Sales By Products

Overview

The Sales by Product report is a product level report that provides a raw quantity count of products sold, as well as the raw total revenue amount for each product that you have in the platform.


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Potential Actions

Use the Sales by Products report to:

  • Understand product demand.
  • Better manage inventory.

Data Elements & Measures

The following data elements and measures are shown on the Sales by Products report. For comprehensive definitions of data elements and measures, please reference the Glossary of Measures.

Data Element / Measure Definition
Initial # Count of products associated with Cycle 0 Orders. | Cycle 0 = initial order
Initial $ Product revenue generated from cycle 0 orders. | Cycle 0 = initial order
Subscription # Product revenue generated from cycle 1+ orders. | Cycle 1 = rebill order. Cycle 2+ = recurring orders
Subscription $ Product revenue generated from cycle 1+ orders. | Cycle 0 = initial, Cycle 1 = rebill, Cycle 2+ = recurring
Total # Sum of initial and Subscription order count. Note: Voids and Refunds are removed from the this total.
Total $ Sum of initial and subscription order revenue
Pending # Orders that have not reached the billing date or are attempting through decline manager
Pending $ Pending revenue on incomplete orders in a state where funds have not yet transferred. Pending orders are not sent to fulfillment
Hold/Cancel # Count of products purchased within the date range placed on hold/canceled. Note: The actual hold/cancellation date of the order may be outside of the selected date range. Orders canceled via a system process is a "hold" and via an actual person is called a "cancel."
Prior Hold/Cancel # Orders that were created prior to the date range but were stopped. e.g., If an order was created a month ago and you cancel that order today and you pull the Sales by Campaign report for today's date, that one cancellation will show on the Prior Holds and Cancels column.
Hold/Cancel $ Product revenue lost from the order being placed on the hold or canceled.
Void/Refund # Orders that have been voided, fully refunded, and partially refunded.
Void/Refund $ Revenue from orders that have been voided, fully refunded, and partially refunded.

 

FAQ's

-Why is this report not showing all the products I have in my CRM?

This report provides you with data based on relevance. If some of your products had zero orders during the date range that you have selected to see, then our system will not include these products in the report; it will only include those products with available data on them.

-Is the shipping revenue included in the Sales Report by Product?

No, since shipping is not a product, its revenue is not included in the Sales Report by Product, but it is included in the Sales Report by Campaign and the Sales Report by Date.

-Do the new products, recurring, and total revenue columns include orders that have been refunded or voided?

Yes. The new products, recurring, and total revenue columns will include the counts/amounts that have been refunded or voided since the report is designed to only provide a raw quantity count of products, and the raw total revenue amount for each product. The Sales Report by Date and Sales Report by Campaign are order level reports; therefore, you will need to view these reports in order to see the total revenue generated excluding refunds/voids.   

-Does the hold column include orders that were generated prior to the selected date range, but that were placed on hold during the selected date range?

Yes, the hold column includes orders that were generated and placed on hold during the selected date range, as well as orders that may have been generated some time prior to the selected date range, but were placed on hold during the date range you selected.

Additional Resources

You may find the following Help Center articles relevant to Analytics helpful.

  1. How to use Filters - Leverage the full power of Reports by leveraging filters
  2. Analytics Vs. Reports - Data Calculation Methodology - Understand the differences between Analytics and Reports