#templatesReport templates

Report templates for the tools you already use

Export a file from your store, payments, accounting or ads tool and get a ready-made report: key figures, trends against last year and the breakdowns that matter, with every number explained. Each template below shows what Superlytix makes from a sample export.

Online stores

ShopifyShopify sales dashboard, straight from your orders exportTurn your Shopify orders CSV into a sales dashboard: net sales by month vs last year, best sellers, sales by state and channel. Every number explained. Free to try.EtsyEtsy sales report from your order items exportTurn Etsy's order items CSV into a shop sales report: item sales by month, best-selling listings, orders by state, coupon results and average order value.

Restaurants & retail

SquareSquare sales report from your item sales exportTurn the Square item sales CSV into a sales report for your shop or café: net sales vs last year, sales by category and location, best-selling items, average ticket.ToastToast restaurant sales report from your item selection detailsTurn Toast's item selection details export into a restaurant sales report: net sales vs last year, sales by category, average check by server, best-selling menu items.

Accounting

QuickBooksQuickBooks profit and loss report, month by monthTurn a QuickBooks profit and loss detail export into a monthly P&L report: income, gross profit, net profit and margin vs last year, expenses by account, top customers.InvoicesAccounts receivable report from your invoice listTurn an invoice list into an accounts receivable report: unpaid amount by customer and sales rep, average days to pay, invoiced vs last year. Works with any invoicing export.Bank & cardCredit card expense report from your activity downloadTurn your business credit card activity download into an expense report: spending by month vs last year, by category and by merchant. Purchases and returns netted correctly.

Subscriptions & payments

StripeStripe revenue dashboard from your payments exportTurn your Stripe payments CSV into a revenue dashboard: net volume after fees and refunds vs last year, revenue by plan, fees by month and failed payments by card brand.

Sales & CRM

HubSpotHubSpot sales pipeline report from your deals exportTurn a HubSpot deals export into a sales pipeline report: won revenue vs last year, win rate by lead source, revenue by rep and open pipeline by deal stage.

Marketing

Google AdsGoogle Ads performance report: ROAS and cost per conversionTurn a Google Ads campaign report download into a performance report: ROAS vs last year, cost and conversions by campaign, cost per conversion. No spreadsheet formulas.

Product names are trademarks of their owners. Superlytix is not affiliated with them; it reads the files they let you export. The numbers on these pages come from made-up sample files.