Generate Profit and ROI Reports for Your Rental Business

Learn how to track the financial performance of your rental inventory by generating Profit and ROI reports and entering purchase information.

July 20, 2026 By Reservety

This guide explains how to generate profit and return on investment (ROI) reports for your rental products.

By configuring your product purchase information, you can track financial performance, measure cost recovery, and monitor equipment utilization.

This guide applies to rental business owners and financial administrators managing inventory.

Use this process when adding new products or auditing existing equipment to track profitability accurately.

Accessing the Profit and ROI Report

Step #1: Click Bookings in the left navigation sidebar. — Click **Bookings** in the left navigation sidebar.

Step #2: Select Profit & ROI. — Select **Profit & ROI**.

At the top of the page, you will see key performance indicators (KPIs) summarizing your financial data. Only products that have their purchase information configured will appear in this report.

KPI	Description
Total Invested	The total amount spent purchasing your rental inventory.
Booked	The total value of bookings during the selected period.
Cash Collected	The amount you have actually received from customers.
Recovered	The percentage of your original investment already recovered through rental income.
Net Profit	Your profit after subtracting the purchase cost of your inventory.
Richest Products	The number of products currently included in the report.

Step #3: Hover over the green Collected bar chart to view your total collected revenue. — Hover over the green **Collected** bar chart to view your total collected revenue.

Step #4: Hover over the blue Booked bar chart to view your booked revenue. — Hover over the blue **Booked** bar chart to view your booked revenue.

Understanding the Product Performance Table

The table below the charts provides detailed financial information for each product.

Step #5: Review the Product, Invested, and Booked columns. — Review the **Product**, **Invested**, and **Booked** columns.

Step #6: Review the Collected, Net profit, and ROI % columns. — Review the **Collected**, **Net profit**, and **ROI %** columns.

Step #7: Review the Recovered, Est. break-even, and Outstanding columns. — Review the **Recovered**, **Est. break-even**, and **Outstanding** columns.

Step #8: Review the Utilization, Time Rented, and Bookings columns. — Review the **Utilization**, **Time Rented**, and **Bookings** columns.

Step #9: Review the Avg / booking and Annualized ROI columns. — Review the **Avg / booking** and **Annualized ROI** columns.

To filter your results, use the date range and warehouse filters, then click Apply. You can also export the report to a CSV file for your accounting records.

Adding Purchase Details to Products

In order to populate the Profit and ROI report, you must assign an original purchase cost to each product in your catalog.

Step #10: Click Products in the left navigation menu. — Click **Products** in the left navigation menu.

Step #11: Click All Items. — Click **All Items**.

Step #12: Click Edit on the product you want to configure. — Click **Edit** on the product you want to configure.

Step #13: Scroll down to the Purchase Information section and click Add Purchase. — Scroll down to the **Purchase Information** section and click **Add Purchase**.

Step #14: Type the Vendor Name, Purchase Price, Quantity purchased and select the Acquire Date. — Type the **Vendor Name**, **Purchase Price**, **Quantity purchased** and select the **Acquire Date**.

Step #15: Enter the Invoice Number associated with the purchase and click the Update button to save changes. — Enter the **Invoice Number** associated with the purchase and click the **Update** button to save changes.

Step #16: Repeat this process for any other products missing their purchase price. — Repeat this process for any other products missing their purchase price.

Viewing the Updated Report

Once your products are updated, navigate back to the reporting page to see them reflected in the data.

Step #17: Return to the reports section by clicking Bookings. — Return to the reports section by clicking **Bookings**.

Step #18: Select Profit and ROI to view your updated metrics. — Select **Profit and ROI** to view your updated metrics.

Best Practices

Always enter the purchase price for your inventory as you add new products to your system.

Review the utilization metrics regularly to identify and evaluate underused equipment.

Compare your booked versus collected amounts to monitor and chase up unpaid balances.

Q: Why does the report only display data for some of my products?

A: The Profit and ROI report only includes products that have an established purchase price. You must configure the purchase amount in the Purchase Information section of the product details page for each item to appear in the full report.

Term	Definition
Cash Collected	The actual amount of payment received from customers for rentals.
Est. Break-Even	A projection of when a rental product will generate enough revenue to fully cover its original purchase cost.
Net Profit	The total profit calculated by subtracting the initial purchase cost of the inventory from the generated rental revenue.
Recovered	The percentage of the product's original investment that has been earned back through rental income.
Utilization	A metric that measures how frequently a product has been rented out over a given period.