tl;dr
This reports allows you to analyse revenue and profitability across any dimension
It is built to maximize flexibility and speed. Think of it like a built-in Pivot Table.
Use the Metric Display to see the numbers just like you need them.
When you find something that you want to investigate further, you can use one of the other reports within the CLV & Retention section.
What can I analyse:
Most reports in Klar are designed to help you discover insights that you previously didn't know about.
The purpose of the Revenue & Profit Dashboard is slightly different. It is built less for discovery and more for answering specific questions you have, like:
How much revenue did a certain voucher code generate.
What's the profitability of different products.
How is my revenue developing in a certain geography over time.
It is build to efficiently and flexibly analyse revenue and profit across various dimensions.
Let's talk about the available options:
Available Dimension
To give you maximum flexbility there are a bunch of dimension that you can select for this report. Not only that, but you can pick two different ones at the same time to slice and dice the data down even further and use the filter the focus in on a certain subset.
The available dimensions are:
Calendar Date (dd-mm-yyyy)
Calendar Week (ww-yyyy)
Calendar Month (mm-yyyy)
Sales Order Channel (coming
Channel Name - based on your configuration in the Channel Builder
Channel Group - based on your configuration in the Channel Builder
Channel Category - based on your configuration in the Channel Builder
utm_source - based on your Google Analytics and Shopify data
utm_medium - based on your Google Analytics and Shopify data
utm_campaign - based on your Google Analytics and Shopify data
utm_term - based on your Google Analytics and Shopify data
utm_content - based on your Google Analytics and Shopify data
Product Title - just the item in the order, not the entire order.
Product Variant - just the item in the order, not the entire order.
Product Type - just the item in the order, not the entire order.
Product SKU - just the item in the order, not the entire order.
Shipping Country - based on the Shipping Address inShopify
Discount Code - from Shopify
Customer Type - New vs. Repeat Custoemr
Order Count - Order Count of the Customer
Metric Display
Customer Type
Even though is is already available as a dimension, we added a Customer Type selection as a metric display option. You can select between three different customer types:
All Customer - containing all orders from all customer
New Customers - containing the first orders from all customers
Repeat Customers - containing repeat orders from all customers
Metric Divisor
With this control the user can decide how he wants the values to be displayed:
Total - Showing you the Total Values
Order - Total divided by the number of orders
Item - Total divided by the number of items.
Metrics
The report is split into two different sections. One two analyse the revenue and orders generated from the selected dimension and the other to select the profits and profit margins.
Revenue Section
Gross Revenue = GMV - Discount Value - Voucher Value + Shipping Revenue
Net Revenue = Gross Revenue - Return Value - Taxes
Return % = Returns Value / Gross Revenue
Voucher % = Voucher Value / (GMV - Discount Value)
Gross Orders = Count of Orders excl. Payment Status Voided
Net Orders = Count of Orders excl. Payment Status Voided & Returned
Gross Units = Count of Items excl. Payment Status Voided
Net Units = Count of Items excl. Payment Status Voided & Returned
Profitability Section
GMV = SUM (Compare At Price, Price)
Price Reductions = GMV - Price
Price Reduction % = Discount Value / GMV
Discount Code Value = Discounts
Discount Code % = Discount Code Value / (GMV - Price Reductions)
Shipping Revenue = Shipping Revenue
Gross Revenue = GMV - Price Reductions - Discount Code Value + Shipping Revenue
Returns Value = Gross Revenue of Returned Items
Return % = Returns Value / Gross Revenue
Taxes = Tax Value of Non-Returned Items
Tax % = Taxes / (Gross Revenue - Returns)
Net Revenue = Gross Revenue - Return Value - Taxes
COGS = Based on Rules or Google Sheet
COGS % = COGS / Net Revenue
CM1 = Net Revenue - COGS
CM1 %= CM1 / Net Revenue
Logistics Cost = Based on Rules
Logistics Costs % = Logistics Costs / Net Revenue
Transaction Cost = Based on Rules
Transaction Costs % = Transaction Costs / Net Revenue
CM2 = CM1 - Logistics Costs - Transaction Costs
CM2 % = CM2 / Net Revenue