Decisions

Sample data1-27 Dec 2025

Fix first: 2 products hold $474 of stock that has not sold in 60 days, at today's unit cost.

1 to fix now, 1 to watch, 3 need a source.

Fix now starts at $ a decision. Your assumption The larger of $100 or 1% of 1-27 Dec sales.

Margin floor % of each sale. Your assumption Our starting point; change it to yours.

Fix now

2 products hold $474 of stock that has not sold in 60 days, at today's unit cost.

What changed: 2 products have 54 units on hand and sold nothing in the last 60 days.
Why it matters: $474 of cash sits in stock that is not moving, at today's unit cost, not an accounting valuation. Sample stock, generated for the sample store.
Next move: Open Inventory to see which to discount, bundle or stop reordering.

How it's worked out

Rule dead-stock v1

Watch

8 orders lost money, $343 in all, 1-27 Dec.

What changed: 8 of 271 orders lost money, no baseline: no earlier month has carrier and fee rows to compare.
Why it matters: $343 is under your $413 line, so it is a Watch.
Next move: Open Cost per order to see the 8 by cause.

How it's worked out

Rule loss-orders v1

Needs a source

Ad cost per order: no baseline yet. Add Meta spend for Sep-Nov.

What we have: 1 month of Meta spend (Dec). A baseline needs 3.
No dollar shown: We do not guess a normal month, so this is not ranked by dollars.
Next move: Add Meta spend for Sep-Nov.

How it's worked out

Rule ad-cost-excess v1

Needs a source

Stock-outs on your top-margin products: not read yet. It needs your supplier lead time.

What we have: An inventory read, without your supplier lead time.
No dollar shown: A stock-out is not sized in dollars, so this is not ranked by them.
Next move: Open Inventory.

How it's worked out

Rule stockout-top-margin v2

Needs a source

Stock above your cover ceiling: not read yet. It needs your cover ceiling (the most weeks of stock you want to hold).

What we have: An inventory read, without your cover ceiling (the most weeks of stock you want to hold).
No dollar shown: Overstock is measured against your own ceiling, so it is not ranked by dollars until you set one.
Next move: Open Inventory.

How it's worked out

Rule overstock v1

Nothing to do (5)10 rules ran, 1-27 Dec 2025

Refunds took 4.1% of gross sales, against 4.5% in an average Sep-Nov month
Products below your 40% gross margin floor, 0 of 13
Ad spend past break-even, 0: Meta spend is inside profit before ads, 1-27 Dec
Discounts took 3.1% of gross sales, against 3.7% in an average Sep-Nov month
Products below your 40% net margin floor, 0 of 1; 12 not read on the net basis

Data checks

1-27 Dec 2025

1 data check needs you

Nothing changes until you decide.

What the currency check touches

Product costs $15,135 · 37% of net salesSales, same dates $41,304.04

Dec: product costs 37¢ per dollar, all $15,135 awaits currency check.

Data that might be wrong · not a loss

Your cost file doesn't say which currency it uses, so ProfitRoot treats it as US dollars.

See these figures as a table

Part	Amount	Share
Product costs	$15,135	37% of net sales
Sales, same dates	$41,304.04

Checked, nothing to do

14 orders held out of sales

7 pendingMay still arrive$1,132

5 voidedNot sales$636

2 testNot sales$221

Only the 7 pending orders, $1,132, may still arrive; voided and test orders are not sales.

Never added together. Nothing to do.

See these figures as a table

Group	Amount
7 pending	$1,132
5 voided	$636
2 test	$221

About these orders

14 orders are left out of sales, each with a reason

These were looked at and need no action. They are not money at stake.

Found by the excluded-value check

7 pending, 5 voided and 2 test orders are held out of sales on purpose. Sales still match Shopify.

$1,132 7 pending orders, awaiting settlement

$636 5 voided orders

$221 2 test orders

Held out of sales, not lost, and not added together. The 7 pending orders may still arrive.

Next step: None. See the 14 orders if you want to.

Checked again: On your next sync Sample data has no sync, so no date is set.

Needs youConfirm your product cost currencyAffects $15,135 of product costs

Why this needs you

Found by the cost currency check

Your cost file doesn't say which currency it uses, so ProfitRoot treats it as US dollars. A cost entered in another currency would misstate every profit figure after product costs.

$15,135 Data to investigate

1-27 Dec 2025 product costs this affects. Not a loss.

Next step: Confirm the currency on Connections.

Checked again: On your next sync Sample data has no sync, so no date is set.

Sales match Shopify to the cent · shipping costed on all 271 orders

How items are found and sorted

Each item comes from a named check, in the engine’s order, excluded orders first. Kinds of money are never added into one total.

This page opens on what needs you first, then by dollars within a kind; the full list keeps the engine's order.

Check	Amount	Grade
Excluded-value check14 orders excluded with a named reason (7 pending, 5 voided, 2 test) -- 4.6% of order value. 7 pending: $1,132 awaiting settlement, which may still enter Net Sales; 7 test or voided (expected: not real sales). The kinds are not added together. Net Sales still ties: excluded orders are held out of the total, never dropped from it.	$1,132 7 pending orders, awaiting settlement; $636 5 voided orders; $221 2 test orders	COVERAGE-CHECKED
Cost currency checkCost currency assumed: your Product Cost values are treated as USD (your reconciled order currency). We cannot detect a cost-table currency -- a cost entered in another currency would misstate margin. Confirm the cost currency on Connections.	$15,135 data to investigate	DERIVED
Logistics coverage checkShipment costs cover 271 of 271 reconciled orders, but no carrier control total was supplied, so the lane is coverage-checked rather than calibrated against an invoice.	$1,187 shipping costs	COVERAGE-CHECKED
OutcomesOutcomes need a connected store.	–	GATED

The four kinds: recorded loss, awaiting settlement, potential improvement under stated assumptions, and data to investigate. Test, voided and pending orders are expected exclusions, not money to recover.

Read the full explanation

The business decisions are above. One check on your data needs you: confirm which currency your product costs are in.

1-27 Dec 2025. Amounts are shown by kind and never added together: money lost, money not yet arrived, a possible improvement, or data that might be wrong. Nothing changes in your store until you decide.

To review 1In progress 0Results –Results show what you changed and what happened after. They are recorded for a connected store, so none appear here yet.

Confirm your product cost currency

Found by the cost currency check

Why it matters

Your cost file doesn't say which currency it uses, so ProfitRoot treats it as US dollars. A cost entered in another currency would misstate every profit figure after product costs.

Amount

$15,135 Data to investigate

1-27 Dec 2025 product costs this affects. Not a loss.

Next step

Confirm the currency on Connections.

Checked again

On your next sync

Sample data has no sync, so no date is set.

Checked, nothing to do

These were looked at and need no action. They are not money at stake.

14 orders are left out of sales, each with a reason

Found by the excluded-value check

Why it's here

7 pending, 5 voided and 2 test orders are held out of sales on purpose. Sales still match Shopify.

Amount

$1,132 7 pending orders, awaiting settlement

$636 5 voided orders

$221 2 test orders

Held out of sales, not lost, and not added together. The 7 pending orders may still arrive.

Next step

None. See the 14 orders if you want to.

Checked again

On your next sync

Sample data has no sync, so no date is set.

Shipping costs cover all 271 orders

Found by the logistics coverage check

Why it's here

Every order has a shipping cost, but there is no carrier invoice total to check them against.

Amount

$1,187 Shipping costs

Calculated from your costs; not checked against a bill.

Next step

None yet. A carrier invoice total can't be added today.

Checked again

When invoice totals can be added

Needs your decision3

How ranked

Ranked in the engine’s order, excluded value first. Affects = the size of the figure a decision touches, not a loss. Ranking by the largest affects instead was considered and ruled against, so this page and the Commerce Board can never disagree about which decision is first.

3 items, ranked by dollars at stake; items without an amount last

Excluded-value checkRead 14 excluded orders: $1,132 awaiting settlement, 7 expected

Gaps named

Cost currency checkConfirm the Product Cost table's currency (none is declared)

Calculated

Logistics coverage checkRead the logistics coverage: 271 of 271 orders costed, no control total

Gaps named

Ledger — what you decided, and what it did

Not recorded on sample data

The Ledger records proposals for a connected store. There it starts empty: decisions you make appear here with their outcome.

What each row records

What you decided and when, the rule that proposed it, the figures it rested on at their grade, the metric named at the time, and the reading taken after the next sync. A confirmed setting applies as soon as you confirm; an uploaded source applies at the next sync, because the sync is what makes the upload a fact. Committed plans from Outlook land here too.

Sample data through 27 Dec 2025.