Reports
Reports will provide important detail that can be used to help develop future forecasts, marketing plans, guide budget planning & improve decision-making. The reports which are generated from the system should help the management to make informed decisions.
In the CommerceUp Platform; there are different types of reports which may help you analyze how your business is going and make strategies accordingly.
To access any report, go to Report section on platform and select the report you would like to see. You may also export the report by clicking on the Download report button associated with report you wish to see.
There are different types of reports that you can access through the platform which gives you a piece of detailed information about the sales in different ways.
Here we will discuss each report one by one.
1. Sale Over-time.
2. Detailed Order Report
3. Product Wise Detailed Order Report
4. Product Wise Consolidated Sales Report
5. Customer Wise Sales Report
6. Customer Wise Consolidated Sales Report
1. Sales Over-time
The Sales Over-time report shows the number of orders and the total sales that you have made over time. You can select custom date range & filters as well. In this report, you can check the order count "date-wise" & also verify the net sale value for your business.
Created date: The date on which order was created & placed via a customer.
TotalValue: TotalValue defines the total order amount.
OrderCount: It defines the count of orders.
TotalAvgValue: It is calculated by TotalValue divided by the Order Count (TotalValue/OrderCount).
CancelValue: If any product gets canceled out of order, its value will reflect in the CancelValue column.
NetValue: Total Value -CancelValue
NetAvgValue: NetValue/OrderCount
- Apply filters
You can apply filters also: Order Status, Payment Method, Source, Customer Country, Customer State, and Customer City. As per the filter applied you can view your report & analyze the result.
2. Detailed Order Report
This report shows the detailed report of order with respect to date range. In this report, you have the product SKU code, product name, category of the product, quantity, brand, product original price, sales price, delivered date time, and so on.
On the same report, you can apply the filters and also download the report.
3. Product wise Detailed Order Report
In Product wise Detailed Order Report; you can verify the total order sales value of the products datewise. In this report; you can check on which date how many orders gets placed by checking the quantity. And check the total sales value of the products.
4. Product wise Consolidated Sales Report
In Product wise Consolidated Sales Report; you have detailed information of the sales product. The only difference between the product wise detailed order report & product wise consolidated sales report is the difference of one column name i.e Createdate.
5. Customer Wise Sales Report
This report group your sales according to customer for each date. You can also download this report.
6. Customer Wise Consolidated Sales Report
This report shows how many orders been received by particular customers in a given date range. You can applied the given filters to view the result & also download the report.
Through this report, you will be able to know how many orders or sales you received a day before and all the orders/sale you have made in that particular year/month. You may also download the report by clicking on the Download Report button.
Last modified 1yr ago