Shopify Sales Overview Report

Track sales in your store using a daily, weekly, monthly, quarterly, or yearly timescale

Why the sales overview report is important

This summary allows following the number of deals made each month. Additionally, it can incorporate several other data indicators 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.

Discover Shopify data with well-tailored reports.

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

Filters can be used to make the data 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 the 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 displayed in it can be used to answer questions such 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 are the gross profit and gross margin 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 view. For example, you can see the weeks you had sales during the 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.

"This app is an excellent tool! I use it to give need-to-know information directly to team members that need it."

- Trask Performance

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Reports similar to Sales by month

If a sales summary needs to be tracked within other time periods, the reporting tool allows you to switch to the day, week, 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 summaries such as:

  • Sales Overview: It contains key sales indicators and can be used to determine when sales were the best/worst for the specified time range.
  • Sales by Day: Use it to see the sales information that occurred 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 of sales in your store and compare it with data for previous years.
  • Sales by Day of Week: Quickly see which day of the week brings you the most orders.

Key columns for sales by month

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

  • Sales / Date Month
  • Orders / Number of orders
  • Orders / Gross Sales
  • Orders / Discounts
  • Refunds / Returns
  • Orders / Net Sales
  • Orders / Shipping
  • Orders / Tax
  • Orders / Total Sales
shopify sales by month

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

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

  • Refunds. 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
  • 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
  • Shipping. Allows tracking the sums on order shipping.

    Orders / Shipping = Orders / Shipping amount – Order Adjustments / Total Shipping Amount
  • Tax. Depicts the sum of taxes excluding the taxes on the refunded items.

    Orders / Tax = Orders / Taxes – Refund Items / Total Tax Amount
  • 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 of 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 business success is to compare a specific date range to a 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 customers' geographical distribution.

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

How to see customer lifetime value

It is well known that existing customers cost less than attracting new ones for a store. Therefore, depending on each customer's purchases, they set their value for a store.

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

How to see gross margin as a percentage

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 as a percentage 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 the 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 information as follows:

  • 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 the order is calculated as:

Order Items / Total Cost = Order Items / Quantity × Inventory Items / Cost

How to see what type of customer has 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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