Auto-Order Profit Report

The Auto-Order Profit Report provides an in-depth financial analysis of your auto-order product performance. It's designed to give you a clear picture of profitability, factoring in original orders, recurring rebills, costs, and reserves.

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Report Structure

The report is organized into multiple tabs to provide both an aggregated overview and detailed item-specific insights:

• Summary Tab: This tab presents a high-level aggregation of data across all items enrolled in your auto-order program. It's ideal for a quick assessment of overall performance and identifying general trends.

• Item Tabs: For each individual item in your auto-order program, a dedicated tab provides detailed metrics specific to that product. These tabs mirror the Summary tab's structure and columns, ensuring consistency and easy comparison between individual items and the aggregate view.

Understanding the Columns

The following columns are consistently found on both the Summary tab and each Item tab:

• Item ID: The unique identifier for the auto-order item.

• Original Orders: The total count of initial (first-time) orders placed for the item.

• Total Number of Rebills: The total count of recurring (rebill) orders generated for the item.

• Net Profit with Reserves: The net profit after deducting reserves, cost of goods sold (COGS), and refunded amounts. Calculated as: Total - Reserves - COGS - Refunded amounts.

• Reserves: The amount held in reserve from original orders to cover potential refunds or chargebacks.

• Net Profit: The net profit before accounting for reserves. Calculated as: Total - COGS - Refunded amounts.

• Active: The number of currently active subscriptions for the item.

• Days Active: The average duration (in days) that subscriptions for the item have been active.

• Original COGS: The cost of goods sold specifically for the original orders.

• Subtotal: The revenue generated from original orders, excluding shipping and handling (S&H) charges.

• S&H: The revenue generated from shipping and handling charges for original orders.

• Total: The total revenue from original orders, including subtotal and S&H. Calculated as: Subtotal + S&H.

• Refunded: The total amount refunded for original orders.

• Rebill COGS: The cost of goods sold specifically for rebill orders.

• Rebill Subtotal: The revenue generated from rebill orders, excluding shipping and handling (S&H) charges.

• Rebill S&H: The revenue generated from shipping and handling charges for rebill orders.

• Rebill Total: The total revenue from rebill orders, including rebill subtotal and rebill S&H. Calculated as: Rebill Subtotal + Rebill S&H.

• Rebill Reserves: The amount held in reserve from rebill orders to cover potential refunds or chargebacks.

• Rebill Refunded: The total amount refunded for rebill orders.

Purpose and Usage

This report is an essential tool for business owners, financial analysts, and subscription managers aiming to optimize their auto-order programs.

• Use the Summary Tab to quickly grasp overall performance, identify top-performing items, spot trends in rebills, and understand the impact of reserves on your total profitability.

• Utilize the Item Tabs for detailed analysis of individual product performance. This allows you to make targeted decisions regarding inventory levels, pricing strategies, or subscription adjustments for specific items.

The consistent column structure across all tabs simplifies comparisons between individual items and your aggregate performance. Metrics related to reserves and refunds help you assess financial risk, while active subscriptions and average days active provide crucial insights into customer retention and the health of your subscription base.

Running the Report

To run the report enter the begin and ending dates then click the "Generate Report" button:

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Auto Order Profit Report

Report Pickup

You may be prompted to navigate to the "Report Pickup" page to download the report:

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Report Pickup