Understanding Sales Reports

1. Introduction

As your store continues to grow, it's essential to analyze your sales performance and track key metrics.

With EasyStore sales reports, you can:

Analyze sales performance by locations, sales channels, teammates, or any date range
Access various reports to monitor sales, products, and customer trends
Gain deeper insights into consumer behavior to make informed business decisions

You’ll have a clear understanding of your store’s performance, helping you refine strategies and achieve your business goals. 🚀

📌 Reminder: Sales reports help you analyze sales performance, such as sales by product, location, channel, date, etc. They do not represent actual cash flow or money movement.

2. Filtering sales reports

2.1 Go to EasyStore admin panel > Reports. You can filter reports by:

Location
Channel
Teammate
Date

2.2 If any specific location is selected, it works with POS channel only.

2.3 Location = Unspecified refers to orders that don’t have any locations, i.e. all orders except for 2 channels below:

POS orders
Manual order (pickup method only)

3. Understanding Gross, Net and Total sales

Gross sales

Sum of original item prices (before item discount)

Total value of all items at their original prices. It shows the potential sales value before deducting discounts and refunds.

Include : Paid / Refunded / Partially refunded
Exclude : Unpaid / Partially paid / COD

* For graph page only

Net sales

Sum of (Original item price - Item discount) - Order discount - Point - Refund amount

Total amount from product sales after deducting discounts, points redemption and refunds. A figure that more accurately reflects your actual revenue.

Include : Paid only
Exclude : Unpaid / Partially paid / Refunded / Partially refunded / COD

* For graph page only

Total sales

Sum of (Original item price - Item discount) + Shipping fee + Tax + Transaction charge
- Order discount - Shipping discount - Point - Credit - Refund amount

Total amount customers actually paid and you actually received.

Include : Paid only
Exclude : Unpaid / Partially paid / Refunded / Partially refunded / COD

* For graph page only

4. Sales by orders - Sales Performance report

4.1 To view sales performance by orders in details, you may click View more beside 'Gross, Net or Total sales' to enter Sales Performance report.

4.2 In Sales Performance report you can find the list of orders that contribute to the sales. You can further filter by payment status.

4.3 Sales Performance report can be exported as .CSV or .XLSX file.

5. Sales by products - Product Performance report

5.1 To view the sales performance by products in details, you can click View more beside 'Sales by product' or 'Products units sold' reports to enter Product Performance report.

5.2 In Product Performance report, you can check the sales of each individual product. If you'd like to further dive into sales performance by variants, you can click Product Variant Performance.

5.3 In Product or Variant Performance report, you can further filter the reports by:

Collection
Brand
Vendor
Tag

5.4 Formula and condition for product and variant performance report:

Sum of (Original item price - Item discount) - Restocked item price

Include : Paid / Refunded / Partially refunded
Exclude : Unpaid / Partially paid / COD

5.5 Product Performance report can be exported as .CSV or .XLSX file too.

6. Reports comparison and overview

Here’s the comparison and overview of the reports discussed above:

6.1 Condition - which order status is included?

Sales reports do not depend on fulfillment status.

6.2 Calculation - which amount is added or deducted?

Original item price will auto update if there's return, exchange or manual add / remove items.

📌Note:

Sales Performance is measured at the order level, covering order discounts, refunds, shipping, points redemption etc.
Product Performance is measured at the item level, considering only item discounts and restocks.

As both reports cover different factors and apply different calculation methods, their results can't be compared directly.

7. Other sales reports

You can also find other available sales reports as below. These reports adapt the calculation method as in Total Sales report.

Sales by channel
Sales by location
Sales by customer
Sales by payment method
Sales by currency
Sales by affiliate
Sales by staff attribute

8. Difference between sales by teammates and staff attributes

8.1 Sales by teammate is based on the staff who logged-in at the time of order created. Only 1 staff can log in on a device at a time.

8.2 Sales by staff attribute is based on the attribute selected during order creation. It can be different from the staff that logging in and can be different for each order.