Open Insights
Open Balanik and choose the Insights tab. Pick a report from the list on the left. On a phone, the list is a row you can swipe. Every report except the month outlook uses the period you choose under the tabs. Countries, discounts, payment methods, shipping and categories also have a table with Export CSV.
Month outlook
Where this month ends up if the days left look like your last 28. The outlook takes your profit after ads so far this month, up to yesterday. It adds your daily average from the last 28 full days for each day left, today included, and does the same for revenue. If costs or ad spend are incomplete, it adds a note to treat it as rough.
Under it, a store manager can set a Monthly profit goal. The bar then shows profit so far, the outlook and the goal. The goal is saved for the store, so everyone with access sees it. Enter 0 to remove it.
When you sell
A grid of paid orders by weekday and hour, in your store’s time zone. Switch between Orders and Revenue. The answer names your busiest hour, which helps with ad schedules and email send times.
Countries
Revenue, profit before ads and margin for each country, plus what customers paid for shipping against your carrier cost there. Balanik uses the billing country, or the shipping country when there’s no billing country.
Discounts
Orders with a coupon against orders without one: their margin and average order. Each coupon shows its orders, the discount given, revenue and what those orders kept. When an order uses two coupons, the discount is split between them.
Payment methods
Fees per payment method, in money and as a share of that method’s revenue. Recorded Stripe, WooPayments and PayPal Payments fees are used where they exist. Other methods use your fee rules.
Shipping
For each shipping method, what customers paid against what the carrier costs you, and the difference. Only orders that ship are counted.
Categories
Profit after allocated ads and margin for each product category, from the same figures as the Products tab. A product with several categories counts in its first one.