The summary shows the breakdown of sales and revenue in terms of particular items. The default output displays the product name and its variant.
It is a useful way to look at sales in addition to the direct Orders Detail summary.
A store manager can add columns such as the number of orders, net quantity, gross sales, discounts, refunds, taxes, and net sales if necessary. The default configuration of this report offers general data on item sales.
The information is offered by displaying such columns as the total quantity sold and the total amount of revenue.
If necessary, a store manager can add columns such as the number of orders, net quantity, gross sales, discounts, refunds, taxes, net sales.
By using filters, the data can be more representative of the store manager’s needs. For example, you can sort the output by the number of orders. Such information can be useful for inventory planning and marketing purposes.
This type of summary groups every item sold in a store into a single output table. Along with the product name and product variant name, it presents a store manager with the shopper’s name, purchased quantity, and total amount. Use it to get a detailed breakdown of sold items.
The data displayed in this document can be used to answer such questions as:
Expand this list of answers you may get on your sales by using additional data columns and data filters.
Get the sales data for each catalog product using the Advanced Reports app. Utilize it to be informed on key sales metrics of the product variants. Expand this summary with additional columns to get a detailed view.
For example, you can see each item's available inventory and sales velocity to avoid the out-of-stock situation. Additionally, get info on the date of the last order.
Track the number of orders, gross profit and margin, total amount, returns, and refunds within the specified time range. When configured by default for each product, this summary output displays such data as:
Use these columns to glance at the current financial and fulfillment statuses for each order within the selected dates and compare them with other periods.
The sales data can be tracked from other scopes to bring the clearest representation of the financial and inventory flows in the store.
Store managers are not limited by the app’s default configuration; they can modify the summary more than by the date. The executive staff can generate the summary using data factors they consider most relevant for a particular moment. The app will pull from the store database all the required data to present it in a way that is easy to understand.
In conjunction with the order items, a store manager can often use such summaries as:
Typically, this summary consists of such columns as:
A store manager has full control over the summary they generate. They are totally free to exclude any existing columns or add more. Simply choose available columns from the list.
Using filters and sorting options, you can get answers to several specific questions regarding orders. Here are some examples of the report variations.
You can easily know the gross profit each ordered item has brought. This value depicts a sum of money made after subtracting the sales costs.
The value for ORDERS Total Gross Profit column is calculated through the Net amount and COGS columns.
[ORDERS Total Gross Profit] = [ORDERS Net amount] – [ORDERS COGS]
Merchants can receive payouts for orders through a Shopify Payouts system if Shopify Payments is enabled.
[ORDERS Shopify Payout] = [ORDERS Net amount] - [ORDERS Shopify Fees]
The term “Cost of goods sold (COGS)” stands for the direct cost of making sales. It includes expenses required for making the sale, for example, personnel salary. Use the Orders COGS to get this data column.
The total cost of ordered items in the order is calculated as:
[ORDER ITEMS Total Cost] = [ORDER ITEMS Quantity] × [INVENTORY ITEMS Cost]
A store can have both new and recurring customers, the latter being preferable. Merchants can easily see what types of customers buy in their stores within the ORDERS Customer Type column.
In case the date of the customer’s first order is equal to the order processing date, then the customer is considered a first-time buyer. Otherwise, they are assigned to a Returning type. If the report cannot detect the customer ID, it will display the Unknown value.
For each order, get the shipping price calculation :
[ORDER ITEMS Total Shipping Price] = [ORDERS Shipping Price] ÷ [ORDER FACTS Quantity] × [ORDER ITEMS Quantity]
Get the sum of total sales calculated as:
[ORDERS Total Sales] = [ORDERS Net Sales] + [ORDERS Shipping] + [ORDERS Tax]
The ORDERS Net Sales is obtained as:
[ORDERS Net Sales] = [ORDERS Gross Amount] - [ORDERS Discounts] - [REFUNDS Returns]
The ORDERS Shipping is obtained as:
[ORDERS Shipping] = [ORDERS Shipping amount] - [ORDER ADJUSTMENTS Total Shipping Amount]
The ORDERS Shipping is obtained as:
[ORDERS Tax] = [ORDERS Taxes] – [REFUND ITEMS Total Tax Amount]
Gain full access to the platform with a 7-day free trial.