Using the Return on Investment (ROI) Report
The Return on Investment Report in Bepoz helps you measure how effectively products convert stock investment into profit. It compares sales, stock holding costs, and profitability across a selected period, highlighting high-performing items and underutilised stock. Use this report to inform pricing, purchasing, and promotional decisions.
Introduction
The Return on Investment (ROI) Report in Bepoz helps you analyse the profitability and efficiency of products by comparing how much you’ve invested in stock against what you’ve earned from selling it.
This report is particularly useful for identifying:
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Products that sell frequently but offer low return
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Items that tie up stock value with minimal sales
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Top performers with high ROI and consistent profit margins
📍 Accessing the ROI Report
📍 Back Office > Analysis Reports > Return on Investment
You can:
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Select by Store, Product Tree, Date Range, or Shift
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Filter by specific Product Groups, Stock Categories, or Suppliers
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View performance over a selected period (e.g. past 14 days)
Understanding Key Columns
|
Column |
Description |
|---|---|
|
Qty On Hand |
Current quantity in stock at the end of the report period |
|
CostEx OnHand |
Total cost value of current stock |
|
Average Qty On Hand |
Average quantity held over the reporting period |
|
Average CostEx |
Average stock value held over the period |
|
Sold Qty |
Total quantity sold during the selected date range |
|
Sold per Day |
Average number of units sold per day |
|
Stock Turns |
Number of times the stock has turned over (sold and replenished) |
|
Return on Investment |
Total profit (revenue – cost) generated by the product |
|
ROI Factor |
Profit relative to average investment (lower is better) |
|
Profit Ex Tax |
Total profit excluding tax from sold units |
💡 A negative ROI Factor may indicate poor turnover or excess stock on hand.
📈Using the Report to Make Decisions
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Low ROI but high volume: Consider price review or supplier negotiation
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High stock on hand with low turns: Investigate whether stock levels are too high
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High ROI with low sales: Opportunity to promote or feature the product
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Zero ROI: Indicates no sales or an issue with costing setup
✅ Best Practices
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Run the report weekly or monthly to identify underperforming stock
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Use in conjunction with the Understock / Overstock Report for purchasing decisions
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Export and sort by ROI Factor or Profit Ex Tax to identify standout products
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Investigate products with zero ROI to check for sales tracking issues
❓ FAQs
Q: Why is the ROI Factor negative?
This often means the product had a high holding cost with little to no sales, resulting in poor return on investment.
Q: Can I report by product group or category?
Yes — use the Product Tree on the left-hand panel to isolate specific ranges.
Q: Why does a product show $0 ROI but show sold units?
It may be missing cost data or have been incorrectly set up as a non-stocked item