Current Period Sales Report

The UltraCart Current Period Sales Report provides a focused overview of your sales performance for the designated reporting period. This report is presented in a single, easy-to-read tab, breaking down sales data by payment method, pricing tiers, item performance, coupon usage, shipping and handling, and detailed sales tax breakdowns. It's an essential tool for monitoring sales trends, assessing financial health, and identifying opportunities for optimization.

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Report Structure

The report is presented in a single tab, with its data intuitively grouped into distinct sections. Each section and its columns offer specific metrics related to your sales activity during the current period.

Sections and Columns

Summary Section

This section gives you an aggregated overview of your total sales for the period, including key metrics such as:

• Total Revenue: The overall gross sales revenue.

• Number of Orders: The total count of orders placed.

• Average Order Value: The average revenue generated per order.

Credit Cards

See a breakdown of sales based on the credit card types used:

• Credit Card Type: (e.g., Visa, MasterCard, American Express)

• Transaction Volume: The number of transactions processed for each card type.

• Sales Amount: The total sales revenue generated by each card type.

Pricing Tiers

Understand how sales are distributed across your different pricing levels or subscription plans. This helps you evaluate the performance of your various pricing strategies.

Item Statistics

Get performance metrics for individual items sold during the period:

• Item Name/ID: The identifier for the product.

• Units Sold: The total quantity of the item sold.

• Revenue: The revenue generated by the item.

• Average Price Per Item: The average selling price of the item.

Coupons

Detailed information on how your coupons are impacting sales:

• Coupon Code: The specific coupon used.

• Number of Coupons Applied: How many times each coupon was used.

• Discount Amounts: The total discount value provided by each coupon.

• Impact on Sales: The overall effect of coupons on your sales figures.

Shipping/Handling

• Shipping Revenue: Total revenue collected from shipping fees.

• Handling Revenue: Total revenue collected from handling fees.

Sales Tax Breakdowns

Gain granular insights into sales tax collected, crucial for compliance:

• Sales Tax by State: Total sales tax collected, segmented by state.

• Sales Tax by State/County: Total sales tax collected, further broken down by county within each state.

• Sales Tax by State/County/City: The most detailed breakdown, showing sales tax collected by city within each county and state.

Refunds

Understand refund activity relevant to the current period:

• Refunds (Original Order During this Period): Total refunds issued for orders that were originally placed within the current reporting period.

• Refunds (Refund During this Period): Total refunds processed during the current reporting period, regardless of when the original order was placed.

Purpose and Usage

This report provides a vital snapshot of your current sales activities, enabling you to:

• Track Revenue Sources: Understand where your sales are coming from across different payment methods and pricing structures.

• Evaluate Promotional Effectiveness: Analyze the impact of your coupon campaigns on overall sales.

• Ensure Tax Compliance: Use the detailed sales tax breakdowns to accurately report and remit taxes by geographic region.

• Identify Customer Satisfaction Issues: Monitor refund trends to spot potential product or service issues quickly.

The Current Period Sales Report is an indispensable tool for financial analysts, e-commerce managers, and tax compliance teams who need to keep a close eye on sales performance and optimize operational strategies.

Running the Report

This report runs immediately upon clicking on the "Current Period Sales" report hyperlink in the Reporting page:

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Generated Report

Example report display

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