Profit Margin Reports for WooCommerce

Description

WooCommerce ships the cost data. It does not ship the report.

With the Cost of Goods Sold feature enabled, WooCommerce stores a cost for each product and stamps a cost snapshot onto every order line as the order is placed. Then it stops. WooCommerce’s own documentation states that Cost of Goods Sold does not integrate with WooCommerce Analytics, and the request to build profit reporting on top of it was closed as not planned.

Profit Margin Reports for WooCommerce is that missing report. It reads the cost data WooCommerce already holds and turns it into gross profit, margin, per-product profitability and a per-order profit figure. Nothing is sent anywhere, nothing is rewritten, and no number is presented as more certain than the data behind it.

What you get

• Profit summary for any date range: net revenue, cost of goods, gross profit and gross margin, with the previous period beside it for comparison.
• A daily series of revenue, cost and gross profit, so you see the trend instead of one number.
• Product and variation profitability, sortable by gross profit, net revenue, cost, units sold or margin, so the products quietly losing money stop being invisible.
• A profit column on the orders list, taken from the cost snapshot stored on that order’s own line items.
• Coverage shown next to every total. Each figure tells you how many of the order lines behind it actually carried cost data. A profit number built from 40 percent of your lines is labelled as such rather than presented as fact.
• An optional estimated mode that fills lines with no cost snapshot using the product’s current cost. Estimates are labelled everywhere they appear and are never silently blended into actual figures.
• A cost backfill assistant for entering product costs in bulk, either as a percentage of the regular price or by importing a CSV of your own costs. Both show you exactly what would change before anything is written. When it writes a variation cost it also clears WooCommerce’s per-variation “additive” flag, so a stale flag left behind by an importer cannot silently double that variation’s cost.

How these numbers relate to Analytics

Reports honour the same excluded order statuses as WooCommerce Analytics, and refunds are netted the way Analytics nets them: a refund reduces revenue, units and cost on the date the refund was issued.

Every figure is keyed on the order creation date, because the WooCommerce line-item table these reports are built from stores no other date. WooCommerce Analytics defaults its own screens to the paid date. On most stores those are the same day and the totals agree, but on a store that takes payment later than the order is placed, such as bank transfer or invoicing, the two will legitimately disagree about which day a sale lands on.

Read this before you install

A profit report is only ever as good as the cost data underneath it. Here is exactly what this plugin can and cannot know.

• It reports on cost data, it does not invent it. If a product has no cost entered, there is no profit to calculate for it.
• Orders placed before you enabled Cost of Goods Sold have no cost at all. WooCommerce writes the cost onto the order line as the order is created, so entering costs later does not travel backwards. Historical orders show as uncovered. Estimated mode applies today’s cost to yesterday’s order, which is useful for a rough view but is an estimate, not history.
• A cost of exactly zero is indistinguishable from no cost. WooCommerce stores a zero cost by deleting the value, so nothing downstream can tell a real zero from a blank. This plugin never reports a 100 percent margin for a line with no cost: such lines are counted as uncovered and excluded from margin.
• WooCommerce Analytics must be enabled. The reports read its lookup tables. The plugin also warns you when WooCommerce has orders it has not yet imported into them, because an incomplete import means an incomplete report.
• This release queries your order tables live. There is no separate pre-aggregated profit table yet. Every report is calculated when you load it, so on a store with a very large order history a long date range can be slow.
• One currency at a time. If your orders span more than one currency the plugin tells you, rather than adding different currencies together into a meaningless total.

Requirements

• WooCommerce 10.3 or newer.
• The Cost of Goods Sold feature enabled at WooCommerce > Settings > Advanced > Features.
• WooCommerce Analytics enabled.
• PHP 7.4 or newer, WordPress 6.7 or newer.
• Works with High-Performance Order Storage and with legacy post-based order storage.

Privacy

This plugin makes no external HTTP requests and sends no data anywhere, to its author or to anyone else.

There is no telemetry, no usage tracking, no analytics beacon, no phone-home on activation or deactivation, no remote licence check, and no third-party service of any kind. Every figure it shows is calculated from your own database on your own server, and nothing about your store, your orders, your costs or your customers leaves it.

It sets no cookies, registers no front-end assets and adds nothing to the customer-facing side of your store. It is an admin-only reporting screen.

Source and build

The compiled files in build/ are generated from the human-readable source in src/, which ships with the plugin. To rebuild them:

npm ci && npm run build

This uses @wordpress/scripts and requires Node 20 or newer. package.json and package-lock.json ship too, so the build is reproducible from the released files alone.

The build also compiles in nine ISC-licensed d3 packages: d3-array, d3-color, d3-format, d3-interpolate, d3-path, d3-scale, d3-shape, d3-time, and internmap. Their full licence text and copyright notices ship with the plugin in build/index.js.LICENSE.txt, generated at build time from each package’s own licence file.