Financial Summary Report

Complete Financial Overview

The Financial Summary Report provides a comprehensive view of your store’s revenue, order values, conversion rates, and customer spending patterns. Access at Customer History → Analytics → Financial Summary.

Key Metrics

Total Revenue

Overall sales revenue tracked by Customer History:

• Gross revenue (before refunds)
• Net revenue (after refunds)
• Revenue by currency (for multi-currency stores)
• Comparison to previous periods

Average Order Value (AOV)

Mean purchase amount across all orders:

Use AOV to:

• Set minimum order thresholds for free shipping
• Create bundle pricing strategies
• Target upsell opportunities
• Measure promotional effectiveness

Revenue Per Visitor (RPV)

Average revenue generated per site visitor:

RPV helps evaluate:

• Traffic quality
• Marketing campaign ROI
• Site optimization effectiveness
• Overall store performance

Conversion Rate

Percentage of visitors who make a purchase:

• Overall site conversion rate
• Conversion by traffic source
• New vs returning customer conversion
• Device-specific conversion (mobile, desktop, tablet)

Revenue Trends

Daily Revenue

Track daily performance:

• Identify peak sales days
• Spot unusual patterns
• Monitor campaign impact
• Plan inventory and staffing

Weekly Revenue

See weekly patterns:

• Best and worst performing days
• Weekend vs weekday sales
• Week-over-week growth

Monthly Revenue

Long-term trends and seasonality:

• Seasonal peaks and valleys
• Year-over-year comparison
• Forecasting and budgeting
• Growth tracking

Visual Charts

Revenue data displayed as:

• Line charts showing trends over time
• Bar charts for period comparisons
• Pie charts for revenue distribution
• Heat maps for daily/hourly patterns

Revenue by Source

Track where your revenue comes from:

• Direct Traffic: Customers who type your URL directly
• Organic Search: SEO-driven revenue
• Paid Advertising: PPC campaign returns
• Social Media: Social platform referrals
• Email Campaigns: Email marketing ROI
• Referral Sites: Partner and affiliate revenue

Use source data to:

• Allocate marketing budgets
• Optimize underperforming channels
• Double down on high-ROI sources
• Track campaign effectiveness

Product Revenue

Top revenue-generating products:

• Best sellers by revenue (not just quantity)
• High-margin products
• Revenue per product view
• Product profitability rankings

Revenue by Customer Segment

Breakdown revenue by customer tiers:

• Platinum Customers: Highest tier revenue contribution
• Gold Customers: Mid-high tier performance
• Silver Customers: Growing customer revenue
• Bronze Customers: Entry-level customer value
• New Customers: First-time buyer revenue

Analyze segment profitability:

• Cost to acquire vs lifetime value
• Retention rates by segment
• Upgrade paths between tiers
• Segment-specific marketing ROI

Export Financial Data

Export reports for accounting and analysis:

CSV Export

• Detailed transaction data
• Revenue by product/category/customer
• Date range customization
• Import into Excel/Google Sheets

PDF Reports

• Executive-ready summaries
• Charts and visualizations included
• Branded report headers
• Share with stakeholders

Scheduled Reports

Automate financial reporting:

1. Go to Settings → Email Reports
2. Enable “Financial Summary”
3. Choose frequency (daily, weekly, monthly)
4. Add recipient email addresses
5. Save settings

WooCommerce Integration

Financial Summary seamlessly integrates with WooCommerce:

• Real-time Sync: Revenue updates instantly
• Order Status Tracking: Only counts completed orders
• Refund Handling: Automatically adjusts for refunds
• Multi-Currency Support: Converts to base currency
• Tax Inclusive/Exclusive: Configurable display