Profitblue – Financial reporting for WooCommerce

Descriere

Profitblue – Financial reporting for WooCommerce

Profit has always been the most important indicator of any business. We created Profitblue – Financial reporting plugin to help WooCommerce stores measure this important indicator (and many others) effectively and easily. You set everything up in minutes, and our plugin will take care of everything else.

We believe that what you can’t measure, you can’t improve. If you see that your online store is not doing well financially, you can take immediate steps to fix it. These data-driven decisions can prevent many inconveniences and save you a lot of stress, but more importantly, money.

Main reports – Financial analysis of everything

Overview

The overview section serves as a graphic representation of your company’s financial health. It offers a lot of statistics and graphs, from the simple ones to the most advanced ones. The most advanced is the so-called Net profit analysis, in which the profit tracker calculates the total profitability for a chosen time period, even for one day. This real-time analysis is most important for quick and immediate actions to prevent financial inconveniences. Choose a time-period according to your needs, and you start examining your company’s analyses!

Product reporting

The product section is used to analyze individual products and their profitability. The main profitability indicators here are „Gross profit” and „Gross margin,” which display how much you earn from each product. You can also click the red button labeled „Product detail” to check detailed analysis and graphs of products.

Product detail

The product detail section displays detailed analyses and graphs of individual products. Product detail contains many tabs and graphs that will help you evaluate the importance and profitability of products. From this, you can determine seasonality, the number of products sold per specific period, or price and margin fluctuations.

Order reporting

The Orders section measures the profitability of individual orders, including all products, shipping, and cash-on-delivery (COD) fees. You set the data once, and with each subsequent order, it will measure how much you earned on it. You can use the dropdown on each order to view the details. We created this Orders section to display the reality of the order’s profitability on your e-shop.

Profit and Loss (P&L)

Profit and loss (P&L) is the most common financial analysis used by large companies. P&L is a table that is divided by months and uses all the data needed to calculate the company’s overall profitability, including revenues and costs. You can choose whether to display profit and loss in the version „Month to date” (displaying actual month data) or „Year to date” (displaying a cumulative view).

Additional Features

  • Setup Wizard (installation process) — Profitblue has an intuitive installation wizard to help you with the initial setup and guide you through all the plugin’s features.

  • Fast and fluent — Our plugin is designed to be fast and fluent, ensuring seamless performance for both frontend users and backend administrators. Profitblue uses advanced caching that significantly reduces load times, and smart data calculation techniques that efficiently process data without causing any delays or slowdowns.

  • COGS (Costs Of Goods Sold) — Profitblue integrates a robust Cost of Goods Sold (COGS) feature that allows you to effortlessly calculate the gross profit and margin for every product in your inventory.

  • Custom costs and income — Custom Cost and Income feature allows users to add and manage fixed costs, variable costs, and additional income directly within your WooCommerce site. This data settings section helps businesses to add their costs and income outside of WordPress (for example Ads, Rent cost,..)

  • Shipping costs — This feature helps WooCommerce stores to add the costs they pay to Shipping suppliers. Shipping costs will make you understand your gains or losses from your freight.

  • Payment fees — Payment fees let you add a specific fee (% or fixed amount) for every order where the payment method is used. This is mainly used with payment cards.

  • Shop settings — Shop settings let you add the income tax of your country and Exclude „processing” and „pending payment” order statuses from reports.

Why is Profitblue better than its competitors?

➜ No order limitation
➜ Located directly in your WP dashboard
➜ Made by E-shoppers and professionals in the field
➜ Fast installation
➜ Easy to use
➜ Higher security (plugin is directly on your server)
➜ Data anonymity (We don’t store your data!)

Who can benefit from financial reporting?

Financial reporting is perfect for:

✔ eCommerce Store Owners
✔ Dropshipping stores
✔ Software companies
✔ Startups
✔ Businesses

Unique features of Profitblue PRO

Historical data

In the premium version of our plugin, you can enjoy the full history of your data. You can look back to every day/week/month in actual and last year. This feature can help you compare years and be aware of your past situation.

XLSX exports

The premium version includes the Order, Product, and P&L XLSX Export. You can work with that data further on your computer.

COGS export/import

To make the import of your products’s prices as efficient as possible, we prepared COGS export/import. You can easily download the XLSX file to your computer, insert prices, and import them back to Profitblue. This feature is mainly important when you have many products (hundreds or thousands).

E-mail notifications

E-mail notifications ensure that you receive information about your financial situation every day, week, month, or year to your e-mail address.

Up to 15 Custom costs

In our Free version, the „Custom cost and Income” are limited to only three costs/income. With the Pro version, you can insert up to 15 custom costs/income.

Custom shipping cost settings

Our free version assumes that „Shipping costs are the same as what customers pay”. So if you pay different prices to your suppliers for shipping than your customers pay to you, the data will be inaccurate. In the Pro version, you can use the other three shipping options to make the data 100% accurate.

External libraries

This plugin uses the following external libraries:

  • Easypick:

    • URL: https://github.com/easepick/easepick
    • License: GNU General Public License Version 2 or later.
  • SplideJS:

    • URL: https://github.com/Splidejs/splide
    • License: MIT License.

External services

This plugin relies on the following third-party service:

Google Maps API
– This plugin loads maps from the Google Maps service to display geographic information.
– It connects to Google’s servers at maps.googleapis.com to load the maps.
– The use of this service may involve transmitting data (e.g., IP addresses, geolocation data) to Google.

For more information on Google Maps API, visit:
– https://developers.google.com/maps

Google’s Privacy Policy:
– https://policies.google.com/privacy

Google’s Terms of Service:
– https://cloud.google.com/maps-platform/terms

Gstatic

This plugin uses external resources from gstatic.com to provide enhanced functionality and performance.

Servers Called:

https://www.gstatic.com/
https://www.gstatic.cn/

Purpose of External Calls:

The plugin loads JavaScript files and assets from gstatic.com to [explain the specific functionality, e.g., „render interactive charts,” „provide autocomplete features,” „load specific fonts or libraries”].
These resources are essential for the plugin’s operation and are optimized for fast delivery via Google’s CDN.

Data Privacy:
No personal or sensitive user data is sent to or collected by gstatic.com.
The plugin only requests static files necessary for its functionality.

Capturi ecran

  • Overview – Graphic representation of your company’s financial health.
  • Order overview – Analyze orders and their profitability
  • Product overview – Analyze individual products and their profitability
  • Profit and Loss (P&L) – Financial analysis used by large companies
  • Data settings – Section to set important data

Instalare

  1. Visit Plugins > Add New
  2. Search for Profitblue
  3. Install Profitblue once it appears
  4. Activate Profitblue from your Plugins page.
  5. Go to „after activation” below.

Manually

  1. Upload the profitblue folder to the /wp-content/plugins/ directory
  2. Activate the Profitblue plugin through the ‘Plugins’ menu in WordPress
  3. Go to „after activation” below.

After activation

  1. You should see the Profitblue setup wizard.
  2. Go through the setup wizard and set up the plugin for your site.
  3. Enjoy your financial reporting!

If you have problems installing, activating, or setting up modules, please refer to our documentation.

Întrebări frecvente

Do you have documentation for the plugin?

Yes, the full documentation for this plugin is available on the website Profitblue.com

Why did you create this plugin?

We created it first for our own e-shops and found it to be a very effective way of financial management of the company. After long and demanding testing, they decided to offer it to the public.

Why do you offer this for free?

We want to help even small and medium-sized entrepreneurs manage their businesses based on data-driven decisions. We also want to show them the practices of large companies and help them adopt these best practices easily.

Why do you support WordPress 6.2+ only?

We take advantage of the new WordPress features. We use the most modern development practices, which was just not possible in the previous versions of WordPress.

Why do you support PHP 7.4 and higher only?

We only create plugins for the latest PHP versions. We decided to also support PHP 7.4 due to its high usage so that we can offer financial reporting to as many users as possible.

I need feature XYZ, what should I do?

We are continually working on adding new features. If you want some specific feature, you can write us on contact us page your request.

I found a bug, what should I do?

Leave us a message in the support section, or feel free to submit the request on contact us page.

Who is behind the plugin?

This plugin is brought to you by the WordPress and WooCommerce experts at Profitblue.com.

Recenzii

Nu există nicio verificare pentru acest modul.

Contributori și dezvoltatori

„Profitblue – Financial reporting for WooCommerce” este un software open-source. La acest modul au contribuit următoarele persoane.

Contributori

Istoric modificări

1.0.0

  • Initial version