Sales by Product Catalog

Owned by Brian Au
Last updated: Jul 05, 2024
4 min read

I/ Overview

  1. As a store manager, if you want to know which catalog of the product (category or brand) brings great revenue to your business or makes your store cost much, this report is for you.

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

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

 

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  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 the data on the report (From a date To another specific one)

  • Data Used

Date used:

You can select either Item Created or Item Updated

By default, the setting would be Item Created

+ Item Created: Show report based on the date the item is created

+ Item Updated: Show report based on the date the item was last updated

  • Sales Channel

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

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Sales by Category
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Sales by Brand

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

Name of the first column

  • Value= Brand/Category

Revenue (excl. Tax)

  • The total revenue excluding the tax of the products in that Brand/Category

  • Revenue (excl. Tax) = (Total Invoiced - Invoiced Tax) - (Total Refunded - Tax Refunded)

Qty Sold

  • The total qty sold of that Brand/Category

  • Value= Qty Invoiced - Qty Refunded

Average Selling Price

  • The Average Selling Price of that Brand/Category

  • Value= Revenue (excl. Tax)/Qty Sold

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

% Total Revenue

  • Value = Revenue (excl. Tax) of each Brand or Catefory/ Revenue (excl. Tax) of all Brands or Categories

COGS

  • The COGS of the Brand/Category

  • COSG recorded when invoiced but if the product got refunded, it will deduct = Magento cost*(qty invoiced - qty refunded) of all the items belonging to the Brand/Category

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

Profit

  • The profit of the Brand/Category

  • Value= Revenue (excl. Tax) - COGS

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

Margin (%)

  • The profit margin of the Brand/Category

  • Value= Profit / Revenue (excl. Tax).

Refunded

  • The refunded amount of that Brand/Category

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

Columns that are hidden by default

Revenue (incl. Tax)

  • The total revenue including the tax of the products in thatBrand/Category during the selected report period.

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

  • Revenue (incl. Tax) = Total Invoiced - Total Refunded

  • The column will be hidden by default for all reports

Qty Invoiced

  • The units of the Brand/Category that are invoiced

  • The column will be hidden by default for all reports

Qty Refunded

  • The units of the Brand/Category that are refunded

  • The column will be hidden by default for all reports

Top Selling Product

  • Three products that have the highest Revenue (excl. Tax)

  • The product will be sorted by the Revenue (excl. Tax) (Highest to Lowest)

  • On this field, the product will display like this:

+ For simple product: Show the name of that product
+ For custom option product: Show the product name of the simple priduct
+ For bundle ship together, bundle ship seperately, configurable product, and grouped product: Show name of the child products

  • The column will be hidden by default for all reports

Invoiced

  • The Invoiced amount for the Brand/Category

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

  • The column will be hidden by default for all reports

Discount

  • The total Discounts of all products for the Brand/Category 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 for the Brand/Category during the selected report period.

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

  • This column is hidden by default.

II/ Filter Report Data

On this report, you can filter by Product Name, Revenue (excl. Tax) (From-To), Refunded (From-To), Average Selling Price (From-To)

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 (Revenue (excl. Tax), Revenue (incl. Tax), Qty Sold, Average Selling Price, % Total Revenue, Qty Refunded, COGS, Profit, Margin (%), Refunded, Invoiced, Discount, Tax ).

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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Example of a metric shown by bar chart
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Example of a metric shown by pie chart