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Finances
Year in review
Your figures for the year, what worked best, and a PDF for your tax returns.
Finances › Reports › Year in review sums up a calendar year. In January, Home also shows “Your year in review is ready” for a month.
What the review holds
Choose the year (by default, the past year in January, otherwise the current one).
- The figures: revenue, net profit (after expenses), margin, units sold and number of sales. The same as Finances from 1 January to 31 December.
- What worked: best category, best platform and best source (by profit), biggest single profit, fastest and slowest sellers (days in stock), and median rotation.
Stock value never shows here: a review only talks about what is realised.
The actions
- Download the PDF: one A4 page with the same content, in the interface language.
- Open Finance for this year: the full detail.
- For micro-entrepreneurs: the year's revenue book and purchase register. See Micro-enterprise.
A year without sales simply shows “No sales”.