The Profit & Loss page is your accountant-grade P&L, auto-built and reconciled to Shopify. It combines a snapshot of headline numbers, a full month-by-month P&L statement, and the Business Metrics section.
Controls
Three controls shape the whole page:
Date range. Any period you want to look at.
Breakdown. How columns are grouped, for example Monthly.
Compare to. A comparison basis such as Previous period, which drives the up and down deltas.
The snapshot
Four headline cards summarize the range: Total Sales, Net Sales, Expenses, and Net Profit, each with a change indicator against your comparison period.
The P&L statement
Below the snapshot is the full statement, one column per period. It reads top to bottom from sales down to net profit:
Gross Sales, Shipping Charged, Taxes, Discounts, Returns
Total Sales (reconciles to Shopify)
Net Sales (Total Sales minus taxes minus shipping charged)
Order-level Costs (expandable: COGS, shipping, fees, fulfillment)
Gross Profit
Marketing Costs (expandable)
Contribution Margin
Operating Expenses (expandable)
Net Profit
Grouped cost rows collapse by default so you see the shape first, then expand Order-level Costs, Marketing Costs, or Operating Expenses for detail. You can Export the statement to CSV or Email a snapshot straight to your inbox or your CFO's.
How it stays trustworthy
Total Sales reconciles to Shopify's official definitions for sales, refunds, fees, and discounts. The profit math is built on top of that foundation rather than recomputed a separate way. Any number can be traced down to the orders behind it. See the Methodology article for the exact rules.
Business Metrics
The same page includes the Business Metrics section, six categories of ratios and rates that depend on Shopshot's cost and profit layer. See the Business Metrics article for what each one means.
Common questions
Why does an old month not restate when I reopen it? Returns are recognized when they clear, and COGS is snapshotted at ingestion, so closed months stay closed.
Where is sales tax in my profit? It is not. Tax is stripped from the profit basis and appears only where cash needs to reconcile.