Shopify Sales Reports: Definitions, Metrics, & Templates to Grow Your Online Store

Shopify’s analytics and reportsare a very powerful feature that gives you the means to review almost any customer interaction made within your Shopify store – from your store’s recent activity to insights into your visitors to your store’s transactions, and more.

But how can you actually take advantage of this abundance of information, and where should you start from?

为了更好地了解和优化客户体验和营销效率，我们建议您从销售数据开始。了解Shopify中可用的销售数据可能是使您的在线商店成功的关键要素。

In this article, we’re breaking down Shopify sales reports: you’ll learn how to leverage them to gain practical insights into your performance and get templates to save your time and grow your online store more efficiently.

Navigate to the section you’re most interested in.

• What is a Shopify Sales Report?
• 如何在Shopify中查看您的销售报告?
• Shopify Sales Report: Must-Know Terminology and Definitions
• Shopify Sales Reports
• 6 Key Shopify Sales Reports Metrics
• How to Visualize Shopify Data in Databox
• 免费的Shopify仪表板模板
• Track Your Shopify KPIs and Grow Your Online Store with Databox

什么是Shopify销售报告？

Sales reports in Shopify help you accurately track the orders that take place on your website, breaking down each sale (and return) into valuable data that you can use to improve your sales process and performance.

在Shopify销售报告中，您会发现诸如净和总销售额，平均订单价值，重复客户率，客户寿命价值等数据。您可以按产品，频道，月份，位置等过滤报告。

如何在Shopify中查看您的销售报告

Shopify销售报告允许您实时跟踪数据。请注意，您可能需要等待一分钟，直到数据更新或刷新页面以更快地加载页面。此外，折扣报告的销售需要更长的时间才能更新：最多72小时。

To access your reports via different devices, follow the steps below.

1. Desktop
2. Android
3. iPhone

Desktop

1. 打开您的Shopify Admin仪表板。
2. 导航到分析。
3. Choose Reports and go to the Sales section.
4. Select Show all and choose which reports you’d like to view.

Android

1. Open your Shopify app.
2. Tap on Store.
3. Tap on Analytics and choose Reports.
4. Navigate to the Sales section and tap on Show all.
5. Select the report you’d like to view.

iPhone

1. Open your Shopify app.
2. 选择您的存储和分析。
3. Choose Reports.
4. Navigate to the Sales section and click on Show all.
5. Choose the report you’d like to view.

Shopify Sales Report: Terminology and Definitions You Need to Know

To understand Shopify sales reports, you need to learn to speak Shopify first – there are some basic terms and definitions you should be familiar with. You can find the glossary on the platform’s official website, but we’re also giving you an overview.

• Orders。您的客户在特定日期下订单的总数。
• Average Order Value。The average value of Customer Sales.
• 每笔交易单位。Net quantity divided by the total number of orders.
• Gross Sales。产品销售价格乘以数量collection. It includes Canceled, Pending, and Unpaid Orders, but not Test and Deleted. It’s calculated before Taxes, Shipping, Discounts, and Returns.
• 净销售。Returns and Discounts removed from Gross Sales.
• Discounts。Order Level Discount Share added to the Line Item Discount for a Sales collection. Discounts are createdusing Discount codesand applied before Taxes. They can be applied to specific or all products in an order.
• 船运。船运Discounts and Refunded Shipping Amounts removed from Shipping Charges.
• Returns。The total value of the goods your customers returned.
• Tax. The total amount of taxes applied to your orders.
• 总销售额。Your Gross Sales without Discounts and Returns, with Taxes and Shipping Charges included.

Shopify Sales Reports

Shopify provides powerful reporting tools for its users–they allow you to track much more than your average order value. You can learn a lot about how your customers buy, why they buy, and what you could improve for them, and adapt your strategy accordingly.

Note that Sales Reports are only available for Shopify, Advanced Shopify, and Shopify Plus Plan users.

您可以在Shopify中查看11种报告类型：

• Sales Over Time Report
• 销售by Product Report
• 销售by Product Variant SKU
• 销售by Product Vendor
• 销售by Discount Report
• 销售by Traffic Referrer
• 销售by Billing Location
• 通过结帐货币销售
• 按频道报告销售
• 销售by Customer Name
• Average Order Value Over Time

Sales Over Time

该报告显示您的总销售额和订单数量。在随着时间的推移销售中，即使您没有真正创建新订单，您也会看到编辑订单显示为新订单。

销售by Product

This report shows the breakdown of your total sales, but without shipping because shipping applies as a single charge for whatever the number of products in one order. That said, you won’t be able to see shipping taxes in the Sales by Product report.

What you will be able to see are: Product Vendor (if purchased from a third party), Product type, Product title, and Net quantity (returned items are removed).

如果您看到一个产品的多行，或者是dash而不是数据，则意味着原始订单已更改，或者在创建订单时不存在数据。

销售by Product Variant SKU

This report displays the breakdown of your gross sales of your best-selling products, without the shipping cost. It gives you more detailed information than a regular Sales by product report.

In this report, you can see details such as Product title, Variant title, Variant SKU (the ID code of the variant), and Net quantity.

销售by Product Vendor

This report displays your vendors and the products you get from them. You can see categories such as Product vendor (the vendor’s name, which you have to click to see products provided by them) and Net Quantity.

销售by Discount

If you made a sale after May 1, 2017, it will be displayed in this report. Sales by Discount reports show your sales grouped by discount name or code. It lets you see how often your customers applied discounts to purchase your products and helps you determine which ones have been the most effective in driving sales.

在本报告中，您将看到以下项目：姓名，折扣，折扣类型，折扣代码，自动折扣标题，订单，脚本折扣，运输，运输脚本折扣，运输折扣。

销售by Traffic Referrer

This report displays your sales based on where your customers came from: direct traffic, search, email, social, or unknown.

Other than the traffic source, you can see the Traffic referrer host, the specific website of the referral. For example, if the source is Social, the website might be www.facebook.com.

销售by Billing Location

This report displays the breakdown of your sales by country and region based on the billing address of your orders.

通过结帐货币销售

如果您接受不同的货币，则此报告仅用于Shopify Payments用户，并显示客户在结帐时使用的货币销售细分。在总销售列中，您将看到本地货币的总销售价值。

销售by Channel

This report displays the amount of sales for various sales channels you may be using. You will be able to see the Sales channel name (name of the channel or app the customer ordered through–Buy Button or Online Store) and Draft Orders (for sales that were initially draft orders). Unknown apps will be displayed under Other.

销售by Customer Name

该报告显示了您特定客户在一定时间段内制定的所有订单的细分。在报告中，您可以看到客户的姓名和电子邮件地址。

Average Order Value Over Time

该报告显示一段时间内平均订单值的变化。它不包含退货，如果您选择组选择该组，则可以看到按小时，周，月以及按小时，每周，月份进行分组的销售。

Note that you can customize your sales reports by usingdifferent filters and editing features。

6 Key Shopify Sales Reports Metrics

If you’ve set your sales goals and created a strategy, the third big thing you need to do is decide how you’re going to measure your success. You need tochoose relevant metrics to track in Shopify因此，您可以准确评估自己的性能。

Your Shopify KPIs can help you modify your strategy to be more efficient and make informed decisions. Your choice depends on your individual sales goals, but there are a few universal metrics that every business should have in their dashboard.

• Gross Sales
• 净销售
• Customer Lifetime Value
• Average Order Value
• 客户获取成本
• Returning Customer Rate

Gross Sales

总销售额是指您在特定时间范围内进行的销售总额。折扣，运输费用和外向不算。

You can use this metric to compare the amounts between two months, quarters, or years and track your progress. It also helps youidentify any hiccups in your sales pipelineso you can fix them, and even compare your numbers with your competitors.

The formula:Product Price x Quantity Sold = Gross Sales

净销售

净销售refers to the overall amount of registered Sales without Discounts and Returns.

It’s recommended to use this metric in comparison with Gross Sales, so you can track how much you earn, and how much you take home. If the difference between your Gross and Net Sales is too big, you may be losing too much money into Discounts and Refunds.

The formula:Gross Sales – Discounts – Returns = Net Sales

Average Order Value

Average Order Valuerefers to the average amount of money a customer spends on a single order. The higher this metric, the better your profit margins–your business has an opportunity to grow.

The formula：总销售/订单数=平均订单值

Customer Lifetime Value

Customer Lifetime Value (CLV)refers to the worth that a customer has for your business during the time they engage with it (buy from you).

As customer retention is far more affordable than gaining new customers, this metric can give you insight into how much you should focus on optimizing your customer experience for higher lifetime value.

The formula:（销售的平均值x交易数x保留期）x利润率

客户获取成本

客户获取成本(CAC)refers to the amount of money it costs you to convert a Prospect into a Loyal Customer. Businesses should aim to reduce this cost as much as possible and optimize customer acquisition so they can generate higher profit.

The formula:(Marketing Costs + Sales Costs)/Number of New Customers Acquired = CAC

Returning Customer Rate

Returning Customer Rate refers to the percentage of customers who have made more than one purchase in your online store. This percentage may depend on many factors, such as customer satisfaction and even your industry, which affects how often people buy products in your niche in general.

但是，很大一部分在线商店将这一百分比保持在20％至30％之间。

The formula:(Number of Customers who purchased before/Total Number of Customers) x100

How to Visualize Shopify Data in Databox

Databox offers a simple integration with Shopify so you can easily visualize your data and have all the necessary information at a glance.

To connect your Shopify store with your Databox account, open Data Sources in Databox and click on New connection. Enter Shopify in the search field and select the Connect button. Authorize Databox in the Activation window that pops up by typing in your shop’s URL (without the my.shopify.com part). If you have another shop, you need to connect it separately.

When you first connect Databox and Shopify, you will be able to see around 36 months of historical data, depending on the metric.

Popular metrics used in Databox dashboards for Shopify stores are:

• Orders
• Gross Sales
• Abandoned Checkouts
• Total Customers
• Orders by New vs Returning Customers
• Total Sales by New vs Returning Customers

…和更多。

Here’s an example of a popular use case:

报告客户寿命价值

You need four Calculated Metrics in Databox to create this report: Purchase Frequency, Average Order value, Customer Value, and Customer Lifetime Value that practically build upon each other.

1. First, create a Calculated Metric for Average Order Value.

2. 然后，计算购买频率。

3. Create a Customer Value Calculated Metric.

4. 最后，创建客户寿命值计算的度量。

您可以通过将客户价值乘以平均客户寿命来计算客户寿命值。Shopify建议新的商店三年。

免费的Shopify仪表板模板

With Databox, you gain access tofree ecommerce dashboard templatesso you don’t need to create them from scratch. Here are just some of the Shopify template we offer:

1. Online Sales Overview Dashboard
2. Shopify Store Overview Dashboard
3. Shopify Conversion & Loyalty Analytics Dashboard

Online Sales Overview Dashboard

TheOnline Sales Overview dashboard将Shopify，Facebook广告和Google Analytics（分析）团结起来，并为您提供了在线销售业绩的强大概述。

您可以跟踪诸如电子商务转换率，花费（在Facebook广告中），废弃结帐，净销售，总销售额和净数量的指标。

Measuring these metrics can help you answer some important questions about your online store: what your top products are, how much an average user spends on your products, how your current results compare to your previous months’ performance, and more.

Shopify Store Overview Dashboard

TheShopify Store Overview dashboard允许您对在线商店的性能进行AT-A-Glance概述。

It helps you quickly identify important answers: how many orders you receive daily or monthly, how much do you issue in discounts or refunds, how many repeating customers do you have, how well is your shopping cart set up, and more.

这个指示板中可用的指标,example, number of orders, net sales, discounts, unfulfilled orders, new customers, gross sales by top products, total customers.

Shopify Conversion & Loyalty Analytics Dashboard

TheShopify Conversion & Loyalty Analytics dashboardallows you to measure your success in converting first-time customers into loyal buyers.

It helps you evaluate your customer retention strategy and identify any weak points that you can improve.

Tracking metrics like average order value, e-commerce conversion rate, or transactions per user will help you find out how much you earned from repeat sales, what your conversion rate is, and average revenue per user, and more.

Track Your Shopify KPIs and Grow Your Online Store with Databox

Is your store profitable? Do you have an opportunity to grow? Are you building a loyal customer base?

You can only answer these questions if you regularly monitor your store metrics and KPIs. But that might be a challenge if your metrics are all over the place–data tracking becomes a time-consuming nightmare and you’re not sure what you’re looking at anymore.

这就是为什么Databbeplay体育appiosox提出了一个完美的解决方案。

By connecting your Shopify account with Databox, you gain instant access to over 4,000 metrics and over 70 integrations that allow you to track your success in a streamlined manner, all in one place.

And if you don’t want to use our free templates, you can build your own customized dashboard in just a few minutes.

Want to know more? Join over 20,000 businesses that already enjoy tracking their online store growth with Databox andsign up for a free trialtoday.