Sales by Coupon

Owned by Brian Au
Last updated: Jul 09, 2024
5 min read

I/ Overview

  1. As a store manager, if you want to check which promotion is effective, this report is for you

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

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

 

image-20240709-043555.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

 

  • 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.

  • Data detail

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

Columns that are shown by default

Coupon

  • The name of the Coupon.

  • Shown when Report by = "Coupon"

Type of Discount

  • The type of discount of this coupon

Customer Group

  • The customer group can apply this coupon

  • Each customer group will be shown in a separated row.

Number of Orders

  • The number of orders applied this coupon during the selected report period.

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".

Grand Total

  • The total Grand Total of all orders applied this coupon during the selected report period.

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

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

Refunded

  • The total Refunded amount of all orders applied this coupon during the selected report period.

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

Revenue (excl. Tax)

  • The total revenue excluding the tax of all orders applied this coupon 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

  • The average order value applied this coupon the during the selected report period.

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

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

Columns that are hidden by default

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.

Tax

  • The total tax 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.

Shipping

  • The total Shipping fee 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.

Discount

  • The total Discounts 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.

Invoiced

  • The total Invoiced amount of all orders applied this coupon the during the selected report period.

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

  • This column is hidden by default.

Qty Invoiced

  • The qty of items that has been invoiced of all orders applied this coupon during the selected report period.

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

  • This column is hidden by default.

Qty Refunded

  • The qty of items that has been refunded of all orders applied this coupon during the selected report period.

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

  • This column is hidden by default.

Revenue (incl. Tax)

  • The total revenue including the tax of all orders applied this coupon 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.

COGS

  • The total cost recorded in the invoice of all orders applied this coupon 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

  • The Profit of all orders applied this coupon 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.

Margin (%)

  • The Margin of all orders applied this coupon 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.

Start Date

  • The date this coupon price rule started to be applied.

  • The column is hidden by default.

End Date

  • The date this coupon stop being applied.

  • The column is hidden by default.

II/ Filter Report Data

On this report, you can filter by Counpon (when Report by = Coupon), , Subtotal, Grand Total, Revenue (excl. Tax), Average Order Value

III/ Chart

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, 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.

image-20240709-042451.png
Example of a metric shown by bar chart