Retail Financial Dashboard
2011-01-01 to 2014-12-31 • 51,290 retail transactions
Across 51,290 transactions, the portfolio produced $12.64M of sales and $1.47M of profit. The typical line item averaged a 4.7% margin, while the sales-weighted portfolio margin landed at 11.6%, showing that larger orders are healthier than the average transaction.
Technology and Office Supplies both hold weighted margins near 14%, while Furniture trails at just under 7%. Monthly profit stayed positive throughout the period, but discount intensity is the clearest pressure point: the weighted margin remains positive through the 10–20% discount bucket and flips negative in the 20–30% band.
Tables generated $757,034 in sales but $-64,083 in profit, for a weighted margin of -8.5%.
Accessories paired $749,307 of sales with a 17.3% weighted margin, making it one of the strongest profit carriers.
Binders shows a -0.3% average transaction margin but a 15.7% weighted margin, indicating that larger orders perform very differently from the typical line item.
Weighted margin stays positive through 10-20% (9.9%) but turns negative by 20-30% (-5.5%).
| Category | Sub-category | Sales | Profit | Weighted Margin | Avg Tx Margin | Avg Discount | Transactions |
|---|---|---|---|---|---|---|---|
| Technology | Phones | $1,706,874 | $216,717 | 12.7% | 4.2% | 14.6% | 3,357 |
| Technology | Copiers | $1,509,439 | $258,568 | 17.1% | 7.2% | 11.7% | 2,223 |
| Furniture | Chairs | $1,501,682 | $140,396 | 9.3% | 2.5% | 16.3% | 3,434 |
| Furniture | Bookcases | $1,466,559 | $161,924 | 11.0% | 1.5% | 15.4% | 2,411 |
| Office Supplies | Storage | $1,127,124 | $108,461 | 9.6% | 1.3% | 13.8% | 5,059 |
| Office Supplies | Appliances | $1,011,081 | $141,681 | 14.0% | -0.1% | 14.2% | 1,755 |
| Technology | Machines | $779,071 | $58,868 | 7.6% | -4.3% | 17.0% | 1,486 |
| Furniture | Tables | $757,034 | $-64,083 | -8.5% | -24.2% | 29.1% | 861 |
| Technology | Accessories | $749,307 | $129,626 | 17.3% | 8.7% | 12.1% | 3,075 |
| Office Supplies | Binders | $461,952 | $72,450 | 15.7% | -0.3% | 17.9% | 6,152 |
| Furniture | Furnishings | $385,609 | $46,967 | 12.2% | 5.5% | 15.1% | 3,170 |
| Office Supplies | Art | $372,163 | $57,954 | 15.6% | 6.6% | 11.7% | 4,883 |
| Office Supplies | Paper | $244,307 | $59,208 | 24.2% | 19.7% | 10.9% | 3,538 |
| Office Supplies | Supplies | $243,090 | $22,583 | 9.3% | 4.4% | 12.8% | 2,425 |
| Office Supplies | Envelopes | $170,926 | $29,601 | 17.3% | 9.0% | 13.2% | 2,435 |
| Office Supplies | Fasteners | $83,254 | $11,525 | 13.8% | 5.5% | 14.1% | 2,420 |
| Office Supplies | Labels | $73,433 | $15,011 | 20.4% | 11.9% | 12.0% | 2,606 |
| Date | Category | Sub-category | Sales | Profit | Discount | Margin |
|---|