Ecommerce Report Template

The ecommerce report template transforms the tedious task of client reporting into a quick and simple process. Discover how to present the best insights that spotlight campaign and sales progress and elevate your client's strategy.
Ecommerce Report Template Example

Why Your Agency Needs an Ecommerce Report Template

A professional, customizable, and white-label ecommerce report template empowers your agency to present complex data clearly and effectively. It fosters faster, more informed decision-making by streamlining data collection and analysis, ensuring your team consistently captures and reports every essential metric, supporting internal operations and the credibility you present to clients.

With a customizable ecommerce report template, you quickly adapt to the specific needs and KPIs of each client, significantly reducing the time spent on setup. Professional, white-label templates allow you to apply your agency’s branding. This reinforces your professional image and strengthens the connection clients feel to the stellar insights you provide. 

Automating data visualization and input reduces human error and frees your team for more strategic tasks. This shift lets your staff concentrate on creative solutions and strategic planning, leading to better results and higher client satisfaction.

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Key Sections Included in an Ecommerce Report

1. Cover Page

Forget boring reports that go ignored. A professional and branded ecommerce report cover page captures attention, reinforces your agency's identity, and inspires confidence in your expertise at first glance.

Ecommerce Report Cover Page Example

Your cover page should clearly indicate the reporting period, specifying whether the data covers a monthly, quarterly, or specific campaign. This way, your clients immediately understand the timeframe of the insights and set clear expectations for the marketing report.

Save your designs as custom templates to ensure consistent quality across all client reports. This streamlines your workflow and maintains brand uniformity, saving you time and guaranteeing the ecommerce analytics reports you deliver all meet the same high standards.

2. Executive Summary 

Busy clients don't have time to sift through pages of data. An executive summary provides a concise overview of key findings and strategic recommendations. This section distills complex data into actionable insights, allowing busy stakeholders to grasp the most critical aspects of the report quickly. 

Ecommerce Monthly Report Summary Example

An effective ecommerce report summary delivers clear, impactful insights. Here are some best practices to follow:

  • Prioritize Key Findings: Highlight the most significant data points and trends at the very beginning.

  • Be Concise: Use clear, straightforward language to ensure readability and ease of understanding.

  • Align With Objectives: Tailor the summary to reflect the specific goals and KPIs of the ecommerce campaign, ensuring relevance and utility.


3. Total Sales

Total sales quantifies the complete revenue an online store generates within a specified period. This metric shows the effectiveness of marketing campaigns and the overall health of an ecommerce business.

WooCommerce Total Sales Metrics

In ecommerce reporting, Total Sales offer a clear snapshot of business performance and directly reflect the success of ecommerce strategy and customer acquisition efforts. Agencies use this data to refine marketing campaigns and ensure alignment with the financial outcomes of their client's ecommerce platform (e.g., Shopify, WooCommerce, etc.). 

Total Sales also interacts with other marketing channels and ecommerce data to provide a comprehensive view of where revenue originates and how it trends over time. Including this metric helps agencies assess customer lifetime value and predict future customer behavior. 

Through effective data integration in customer relationship management systems (CRM), Total Sales informs decisions on inventory management, marketing channel adjustments, and strategic planning for an ecommerce business.

4. Net Sales

Net Sales represent the total revenue from sales minus returns, allowances, and discounts. This figure provides an assessment of an ecommerce business's profitability.

Examples of How to Display Shopify Net Sales Data in a Shopify Report Template

By including Net Sales in marketing reports, agencies deliver a realistic view of the financial outcomes of campaigns and the effectiveness of search engine optimization, promotions, and other marketing efforts in driving sales and profit. 

Net Sales data also helps agencies optimize marketing campaigns by revealing the true revenue impact of each marketing strategy on the client's online store. This allows agencies to make targeted adjustments in marketing platforms and channels to improve client customer acquisition and retention.

5. Total Refunds

Total Refunds measure the total amount reimbursed to customers for returned or unsatisfactory products. This customer data is crucial for assessing customer satisfaction and the return policy's impact on an ecommerce business.

Example of Refunds count in Woocommerce dashboard

Incorporating Total Refunds reveals the cost implications of returns and insights into potential issues with product quality or customer expectations. 

Monitoring Total Refunds helps agencies advise their clients on refining product offerings, enhancing customer service, and improving the overall online shopping experience. Additionally, analyzing refund trends will guide adjustments in inventory reports and marketing strategies to reduce future refunds and increase customer satisfaction. 

6. Sales by Channel

Sales by Channel breaks down revenue according to the different sales channels used in an ecommerce business. Depending on the business model, this includes marketing channels as well as the sales channels (such as Online or In-Store) where transactions occur. This helps identify which customer segments drive the most value and optimize marketing efforts accordingly.

Shopify Channel Performance Report Template Example

Sales by Channel data is critical for assessing the performance of various platforms, from online store searches to other sales channels like marketplaces or social media. It helps agencies focus on the channels that yield the highest returns. 

Understanding channel-specific sales data helps ensure that investment in advertising, search engine optimization, and customer engagement is directed toward the most profitable avenues. For clients, this boosts sales and improves customer acquisition and retention, contributing to business growth and long-term success.

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7. Products by Type & Vendor

Products by Type categorize sales data according to different product categories or vendors within ecommerce businesses. This helps in understanding product performance and aligning inventory management with consumer preferences.

An example of the Ecommerce Products by Type and by Vendor Metrics in pie charts

Understanding how different types of products contribute to overall sales helps craft targeted marketing campaigns that promote high-performing products more effectively and adjust strategies for underperforming categories.

8. Top Products Sold

Top Products Sold identifies the best-selling items in an ecommerce business, providing crucial data on what drives the majority of revenue.

Example of top products sold chart in Woocommerce dashboard

Featuring Top Products Sold in ecommerce reports allows marketing agencies to spotlight the products that resonate most with customers. This data is key for crafting focused marketing campaigns that leverage these items’ popularity and success—to drive promotions, optimize search engine optimization efforts around these products, and create targeted content that increases visibility and sales. 

Understanding which products top the sales charts helps in managing inventory more effectively and planning future product development. For clients, this ensures that marketing resources are invested in areas with the highest return on investment.

9. Average Order Value

Average Order Value (AOV) calculates the average amount spent each time a customer places an order from an ecommerce business. This metric is crucial for understanding spending behavior and strategizing upsell opportunities.

WooCommerce Average Order Value Metric Example

By analyzing Average Order Value, agencies recommend specific tactics such as bundling products, offering upsells at checkout, or providing targeted promotions that encourage higher spending. 

Effective management of AOV allows agencies to tailor their approach to attract customers and maximize the value of each transaction, which contributes to business growth and enhances Customer Lifetime Value (CLV) for clients.

10. Google Shopping Conversions

Google Shopping Conversions track the number of successful purchases made through Google ads, showing how effective the channel is in driving sales for an ecommerce business.

Google Ads shopping ads reporting

Google Shopping Conversions data helps agencies evaluate the performance of these ads in real time to see the direct impact of their Google Shopping campaigns on sales. By analyzing conversion rates, agencies fine-tune ad placements, adjust bidding strategies, and optimize product listings to enhance visibility and attract more buyers. 

Effective management of Google Shopping Conversions helps maximize advertising spend, improve return on investment, and ensure that marketing efforts directly contribute to the bottom line of the ecommerce business. 

11. Social Shopping Purchases

Facebook Ads purchases, Snapchat Ads purchases, Instagram Ads purchases, and TikTok Ads purchases count the number of transactions directly attributed to social media advertising.

Facebook ads conversions and cost per conversion widget in dashboard

Social shopping purchase metrics are vital for marketing agencies to measure social media’s effectiveness as a sales driver. These metrics provide clear insight into the success of social media campaigns in converting viewers into buyers. By monitoring purchases made through social media advertising, agencies optimize ad targeting, creative content, and spending to maximize conversion rates. 

Analyzing these purchases helps refine social marketing strategies, ensuring ad investments convert into sales. Tailoring social campaigns based on social ads purchase data supports sales performance, long-term customer acquisition, and social engagement strategies.

Customizable Report Templates To Meet Client Needs

Tracking ecommerce metrics goes beyond just looking at basic numbers. Not all data or key performance indicators agencies track fit neatly into set categories. This makes the ability to customize ecommerce reports essential.

Shopify Marketing Dashboard Example

The option to pull data from 80 marketing platform integrations enables agencies to build detailed ecommerce reports. Integrating these various sales channels into a single report, from Google Analytics to social media conversion rate and Shopify analytics, ensures your agency seamlessly accesses all necessary insights on ecommerce performance.

Streamline Reporting With Ecommerce Report Templates and Focus on What Matters

Ecommerce report templates streamline the reporting process and enable marketing agencies to focus more on creating effective campaigns, building client trust, and generating repeat customers.

Create and Schedule Automated Ecommerce Reports

As your client list grows, your agency needs consistent, clear, and quick reporting. Adopting an automated ecommerce reporting tool with customizable report templates like AgencyAnalytics allows your agency to scale effortlessly and eliminate the risk of errors from manual entry. Focus on what matters most to your clients: optimizing campaigns, netting new customers, and retaining existing customers. 

Automated templates reduce the time spent on report creation, freeing resources for strategic campaign development and client engagement. These templates integrate seamlessly with your existing ecommerce reporting tools—from web analytics tools to customer relationship management systems—to pull data directly into your ecommerce sales report.

An excellent reporting tool, especially if you have a large client base. Reports are easy to produce, accurate, and can be tailored per each client’s requirements. With lots of integrations to choose from, there isn’t a better reporting system.

Andrew Thomas
Andrew Thomas / Technical Director

Ecommerce Report Templates as Unique as Your Agency

Streamline Your Data

Instantly Access All Your Clients’ Ecommerce Metrics

Effortlessly pull all your clients' ecommerce data from Shopify, WooCommerce, BigCommerce, and more and place them alongside key metrics from over 80 marketing integrations and data points—all in one location. 

Pull and integrate data seamlessly from diverse sources and eliminate the hassle of managing multiple tools.

An example of the available marketing platform integrations AgencyAnalytics offers to connect your clients' marketing data
Accelerate Your Reporting

Create Ecommerce Reports in Minutes–Not Hours

Craft detailed ecommerce reports in a flash and let your team focus on higher-value tasks like strategy refinement and client interactions. 

Respond to market changes, identify trends, and solve client needs faster.

WooCommerce Drag and Drop Report Editor
Showcase Your Brand

White Label Your Ecommerce Reports

Fully customize and white label your ecommerce reports to reinforce your agency's brand with every client interaction. 

Match your agency's logo and colors to provide a professional and consistent look that builds trust and enhances your agency's credibility.

Add Your Own Branding To Your Customizable SEO Reporting Software
Define Your Client’s Success

Set Ecommerce Goals and Hit Targets

Track progress and highlight achievements directly within reports with custom goal-setting and annotations. Mark important milestones to help clients see the value your agency delivers. 

Strengthen client relationships through transparent and measurable success that builds trust.

Set goals and hit your performance targets
Never Miss a Deadline

Put Your Ecommerce Reporting on Autopilot

Automate your communication by scheduling client reports to deliver consistent and timely updates directly to your clients' inboxes. 

Save time, reinforce your agency's commitment to transparency and proactive management, and boost client satisfaction and retention.

How to Schedule Automated Marketing Reports for Marketing Agency Clients
Deliver Results Faster

11-Second Smart Reports

Smart Reports leverage each client's connected integrations to deliver tailored insights and ensure every report is as unique as the client it serves. 

Give clients a clear view of their key metrics and showcase your agency’s skill at collecting and interpreting data faster than ever.

Smart Reports Press Release Feature Image

AgencyAnalytics has been a game changer for reporting. It allows us to provide our clients with real-time dashboards whilst saving our account managers many hours a month on client reports. This time is now helping our agency operate more efficiently whilst improving the quality of our client reporting.

Andy Hill
Andy Hill / Founder
Distribute Digital

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