Category analysis report

The Category Analysis Report is a powerful tool designed to help you understand the performance of your product categories. You can gain valuable insights into sales trends, profitability, customer behavior, and product diversity by analyzing key metrics. This information allows you to identify which categories are performing well and where there may be opportunities for improvement, ultimately helping you optimize your strategy and drive better business results.

Note

Filter by date and store, edit report headers for personalized views, and export data for offline analysis. For more information, click here.

Category analysis report metrics

The metrics in this report offer a detailed breakdown of various aspects of your business, helping you focus on what matters most. Each metric is designed to give you specific insights, from tracking sales performance to understanding product diversity. Additionally, you have the flexibility to customize these metrics by clicking on the Edit header button, allowing you to add or remove metrics based on your specific needs. Below is a detailed explanation of each metric included in the report:

Product categories

Category: This is the main grouping of products being analyzed. It helps you see how different broad categories are performing in your store.
Sub_category: A more detailed classification within the main category, providing a closer look at specific segments of your product range.

Sales and financial performance

Net sales: The total revenue generated from sales, minus any returns, taxes, and shipping costs. This metric gives you a clear picture of the actual income earned.
Total units: The complete count of items sold during the selected period. This reflects the overall sales volume in your store.
Net units sold: The number of products sold after accounting for returns or refunds. This provides a net figure, showing the true sales performance.
Net AOV (Average Order Value): The average amount spent per transaction, calculated after returns. This metric helps you understand the typical value of each customer order.

Cost management and profitability

Cost: The total investment in the goods sold. This is essential for evaluating how much you’re spending on inventory.
Gross profit: The profit made after subtracting the cost from net sales. It’s a direct measure of your store’s profitability.
GPM (Gross Profit Margin): The percentage of sales revenue that remains after covering the cost of goods sold. This helps you assess the efficiency of your operations.

Pricing and efficiency

PPU (Price per Unit): The average selling price per product, excluding discounts, taxes, and costs. This metric offers insight into your pricing strategy and customer willingness to pay.
Net PPU: The average price per unit after accounting for returns and refunds, giving a clearer picture of actual earnings per item sold.

Customer behavior insights

Traffic: The total number of visitors or potential customers interacting with your store or product categories. High traffic can lead to higher sales, but it’s important to look at conversion rates as well.
Conversion: The percentage of visitors who make a purchase. This metric is crucial for understanding how effectively your store is turning visitors into customers.

Returns and refunds

Refunded amount: The total value of returned goods. Keeping track of this helps you manage and reduce potential losses.
Refunded units: The number of units returned by customers. Understanding this can help you identify products with high return rates or potential quality issues.
Refund rate: The percentage of total sales that were returned. A high refund rate might indicate problems with product quality, customer expectations, or your sales process.

Product variety and store details

Unique units: The number of distinct products contributing to the total units sold. This highlights the variety of products being purchased and can indicate customer preferences.

These metrics provide a comprehensive view of your store’s performance, helping you make data-driven decisions to improve your business. Customize the report with filters, personalized headers, and export options to dive deeper into the analysis.