Revenue Summary

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

This report is designed to show the overall revenue summary for all sales that have been placed within your CRM.

This report differs from other reports in the treatment of sales tax. Sales tax is excluded from revenue on this 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.

Filter Definitions

• Date Range : Use the defaulted date ranges or specific dates to find the orders.

• Campaign : Filter for orders within a specific Campaign, or multiple campaigns.

• Campaign Category : Filter for orders within a specific Campaign Category, or multiple Campaign Categories.

• Product : Filter for orders where a specific product was purchased.

• Product Category : Filters for orders where the products purchased were within a specific Product Category.

• Gateway : Filter for orders that were processed against a specific gateway.

• Gateway Category : Filter for orders that were processed against a specific gateway category.

• Pay Source : Filter for orders that used a specific Pay Source.

• Prepaid Cards : Filter for orders that used a Prepaid card.

• Order Type : Filter for New Sale and/or Recurring orders.

• Affiliate : Filter for orders that came from a specific affiliate.

• Call Center : Filter for orders that came from a specific Call Center.

• Base Currency : Filter for orders that were processed in a specific base currency.

• Country : Filter for orders from customers in a specific country.

Once a search is submitted, scroll down to view the data table.

Revenue Summary Table Header Definitions

• Campaign : The campaign the filtered sales are in.

• Sales : Number of Sales within the filtered data.

• Partials : Number of Partials within the filtered data.

• Sales % : (Number of Sales)/(Number of Sales + Number of Partials)

• Revenue : Total Sales - Sales Tax

• AOV : The average order value of the filtered sales.

• Expense : Product Cost + Shipping Cost

• Gross Profit : Revenue - Expense

• Gross Profit % : Gross Profit / Revenue

• Gross Per Sale : Gross Profit / Sales