Advice and answers from the Conversific Team

Peter Meleska
Written by Peter Meleska

How to use your Sales Report?


The single most important task of an online store is to generate revenue.

You can keep track of your sales performance here, set financial goals and see if everything goes according to plan. It's very useful if you would like to get the big picture quickly.

Main Dashboard

Why it matters: You can see the exact amount of revenue your store generated in the chosen time frame.

You can compare it with the previous same length time period so you can see the recent changes.

What is usually much more relevant is the YoY growth.

It compares the current part of this financial quarter to the same length time period of last year. For example 2019 April 1-29 gets compared to 2018 April 1-29.

This KPI tells the story of your revenue changes in a much more accurate way since it represents changes without any seasonal distortions.

KPIs present

  1. Revenue is the total sum of money your customers have paid you in the given time frame. 
  2. YoY growth or Year over Year growth represent the change compared to the same amount of time period, but a year before. For example, revenue coming from 2018 April vs 2019 April. 
  3. MoM growth or Month over Month growth is the change in sales comparing this month with the previous. For example 2019 April to 2019 March.
  4. Net Sales is your total sales minus cost of goods sold or COGS data (taxes, shipping, product cost). Actually, this still won't be your gross profit, but pretty close to it. 
  5. Taxes is the amount of money you have to pay as tax after your sales. 
  6. Shipping is the cost of you delivering your product to your buyers. This money won't end up in your pocket. 
  7. Orders are the individual requests of a product or a service started and finished (there was successful payment) by customers. A customer can make multiple different orders and an order can consist of different/multiple products. (You can only see orders with a successful transaction here).
  8. Average Order Value (AOV) is the average value of all of the orders made in the given time frame.

1. Breakdown By

You can select from a set of pre-defined segments like Sales Channel, New/Returning Customers, Shipping Country, etc.

By selecting a pre-defined segment you can see how your sales numbers are distributed between the different groups.

KPIs present

  1. Sales Channel - the channel - usually an app, but it can be the POS system too - through which the sale has been made. If it says Other it means that we haven't been able to identify it. In this case just let the Support Team know so we can identify it for you.
  2. Total Sales is the total sum of money your customers have paid you in the given time frame. 
  3. Net Sales is your total sales minus cost of goods sold or COGS data (taxes, shipping, product cost). Actually, this still won't be your gross profit, but pretty close to it. 
  4. Tax is the amount of money you have to pay as tax after your sales. 
  5. Shipping is the cost of you delivering your product to your buyers. This money won't end up in your pocket. 
  6. Order are the individual requests of a product or a service started and finished (there was successful payment) by customers. A customer can make multiple different orders and an order can consist of different/multiple products. (You can only see orders with a successful transaction here).
  7. Average Order Value (AOV) is the average value of all of the orders made in the given time frame.

The rest you can see in previous sections. 

2. Yearly Progress

This part of the report shows you where you are at compared to the goals you have set for the year. This makes it so much easier for you to keep reality in check.

It's so easy to get swamped with tons of high priority tasks - especially if you just opened your first store - and lose track of your income which in turn controls your spending.

Being able to react to abbreviations from your plans regarding income can make or break a business early on.

KPIs present

  1. Revenue Goal - shows the percentage of completion of your annual goal.

Tip: Go ahead and set your goals for the year if you haven't already done so.

3. Sales Breakdown

Why it matters: You can learn the share of income generated by your different sales channels like Shopify, Amazon or Ebay, etc.

This is vital information since these platforms differ a great deal from each other so you need to choose well which one to utilize more. 

KPIs present

  1. Day - the corresponding day from the calendar
  2. Total Sales is the total sum of money your customers have paid you in the given time frame. 
  3. Net Sales is your total sales minus cost of goods sold or COGS data (taxes, shipping, product cost). Actually, this still won't be your gross profit, but pretty close to it. 
  4. Tax is the amount of money you have to pay as tax after your sales. 
  5. Shipping is the cost of you delivering your product to your buyers. This money won't end up in your pocket. 
  6. Order are the individual requests of a product or a service started and finished (there was successful payment) by customers. A customer can make multiple different orders and an order can consist of different/multiple products. (You can only see orders with a successful transaction here).
  7. Average Order Value (AOV) is the average value of all of the orders made in the given time frame.

If you have any questions or concerns feel free to reach out to the Support Team by using the purple icon in the bottom right corner.

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