Catch margin-killing products within 7 days and protect up to 8% more gross profit per quarter.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect your QuickBooks Online data to Metabase using the built-in database connector
Step 2: Build a Metabase question (a saved query) that calculates margin per product using revenue minus cost of goods
Step 3: Set a filter to flag any product with a margin below your threshold — for example, 20%
Step 4: Add that question to a Metabase dashboard so you can see all low-margin products at a glance
Step 5: Schedule Metabase to email you the dashboard report every Monday morning
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