{% if business_logo %} {{ business_name }} {% endif %}

Weekly Performance Report

{{ week_label }}

Credit Management

{% if credit.has_alerts %}

Action Required: {{ credit.overdue_count }} overdue payment{% if credit.overdue_count != 1 %}s{% endif %} totaling KES {{ credit.total_overdue|floatformat:2|default:"0.00" }}

{% endif %}
{% for item in credit.top_outstanding %}
{{ item.customer_name }}
Due: {{ item.due_date|date:"M d, Y" }} {% if item.is_overdue %} ({{ item.days_outstanding }} days overdue) {% endif %} KES {{ item.amount|floatformat:2 }}
{% empty %}

No outstanding credits - Excellent performance!

{% endfor %}
Total Outstanding KES {{ credit.total_outstanding|floatformat:2 }}
Customers with Credit {{ credit.customers_with_credit }}

Sales Performance

Total Sales
{{ sales.total_sales }}
Revenue
{{ sales.total_revenue|floatformat:0 }}
{% if sales.growth_percentage >= 0 %}▲{% else %}▼{% endif %} {{ sales.growth_percentage|floatformat:1 }}%
Profit
{{ sales.total_profit|floatformat:0 }}
Avg Sale
{{ sales.avg_sale_value|floatformat:0 }}
{% for product in sales.top_products %}
{{ product.name }}
{{ product.category }}
KES {{ product.revenue|floatformat:0 }}
{{ product.units_sold }} units
{% empty %}
No sales recorded this week
{% endfor %}
{% if sales.sales_by_location %}
{% for location in sales.sales_by_location %}
{{ location.location }} ({{ location.sales_count }} sales) KES {{ location.revenue|floatformat:0 }}
{% endfor %}
{% endif %}

Expenses

Total Expenses This Week KES {{ expenses.total_expenses|floatformat:2 }}
Previous Week KES {{ expenses.prev_week_expenses|floatformat:2 }}
Change {% if expenses.change_percentage >= 0 %}+{% endif %}{{ expenses.change_percentage|floatformat:1 }}%
{% for expense in expenses.breakdown %}
{{ expense.category }}
{{ expense.count }} transaction{% if expense.count != 1 %}s{% endif %}
KES {{ expense.amount|floatformat:2 }}
{% empty %}
No expenses recorded this week
{% endfor %}

Inventory Alerts

{% if inventory.has_critical_alerts %}

Critical Alert: {{ inventory.out_of_stock_count }} product{% if inventory.out_of_stock_count != 1 %}s{% endif %} out of stock

{% endif %} {% if inventory.low_stock_items %}
{% for item in inventory.low_stock_items %}
{{ item.name }}
{{ item.category }}
{{ item.quantity }} remaining
{% endfor %}
{% endif %} {% if inventory.out_of_stock_items %}
{% for item in inventory.out_of_stock_items %}
{{ item.name }}
{{ item.category }}
Out of Stock
{% endfor %}
{% endif %} {% if not inventory.low_stock_items and not inventory.out_of_stock_items %}

All inventory levels are within acceptable ranges

{% endif %}