Margin Calculation & Controlling: Automatically calculate revenue, costs, margin, profit, ROI in WooCommerce

Reports to track profit and revenue of your WooCommerce shop with minimal effort + export. Let your margin be calculated automatically per product, order and customer. This makes your online shop more profitable and you always know without Excel where you stand.

Margin Calculation & Controlling: Automatically calculate revenue, costs, margin, profit, ROI in WooCommerce

Easily insert product costs (purchase price) in the online shop for profit calculation. The bulk editing function for costs, profit margin calculation, prices, inventory levels, etc. also makes maintenance much easier. Particularly practical are the reports for tracking profit and revenue of the business.

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Make your own WooCommerce shop more profitable through clear and directly visible revenue insights per order, customer and product as well as revenue – costs = profit calculation (margin)



Add purchase price, cost price, and cost of goods to your products/variations. Based on these values, new prices are calculated and suggested using your markup (profit margin). These values give you direct control over the profits and revenues of your shop. With the included table editor and its bulk functions you can easily add and update all these values. Additionally, you can seamlessly update inventory, display acquisition value, sales value, and total profit. The price selection ( NEW ) gives you multiple options for automatic calculation and display: retail value, acquisition value, and profit based on the price you selected (i.e., including VAT).

Cost & Reports contains valuable and unique sales reports. The reports show in detail your actual profits and revenues, not just bestsellers, but down to the product or variation level. Retrieve reports by predefined or selected date ranges, see your acceptable profit (green background highlighting) and your unacceptable profit (red background highlighting). Download reports as .csv or export table data (based on your filters) for further processing in applications such as MS Excel or Apple Numbers.

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Benefits of Cost & Reports:

  • Adds important information about your business profit and revenue .
  • Add valuable fields to your product/variants, such as: purchase price, costs, shipping, cost of goods and markup .
  • Make more accurate prices for your business (with product costs and markup).
  • Historically editable metadata will be added to your order items for purchase price and cost of goods.
  • Table editor that can bulk add/update your costs, profit margins, prices, inventory and more .
  • Export functions (as .CSV or .xlsx)
  • Price Selectorfor regular price and daily price (incl. and excl. VAT)NEW
    • Colored border (gold) on products NEW IN SALES
    • Colored text (blue) for prices incl. VAT . NEW
    • Calculates acquisition value, sales value and profit based on price selection NEW
  • ReportsperOrder, customer and product / variant(Table view). Including:
    • Search , date ranges, averages, profits, net revenue, taxes, sidebar with summary information and bestsellers.
    • Best sellers with information such as profit, sales, and revenue.
    • Product reports that are dynamically calculated when filtering.
    • Export as .csv file
    • Table export to .xlsx (MS Excel or Apple Numbers)
    • Live reports and counters (new orders)
  • Compatible with products, variations, subscriptions, cost of goods, Bulk Table Editor, Order Status Manager and more
  • POT file for translations (English, German NEW and Norwegian)

Table editor

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The table editor can bulk update: purchase price, costs, shipping costs, cost of goods, markup, price and inventory. It calculates a correct price (price suggestion based on item costs and markup). Additionally:

  • Displays cost value (per row and summed)
  • Sales value (per row and totaled)
  • Profit (per row and totaled)
  • A range of search/filter options
  • Show/hide ID and SKU
  • Sort by column
  • On-sale indicator – gold-colored border (price column)
  • Export to CSV file (opens in MS Excel or Apple Numbers)
  • Export current table (.xlsx)

Easy access to bulk functions (mass editing)!

Most columns have bulk functions, here is an example: We enter 10 in the input field for "Other Costs", select "Increase by fixed amount" and 10 is now added to each row. When this is done, Cost & Reports adds this value to the cost of goods, then calculates each row and suggests a new price. If you are satisfied with the new price, simply use the "Save All" button and this is now the current price for the selected products. If a price comes out with a number like 12.37, you can use the rounding function on the new price to make a cleaner price like 12.40, the markup will then be automatically adjusted to your new price.


Prices and cost/profit calculations

As a merchant, you often want to see and adjust the price when it includes VAT, so there is a function for that. You can now select the regular price incl. VAT, which makes it possible toadjust the price incl. VAT. VAT and converts it to the regular price ex. VATin the New Price column automatically. This means that you can now easily set sales prices like $19.90 (incl. VAT). Additionally, you can select the regular price excl. VAT (standard) and the current price for your products (incl. VAT or excl. VAT). If a product is on sale, it hasthe price field a goldenmargin. When you select a price,Cost & Reports automatically calculates the acquisition value, retail value, and profitfor you if it is incl. VAT, the values are dark blue (excl. VAT is black by default).




Reports per order

This report view shows all sales in a date range, set your own range using the date selection or use the predefined ranges. In the table you will find order ID (links to order page), customer, role, date, status, item quantity, profit, cost of goods, net sales, and taxes for the selected period. On the right side of the table you will find key values and averages from the period. Color indicators in the table for high and low profit are also included, these can be easily adjusted in the settings. Use the "Search in rows" to filter the reports, filter by order ID, customer, role, and date. The role column is added to support role-based extensions such asRoles & Rules B2B to support.


Reports per product/variant

The product view has the same functions for selecting date ranges and the button to download .csv. This table initially shows average values, then order ID, category (link to edit products in the category), product/variant name, SKU, quantity, price (at purchase), net sales, and profit (including percentage). Sort the columns as desired. On the right side of the table is a top product in the period based on quantity and profit. And other key values and averages from the selected period.


Customer reports

Customer Report

This report is set up so you get more information about customer orders. Here you can easily find name, company, email and phone if you need to contact the customer or want to export this information. You will also find shipping costs, total order amount, total tax, items purchased, currency, country and payment method. Use the row filter to summarize values for a customer or company.

Who is my best customer?

 

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Line search and automatic calculations



Use the "Search in rows" filter to display your selection of products/variants in the product report. You can use order ID, category, product and SKU when you want to filter in your product reports. When you filter, the plugin automatically updates averages, bestsellers, totals and more, so you can easily see your gross revenues and profits for your selection.


Live reports

The reports now give you an automatic counter for new orders, you also have the option to update the reports automatically (option in settings). You can use this view, for example, as a live report and see the numbers and sold products updated throughout the day.


History added to order items

CYP - Order line history

When customers buy your products, Cost & Reports adds the product cost and purchase price to each order line item. This means you can see and edit what you bought the item for, and the product cost when you sold your products. This means that historically accurate profits are displayed in the extension reports. (Product cost and purchase price on order line items is for internal use).


Export reports

There are two buttons for export download (.csv) and export table. The first retrieves all your data from the database, the export table exports only what you see in the table. This means you can filter and sort, and when your selection is correct, simply click Export and you get an .xlsx file. This opens in MS Excel and Apple Numbers. The following image shows the export result.


Are you already using margin calculation for your products?

If you are already using the product cost field for your products, simply go to Settings > Integration and enter the product cost field; Cost & Reports uses this value for product costs in related calculations. If you do not have this plugin, Cost & Reports creates a product cost field by default that is used for all your products. For more information on this integration, see the documentation.

Use the bulk table editor for WooCommerce

If you are working with prices in a category and want to set up sales, you can navigate to the sales setup via the "Set up sales" linkBulk table editorjumps and sales in the same category. More information about your prices and your profit give you the opportunity to make better decisions when setting up sales for your products. The integration is automatic.

Main features & functions of the WooCommerce plugin

  • Bulk functions for every price field, markup field, and inventory quantity.
  • Calculate automatically when you enter values into the table or use bulk functions.
  • Control mechanism for prices and negative profit values.
  • Option to use inc. VAT prices
  • Adds fields for purchase price and cost of goods to your existing products.
  • Use shipping costs to calculate product costs.
  • The totals for inventory, acquisition value, sales value, and profit are listed in the table.
  • Search and filter functions that allow you to set prices for a selection of products in bulk.
  • Function to delete input fields for calculations.
  • Progress bar when saving.
  • Delete 0.00 values when in focus (mouseover), this makes it quick to set correct values when null
  • Bulk deletion of products and variations.
  • Undo changes
  • Download/Export (.CSV) file per category or all products. Including calculations and date of last change.
  • Supports the setup of multi-location networks.
  • Reports per order, customer, and product.
    • Reports per order.
    • Reports per product/variant.
    • Export to .csv file (database export).
    • Export table (.xlsx)
    • Color indicators for high and low profit percentage.
    • Search in rows with automatic calculations.
    • Counter and option to automatically update new orders

The extension is compatible with

Languages

  • English (Standard)
  • Norwegian
  • German
  • POT file for easy translation into other languages

 

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Expansion level and complex but very useful and easier for multi-channel sales:

Billbee inventory management:

WordPress WooCommerce Inventory Management WaWi – Best Solution for Your Shop

 

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CEO & Marketing Consultant

Would you like to make your shop more profitable? We are happy to help:

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    Florian
    Florian
    has found his calling through passion. Fundamentally honest and direct, he advises everyone from sole proprietors to founders and startups, as well as business and management levels of SMEs. As a consultant, he understands how to reduce complex relationships to their essence and develop a direct message for customers and employees with a sustainable strategy and optimization.

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