High Rev | Low Margin / Low ROI Dashboards

This dashboard is your profit-hunting tool. Use it regularly to keep your product catalog lean, profitable, and growth-ready.

Overview

This dashboard is designed to help you uncover hidden profit opportunities by zeroing in on the products that generate high revenue but underperform on margin or ROI. By identifying and acting on these specific products, you can make improvements that have the biggest financial impact on your business.

Why It’s Useful

  • Maximize Impact with High-Volume Products: Small margin or ROI improvements on high-revenue products can significantly boost profit by focusing efforts where they’ll have the most impact.
  • Data-Driven Decisions: Helps you decide whether to improve, retire, or reinvest in products based on actual performance.
  • Customizable Filters: Adjust the dashboard to fit your business needs by changing margin or ROI thresholds.
  • Clear Actionable Insights: Provides a straightforward path to improving margins, ROI, and profitability
  • Efficient Resource Allocation: Focus on improving ROI and margin where it matters most, ensuring better capital reinvestment in high-impact products.

Dashboard Features


High Revenue, Low Margin Dashboard

  • Default FiltersRevenue > $5,000/month, Margin < 10% over the last 12 months
  • Identify Low Margin ProductsUse it to find high-volume products with low profit margins.
  • Customizable Margin ThresholdsFilter and customize margin thresholds to match your business goals.
  • Identify Improvement Opportunities Pinpoint areas to optimize pricing, reduce costs, or eliminate underperforming products.

High Revenue, Low ROI Dashboard

  • Default Filters Revenue > $5,000/month, ROI < 75%
  • Evaluate ROIAssess the return you’re making for every dollar spent.
  • Set Target ROICustomize your target ROI to meet your goals, such as aiming for 100% or higher.
  • Spot Low-Return ProductsHelps identify products that tie up cash without strong returns.

Product Tagging & Filtering

  • Tag Products to Take ActionCategorize products for retirement, margin optimization, or ROI improvement.
  • Track Progress with Custom DashboardsCreate dashboards and filters based on these tags for ongoing tracking.
  • Sync with Forecasting Integrated with forecasting tools to snooze ordering of retired products.

Strategize to Improve Your Business

  • Start with High-Revenue, Lower-Profit Products

Use the dashboards to filter for products with high revenue but low margins or ROI based on your custom thresholds.

  • Make Smart Moves

Decide whether to optimize by adjusting pricing, reducing costs, or improving efficiency—or retire products to free up capital for better opportunities.

  • Tag and Track Progress

Assign strategic tags like “Retire” or “Optimize” and use them to monitor the impact of your decisions over time.

  • Sync with Forecasting

Snooze or stop reordering retired products, and refocus restocking efforts on those with stronger financial performance.

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