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Best automated E-commerce Suite reports

Build automated marketing reports for your analytics teams and clients using E-commerce Suite data.

Automate E-commerce Suite reports and dashboards
Connect E-commerce Suite data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated E-commerce Suite reporting
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
Automated marketing reports

Automate E-commerce Suite reports and dashboards

Connect E-commerce Suite data and create automated reports and dashboards

Multi-channel templates for E-commerce Suite

We created over 300 professional reports for you to use. Modify E-commerce Suite data reports or create new reports from scratch.

Automated marketing reports
 
Seo client reporting templates for agencies

Build E-commerce Suite reports quickly — Use our templates

No need to study all E-commerce Suite metrics or build reports from scratch. We have created over 350 templates for your dashboards and reports for you to choose from.
You can also create custom E-commerce Suite reports or modify any of the existing templates.

Seo client reporting templates for agencies
 
Octoboard business cloud data dashboards for churn reduction

Showcase your E-commerce Suite data

Show how hard you work for your clients. Create E-commerce Suite graphs and metrics that demonstrate positive historical changes and results.

Compare historical E-commerce Suite KPI changes and prove ROI to any business with regular and automated reporting.

Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable white label client portal

Create and host white label client portal on your website using E-commerce Suite data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private E-commerce Suite dashboards and reports. Embed data views into any page of your website. Setup is very easy and does not require IT support.

White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify E-commerce Suite data trends

Octoboard will constantly monitor E-commerce Suite data changes for you. We use ChatGPT and OpenAI to identify E-commerce Suite trends and send regular updates.

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover E-commerce Suite trends that you may miss. Connect to your E-commerce Suite data and receive insights in your Email box.

Automated cloud data insights
ECOMMERCE REPORTING TOOL / E-COMMERCE SUITE

E-COMMERCE SUITE REPORTING

Premium E-commerce Suite data add-on.

Octoboard data dashboard: Ecommerce report for multi store online businesses

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:

  • 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.
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Last reviewed:
20-Jun-24
Dashboards:
Reports:
Client portals:
White label:
Data refresh:
OpenAI Data insights:
Office TV output:
Multi-client:

Automated data reports enabled by Octoboard software

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OCTOBOARD dashboards, templates and reports gallery: Real time ecommerce performance overview

E-COMMERCE SUITE OVERVIEW

Overview of online sales figures
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OCTOBOARD dashboards, templates and reports gallery: Ecommerce automated report sales

E-COMMERCE SUITE SALES DASHBOARD

E-commerce sales by revenue type
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OCTOBOARD dashboards, templates and reports gallery: Ecommerce automated report sales

E-COMMERCE SUITE RECURRING SALES

E-commerce recurring sales overview
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OCTOBOARD dashboards, templates and reports gallery: Multi currency ecommerce taxes report for online businesses

E-COMMERCE SALES DETAILS

Ecommerce Sales breakdowns
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OCTOBOARD dashboards, templates and reports gallery: Ecommerce reporting template orders

E-COMMERCE SUITE SALES AND ORDERS

Online sales, orders and order values
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OCTOBOARD dashboards, templates and reports gallery: Octoboard ecommerce dashboard template customers

E-COMMERCE SUITE CUSTOMERS

Online sales customer analytics
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OCTOBOARD dashboards, templates and reports gallery: Ecommerce multi store report for products

E-COMMERCE SUITE PRODUCTS

Online sales - product analysis
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OCTOBOARD dashboards, templates and reports gallery: Multi currency ecommerce taxes report for online businesses

E-COMMERCE SHOPPING CARTS

Ecommerce Shopping carts
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OCTOBOARD dashboards, templates and reports gallery: Ecommerce refunds data dashboard

E-COMMERCE SUITE REFUNDS

Online sales - refunds analysis
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OCTOBOARD dashboards, templates and reports gallery: Multi currency ecommerce taxes report for online businesses

E-COMMERCE SUITE TAXES

Taxes and shipping analysis
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OCTOBOARD dashboards, templates and reports gallery: Ecommerce transactions report for businesses

E-COMMERCE SUITE TRANSACTIONS

Online sales transactions overview
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OCTOBOARD dashboards, templates and reports gallery: Automated ecommerce report template for shopify

E-COMMERCE SUITE WEEKLY SALES REPORT (REPORT)

Key online sales metrics in a report
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OCTOBOARD dashboards, templates and reports gallery: Regular sales update report for ecommerce websites

E-COMMERCE SUITE SALES REPORT (REPORT)

E-commerce sales by revenue breakdowns in a report
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OCTOBOARD dashboards, templates and reports gallery: Ecommerce website reporting template sales and orders

E-COMMERCE SUITE SALES AND ORDERS (REPORT)

Online sales, orders and order values in a report
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OCTOBOARD dashboards, templates and reports gallery: Regular online store transactions report

E-COMMERCE SUITE TRANSACTIONS (REPORT)

Online sales transactions overview in a report

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)
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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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MRR TOTAL

Monthly Recurring Revenue
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MRR - NEW BUSINESS

MRR increase due to new clients subscribing
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MRR - EXPANSION

MRR increase due to upgrades
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MRR - CONTRACTION

MRR decrease due to clients downgrading
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MRR - CHURN

MRR decrease due to churn
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MRR - REACTIVATION

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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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LTV

Total revenue you can expect to collect from a customer.
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REVENUE PER SUBSCRIBER

This is your average MRR per subscriber It’s calculated by dividing your MRR by the total number of customers with an active subscription.
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MRR - PAYING SUBSCRIBERS

Paying customers with an active recurring subscription
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GROWTH - NEW SUBSCRIBERS

Number of new paying customers (subscribers)
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GROWTH - REACTIVATIONS

Number of customers that returned (re-activated their subscriptions)
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GROWTH - CHURN

Number of customers that left (no longer paying for their subscriptions)
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SUBSCRIBER CHURN RATE

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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
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SESSIONS BY DEVICE

Key store metrics by device type
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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
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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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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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CUSTOMER EMAIL ACTIVITY

Email marketing activity events
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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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