Revenue & Sales Performance

Filters

Year

Month

Financial Status

Marketing Channel

Sales Channel

▶ ⚙️ Targets & Assumptions — set revenue targets and margin assumptions

Monthly Revenue Target ($)

Shows attainment % on revenue KPI

Estimated COGS %

35%

Used to estimate gross profit & margin

Avg Monthly Revenue (prior baseline)

Used when prior-period data is unavailable

Revenue Overview

Total Revenue
—
Gross order value

Net Sales
—
After refunds & discounts

Total Orders
—
Transactions

Avg Order Value
—
Revenue / orders

Discount Rate

—

% of gross revenue

Refund Rate

—

% of gross revenue

Profitability & Forecast

Est. Gross Profit

—

Net sales × (1 – COGS%)

Est. Profit Margin

—

Gross profit / net sales

Revenue vs Prior Period
—
Select a year or month to compare

Discount Recapture Opportunity

—

Revenue lost to discounts this period

Revenue Trend

Monthly gross revenue vs. net sales

Total Revenue

Net Sales

Est. Gross Profit

Channel Mix

Net sales by UTM source

Order Status

Orders by financial status

Top Campaigns

Net sales by UTM campaign (from landing_site) — top 10

Sales Channel Mix

Orders by origin — web store, point-of-sale, mobile app

Channel Efficiency

Avg order value by UTM source — which channels send your highest-value buyers?