Product report
The Product tab on the dashboard analyses your business at the product level — how much of each product code and head you sell, query, dispatch, and buy, who buys it, and what it earns you. It reacts to the date range picker at the top of the dashboard; every number is scoped to that period.
The two selectors
At the top of the tab are two optional selectors:
- Product head — pick a head to focus the whole report on it.
- Product code — only available once a head is chosen; narrows the report to a single code. Use the small ✕ Clear above it to go back to the whole head.
These give you three views:
| Selection | View |
|---|---|
| Nothing selected | Global — firm-wide product leaderboards |
| Head only | Head — everything about that head + its codes |
| Head + code | Code — a deep dive on one product code |
KPI strip
Every view shows the same headline tiles for the selected scope:
- Ordered value / qty — won orders (PO arrived), net of discount, inclusive of tax.
- Dispatched qty — quantity actually delivered (approved deliveries, returns excluded).
- Queried value — value of enquiry lines raised in the period.
- Win rate — ordered ₹ ÷ (ordered ₹ + lost/regret queried ₹).
- Avg sell price — ordered ex-tax revenue ÷ ordered quantity.
- Est. profit and Margin — see Profit estimate.
- Distinct codes (global) — how many codes transacted.
Global view
With no selection you get firm-wide leaderboards:
- Top codes — ordered vs queried and Top heads — ordered vs queried charts.
- Top product codes tables (sold and queried), ranked by value.
- Monthly trend of ordered / queried / dispatched value.
- Suppliers — who you buy from most.
Head view
Selecting a head shows everything about it:
- Codes in this head — ordered vs queried chart.
- Ordered value by code and Ordered qty by code donuts.
- Code breakdown table — each code's ordered ₹, dispatched qty, queried ₹, and estimated profit + margin.
- Top customers — who buys this head, with order and enquiry counts.
- Monthly trend, By make, and By state breakdowns.
- Procurement → Suppliers — where the head's codes are purchased from.
Code view
Selecting a code adds a deep dive (and drops the per-code breakdown, since there is only one code):
- Selling-price stats — lowest, average, highest, and latest unit price across orders.
- Top customers, monthly trend, by make, by state.
- Procurement — suppliers, highest purchase rates, and latest arrivals for the code.
Profit estimate
Profit shown in this report is an estimate, not booked accounting profit:
Est. profit = ordered ex-tax revenue − (ordered quantity × average purchase rate)
The average purchase rate comes from approved stock arrivals for the code in the period. Tax is excluded from both sides because it is pass-through. Codes with no purchase history in the period are treated as zero cost (so their profit equals their full revenue) — read those rows with that caveat in mind.
Discounts
Sale values are always shown net of discount — the discount on each line is subtracted before the value is computed, exactly as in the Sales and Customer reports. The selling price stats and profit use the same discounted figures.
Printing
The Print product report button generates a PDF of the current view (global, head, or code) in one click — KPIs, leaderboards or breakdowns, the trend, and the procurement detail. The PDF carries your firm branding and a footer noting who printed it.