Sales analytics help you track revenue, orders, and customer behavior. This dashboard provides key insights into your sales performance and donor contributions.

Key Performance Indicators (KPIs):

Revenue

• Total revenue from orders and donations
• Excludes shipping fees and taxes (unless using tax-inclusive pricing)
• Discounts are subtracted from total
• Refunds not currently factored

Checkouts

• Count of successful transactions including:
  • Physical, service, and download products
  • Pricing plans
  • Donations
  • Gift card redemptions
• Excludes invoices, scheduling, recurring subscriptions, and POS transactions

Orders

• Total completed orders
• Includes subscription products and recurring donations
• Each membership renewal counts as one order

Conversion Rate

• Percentage of visits resulting in checkouts
• Formula: (Checkouts ÷ Total visits) x 100
• Indicates effectiveness at converting visitors to customers

Average Order Value (AOV)

• Revenue earned per order/donation
• Formula: Revenue ÷ Orders

Revenue Per Visit (RPV)

• Average revenue generated per visit
• Formula: Revenue ÷ Visits
• Useful for marketing ROI calculations

Visualization Tools:

Line Graph

• Shows trends over time
• Adjustable time scales
• Hover capability for specific dates

Bar Graphs

• Source comparison (top referrers)
• Product comparison (top sellers)
• Adaptable based on selected metrics

Data Filtering Options:

• Customizable date ranges
• Sales channel filtering (Website, POS, Third-party platforms)
• Donation tracking by fund or block name

Note: Sales data is available from January 2014, and donations data starts from June 2024. Gift card sales are only displayed after purchase redemption.

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