Sales by month Report

Track sales in your store using a monthly timescale

Table of Contents

Why sales by month report is important

shopify sales by month

Besides following the number of deals made each month, this type of summary might incorporate several other data indicators pertinent for tracking the store's business performance.

The functionality of the reporting tool allows seeing the progressions in key sales indicators contrasted with earlier time periods like yearly midpoints.

The report, by default, offers data on general sales, displaying such columns as number of orders, gross sales, total sales, tax, discounts, returns.

Using filters, the data can be made more representative of your needs. For example, you can see the month with the highest sales within the specified time range. Alternatively, you can track down the month with the lowest sales. Such information can be useful for inventory planning and marketing purposes

What questions summary on sales by month can answer

This type of summary pulls a list of all orders that have been placed in a store each month within the specified date range. Start from this report to get a high-level overview of your sales.

The data it displays can be used to answer such questions as:

  • what number of orders the store had each month for the last year or more
  • how the key sales indicators (gross, net and total sales) change month by month
  • how to see the tax, refunds, discounts the store had on orders each month
  • what is the monthly total number of orders and items purchased
  • what is the gross profit and gross margin for each month

Expand this list of answers you may get on your sales by using additional data columns and data filters.

Key sales indicators in a monthly report

Use the data summary on sales, provided by the Advanced Reports app to be informed on key orders statistics. Expand it with additional columns to get a detailed overview. For example, you can see the weeks in which you had sales during a given month.

shopify sales by month

Track orders volume, gross and total sales within the chosen time period. Sales overview output for each sales day displays such data as:

  • Number of orders
  • Taxes
  • Discounts
  • Refunds
  • Shipping costs
  • Gross, net and total sales

Use these columns to glance at the current financial and fulfillment statuses for each order within the selected dates.

Reports similar to Sales by month

If it is necessary to track sales summary with the scope of other time periods, the reporting tool allows to switch for the day, week, the hour of the day, year.

However, you are not limited to the aforementioned time periods. Generate the report on sales based on other factors, like sales by customer group.

In conjunction with the monthly sales report, a store manager can often use such summaries as:

  • Sales by Day. Use it to see the sales information that occurred for every day within the specified time range.
  • Sale by Hour. A convenient method to know the exact time when your store has the busiest hours. See the sales that occurred every hour.
  • Sales by Year. Use it as a yearly summary on sales in your store and compare it with data for previous years.
  • Sales by Channel. See what channels bring sales to your store. Get information on whether it is an offline POS or online store
  • Sales by Customer. Get more information on what customer types make your sales.
  • Sales by Discount. See what marketing campaigns had the most success in your store.
  • Sales by product. Displays the information on purchases for each product name or SKU.
  • Average Order Value Over Time. It shows how the average check has changed over a certain time period, for example, for a month.
  • Sales by Day of Week. Quickly see which day of the week brings you the most number of orders.
  • Sales by Product Type/Variant/Collection. Find out what type of products/variants/collections brings sales to your store.

Key columns for sales by month

Typically the table with the data on purchases and their sales consists of such columns as:

shopify sales by month
  • SALES Date Month
  • ORDERS Number of orders
  • ORDERS Gross Sales
  • ORDERS Discounts
  • REFUNDS Returns
  • ORDERS Net Sales
  • ORDERS Shipping
  • ORDERS Tax
  • ORDERS Total Sales

You are totally free to exclude any of the existing columns from the report or add more. Simply choose available columns from the list.

Here is how some of the key columns in the default report are calculated:

  • REFUNDS Returns. It is calculated through Refunds Total Gross Amount and Order Adjustments Total Amount data columns.
  • [REFUNDS Returns] = [REFUNDS Total Gross Amount] – [ORDER ADJUSTMENTS Total Amount]

  • ORDERS Net Sales. It is used to display what is left after the discounts and refunds are extracted from gross sales.
  • [ORDERS Net Sales] = [ORDERS Gross Sales] – [ORDERS Discounts] – [REFUNDS Returns]

  • ORDERS Shipping. Allows tracking the sums on order shipping.
  • [ORDERS Shipping] = [ORDERS Shipping amount] – [ORDER ADJUSTMENTS Total Shipping Amount]

  • ORDERS Tax. Depicts the sum of taxes excluding taxes on refunded items.
  • [ORDERS Tax] = [ORDERS Taxes] – [REFUND ITEMS Total Tax Amount]

  • ORDERS Total Sales. It is the final default column of the report, which sums net sales, shipping and tax.
  • [ORDERS Total Sales] = [ORDERS Net Sales] + [ORDERS Shipping] + [ORDERS Tax]

Variations of the sales overview report

You can get another view on sales besides the overview. Using variations of the default report, you can obtain a clearer insight into the business performance of your store.

One of the easiest ways to glance at the business success is to compare a specific date range to previous period.

Using filters and sorting options you can get answers to some other questions regarding sales. Here are some examples of the report variations.

How to see sales by location
shopify details

You can easily see the sales data for each sale day with the data on geographical distribution of customers.

See what provinces, cities and countries you have the most or least purchases.

How to see customer’s lifetime value

It is well known that existing customer costs less than attracting a new one for a store. Depending on the purchases each customer makes he sets his individual value for a store.

You can easily see the customer lifetime value with the CUSTOMERS CLV data column. Use it to monitor for signs of shoppers' attrition in your store.

How to see gross margin in percent

Gross margin is one of the parameters for the business performance, which shows how much financial funds the store retains. The higher this indicator is, the more capital is available to pay for other costs.

See the gross margin in percent by activating a corresponding column.

[ORDERS Gross Margin, %] = ([ORDERS Net Sales] - [ORDERS COGS]) ÷ [ORDERS Net Sales] × 100

The result is rounded to two numbers after the comma sign. If the calculation result is negative, the report shows zero value in a table.

How to get details on sales transactions
shopify details

The sales overview can be extended with the data columns on transactions. You can get such information as:

  • Gateway the operation was made from
  • Source name of the transaction
  • Current status of the transaction
  • The type of the transaction (sales, refund)
  • Creation timestamp
  • Transaction total amount for each sale day
How to see the total cost of ordered items

The total cost of ordered items in an order is calculated as:

[ORDER ITEMS Total Cost] = [ORDER ITEMS Quantity] × [INVENTORY ITEMS Cost]

How to see what type of customer have placed the order

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, he or she is assigned to a Returning type. If the report cannot detect the customer ID it will display the Unknown value.

How to get the total shipping price for a partial item

For each order, get the shipping price calculation :

[ORDER ITEMS Total Shipping Price] = [ORDERS Shipping Price] ÷ [ORDER FACTS Quantity] × [ORDER ITEMS Quantity]

How to get total sales for orders

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]

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