财务信息概述

财务概述页面提供了所选日期范围内商店财务绩效的明细。此信息显示在一系列卡片上。

本页相关主题

  • 关键绩效指标

  • 收入

  • 支出

  • 收入款项账户

  • 当前账单

  • Shopify Capital

  • 已收税费

关键绩效指标

财务概述的关键绩效指标可为您提供您的商店在所选日期范围内的绩效明细。

卡描述
净销售额

净销售额卡显示所选日期范围内的净销售额。

净销售额的计算方式为总销售额 - 折扣 - 退货金额。净销售额不包括运费或税费。下单当日的销售额产生的净销售额将为正数，订单退款当日的退款额产生的净销售额将为负数。

点击此卡将打开“按产品显示销售额”报告
毛利润

毛利润卡显示您在所选日期范围内的毛利润。

计算方式为净销售额 - 成本。

点击此卡将打开“按产品显示利润”报告
毛利率

毛利率卡显示所选日期范围内的毛利率。

计算方式为 ([净销售额 - 成本]/净销售额)*100。

例如，如果您的净销售额为 50 美元而您的成本为 30 美元，则毛利率（（[50 - 30] / 50）* 100）为 40%。

点击此卡将打开“按产品显示利润”报告

计算毛利润和毛利率

毛利润和毛利率的计算涉及您所售产品的成本。这两个指标可使您了解哪些产品的利润最高以及您获得的利润。若要计算毛利润和毛利率，您需要输入您购买产品所用的成本。

步骤：

  1. 导航到成本价批量编辑器。

  2. 输入每款产品的成本价。

  3. 点击保存。

收入

收入卡显示所选日期范围内您收到的付款（按支付服务提供商进行细分）。该卡会显示收入金额排名前三的支付服务提供商以及您通过每个提供商获得的金额。您可以点击显示所有付款来查看完整列表。

支出

如果您有用于购买的 Shopify Balance 账户，则消费卡将跟踪您的消费情况。该卡显示您消费额排名前五的厂商以及您在每个厂商处花费的金额。您可以点击显示所有交易来查看完整的交易列表。

收入款项账户

收入款项账户卡显示您设置为收入款项账户的当前账户以及任何待处理收入款项的金额。

当前账单

当前账单卡显示当前账单的运营总额以及账单周期信息。如果您在订单周期日之前已达到账单起付金额，那么您可能需要在周期结束之前支付账单。

在此处详细了解您的账单。

Shopify Capital

如果您有 Shopify Capital 融资，Shopify Capital 卡将跟踪您的未还和已还金额。如果您符合申请新融资的条件，该卡还会在此处显示任何新的资金供应。

已收税费

一些国家和地区要求您针对销售额收税，然后向政府报告并汇出这些税费。已收税费卡显示您的商店在所选日期范围内收取的税费金额，以及您在其中收取税费的国家和地区的数量。

您可以点击该卡以查看税费报告，也可以点击设置税费收取来配置商店的税费收取方式。

Shopify商户官网原文详情：

Overview of your financial information

The Finances overview page provides a breakdown of your store's financial performance during a selected date range. This information is displayed on a series of cards.

On this page

  • Key performance metrics

  • Earnings

  • Spending

  • Payout account

  • Current bill

  • Shopify Capital

  • Collected tax

Key performance metrics

The finances overview's key performance metrics give you a breakdown of how your store has been performing for the selected date range.

CardDescription
Net sales

The Net sales card displays your net sales during the selected date range.

Net sales is calculated as gross sales - discounts - returns. Net sales does not include shipping charges or taxes. It will be a positive number for a sale on the date that an order was placed, and a negative number for a return on the date that an order was refunded.

Clicking this card will open the Sales by product report
Gross profit

The Gross profit card displays your gross profit during the selected date range.

It is calculated as net sales - cost.

Clicking this card will open the Profit by product report
Gross margin

The Gross margin card displays your gross margin during the selected date range.

It is calculated as ([net sales - cost] / net sales) * 100.

For example, if your net sales are $50 and your cost is $30, then the gross margin (calculated as ([50 - 30] / 50) * 100) is 40%.

Clicking this card will open the Profit by product report

Calculating gross profit and gross margin

Gross profit and gross margin take into account the cost of the products you sell. These metrics give you insight into what your best performing products are and how much profit you’re making. To calculate gross profit and gross margin, you need to enter how much your products cost for you to acquire them.

Steps:

  1. Navigate to the cost per item bulk editor.

  2. Enter each products' cost per item.

  3. Click Save.

Earnings

The Earnings card displays the payments you have received during the selected date range, broken down by payment providers. The card displays your top three payment providers and the amount collected from each. You can click Show all payments to see the full list.

Spending

If you have a Shopify Balance account that you use for purchases, then the Spending card will track your usage. The card displays your top five vendors and the amount spent on each. You can click Show all transactions to see the full list of transactions.

Payout account

The payout account card displays the current account that you have set up as your payout account, and the amount of any pending payouts.

Current bill

The Current bill card displays the running total of your current bill and information about your billing cycle. You might be billed before your cycle ends if you reach your billing threshold before then.

Learn more about your bill here.

Shopify Capital

If you have Shopify Capital funding, then the Shopify Capital card will track your amounts outstanding and remitted. The card also displays any new funding offers here if you are eligible to apply.

Collected tax

Some countries and regions require you to charge taxes on your sales, and then report and remit those taxes to your government. The Collected taxes card displays the amount that your store has collected in taxes during the selected date range, and the number of countries and regions where you’re collecting taxes.

You can click the card to view the Taxes report, or you can click Set up tax collection to configure your store's tax collection.


文章内容来源：Shopify商户官方网站

（本文内容根据网络资料整理，出于传递更多信息之目的，不代表连连国际赞同其观点和立场）