The Protection Plan Report

Hey there! So the Protection Plan Report is a tool that tracks and reports revenue from protection plans. It aligns with the Income Statement, providing accurate revenue recognition. So let's find out how much your protection plans are bringing in!

First things first—head to the sidebar menu and click on the Reports section. From there, choose Protection Plan Report.

Welcome to your dashboard! This is where you keep track of all your protection plan sales.

You’ll see two main sections here: Delivered Sales (Accrual) and Written Sales (Cash).

Let’s Start with Accrual. Accrual based accounting is when revenue is recorded when it's earned. You don't see the money until he item is delivered. So-this section shows protection plans that have already been delivered— you’re seeing finalized orders here.

Here’s what you’ll find at the top: Total Protection Plan Sales

these are pulled straight from the price column. It’s all your plan sales summed up.

Total Protection Plan Cost – this is how much the plans cost you,

these are shown in the cost column.

Total Protection Plan Profit – the fun part! This is your earnings after cost,

these are straight from the profit column.

Then, Total Protection Plan Quantity – how many protection plans you’ve sold in total.

Now let’s talk filters—because we love a good filter, right? You’ve got 6 main ways to narrow things down:

by Date Range - since you're on the delivered sales page, the date range filter will apply to all data based on the delivery date.

Protection Provider Type – If you have more than one provider that offers plans, see how each provider is performing.

Location – break it down by store.

Salesperson – find out who’s crushing it!

Main Categories – organize sales by appliance category.

Source – figure out where sales came from: POS would be in-store or over the phone and e-commerce would be web sales.

Look for the yellow trolley icon next to the order—that means it's from eCommerce!.

You can also filter by SKU or Plan Type if you’re looking for something super specific.

Bonus tip: The oldest sales always show up first on this tab.

Your data is organized in a clear layout by:

Order Date

salesperson,

order number,

plan protection name,

provider name,

model numbers of the product,

product prices,

store location,

customer information,

delivery information,

brand name of the product,

product title,

and by protection S K U's. Basically... if it’s in the system, you can find it!

If a plan gets returned, no need to stress! That row be highlighted in red automatically, and your totals for sales, costs, and profit will adjust on their own. Easy, right?

Now let's talk about Written sales. Cash-based accounting is when revenue is recorded as soon as the money is received. You see this money when orders are paid, This section works just like Delivered Sales, but it’s based on payment date instead of delivery date. So if a credit line order hasn’t been paid yet, you won’t see it here just yet.

Here’s something new: You can filter by Open (Not Delivered) or Delivered. Super handy if you're tracking sales that are still in motion.

Scroll to the bottom-left for pagination controls to adjust how many rows you want to see per page.

Just click the download icon in the top-right corner,

and pick your format—PDF, CSV, or Excel. Bonus: it’ll include any filters you’ve applied, so what you see is what you get. Simple and stress-free!

Now you’re all set to navigate, filter, and download your Protection Plan Reports like a total pro. Go get those insights—and happy reporting!

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