Report library

The 13 reports we build most often

Every report below is one we've built (many of them dozens of times) for small businesses. Written in operator language, not enterprise jargon. Use it as a menu — pick the ones that would change a decision this quarter.

Scope a reportBrowse by industry
Jump to a report (13)
  1. Sales & Revenue
  2. Finance
  3. Inventory
  4. Operations
Top-line, closed-won, and everything that pays payroll

Sales & Revenue

Gross Profit / Sales / Margin

Are we actually making money — and where? A single view of top-line revenue, cost of goods, and gross profit margin, cut by product, SKU, location, rep, or channel. The report that tells owners which categories are pulling weight and which are quietly bleeding.

Example KPIs & measures
  • Revenue
  • Cost of goods sold
  • Gross profit ($)
  • Gross margin (%)
  • YoY change
  • Top / bottom categories
Typical data sources
  • POS (Square, Shopify, Toast)
  • QuickBooks / Xero / Sage
  • CRM (Salesforce, HubSpot)
  • ERP
Common in
RetailFoodGroceryCar dealersManufacturingVenues

Lost & Incomplete Sales

Which deals never closed, and why? Tracks opportunities that stalled, quotes that expired, and carts that were abandoned — with reason codes so you can fix the recurring failure modes instead of missing the pattern.

Example KPIs & measures
  • Lost deal value
  • Win rate
  • Avg time to close / lose
  • Top loss reasons
  • Competitor mentions
  • At-risk pipeline
Typical data sources
  • CRM (Salesforce, HubSpot, Pipedrive)
  • E-commerce cart logs
  • Quote / CPQ system
  • POS abandoned-transaction log
Common in
RetailCar dealersInsuranceEquipment rentalManufacturing

Sales Rep Commissions

Who earned what, and does the plan actually pay for the behaviour we want? Per-rep commission calcs that respect draws, splits, clawbacks, and tiered accelerators — with a preview of upcoming payouts and rep-viewable statements.

Example KPIs & measures
  • Commission earned
  • Quota attainment %
  • Draw balance
  • Split adjustments
  • YTD payout
  • Per-deal detail
Typical data sources
  • CRM
  • ERP order table
  • Commission plan sheet
  • Payroll system
Common in
Car dealersInsuranceManufacturingEquipment rentalSupply chain

Quota & Inventory Allotment

Do our people and our stock line up with the plan? Tracks quota assigned vs attained by rep or team, and inventory allotments — units allocated vs consumed — by location or channel. Surfaces the reps who are ahead and the SKUs that are short.

Example KPIs & measures
  • Quota attainment %
  • Pacing vs plan
  • Units allotted
  • Units consumed
  • Allotment burn rate
  • Over / under by SKU
Typical data sources
  • CRM quota tables
  • ERP allocation module
  • Warehouse system
  • Plan-of-record spreadsheet
Common in
Car dealersManufacturingSupply chainEquipment rentalRetail
Cash in, cash out, and where it quietly leaks

Finance

Accounts Receivable / Payable

Who owes us money, and who do we owe? Aging buckets (0-30, 31-60, 61-90, 90+), top debtors and creditors, and a cash-in vs cash-out forecast for the next 30 / 60 / 90 days.

Example KPIs & measures
  • AR total
  • AP total
  • DSO (days sales outstanding)
  • DPO (days payable outstanding)
  • Aging buckets
  • Top 10 debtors / creditors
Typical data sources
  • QuickBooks / Xero / Sage
  • NetSuite
  • Bank feeds
  • Invoice system
Common in
RetailFoodGroceryCar dealersHousing loansManufacturingWildlifeNon-profit

Credit Card Fee Tracking

How much are processors quietly costing us? Fees broken down by processor, card brand, transaction size, and location — with effective-rate calculation, so you can spot when a rate hike or category shift is silently killing margin.

Example KPIs & measures
  • Total fees ($)
  • Effective rate (%)
  • Fee by processor
  • Fee by card brand
  • Fee per average transaction
  • Month-over-month trend
Typical data sources
  • Stripe
  • Square
  • Toast
  • Shopify Payments
  • Bank processor statements
Common in
RetailFoodGroceryCar dealersVenuesMusic
Cash on the shelf — and how fast it's moving

Inventory

Inventory Snapshots (Growth / Decline)

What's on the shelf, and is it growing or shrinking week over week? Point-in-time snapshots with delta view — so you can see if a category is quietly ballooning (over-ordered) or thinning out (under-ordered).

Example KPIs & measures
  • Units on hand
  • Dollars on hand
  • Weekly delta
  • YoY delta
  • By category / location / SKU class
  • Snapshot date stamp
Typical data sources
  • ERP
  • Warehouse management (WMS)
  • POS backend
  • Snapshot job / spreadsheet
Common in
RetailFoodGroceryCar dealersManufacturingEquipment rentalSupply chain

Old & Slow Inventory

What's tying up cash on the shelf? Aging inventory by days-on-hand, with dollars-tied-up and a suggested markdown or discontinue list. The report that unlocks working capital.

Example KPIs & measures
  • Units aged > X days
  • $ tied up in aged stock
  • Days-on-hand by SKU
  • Dead-stock candidate list
  • Movement-since-received
Typical data sources
  • ERP / WMS
  • POS sales history
  • Purchase order history
Common in
RetailFoodGroceryCar dealersManufacturingEquipment rental

Inventory Turns

How fast are we cycling stock, and where are we below target? Turn ratios by category, SKU, and location — highlights the categories doing 12+ turns and the ones stuck at 2. The difference is often cash-flow defining.

Example KPIs & measures
  • Inventory turns (COGS / avg inventory)
  • Days sales of inventory
  • Turn ratio by category / SKU
  • Target vs actual
  • YoY change
Typical data sources
  • ERP
  • POS sales history
  • Purchasing / receiving log
Common in
RetailFoodGroceryCar dealersManufacturingSupply chain

Inventory Fulfillment

Are we filling orders on time and in full? On-time / in-full (OTIF) rates by channel and by SKU, back-order aging, and the fill-rate trend line that tells you when a supplier or a warehouse is drifting.

Example KPIs & measures
  • OTIF rate (%)
  • Fill rate (%)
  • Back-order count and value
  • Avg lead time
  • Late-shipment reason mix
Typical data sources
  • ERP order / shipment tables
  • WMS
  • 3PL feeds
  • E-commerce fulfillment API
Common in
RetailManufacturingSupply chainTransportationEquipment rental

Fast Movers

What's actually selling — right now? Weekly and daily top movers by units and dollars, with velocity trend and stock-cover ratio. Owners use it to double down on winners; buyers use it to reorder before running out.

Example KPIs & measures
  • Units sold (week / day)
  • Dollars sold
  • Velocity trend
  • Stock-cover ratio
  • Days of cover remaining
  • Top-N rank shifts
Typical data sources
  • POS
  • E-commerce
  • ERP sales
  • Warehouse pick data
Common in
RetailFoodGroceryCar dealersMusic
The service bay, the fleet, the parts room

Operations

Parts & Service, Labor Expenses

What did we spend on parts and labor, and what did it earn us? Cost buckets (parts, labor, sublet), gross-profit-per-job, technician efficiency, and warranty-vs-customer-pay mix — for shops that live and die on the service bay.

Example KPIs & measures
  • Parts cost
  • Labor cost
  • Sublet cost
  • GP per job
  • Effective labor rate
  • Tech productivity %
  • Warranty vs customer-pay ratio
Typical data sources
  • Shop management (ShopMonkey, Mitchell1, ServiceTitan)
  • Payroll
  • Parts vendor invoicing
Common in
Car dealersEquipment rentalManufacturing

Cost to Serve — Vehicle (GP$ vs Miles vs Expenses)

Is this truck, route, or driver actually profitable? Per-vehicle GP$ against miles driven, fuel, maintenance, insurance, and driver cost — so a dealer, fleet operator, or transport company can spot the units that look busy but lose money.

Example KPIs & measures
  • GP$ per vehicle
  • GP$ per mile
  • Cost per mile
  • Fuel spend
  • Maintenance spend
  • Insurance load
  • Break-even miles
Typical data sources
  • DMS (dealership)
  • Fleet telematics (Samsara, Geotab)
  • Fuel-card feed
  • Maintenance log
  • Accounting
Common in
Car dealersTransportationSupply chainEquipment rental
Not sure which one to start with

Send us a redacted sample— we'll tell you which report earns its keep first.

30 minutes on a call, one sample export, and a short written recommendation of the two reports we'd build first for your business — free.

Start the conversation