The Sales Overview by Channel report in Assisty allows you to analyze the sales performance across different channels, such as web, POS, and more. This comprehensive guide will walk you through accessing the report, understanding key metrics, applying filters, and utilizing interactive actions to gain insights into your sales performance by channel.

Step 1: Accessing the Sales Overview by Channel Report:

Log in to your Assisty account.
Navigate to the Report Library section.
Look for the "Sales Performance" category or use the search function to find the Sales Overview by Channel report.
Click on the report to open it.

Step 2: Exploring the Report Interface:

Familiarize yourself with the report interface. You'll find a data table displaying various metrics related to sales performance across different channels.
Take note of the available metrics, such as Orders Count, Customers Count, Units Sold, Total Sales, Average Order Value (AOV), and Profit Margin %.

Step 3: Applying Filters:

Utilize the available filters to refine the report based on specific criteria. The filters include channel, product, product collection, product type, product variants, and more.
By applying filters, you can narrow down your analysis and focus on specific channels or segments of your business.

Step 4: Interpreting the Metrics:

Review the metrics displayed in the report. Some important metrics to consider are:
Orders Count: The total number of orders received for each channel.
Customers Count: The total number of unique customers who made purchases through each channel.
Units Sold: The total number of units sold for each channel.
Total Sales: The overall monetary value of sales for each channel.
Average Order Value (AOV): The average value of an order placed through each channel.
Profit Margin %: The percentage of profit generated from sales made through each channel.

Step 5: Interactive Actions:

Take advantage of the interactive actions available within the report. Clicking on any data cell within the data table will provide the following actions:
Copy Value: Easily copy the value of a specific cell, such as a channel name or sales figure.
Filter by Value: Filter the report based on the selected value to focus your analysis.
View Sales Overview by Channel (Breakdown): Access a detailed sales overview report specific to the selected channel, but with a breakdown by product, collection, product type, or product variants. This provides insights into sales performance at a more granular level.

Conclusion

The Sales Overview by Channel report in Assisty empowers you to analyze and understand the sales performance across different channels. By accessing this report, interpreting the key metrics, applying filters, and utilizing interactive actions, you can gain valuable insights into channel-specific sales trends, customer behavior, and product performance. This information can help you make data-driven decisions to optimize your sales strategies and drive business growth.

Updated on: 13/07/2023