The Order Summary Report is found under Reports → Customers → Order Summary

This report is designed to give you an overall summary of the New Sale orders found on the Order Details Report.

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.

Once a search is submitted, scroll down to view the charts and data tables.

The charts provide a visual representation for the amount of Partials, Sales, Declines, and Upsells that fit within the filters you’ve selected. You may select to view the chart as a bar graph, line graph, or pie chart.

The data table can be viewed By Campaign, By Product, By Campaign Product, and By Source

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)

Enhancements:

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.