Key Performance Indicators - KPIs

Several reports within the CRM contain an “Enable KPIs” button which can be clicked on to customize.

Some reports will only provide a Summary chart, while others will contain additional KPIs that can be enabled.

 

If your account has a lot of data, you might notice a delay when a report loads after navigating to it. This can be alleviated by enabling the “Do not run report on page load” option within the KPI options. Once this is enabled, the report will only search for data once the Search button is pressed.


Order Details -

Partials - Customers who did not complete checkout

Initial Declines - Customers who declined upon checkout

New Sales - Number of completed orders

New Sales Amount - Total value of all new customers, including upsells

New Upsell Amount - Total value of all new upsells

Net New Sale Revenue - New Sales Amount - Refund Amount

Recurring Sales - Number of recurring sales

Recurring Refund Amount - Total value of recurring orders that were refunded

Recurring Declines Rate - Rate of rebill attempts that declined

New Customers - Customers who's first order was place within the selected date range

Conversion Rate - New Sales/(Partials+Initial Declines+New Sales)

Initial Declines Rate - Initial Declines/(New Sales+Initial Declines)

New Sales Approval Rate - New Sales/(New Sales+Initial Declines)

New Upsells - Number of purchased upsells

Refund Amount - Total value of new sales that were refunded

Average Order Value - New Sales amount/New Sales

Recurring Sales Amount - Total value of all recurring orders

Net Recurring Revenue - Recurring Sales Amount-Recurring Refund Amount

Chargeback Rate - Number of Chargebacks/Number of Approved Orders

CLTV - Lifetime value for customers created within the selected date range.

 

Includes an up/down arrow comparison to the previous period.

 

Retention -

Initial Purchases - Number of approved initial purchases

In-Trial Cancel Rate - Percent of purchases cancelled before the first rebill

Cycle 2 Retention Rate - Cycle 2 Approvals/Initial Purchases

Cycle 3 Retention Rate - Cycle 3 Approvals/Initial Purchases

Average CLTV - Net Rev from all cycles/Initial Orders

Net Revenue - Net Rev from all cycles = Gross Rev-Chargebacks-Refunds-Expenses-Commissions

Initial Orders - Number of approved initial orders

Cycle 2 Approval Rate - Cycle 2 Approvals/Cycle 2 Attempts

Cycle 3 Approval Rate - Cycle 3 Approvals/Cycle 3 Attempts

Cycle 3 rebill rate - Cycle 3 Approvals/Cycle 2 Approvals

Gross Revenue - Gross Revenue from all cycles

Return On Ad Spend (ROAS) - Net Revenue / Total Commission

 

Includes an up/down arrow comparison to the previous period.