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📄Summary of Analysis Reports

Understand product performance, ROI, and movement with analysis tools.

Introduction

The Analysis Reports section in Bepoz, part of the Stock Control Authorisation, contains powerful tools to help venues track product performance, cost trends, and stock efficiency.

These reports go beyond basic sales summaries, allowing operators to identify slow-moving products, review return on investment, and assess overstock or understock risks.

This article covers all reports within the Analysis Reports menu in Back Office.

The Analysis Reports require separate Authorisation. Contact Your Account Manager for more information.

 

Accessing Analysis Reports

  1. Log in to Back Office.

  2. Go to Analysis Reports (when Authorised).

 

1. Poor Selling Products Report

This report identifies items with low or no sales activity over the selected period. It helps you clean up menus, discontinue stock, or take corrective action.

Key Fields:

  • Product Name

  • Quantity Sold

  • Days Since Last Sold

  • Active/Inactive status

 

Use it for:

  • Highlighting dead stock

  • Identifying products to promote or delist

  • Managing inventory turnover

 

2. Return on Investment (ROI) Report

The ROI report evaluates products based on their sales performance versus cost — particularly useful for high-value or slow-moving items.

Key Fields:

  • Product Cost

  • Quantity Sold

  • Gross Sales

  • ROI Value or Ratio

Use it for:

  • Reviewing performance of high-cost items

  • Making menu/pricing decisions

  • Justifying supplier negotiations

 

3. Cost Movements Report

This report shows fluctuations in product costs over time — helping you track price creep, spot supplier changes, or detect manual overrides.

Key Fields:

  • Product Name

  • Current Cost vs. Previous Cost

  • % Change

  • Supplier or Stock Source (if available)

Use it for:

  • Identifying margin compression trends

  • Monitoring price changes across stores

  • Ensuring purchasing consistency

 

4. Understock / Overstock Report

This report shows products that are frequently over-ordered or understocked, based on recent sales and stock levels.

Key Fields:

  • Product Name

  • Average Daily Usage

  • Stock On Hand

  • Ideal Stock Level

  • Overstock/Understock Classification

Use it for:

  • Optimising stock control

  • Reducing waste and missed sales

  • Improving ordering decisions

 

5. COGs by Stocktake Report

This report calculates the true cost of goods sold and profit between 2 stocktakes.

Key Fields:

  • Product Name

  • Stock Type Qty

  • Profit%

  • Variance%

  • Avg CostEx Stocktake

 

Use it for:

  • Comparing sales and stock between 2 Stocktakes

  • Show Variance and profit between 2 Stocktakes

 

6. COGs by Period Report

This report calculates the true cost of goods sold and profit in a chosen period.

Key Fields:

  • Product Name

  • Stock Type Qty

  • Profit%

  • Adjusted Profit%

Use it for:

  • Showing Cost and Profit in a Period
  • Including Products with No Movement

 

7. Actual Vs Agreed Cost Report (Supplier Contract Pricing Integration Report)

Report and analyse the differences between Cost prices and agreed supplier contract prices for a period

Key Fields:

  • Product Name

  • Supplier Name

  • Lowest Cost

  • Agreed Cost

  • Actual Purchase Cost

 

Use it for:

  • Comparing Actual cost prices and Agreed Supplier contract cost Prices

 

8. Purchase Forecast Report (Supplier Contract Pricing Integration Report)

Report and analyse potential savings and future purchases from other Suppliers

Key Fields:

  • Product Name

  • Last Supplier

  • Suggested Supplier

  • Potential Saving

Use it for:

  • Calculate Potential Savings on future purchases.

  • Setting Preferred Suppliers

 

General Best Practices

  • Use filters to narrow results by category, supplier, or brand.

  • Combine with COGS and Sales reports for deeper insight.

  • Run monthly to identify trends and take proactive action.