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The Reports module in MyStockPulse turns your daily transactions into actionable insights. You can review sales trends, measure product performance, generate financial statements, and forecast future demand to make confident inventory and purchasing decisions.

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Dashboard Analytics

The main analytical view in MyStockPulse shows activity for a selected period and store. Use the period selector to focus on a specific date range, then review the key metrics and charts that update automatically. Key Performance Indicators (KPIs)
  • Total revenue, order count, and average order value for the selected period
  • Comparison with the previous period to spot growth or decline
  • Store-level breakdown when multiple locations are active
Sales Trend View Switch between daily, weekly, or monthly granularity to smooth out noise or zoom into a specific day. This view helps you identify peak selling days, seasonal patterns, and the impact of promotions.

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Sales Reports

Sales Trends

Track revenue movement over time. Compare periods, spot seasonal shifts, and validate the impact of marketing campaigns or pricing changes.

Sales Forecast

Forward-looking estimates based on historical sales patterns. Use this to anticipate busy periods and plan purchasing accordingly.

Weekly Summary

A compact view of recent activity. Quickly review last week’s revenue, top products, and order volume without building a custom report.

Top Customers

Highlights which customers contribute the most revenue. Use this to prioritize relationships and tailor loyalty programs.

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Product Reports

Product Performance

Compare results across products using revenue, units sold, and profit margin. Identify underperformers and bestsellers at a glance.

Top Selling Products

A ranked view of your sales leaders. Use this to decide which items to promote, bundle, or stock more heavily.

Category Performance

See how each product category contributes to overall revenue. This helps you decide where to expand or prune your catalog.

Stock Overview

Connects product performance with inventory availability. Review stock levels alongside sales velocity to avoid stockouts on popular items.

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Financial Reports

MyStockPulse includes three core financial reports to support accounting and compliance:
  • Tax Report: Summarize taxable transactions by period. Review the underlying transactions and confirm your tax account setup before using this for formal filing.
  • Income Statement: View revenue, cost of goods sold, and gross profit for a selected period. Verify that income and expense accounts are mapped correctly.
  • Balance Sheet: See assets, liabilities, and equity at a point in time. Ensure account balances are reconciled before relying on this for decisions.
Review underlying transactions and account setup before using financial reports for formal accounting or tax filing. Incorrect mappings can produce misleading results.

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Forecasts

Forecasts in MyStockPulse support your planning but are not guarantees. The Sales Forecast estimates future demand based on historical patterns. To make the most of it, review the forecast alongside current stock levels, supplier lead times, seasonality, upcoming promotions, and any other business context that could shift demand.
Combine the automated Sales Forecast with a manual review before placing large purchase orders. A forecast based on past data may miss upcoming events like holidays, local market shifts, or new competitor activity.

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Detailed Reporting Guides

Product Performance

Read product performance, stock overview, cost status, and profit accuracy signals.

Sales Forecasting

Use forecast ranges, confidence, backtests, reorder alerts, and overstock warnings for planning.