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This report is designed to give you an overall summary of the New Sale orders found on the Order Details Report.
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This report only includes New Sale data; it will not show data for rebills. |
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Use the Date Range and Filter selections to determine what the report will display data for. Click the green Search button once you have made your filter selections.
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The data table can be viewed By Campaign, By Product, By Campaign Product, and By Source
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Order Summary Report - Table Definitions
Partials : Number of Partials
Conv. % : ((Number of Sales)/(Number of Declines + Number of Partials + Number of Sales))*100
Declines : Number of Declines
Decline % : (Number of Declines)/(Number of Declines + Number of Sales)
Sales : Number of Sales
Sales % : (Number of Sales)/(Number of Sales + Number of Declines)
Sales Total : Total amount of successful sales
Upsells : Number Of Upsells
Upsell Attempts : The amount of upsells that were attempted to be purchases
Upsell Approval : The approval rate for upsell products
Upsell Total : Total amount of successful upsells
Refund Amt. : Total amount of all refunds for sales and upsells
Shipping : Total amount of all shipping and shipping upcharges for successful transactions
Sales Tax : Total amount of sales tax for all successful transactions
Surcharge : Total amount of surcharges that customers have paid
Net Rev. : Total amount of all succesful transactions - Total amount of refunds
Avg Ticket : (Total amount of successful sales) / (# of Sales)
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A new export option has been added to the By Source export to allow to export by utm-campaign. When the CRM has the utm-campaign enabled, you will not be able to export by this field.
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