P&L and revenue reports
The P&L report is the headline financial output. It rolls up Amazon revenue, Amazon fees, COGS, ad spend, and your operating expenses into one statement. Run it for any period, segment it however you like, and export.
In this guide:
- Open the P&L builder
- Pick a period and segmentation
- Read the result
- Export and email
Step 1: Open the P&L builder
Go to Finances → P&L in the sidebar.
Step 2: Pick a period and segmentation
Configure:
- Period — preset (Month / Quarter / Year / YTD) or custom range.
- Comparison — none / previous period / same period last year.
- Segmentation — None (totals only), or by Marketplace, Brand, or SKU.
- Currency — your reporting currency. Hilal converts each line at the day’s exchange rate.
Click Generate.
Step 3: Read the result
The P&L follows a standard structure:
| Line | Calculation |
|---|---|
| Gross sales | Sum of order revenue from Amazon settlement reports. |
| Refunds | Subtracted. |
| Net sales | Gross sales − refunds. |
| COGS | SKU cost × units sold. |
| Amazon fees | All fee categories (referral, FBA, storage, returns, etc.). |
| Ad spend | Total Amazon Ads spend in the period. |
| Operating expenses | Sum of expenses categorized as operating. |
| Operating profit | Net sales − COGS − fees − ad spend − operating expenses. |
| Non-operating expenses | Owner draws, taxes, etc. (informational). |
| Net profit | Operating profit − non-operating. |
If you picked a comparison, every line shows the comparison period’s value and the delta.
If you picked a segmentation, you get one column per segment plus a totals column.
Step 4: Export and email
Top-right of the P&L:
- Download Excel — full breakdown with tabs per segment.
- Download PDF — print-friendly summary.
- Email to accountant — pre-fills your accountant’s email (set under Settings → Profile) and attaches the PDF.
Troubleshooting
- COGS column is zero. SKUs don’t have costs set. Open Inventory → Products and bulk-import costs.
- Doesn’t tie out with Amazon’s Payments dashboard. Hilal reports on the period; Amazon’s Payments view is on settlement cycles. Pick a custom period that aligns with your settlement cycles to compare.
- Currency conversion looks wrong on a specific date. Override that date’s rate at Settings → Finances → Exchange rates.