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I/ Overview

  1. As a store manager, if you want to check which customer or customer group brings to your business great sales, this report is for you.

  2. To access the Sale by Country report: Omni-channel Reports > Report Dashboard > All reports > Sales reports > Sales by Customer or Omni-channel Reports > Sales → Sales by Customer

The Sales by Customer Report page is displayed with the default view as below:

image-20240328-084751.png

  1. 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:

  • Time range

You can set the time range in which you want to see all the orders (From a date To another specific one)

  • Data Used

Date used:

You can select either Order Created or Order Updated

By default, the setting would be Order Created

  • 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)

There are three options: All, Website, POS that you can select to show the report based on the selected channel

By default, the setting would be All

  • Location (This setting only shows when the Sales Channel is POS)

Include all the available locations where you use POS. You can select the location to show the data based on the selected location.

  • Report by

There are 2 options: Customer, Customer Group that you can select to show the data based on Customer or Customer Group

  • Data detail

    image-20240328-090248.png

    Columns that are shown by default

ID

Numeric

N/A

  • The ID of the customer.

  • Shown when Report by = "Customer".

Customer

Text

N/A

  • Name of the customer.

  • Shown when Report by = "Customer".

Customer Group

Text

N/A

  • The group of the customer.

Customers

Text

N/A

  • The number of customer in this customer group purchased during the selected report period.

  • Shown when Report by = "Customer Group".

Number of Orders

Integer

N/A

  • The number of orders this customer/customer group purchased during the selected report period.

Grand Total

Currency (xx.xx)

N/A

  • The total Grand Total of all orders this customer/customer group purchased during the selected report period.

  • Grand Total = Subtotal + Tax - Discount + Shipping.

  • The currency will follow the Base Currency of the magento site.

Average Order Value

Currency (xx.xx)

N/A

  • The average order value this customer/customer group purchased the during the selected report period.

  • Value = Revenue (excl. Tax) / Number of Orders

  • The currency will follow the Base Currency of the magento site.

Invoiced

Currency (xx.xx)

N/A

  • The total Invoiced amount of all orders of this customer/customer group the during the selected report period.

  • The currency will follow the Base Currency of the magento site.

Refunded

Currency (xx.xx)

N/A

  • The total Refunded amount of all orders this customer/customer group purchased during the selected report period.

  • The currency will follow the Base Currency of the magento site.

Revenue (excl. Tax)

Currency (xx.xx)

N/A

  • The total revenue excluding the tax of all orders of this customer/customer group 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.

Average Order Value

Currency (xx.xx)

N/A

  • The Average Order Value of all orders of this customer/customer group during the selected report period.

  • Average Order Value = Revenue (excl. Tax) / Number of Orders.

  • The currency will follow the Base Currency of the magento site.

Customer Lifetime Value

Currency (xx.xx)

N/A

  • The grand total value of all orders this customer/customer group has purchased in the store.

  • The currency will follow the Base Currency of the magento site.

  • Only show when

Report by = Customer.

Columns that are hidden by default

Subtotal

Currency (xx.xx)

N/A

  • The total subtotal of all orders purchased by this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

% Subtotal

Percentage

N/A

  • Value = Subtotal purchased by this customer/customer group / Total Subtotal of all customers/customer groups * 100%.

  • This column is hidden by default.

Tax

Currency (xx.xx)

N/A

  • The total tax of all orders purchased by this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

Shipping (excl. Tax)

Currency (xx.xx)

N/A

  • The total Shipping fee of all orders purchased by this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

Discount

Currency (xx.xx)

N/A

  • The total Discounts of all orders purchased by this customer/customer group during the selected report period.

  • The currency will follow the Base Currency of the magento site.

  • This column is hidden by default.

% Grand Total

Percentage

N/A

  • Value = Grand total of this customer/customer group / Total Grand Total of all customers/customer groups * 100%.

  • This column is hidden by default.

Qty Invoiced

Numeric (up to 4 decimal points)

N/A

  • The qty of items that has been invoiced of all orders of this customer/customer group during the selected report period.

  • Note: For bundle item, calculate by its child products.

  • This column is hidden by default.

Qty Refunded

Numeric (up to 4 decimal points)

N/A

  • The qty of items that has been refunded of all orders of this customer/customer group during the selected report period.

  • Note: For bundle item, calculate by its child products.

  • This column is hidden by default.

Revenue (incl. Tax)

Currency (xx.xx)

N/A

  • The total revenue including the tax of all orders of this customer/customer group 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.

% Total Revenue

Percentage

N/A

  • Value = Revenue (excl. Tax) of this customer/customer group / Total Revenue (excl. Tax) of all customers/customer groups * 100%.

  • This column is hidden by default.

Average Order Value

Currency (xx.xx)

N/A

  • The Average Order Value of all orders of this customer/customer group during the selected report period.

  • Average Order Value = Revenue (excl. Tax) / Number of Orders.

  • The currency will follow the Base Currency of the magento site.

COGS

Currency (xx.xx)

N/A

  • The total cost recorded in the invoice of all orders of this customer/customer group 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.

Profit

Currency (xx.xx)

N/A

  • The Profit of all orders of this customer/customer group 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.

% Total Profit

Percentage

N/A

  • Value = Profit of this customer/customer group / Profit of all customers/customer groups * 100%.

  • This column is hidden by default.

Margin (%)

Percentage

N/A

  • The Margin of all orders of this customer/customer group 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.

Customer Lifetime Value

Currency (xx.xx)

N/A

  • The grand total value of all orders this customer/customer group has purchased in the store.

  • The currency will follow the Base Currency of the magento site.

  • Only show when

Report by = Customer.

II/ Filter Report Data

In this report,

+ When Report by = Customer, you can filter by ID, Customer, Customer Group, Customer Lifetime Value, Grand Total

+ When Report by = Customer Group, user can filter by Customer Group, Grand Total, Revenue (excl. Tax)

III/ Chart

image-20240328-091210.png

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, Subtotal, Grand Total, Invoiced, Refunded, Qty Refunded, Revenue (incl. Tax), Revenue (excl. Tax), Average Order Value, COGS, Profit, Margin (%), Customer Lifetime Value (only when Report by = "Customer Group") ).

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