This workflow pulls your sales and cost data into a Metabase dashboard (a tool that turns your data into visual charts) and automatically highlights any product where your profit margin drops below a number you set. You get a weekly report sent straight to your inbox so you can reprice or drop problem products fast.
Connect your QuickBooks Online data to Metabase using the built-in database connector
Build a Metabase question (a saved query) that calculates margin per product using revenue minus cost of goods
Set a filter to flag any product with a margin below your threshold — for example, 20%
Add that question to a Metabase dashboard so you can see all low-margin products at a glance
Schedule Metabase to email you the dashboard report every Monday morning
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCatch margin-killing products quickly and protect more gross profit each quarter.
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