Reports Overview

Go to Reports in the left navigation to access all analytics and financial reports. Use the date range picker at the top to filter every report to a specific period.

Sales Velocity and Sales Margin count a sale as of order confirmation, not fulfillment — the same way Amazon Seller Central or ShipStation report sales. A confirmed order counts toward units sold and revenue even before it's been fulfilled or shipped through Iraca, so these reports stay accurate for tenants who haven't started fulfilling orders in Iraca yet. Only draft and cancelled orders are excluded.

Use the Channel dropdown next to the date range to narrow the Sales Velocity and Sales Margin reports to a single sales channel — Manual, or any connected marketplace (Amazon, Shopify, WooCommerce, etc.). Leave it on All Channels to see everything combined.

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Available reports

Report	What it shows
Sales velocity	Units sold per product over the period
Inventory valuation	Current stock on hand × unit cost per warehouse
Production efficiency	Planned vs. actual yield per production run
COGS & gross margin	Cost of goods sold and profit margin per product

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COGS & Gross Margin report

The COGS report has two sections.

Production COGS — shows the total cost of finished goods produced during the period. Each row is a product, with the number of production runs, total output quantity, total COGS, and average cost per unit. Cost is calculated as:

ingredient cost + labour cost per unit × output quantity + overhead cost per unit × output quantity

Sales margin — shows revenue, COGS, gross margin, and margin % for every product sold during the period, counting sales the same way Sales Velocity does (as of confirmation, not fulfillment). Note that COGS itself is only calculated when an order is fulfilled through Iraca's own order flow (or for POS sales) — so a confirmed-but-not-yet-fulfilled order's revenue can show up in Sales Velocity before its margin appears here.

Gross margin = Revenue − COGS
Margin % = Gross margin ÷ Revenue × 100

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Revenue by Channel

The Sales Velocity report includes a Revenue by Channel breakdown showing units sold, revenue, and order count per sales channel for the selected period — useful for comparing Manual sales against each connected marketplace without switching the Channel filter back and forth. It respects the date range but not the Channel filter, so it always shows every channel side by side. Export it separately with Export by Channel.

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How COGS is calculated

For products made via recipes:

• Ingredient cost = unit_cost × actual quantity consumed for each ingredient
• Labour and overhead are set on the recipe (per unit of output)
• The total is divided by the actual output quantity to get cost per unit

For products sold directly (no recipe):

• COGS uses the product's Unit Cost field at the time of the sale

For POS sales:

• Same as direct sales — uses the product's Unit Cost at the time of the transaction

Unit cost is captured at the moment of each stock movement, so changing a product's cost later does not alter historical COGS figures.

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Why a product might show no COGS

• The product has no Unit Cost set and no completed production runs with cost data
• The COGS tracking feature is not enabled on your plan
• The order or POS sale falls outside the selected date range

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Exporting reports

Owners and admins on the Canopy plan can export any report as a CSV using the Export CSV button. Each export includes the same rows and columns shown in the table.