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As a store manager, if you want to check which promotion is effective, this report is for you
To access the Sale by Promotion report: Omni-channel Reports > Report Dashboard > All reports > Sales reports > Sales by PromotionCoupon or Omni-channel Reports > Sales → Sales by PromotionCoupon
The Sales by Promotion Report page is displayed with the default view as below:
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Report details
On the main page, you can select metrics of the orders you would like to see in the report, based on the information you would like to see, including:
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Order Created: Show report based on the date the order is created
Order Updated: Show report based on the date the order was last updated
The Order Updated report is created in real-time and does not require a refresh
Sales Channel (This setting only shows when your system has installed POS package)
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Include all the available locations where you use POS. You can select the location to show the data based on the selected location.
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There are 3 options: Coupon, Cart Price Rule, Catalog Price Rule that you can select to show the data based the selected promotion.
On this report, there will be 2 types of columns: columns that are shown by default and columns that are hidden by default when you access the report
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Coupon | | Rules Name | |
Type of Discount | |
Customer Group | |
Number of Orders | |
Discounted by Coupon | The total Discounts from this coupon during the selected report period. The currency will follow the Base Currency of the magento site. Only show when Report = "Coupon".
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Grand Total | The total Grand Total of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. Grand Total = Subtotal + Tax - Discount + Shipping. The currency will follow the Base Currency of the magento site.
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Refunded | /cart price rule/catalog price rule |
Revenue (excl. Tax) | The total revenue excluding the tax of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. The currency will follow the Base Currency of the magento site. Revenue (incl. Tax) = Total Paid - Total Refunded - Tax - Shipping.
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Average Order Value | The average order value applied this coupon /cart price rule/catalog price rule the during the selected report period. Value = Revenue (excl. Tax) / Number of Orders The currency will follow the Base Currency of the magento site.
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Subtotal | The total subtotal of all orders applied this coupon during the selected report period. The currency will follow the Base Currency of the magento site. This column is hidden by default.
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Tax | The total tax of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. The currency will follow the Base Currency of the magento site. This column is hidden by default.
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Shipping | The total Shipping fee of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. The currency will follow the Base Currency of the magento site. This column is hidden by default.
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Discount | The total Discounts of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. The currency will follow the Base Currency of the magento site. This column is hidden by default.
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Invoiced | The total Invoiced amount of all orders applied this coupon /cart price rule/catalog price rule the during the selected report period. The currency will follow the Base Currency of the magento site. This column is hidden by default.
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Qty Invoiced | The qty of items that has been invoiced of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. Note: For bundle item, calculate by its child products. This column is hidden by default.
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Qty Refunded | The qty of items that has been refunded of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. Note: For bundle item, calculate by its child products. This column is hidden by default.
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Revenue (incl. Tax) | The total revenue including the tax of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. The currency will follow the Base Currency of the magento site. Revenue (incl. Tax) = Total Paid - Total Refunded - Shipping. This column is hidden by default.
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COGS | The total cost recorded in the invoice of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. The currency will follow the Base Currency of the magento site. COGS = Total Cost recorded when invoiced - (Total Cost recorded when invoiced / Unit Invoiced * Qty Refunded). Note: The calculation is for each product in each order. This column is hidden by default.
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Profit | The Profit of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. Profit = Revenue (excl. Tax) - COGS. The currency will follow the Base Currency of the magento site. This column is hidden by default.
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Margin (%) | The Margin of all orders applied this coupon /cart price rule/catalog price rule during the selected report period. Margin (%) = Profit / Revenue (excl. Tax) * 100%. The currency will follow the Base Currency of the magento site. This column is hidden by default.
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Start Date | |
End Date | |
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On this report, you can filter by Counpon (when Report by = Coupon), Rules Name (when Report by != Coupon) , Subtotal, Grand Total, Revenue (excl. Tax), Average Order Value
III/ Chart
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In this chart, you can compare the data of each metric in the Report by selecting the value through the Select Metrics dropdown including (Number of Orders, Discounted by Coupon (only show when Report by= Coupon), Subtotal, Tax, Shipping (excl. Tax), Discount, Grand Total, Invoiced, Qty Invoiced, Refunded, Qty Refunded, Revenue (incl. Tax), Revenue (excl. Tax), Average Order Value, COGS, Profit, Margin (%)).
For the metrics that display the contribution of the data over the total, they will be shown by the pie chart, and the rest is shown by bar chart.
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