Sales Reports
Reports that cover sales, revenue and commission.
- FAQs
- Sales by Date
- Sales by Channel
- Sales by Category
- Sales by Brand
- Sales by Collection
- Sales by Supplier
- Sales by Campaign
- Sales by User
- Sales by Department
- Sell Through
- Made to Order
FAQs
Sales and Revenue
What is a 'Sale'?
The Sales Reports report on revenue generated on a specific date. Revenue is defined as the total value of an order, including all Products, Addons, Discounts and Delivery.
Revenue is separate to payments, which are reported on separately under Payment Reports.
Which Orders and Order Lines will form part of revenue reporting?
Orders with the following statuses are excluded from revenue reporting:
- Draft
- Quote
- Abandoned
In addition, Order Lines with the following statuses are ignored (as they value will have been set to £0.00)
- Cancelled
- Returned
Real Time Data
Are the reports up to date?
All reports show a snapshot of data at the instant that they were generated. As such, they are always up to date.
The value of a Sales Order has changed; how will this be reflected in the reporting?
With the exception of Sales by User, all revenue reporting is done based on the Sales Order date. That means that a Sales Order that has a date of the 1st of October will always report its revenue as the 1st of October, even if new lines are added on the 1st November.
The Salesperson on a Sales Order has changed; how will this be reflected in the reporting?
This will immediately update and change all reports. This will adjust how reports are filtered, and will also have a direct impact on the Sales by User report.
The Store on a Sales Order has changed; how will this be reflected in the reporting?
This will immediately update and change all reports. This will adjust how reports are filtered, and will also have a direct impact on the Sales by Channel report.
What happens if a Product is deleted?
Some information is stored against the Sales Order, and IXO Commerce will report on that; other data is stored only against the product. This is done via a lookup of the product, and if that product has been deleted then it will not be possible to report on that data.
Stored against the Sales Order
- Sales Date
- Store
- User
- Source
- Payments
- Selling Price
- Cost Price
- Product Name
- Product SKU
Stored against the Product
- Brand Associations
- Category Associations
- Collection Associations
- Supplier Associations
Example
A product is sold in May for £10 at a cost price of £5. That product was a Lego Boat, associated with the Lego Brand.
If that product is deleted, then the association with the Lego Brand will also be deleted. This means that while the selling price and cost price are still reportable (as data that is held against the sales order), that order line will no longer be associated with the Lego Brand.
This will mean that this order line will not be included if the user filters a report by Brand, and if they view the Sales by Brand report, it would add to the 'n/a' row.
Average Cost Prices and Profit Margins
What is an 'Average Cost Price' and how is it calculated?
An Average Cost Price represents the mean cost of all items sold within a specific period. It’s calculated by dividing the total cost of all products sold by the total number of units sold. This metric helps businesses understand the average expense of acquiring or producing the goods they’ve sold, allowing for better profitability analysis.
Depending on the report, this might be done per SKU (Sell Through report), or it might provide an Average Cost Price by Brand (Sales by Brand), or Department (Sales by Department), etc.
Example
Suppose you have a Sales by Brand report for the brand "Brand A" covering the period from January 1 to January 31.
Within this time frame, the following sales occurred:
Product | Quantity Sold | Cost Price per Unit |
Product 1 | 10 | £5.00 |
Product 2 | 20 | £7.00 |
Product 3 | 15 | £6.50 |
To calculate the Average Cost Price for Brand A during January:
-
Sum up the Cost Prices:
- Product 1: 10 units × £5.00 = £50.00
- Product 2: 20 units × £7.00 = £140.00
- Product 3: 15 units × £6.50 = £97.50
-
Total Cost Price: £50.00 + £140.00 + £97.50 = £287.50
-
Total Quantity Sold: 10 + 20 + 15 = 45 units
-
Calculate the Average Cost Price:
- £287.50 ÷ 45 units = £6.39 (rounded to 2 decimal places)
What is an 'Average Profit Margin' and how is it calculated?
An Average Profit Margin measures the percentage of profit a business earns on its sales after accounting for costs. Depending on the report, this might be done per SKU (Sell Through report), or it might provide an Average Cost Price by Brand (Sales by Brand), or Department (Sales by Department), etc.
Example
An Average Profit Margin on the Sales by Brand report will look for all sales of Products assigned to that Brand that took place within the specified period. It will then total the cost price of those items and compare it to the total sales revenue to produce an Average Profit Margin using the below formula (please note that all margins are calculated net of VAT):
Period: February 1 - February 28
Product | Quantity Sold | Cost Price per Unit | Selling Price per Unit |
Product 4 | 30 | £4.00 | £6.00 |
Product 5 | 25 | £10.00 | £15.00 |
Product 6 | 10 | £20.00 | £30.00 |
-
Calculate the Total Sales Revenue:
- Product 4: 30 × £6.00 = £180.00 = £150.00 ex VAT
- Product 5: 25 × £15.00 = £375.00 = £312.50 ex VAT
- Product 6: 10 × £30.00 = £300.00 = £250.00 ex VAT
Total Sales Revenue = £180.00 + £375.00 + £300.00 = £855.00 = £712.50 ex VAT
-
Calculate the Total Cost:
- Product 4: 30 × £4.00 = £120.00
- Product 5: 25 × £10.00 = £250.00
- Product 6: 10 × £20.00 = £200.00
Total Cost = £120.00 + £250.00 + £200.00 = £570.00
-
Calculate the Profit:
- Profit = £712.50 - £570.00 = £142.50
-
Calculate the Average Profit Margin:
Why do some reports say 'Unknown' (e.g. Average Cost Price and Profit Margin)?
This will be because IXO Commerce is missing data - nothing is recorded against Sales Orders for cost price. Without a cost price, it is not possible to calculate Average Cost Price or Profit Margin.
General
Are Reports sortable?
All reports are sortable - simply click on the headers.
Can a report be exported?
All reports are exportable as a CSV.
Why are some results 'N/A' or simply blank?
This will be due to missing information, e.g. products that are sold which have not been assigned to a Department, or to a Brand with a blank entry in the name.
Sales by Date
This report will show a breakdown of company-wide sales within a given period.
Data may be viewed by:
- Day
- Week
- Month
Filters
This report may be filtered by:
- Date Range
- Store
- Store User
- Source
- Device
- Category
- Brand
- Collection
- Supplier
Key to icons
= view day/week/month broken down to Sales by Channel (and matching any other filters applied)
= download report
= view matching products (products sold within this date range and matching any other filters applied)
= view matching customers (customers who completed a purchase within this date range and matching any other filters applied)
FAQs
FAQs for Sales Reports may be viewed here.
Sales by Channel
This report will show a breakdown of company-wide sales within a given period.
The data will be broken down by Channel, wither separate rows for:
Filters
This report may be filtered by:
- Date Range
Key to icons
= view Sales by Category for this date range, filtered to this Channel
= download report
For more information on margin calculation, click here
FAQs
FAQs for Sales Reports may be viewed here.
Sales by Category
This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by Category. This list is based on the categories you have set up in the Catalogue.
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store User
- Brand
- Collection
- Supplier
- Date Range
Key to icons
= view sales from this Category in the Sales by Brand report (matching any other filters applied)
= download report
= view matching products (products sold within this date range and matching any other filters applied)
= view matching customers (customers who completed a purchase within this date range and matching any other filters applied)
For more information on margin calculation, click here
FAQs
FAQs for Sales Reports may be viewed here.
Sales by Brand
This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by Brand. This list is based on the data you have set up in the Brands menu.
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store User
- Category
- Collection
- Supplier
- Date Range
Key to icons
= view sales from this Brand in the Sales by Collection report (matching any other filters applied)
= download report
= view matching products (products sold within this date range and matching any other filters applied)
= view matching customers (customers who completed a purchase within this date range and matching any other filters applied)
For more information on margin calculation, click here
FAQs
FAQs for Sales Reports may be viewed here.
Sales by Collection
This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by Collection. This list is based on the data you have set up in the Collections menu.
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store User
- Category
- Brand
- Supplier
- Date Range
Key to icons
= view sales from this Collection in the Sell Through report (matching any other filters applied)
= download report
= view matching products (products sold within this date range and matching any other filters applied)
= view matching customers (customers who completed a purchase within this date range and matching any other filters applied)
For more information on margin calculation, click here
FAQs
FAQs for Sales Reports may be viewed here.
Sales by Supplier
This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by Supplier. This list is based on the data you have set up in the Supplier menu.
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store User
- Category
- Collection
- Brand
- Date Range
Key to icons
= view sales from this Supplier in the Sales by Brand report (matching any other filters applied)
= download report
= view matching products (products sold within this date range and matching any other filters applied)
= view matching customers (customers who completed a purchase within this date range and matching any other filters applied)
For more information on margin calculation, click here
FAQs
FAQs for Sales Reports may be viewed here.
Sales by Campaign
Sales by User
This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by User (Salesperson). This list is based on the data you have set up in the Update Users menu. This report can also be used to calculate commission.
This report is calculated differently to other Sales Reports, as it does not use the date of the Sales Order, but the date of amendments to that Sales Order.
Sales Orders can each be attributed to a single Salesperson. This can be edited within the Sales Order management screen.
Sales Orders without a Salesperson will be omitted from this report.
Commission
Please ensure that you have spoken to Iconography to setup your commission rules; there are three options, defaulted to items sold
Commission is calculated user the commission rate set against each user in the Update Users screen:
1. As a percentage of the value of items sold
The commission for this period will be calculated as a percentage of the total value of items sold during the specified timeframe. However, deductions will be applied for any items that were either returned or cancelled within the same period. These deductions will be based on the data reflected in the 'Cancelled' and 'Returns' columns of the report. The final commission amount will be adjusted accordingly to ensure it reflects only completed and successful sales.
The report will be adjusted appropriately for items returned/cancelled during that time period for all orders, regardless of when they are placed.
2. As a percentage of the value of items delivered
The commission for this period will be calculated as a percentage of the total value of items delivered during the specified timeframe, based on the delivery date. Deductions will be made for any items that were returned within the same period, as indicated in the 'Returns' column of the report. The final commission amount will be adjusted to reflect only those sales where the items were successfully delivered and not returned.
The report will be adjusted appropriately for items returned during that time period for all orders, regardless of when they are placed.
3. As a percentage of the value of payments
The report will be adjusted appropriately for refunds during that time period for all orders, regardless of when they are placed.
Returns, Refunds, Cancellations and Clawbacks
Sales Data:
Filters
This report may be filtered by:
- Source
- Device
- Store
- Date Range
Key to icons
= view sales from this User in the Sales by Category report (matching any other filters applied)
= download report
= view matching products (products sold within this date range and matching any other filters applied)
= view matching customers (customers who completed a purchase within this date range and matching any other filters applied)
For more information on margin calculation, click here
FAQs
FAQs for Sales Reports may be viewed here.
Sales by Department
This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by Department. This list is based on the departments you have set up against Products.
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store User
- Date Range
Key to icons
= download report
For more information on margin calculation, click here
FAQs
FAQs for Sales Reports may be viewed here.
Sell Through
This report will show a breakdown of company-wide sales within a given period; the value of sales will be split by Variant.
If you prefer, use the Combine Variants checkbox to view this report by Product instead of by Variant.
By default, this report will exclude unsold items, but it is possible to include unsold items by using the checkbox.
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store User
- Category
- Brand
- Collection
- Supplier
- Date Range
Key to icons
= view customers who bought this product in this time period
= download report
= view matching customers (customers who completed a purchase within this date range and matching any other filters applied)
For more information on margin calculation, click here
FAQs
FAQs for Sales Reports may be viewed here.
Made to Order
This report will show a breakdown of company-wide sales of Made to Order products within a given period; this data is broken down by product and by options. This list is based on the data you have set up in the Collections menu.
A single SKU may be listed here multiple times, as there will be a separate listing for each combination of Customisations, e.g. 'Blue' with 'Oak Feet' will be separate to 'Blue' with 'Black Feet'.
Filters
This report may be filtered by:
- Source
- Device
- Store
- Store User
- Category
- Brand
- Collection
- Supplier
- Date Range
Key to icons
= view sales from this Collection in the Sell Through report (matching any other filters applied)
= download report
= view matching products (products sold within this date range and matching any other filters applied)
= view matching customers (customers who completed a purchase within this date range and matching any other filters applied)
FAQs
FAQs for Sales Reports may be viewed here.