Profit Dashboard
Monitor your margins and overhead expenses.
Top Profitable Products
| Product | Total Profit |
|---|---|
| {{ p.title }} | {{ currency_symbol }}{{ p.total_profit | price }} |
| No data yet | |
Loss-Making Products
| Product | Total Loss |
|---|---|
| {{ p.title }} | {{ currency_symbol }}{{ p.total_profit | price }} |
| No loss-making products found. Great job! | |
Product cost bulk update
Set per-unit product, shipping, ads, and misc costs for each catalog product (not overhead expenses).
Overhead expenses
Manage rent, salaries, and other business costs.
Expense ledger
| Date | Name | For | Type | Amount | Paid by | Paid to / note | Receipt | Actions |
|---|---|---|---|---|---|---|---|---|
| {{ e.expense_date | date_in_tz(timezone=settings.timezone, format="%d %b %Y") }} | {{ e.name }} | {{ e.category | replace(from="_", to=" ") | title }} | {{ e.expense_type | replace(from="_", to=" ") | upper }} | {{ currency_symbol }}{{ e.amount | price }} | {{ e.payment_method | upper }} | {{ e.vendor_name }}{% if e.reference %} · {{ e.reference }}{% endif %}{% if e.notes %} {{ e.notes }} {% endif %} |
{% if e.attachment_id %}{% else %}None{% endif %} | {% if e.voided_at %}CANCELLED{% else %} {% endif %} |
| No expenses recorded. Click Add Expense to add one. | ||||||||
Bank and UPI statement check
Upload a statement saved as a CSV file, or enter a line below. Download the template first if needed. Blocks matches only the same amount and deposit/withdrawal direction. This is a review aid; it does not connect to your bank.
The file stays in this browser and is sent to this tenant’s Blocks server. Use the template’s column names. Re-importing the same rows is safe.
| Date | Account | Reference / details | Money moved | Match in Blocks | Action |
|---|---|---|---|---|---|
| Loading statement lines… | |||||