A store's monthly sales report: 9 numbers to read every month, and a ready template
How to write a monthly sales report and analyse your store's sales: sales, counted orders, average order value, confirmation, delivery and return rates, products, new and returning customers, order sources, conversion rate and estimated profit, with a ready template.
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The short answer
A good monthly sales report does not stop at the sales figure: it compares the month with the one before, breaks orders down from confirmation to delivery, cancellation and return, shows what sold and what is about to run out, new and returning customers, where orders came from, and profit after cost. In ArabyBot Store you pick the period in «Reports» and see all of it against the same period before, and download or print every table as Excel.
Also asked as: «تقرير مبيعات شهري» · «تقرير مبيعات جاهز» · «تحليل المبيعات الشهرية» · «تقرير مبيعات المنتجات» · «تحليل مبيعات العملاء» · «ازاي اعمل تقرير مبيعات» · «برنامج تحليلات المبيعات» · «monthly sales report template» · «how to analyse store sales»
9 numbers in the monthly sales report
| The number | How it is worked out | What it tells you |
|---|---|---|
| Sales | What customers paid on the orders that stayed, after refunds | The month's size, against last month |
| Counted orders | Orders after removing cancelled and returned ones | Real orders, not everything received |
| Average order value | Sales ÷ counted orders | Whether the basket grows or shrinks. Average order value |
| Confirmation, delivery, cancellation and return rates | Each status ÷ all orders | Where an order is lost after it arrives |
| Best sellers and what is about to run out | Units sold per product, and stock left | What to reorder and what to drop |
| New and returning customers | Who bought for the first time, and who came back | Whether you are building a customer base or starting from zero each month |
| Order sources | Orders per channel, campaign and coupon | Which ad actually sold |
| Conversion rate | Who bought on the site per 100 visitors | Whether the problem is traffic or the page |
| Estimated profit | Selling price − cost price for products with a cost | What you actually keep |
A ready sales report template
Copy it into a sheet and put your numbers in; the last column is what deserves your attention.
| Item | This month | Last month | Change |
|---|---|---|---|
| Sales | — | — | — |
| Counted orders | — | — | — |
| Average order value | — | — | — |
| Delivery rate | — | — | — |
| Return rate | — | — | — |
| New customers | — | — | — |
| Share of returning customers | — | — | — |
| Estimated profit | — | — | — |
How to read the report and act
- Compare with last month, not with an absolute number
Higher sales with higher returns may mean less profit. Look at the change in every number together.
- Find the reason for every big change
A campaign started, a product ran out, or a courier was late. «Orders & delivery» shows where orders stall.
- Decide one thing for next month
Stop an ad that brings refused orders, reorder the best seller before it runs out, or add an offer that lifts the average order. Marketing offer ideas.
From «Reports» you pick the period and see «Overview», then «Sales», «Orders & delivery», «Products & stock», «Customers», «Marketing» and «Payments», against the same period before, with «Download Excel» and «Print» on every table. Store reports.
Frequently asked questions
Do I count every order in sales?
No; an order cancelled or returned is not a sale. Count sales from the orders that stayed, and in ArabyBot Store «Counted orders» shows apart from every order received, with refunds taken off sales.
How do I analyse sales by customer?
Separate new from returning customers: how many orders came from each, and how much your best customers spent. If most sales come from new customers only, work on bringing them back. How to keep customers.
Is a monthly report enough?
The monthly one is for decisions: what to reorder and which ads to stop. The daily one is for follow-up: in ArabyBot Store every morning your phone gets yesterday's summary with its orders and sales, what awaits confirmation, and what is about to run out.
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