How to Read Sales and Customer Reports in WooCommerce

Posted OnOct 7, 2014     CategoryE-commerce     CommentsNo comment

In this section of the guide to setting up an ecommerce website using the WooCommerce WordPress plugin, we will take you through the reporting stage of the plugin, where you can keep up to date with all of your online ecommerce activity and plan for the future based on your findings.

Step 1) To find your reports, head to your Dashboard and choose “WooCommerce” from the left-hand sidebar and then click on “Reports” from the dropdown. This will take you to the main reporting page.

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Step 2) The reports are separated into three sections: Orders, Customers and Stock. Below is an example of a report from the ‘Sales by Date’ category from ‘Orders’. You can view each report in different timescales too, and switch them up based on date, product, category and coupon. There is also a custom box so that you can search for sales within a time period of your choice. The field highlighted on the left has all the important details, including Sales in the Period chosen, average daily sales, items and orders purchased and more.

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Step 3) If you switch over to ‘Sales by Product’, you will see from the example report below that reports are shown based on each indivdual product on your roster, and besides the usual sales and purchases stats, you can also see the top sellers and earners too, which is great for future product ordering and planning.

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Step 4) If your website has a variety of different categories for its products, you can use your reports to see how well each individual category is going, and how much money each category is bringing in to your business. The example below shows the sales for the ‘Walking Boots’ category of the website.

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Step 5) If you have set up coupons for your customers, they will show in the report on the ‘Coupons by date’ section of the ‘Orders’ report section. From here, you can view how many discounts have been given out, and how much per week, month, or year. You can filter this by coupon, or create one report for all your coupons.

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Step 6) On the ‘Customers’ section of the report, there are two options for reporting: Customers vs Guests and Customer List. For the previous, the report will show you how many purchases have been made by genuine signed up customers, and how many have been made by guests who haven’t signed up. This is a great indication as to how much repeat business you are getting, and if more guests are buying than genuine customers, you should look at finding ways of increasing sign-ups. Incentives and calls-to-action on your website would be a good place to start.

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Step 7) The customer list is an extremely important report, as it shows who your top customers are and how much they are spending. The more details you have on your customers, the more you can go out of your way to reward them for their loyalty and ensure they keep coming back.

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Step 8) The ‘Stock’ section of the report is useful because you will use it to keep an eye on your stock, hence why there are three options: Low in stock, out of stock and most stock. Each report will show you how many units you have in stock, and depending on your settings, the stock status will change to let you know if stock is low or out altogether.

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