The Financial and Inventory dashboards are where you track profitability, monitor sell-through, and spot inventory trends before they become problems. This guide explains every metric, chart, and signal so you can make confident buying and pricing decisions.
The Financial (P&L) dashboard with KPI summary cards, year-over-year comparisons, and trend charts.
Financial Dashboard: Your P&L Command Center
Navigate to Reports > Analytics > Financial to open this dashboard. It loads with a 30-day window by default. Use the date range picker in the top-right corner to adjust.
KPI Summary Cards
Four cards across the top provide an at-a-glance financial snapshot:
Card | What It Measures | Why It Matters |
Gross Sales | Total revenue before returns | Shows top-line performance |
Net Sales | Revenue after returns and adjustments | Your actual earned revenue |
Gross Margin | (Net Sales - Cost) / Net Sales | Profitability per dollar of sales |
Return Rate | Returns / Gross Sales | High rates signal pricing or quality issues |
Each card also shows the percentage change compared to the previous equivalent period, so you can quickly see whether you are trending up or down.
Year-over-Year Comparison
The YoY table compares the current date range against the same dates one year ago. Columns include:
Gross Sales (this year vs last year)
Net Sales
Cost of Goods
Gross Margin %
Return Rate %
Delta columns showing the change
Tip: Use YoY data to separate seasonal patterns from actual growth. A dip in January is expected for most resale stores -- compare it to last January, not last December.
Return Rate Trend
A line chart plotting your return rate over the selected date range. Each data point represents a day (or week, for longer ranges).
What to look for:
Sustained upward trend -- May indicate inconsistent grading or pricing too high
Sudden spike -- Could point to a specific problematic buy or batch
Steady or declining -- Your quality control and pricing are working
Weekly Margin Trend
A column chart showing gross margin percentage by week.
What to look for:
Consistent margins (within 5% of target) -- Good pricing discipline
Declining margins over time -- You may be paying too much for inventory or discounting too aggressively
Margin jumps -- Often coincide with promotional events or clearance cycles
Buys-to-Sales Ratio Trend
This chart tracks the relationship between what you buy from customers and what you sell.
Reading the ratio:
Ratio near 1.0 -- Buying and selling are balanced
Ratio above 1.0 -- Buying more than selling; inventory is growing
Ratio below 1.0 -- Selling more than buying; inventory may thin out
Warning: A buys-to-sales ratio consistently above 1.2 without corresponding sales growth suggests overbuying. Consider tightening buy standards or reducing offer amounts.
Financial Insights Panel
At the bottom of the Financial dashboard, an auto-generated insights section highlights key observations from the data:
Top-performing categories by margin
Biggest margin changes vs prior period
Return rate flags if above threshold
These are generated fresh each time the date range changes.
Inventory Dashboard: Velocity & Momentum
Navigate to Reports > Analytics > Inventory to open this dashboard.
The Inventory dashboard showing velocity distribution, category momentum, heatmap, and crossover signals.
KPI Summary Cards
Card | What It Measures | Why It Matters |
Avg Days to Sale | Mean time from buy to sale | Lower is better -- fast turnover means healthy inventory |
Items Sold | Total units sold in period | Volume indicator |
Avg Margin | Mean margin across all sold items | Profitability check |
Active Categories | Categories with sales activity | Shows breadth; includes bullish/bearish momentum arrows |
The Active Categories card includes small arrow indicators:
Green up arrows = categories gaining momentum (bullish)
Red down arrows = categories losing momentum (bearish)
Velocity Distribution Chart
A color-coded column chart that groups your sold items by how quickly they moved:
Color | Speed | Days to Sale |
Dark Green | Very Fast | 0-7 days |
Green | Fast | 8-14 days |
Yellow-Green | Moderate | 15-30 days |
Yellow | Slow | 31-45 days |
Orange | Very Slow | 46-60 days |
Red | Stale | 60+ days |
What to look for:
Healthy store: Most volume in green/yellow-green columns
Aging problem: Large red/orange columns mean too much old stock
Pricing opportunity: If green columns dominate, you may have room to raise buy prices or retail prices
Tip: Click any column in the velocity chart to see which categories and brands are contributing to that speed bucket.
Momentum Grid
A sortable, filterable table showing each active category with:
Category Name
Short-term Trend (7-day moving average)
Long-term Trend (30-day moving average)
Momentum Signal -- Bullish (short > long), Bearish (short < long), or Neutral
Volume -- Number of items sold
Avg Days -- Average days to sale for that category
Sort by any column to find your best or worst performers. Use the search/filter to focus on specific categories.
Category Performance Heatmap
A visual grid where each cell represents a category. Color intensity shows relative performance:
Brighter/warmer colors = higher sales volume or margin
Cooler/darker colors = lower activity
The heatmap gives you a quick visual scan of which product areas are hot and which are cold, without needing to read through numbers.
Recent Crossover Signals
This panel lists recent "crossover" events -- moments when a category's short-term trend crosses its long-term trend:
Bullish Crossover (short-term crosses above long-term) -- Category is accelerating; consider increasing buy volume
Bearish Crossover (short-term crosses below long-term) -- Category is slowing; may need pricing adjustment or reduced buying
Each signal shows the category name, date, and direction. Treat these as early-warning indicators rather than absolute rules.
Tip: Drag and resize any panel on the Inventory dashboard to create a layout that works for your workflow. The dashboard remembers your arrangement between visits.
Putting It All Together
Weekly Review Checklist
Use the Financial and Inventory dashboards together for a weekly review:
Check Financial KPIs -- Are net sales, margin, and return rate on track?
Review YoY comparison -- How does this week compare to the same week last year?
Scan Velocity Distribution -- Is inventory aging or moving well?
Review Momentum Signals -- Any new bullish or bearish crossovers?
Identify action items -- Categories to buy more of, categories to discount, pricing adjustments needed
Common Scenarios
Scenario | What You See | What to Do |
Margins dropping | Weekly Margin Trend declining | Review buy costs; check if discounting too much |
Inventory aging | Velocity chart shifting orange/red | Run clearance on old stock; tighten buy standards |
Category slowing | Bearish crossover signal | Reduce buying in that category; consider markdowns |
Fast seller found | Category all green with high margin | Increase buy volume; may have room for higher retail |
Returns spiking | Return Rate Trend climbing | Check recent buys for quality issues; review grading |