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AUTOMATED REPORTING TEMPLATES
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E-COMMERCE SUITE DASHBOARD
Premium E-commerce Suite data add-on.
Octoboard E-commerce Suite is a premium data add-on available in Octoboard for Business and Octoboard for Agencies products. With E-commerce Suite you can connect any number of online stores or accounts of WooCommerce, Stripe and display real-time product, sales, customer analytics as well as display multi-store analysis that includes FX conversion to over 100 world currencies.
Online metrics and real-time transaction reporting are broken down into the following metrics:
Once you connect your online accounts (stores), you will be able to view live purchases updated in real-time and offer your clients or your internal departments online business dashboards, automated reports and provide access to the E-commerce Suite data in a white-label client portal hosted on your own domain.
For more details on data sharing options, please read our tutorial on How to share data in Octoboard.
Online metrics and real-time transaction reporting are broken down into the following metrics:
- Sales, orders, invoices
- Customers analytics
- Products analytics
- Taxes
- Refunds
- Real-time transactions
Once you connect your online accounts (stores), you will be able to view live purchases updated in real-time and offer your clients or your internal departments online business dashboards, automated reports and provide access to the E-commerce Suite data in a white-label client portal hosted on your own domain.
For more details on data sharing options, please read our tutorial on How to share data in Octoboard.
This template is part of the E-commerce Suite. E-commerce Suite is a premium data add-on of the Octoboard platform available as an option to the clients of Octoboard for Agencies and Octoboard for Business products.
Notes
E-commerce Suite data source configuration requires a connection to one or more online stores (accounts in Stripe or WooCommerce). Octoboard platform will syncronise your store data and will offer a multi-store, multi-currency view of all your connected E-commerce accounts.
E-COMMERCE SUITE TEMPLATES
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E-COMMERCE SUITE SALES DASHBOARD
E-commerce sales by revenue type
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E-COMMERCE SUITE SALES AND ORDERS
Online sales, orders and order values
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E-COMMERCE SUITE TRANSACTIONS
Online sales transactions overview
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ECOMMERCE CUSTOMER REPORTING
Ecommerce analytics data (report) for customer metrics
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ECOMMERCE PRODUCT REPORTING
Ecommerce Suite analytics (report) for online store products
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E-COMMERCE SUITE WEEKLY SALES REPORT (REPORT)
Key online sales metrics in a report
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E-COMMERCE SUITE SALES REPORT (REPORT)
E-commerce sales by revenue breakdowns in a report
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E-COMMERCE SUITE SALES AND ORDERS (REPORT)
Online sales, orders and order values in a report
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E-COMMERCE SUITE TRANSACTIONS (REPORT)
Online sales transactions overview in a report
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E-COMMERCE SUITE METRICS
TOTAL SALES
Total sales amount including fees, refunds and other costs
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(INSIGHTS) TOTAL SALES
Total sales amount including fees, refunds and other costs
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RECURRING SALES
Total recurring sales amount for selected time period
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NON-RECURRING SALES
Total non-recurring sales amount for selected time period
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RECURRING MONTHLY SALES
Recurring sales amount for monthly subscriptions in selected time period
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RECURRING QUARTERLY SALES
Recurring sales amount for quarterly subscriptions in selected time period
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RECURRING YEARLY SALES
Recurring sales amount for annual subscriptions in selected time period
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OTHER RECURRING SALES
Recurring sales that exclude monthly, yearly and quarterly subscriptions
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NET SALES
Total sales amount earned minus refunds, fees and other costs
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AVERAGE REVENUE PER DAY
Average gross sales amount per day
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AVERAGE ORDER VALUE (AOV)
Average total order (invoice) amount
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ORDERS
Number of fulfilled orders (invoices)
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AVERAGE REVENUE PER USER (ARPU)
Average revenue per user
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TOTAL ITEMS SOLD
Total number of product items sold in the timeframe
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AVERAGE DAILY ITEMS SOLD
Average number of items sold per day
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SHIPPING COSTS
Total of shipping costs for selected time period
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REFUND AMOUNT
Total amount of refunds in selected time frame
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REFUND COUNT
Total number of refunds in selected time frame
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PRODUCT FEED
List of products sold in the timeframe, ranked by revenue
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TOP REFUNDED PRODUCTS
Customer products ranked by refunded amounts
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(INSIGHTS) TOP REFUNDED PRODUCTS
Products ranked by refunded amounts
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TOP SELLING PRODUCTS
Products ranked by gross sales
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(INSIGHTS) TOP SELLING PRODUCTS
Products ranked by gross sales
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PRODUCT SALES MAP
Gross revenue sales for selected product in a map
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PRODUCT SALES BY REGION
Gross product revenue by region
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PRODUCT SALES BY CITY
Gross product revenue by city
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TOTAL PRODUCT REVENUE
Gross revenue from product sales
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NET PRODUCT SALES
Net product sales for selected timeframe
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PRODUCT ITEMS SOLD
Total number of product items sold for selected time period
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PRODUCT REFUNDS
Total amount of refunds in the selected time period
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TOP PRODUCTS BY CUSTOMERS
Top customers ranked by product purchase amount
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TOTAL CUSTOMERS
Total number of customers in selected stores (accounts)
Description
Historical trend is not available initially. This metric is accumulated over time.
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TOTAL UNIQUE CUSTOMERS
Total number of unique customers
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PAYING CUSTOMERS
Total number of unique paying customers
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REFUNDED CUSTOMERS
Total number of refunded customers
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TOP CUSTOMERS
List of customers for the period of time (sorted by revenue)
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(INSIGHTS) TOP CUSTOMERS
List of customers for the period of time (sorted by revenue)
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TOTAL PURCHASE AMOUNT
Gross sales amount for selected customer
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TOTAL ITEMS
Total number of items sold to selected customer
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TOTAL ORDERS
Total number of orders made by selected customer
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TOTAL REFUNDS
Total amount of refunds paid to selected customer
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TOTAL DISCOUNTS
Number of purchases with discount
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DISCOUNT AMOUNT
Total discount amount given to customers in selected time period
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TRANSACTION FEES
Total amount of fees in selected time period
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TAXES
Total tax amount in selected timeframe
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ACCOUNT BALANCE
Total account balance in selected currency
Description
Historical trend is not available initially. This metric is accumulated over time.
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RECENT TRANSACTIONS
Most recent store transactions.
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TRANSACTIONS FEED
Most recent store transactions.
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SALES MAP
Countries by totals sales
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REVENUE BY REGION
Gross sales by region
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REVENUE BY CITY
Gross sales by city
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(INSIGHTS) REVENUE BY COUNTRY
Countries by totals sales
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(INSIGHTS) REVENUE BY STORE
Countries by totals sales
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ORDERS MAP
Countries by the number of orders
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REFUNDS MAP
Countries by refund amount
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(INSIGHTS) REFUNDS BY COUNTRY
Countries by refund amount
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COUNTRIES OVERVIEW
Sales performance by countries (ranked by total revenue)
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STORES OVERVIEW
Stores performance ranked by total revenue
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SESSIONS
Total number of store visits
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UNIQUE VISITORS
Total number of unique store visitors for selected timeframe
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SESSIONS BY TRAFFIC TYPE
Key store metrics by traffic source
Description
DIRECT - REFERRAL - SEARCH - SOCIAL etc
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SESSIONS BY DEVICE
Key store metrics by device type
Description
Device details are taken from the very first store session (visit) of the selected customer. The metric therefore indicates the device that was used to access the store for the very first time. Subsequent sessions do not change this parameter for the selected customer (visitor).
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SESSIONS BY BROWSER
Key store metrics by browser
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SESSIONS BY OS
Key store metrics by operating system
Description
Device details are taken from the last session (visit) of the selected customer. The metric therefore shows device details for the very last session for every customer / visitor and it can change over time.
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SESSIONS BY COUNTRY
Key store metrics by country
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SESSIONS BY REGION
Key store metrics by region
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SESSIONS BY CITY
Key store metrics by city
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TOTAL SALES BY SOURCE
Revenue by source over time
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PRODUCT FUNNEL
Store visitor funnel: from viewing products to placing an order
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SHOPPING CART FUNNEL
Added to cart - Started checkout - Placed an order
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CREATED CARTS
Number of created shopping carts over time
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CHECKED OUT CARTS
Number of shopping carts checked out
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ORDERS PLACED
Number of orders made by customers
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ABANDONED CARTS
Number of abandoned shopping carts over time
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EMPTIED CARTS
Number of cancelled shopping carts
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LIVE CARTS - NOW
Top live carts by volume
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CUSTOMER ACTIVITY FEED
Purchases or transactions (failed charges, refunds etc)
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VISITOR EVENT LOG
Visitor event log
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DEPRECIATED-NC
Widget depreciated
Description
Number of new paying clients in the time frame
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DEPRECIATED-RC
Widget depreciated
Description
Number of customers with more than one purchase
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DEPRECIATED-NCSA
Widget depreciated
Description
Gross sales from new customers in the time frame
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