FEATURES #

WAREHOUSE INFORMATION #

Stock Status: Current status of your inventory.
Inbound Orders: Details of incoming stock.
Transfers: Information on inventory transfers between locations.
Potential Gross Sales: Estimated revenue from all units at their current price.
Sales Price: The price at which each unit is sold.
Potential Profit: Projected profit after deducting costs and fees.

SALES CHANNEL DETAILS #

Sales Channel Details

Sales Price: Price of your products on Amazon.
Additional Product Costs: Includes extra expenses such as shipping and handling.
Combined Fees: Total charges imposed by Amazon, including platform-related fees.
Storage Costs: Expenses for keeping inventory in Amazon’s warehouses.

Profitability Metrics

Potential Profit per Unit: Profit for each product after costs and fees.
FBA Units In Stock: Number of units available in Amazon’s Fulfillment Centers.
Total Cost of Goods Sold: Total expenses to produce or purchase the inventory sold.
Total Sales Fees: All transaction-related fees aggregated.
Total Storage Costs: Sum of storage expenses over a given period.
Potential Profit: Overall profit after accounting for all costs and fees.

Replenishment Recommendations

Quantity to Replenish: Suggested number of units to reorder.
Sales Value of Replenished Quantity: Estimated revenue from additional units.
Manufacturing Cost to Replenish: Expense of producing or purchasing the reordered units.
Potential Profit of Replenished Quantity: Projected profit from the reordered units.