💰Profit and loss

The Profit & loss tab in Insights shows what you made over a month, a quarter, a year or all time. It combines three numbers: what you paid for each order (its cost), what you sold it for (its sale price), and what it costs you to run your operation, such as monitors, proxies and servers (your subscriptions). Shippified fills in costs automatically from your checkout messages. Sale prices are always yours to enter. This page explains where each number comes from, how every figure on the tab is calculated, and how to fill in the gaps.

Before you start

Profit & loss needs two kinds of data to be useful:

• Orders with a cost. These come in automatically when your bots and inboxes send checkouts. See Connect Discord monitor bots and Connect an email inbox.

• Sale prices on the orders you've sold. You enter these yourself (see Record a sale price).

Subscriptions are optional. Without them, Sub costs is $0.00 and net profit equals gross profit.

Open Profit & loss

1. Open Insights

   In the sidebar, click Insights (the chart icon). The Profit & loss tab opens by default, on This month.

2. Pick a range

   At the top right, click This month, This quarter, This year or All time. The page recalculates for that range. Each range has its own address (/profitability/month, /profitability/quarter, /profitability/year and /profitability/all), so you can bookmark the one you check most.

3. Refresh if needed

   The figures are worked out when the tab loads. If you've just entered sale prices in another tab, click the round-arrow Refresh button next to the ranges.

Where the numbers come from

Cost: what you paid

Shippified fills in each order's cost from the checkout message that created it:

• If the message (read through a built-in or custom template) has an item price, that's the cost.

• Otherwise, Shippified uses the message's order total.

• It reads the first amount it finds. $1,249.99 becomes $1,249.99; currency symbols and thousands separators are ignored.

Quantity isn't multiplied in. If a message says "Qty 2" and shows $99.98, the cost is $99.98, whatever that amount represents in the message.

If the message has no price at all, the order has no cost. You can add one yourself:

• New order: fill in Cost ($) in the Add an order dialog on the Orders page.

• Existing order without a cost: open the order, fill in Cost ($) under Pricing, then click Save changes.

Sale price: what you sold for

Sale price is the amount you resold the item for. Shippified never guesses it: you enter it, and you can change or remove it at any time. See Record a sale price.

Subscriptions: your overhead

Subscriptions are the recurring costs of running your operation. You manage them in Calendar → Subscriptions. See Add your subscriptions and How subscription costs are spread.

Record a sale price

You can record a sale price in two places.

• From the order drawer
• From Home's recent orders

1. Open the order

   On the Orders page, click the order's row. Its drawer opens on the right.

2. Find Pricing

   Scroll down to the Pricing section. Cost ($) shows what you paid (with a lock icon if it's already set). Sale price ($) is always editable.

3. Enter the sale price

   Type the amount, for example 181.96. A leading $ and thousands commas are fine ($1,250), and so is .5. Use at most two decimal places.

4. Save

   Click Save changes. The button briefly shows Saved.

To remove a sale price, empty the Sale price ($) field and click Save changes. If the field has something that isn't an amount, the drawer shows "Sale price must be a dollar amount like 49.99." (or "Cost must be…") and saves nothing, so your existing price is kept. If saving fails for another reason, the error shows at the bottom of the drawer.

The profit shown on a single order is simply:

order profit = sale price − cost        (a missing cost counts as $0)

Add your subscriptions

1. Open the Subscriptions tab

   In the sidebar, click Calendar, then the Subscriptions tab.

2. Click Add

   Click Add to open the subscription form.

3. Fill in the form

   • Name: what it is, for example Hayha · Pro. Required; Add subscription stays greyed out until you type one.

   • Cost: the price of one billing period, for example 49.99.

   • Currency: a label such as USD. It isn't converted (see the warning below).

   • Frequency: weekly, monthly, quarterly or yearly.

   • Start date: the day you started paying. Overhead is counted from this date.

   • Category: a label for grouping, for example monitors or proxies.

   • Active: leave it ticked (Renewing).

   • End date (optional): leave it empty unless you already know when you'll stop paying. Overhead stops at this date.

   • Notes (optional): anything you want to remember.

4. Save it

   Click Add subscription. The subscription appears in the list with its frequency and cost, plus a per-month figure for anything that isn't monthly.

To edit a subscription, click the pencil icon on its row; the same rules apply as when adding (the name can't be empty and is cut to 80 characters, and the cost can't be negative). If a save is refused, the reason shows at the top of the form.

Stop a subscription without changing past months

When you cancel a tool, edit its subscription and either untick Active (it's paused from today) or set an End date (optional), then click Save changes. Its overhead stops from that date, and every month before it keeps its cost. To start paying again later, tick Active and save: Shippified adds a new subscription from today, so the months in between stay uncharged. See Pause or end a subscription.

Read the Profit & loss tab

The ranges

An order's date is the date it was first received, shown as Received at the bottom of the order drawer. For an order you added by hand, it's the Order date you entered. All ranges use UTC dates, so an order placed late in the evening in the Americas can fall on the next day.

The headline and change chip

The large figure at the top is your net profit for the range. It's green when positive and red with a minus sign when negative.

Under it, a chip compares net profit with the previous period of the same kind, for example vs August 2026 · September 2026:

The chip shows the difference between the two net profits. A down arrow in red means this period is lower by that amount; an up arrow means it's higher.

The five tiles

Gross and net profit keep their real sign: a loss shows as, for example, −$47.45 in red.

The coverage prompt

When fewer than half of the orders in the range have a sale price, a banner appears under the tiles:

Only 17 of 71 orders this window have a sale price set (24% coverage). Your net profit number is missing revenue from the rest. Open Orders → fill them in.

Click Open Orders → fill them in. to go to the Orders page, then add sale prices to the orders you've sold as described in Record a sale price. Once at least half the orders in the range have one, the banner goes away. A sale price of $0 counts as set: an item you gave away or wrote off still counts as priced.

Daily profit

The Daily profit chart plots, for each day, the sale prices minus the costs of that day's orders. Subscription overhead isn't included. Hover over a point to see profit · +$X for that day.

• This month and This quarter show every day of the period, labelled by day of the month. Days with no orders sit at $0.

• This year and All time label days as month/day, for example 7/15. All time only includes days that had orders, so the spacing along the bottom isn't even.

When no order in the range has a cost or a sale price, the chart is replaced by "No revenue captured in this window yet — set sale prices on parsed orders to populate the chart."

By retailer and By source

These two lists add up the per-order profit (sale price − cost) of the orders in the range:

• By retailer groups them by store: Target, Walmart, Amazon, Best Buy, or Unknown Store.

• By source groups them by where they came from: the bot's name for orders from a Discord bot, email for orders from retailer emails, or manual for orders you added.

Each row shows the profit (with a + when positive), the number of orders, and a bar sized against the largest row. Rows are sorted from most to least profitable, and the top 12 are shown. The count in the corner, such as 5 entries, includes every group. Subscription overhead isn't spread across these rows; it only appears in Sub costs and Net profit.

If the range has no orders, each list says "No by retailer activity in this window." or "No by source activity in this window."

How subscription costs are spread

Sub costs aren't charged on renewal dates. Each subscription's price is turned into a daily rate and spread evenly over every day it's active:

For each subscription, Shippified multiplies the daily rate by the number of days the subscription overlaps the range, from its Start date up to its end date (or the date it was paused), and rounds to the cent. Sub costs is the total across all your subscriptions.

What this means in practice:

• A subscription that starts partway through a range only counts from its start date, and one that ends or is paused partway through only counts up to that date.

• A monthly subscription doesn't add exactly its price to every calendar month. A $30/month tool adds $29.59 to a 30-day month and $30.58 to a 31-day month. Over a year it adds up to $360.

• All time counts overhead up to the present moment, never into the future. The other ranges count the whole period, including days that haven't happened yet.

• The renewal dates shown on the Calendar don't affect Sub costs.

Worked example

Suppose it's a day in June (30 days). You have three orders dated in June and two subscriptions that started before June.

With This month selected:

Two of three orders have a sale price (67%), so there's no coverage banner. By retailer and By source would show +$60.00, +$15.00 and −$50.00 grouped by each order's store and source; the $72.45 of overhead doesn't appear there.

Now you sell order C for $75.00 and enter that sale price. Revenue becomes $350.00, gross profit $100.00, and net profit +$27.55. One missing sale price was the difference between a loss and a profit.

Troubleshooting

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