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Guide to Revenue, Sales Performance & Order Reports

MaxSeller's Business Intelligence (BI) engine provides real-time analytical dashboards that empower business leaders to monitor operational tempo, evaluate staff performance, and optimize profit margins.

🌟 1. Reporting Architecture​

🚀 2. Step-by-Step Reporting Guide​

📌 Step 1: Consolidated Revenue Analysis​

  1. Navigate to Reports & Analytics ➔ Select Revenue (path /reports/revenue).
  2. Select analysis timeframe: Today, Yesterday, Last 7 Days, This Month, or Custom Date Range.
  3. Review core KPI benchmarks:
    • Gross Revenue: Aggregate nominal value of all created orders.
    • Net Revenue: Net Revenue = Gross Revenue - Discounts - Refunds from Failed Deliveries. Real cash earned by store.
    • Average Order Value (AOV): AOV = Net Revenue / Delivered Orders. Measures upsell/cross-sell efficacy.
    • Growth Trends: Compare current period against previous periods to identify momentum.

📌 Step 2: Delivery & Carrier Performance Analysis​

  1. Navigate to Reports ➔ Select Order & Shipping Reports (path /reports/orders).
  2. Analyze conversion through order states:
    • Confirmation Rate: Confirmed Orders / Total Created Orders.
    • Delivery Success Rate: Delivered Orders / Total Dispatched Orders. Standard e-commerce benchmark is > 85% - 90%.
    • Return Rate: Returned Orders / Total Dispatched Orders. If returns exceed 15%, investigate packaging quality, delivery speed, or pre-dispatch confirmation procedures.
  3. Compare performance across logistics carriers to allocate volume to partners with the lowest return rates and fastest transit times.

📌 Step 3: Sales Rep Performance Evaluation​

  1. Navigate to Reports ➔ Select Staff Performance (path /reports/employees).
  2. Staff Leaderboard rankings:
    • Leads and conversations handled.
    • Order Conversion Rate (% CR).
    • Total net revenue generated.
    • Return rates per individual agent.

💡 3. Core Business Formulas Summary​

1. Net Revenue = Total Delivered Order Value - Discounts
2. Delivery Success Rate (%) = (Delivered Orders / Total Dispatched Orders) * 100%
3. Return Rate (%) = (Returned Orders / Total Dispatched Orders) * 100%
4. Average Order Value (AOV) = Net Revenue / Delivered Orders