Shopify Report Template

Why Your Agency Needs a Shopify Report Template

At a busy digital marketing agency, efficiency is not just an advantage—it's a necessity. A Shopify report template serves as the backbone for streamlined client reporting, offering several essential benefits tailored for marketing agencies.

First, these templates provide consistency. Every Shopify sales report you generate follows the same format, which builds your agency's brand credibility and makes it easier for clients to understand the data. 

Second, speed is key when deadlines are tight. Shopify report templates automate the data-collection process, reducing the hours spent on manual data entry. This automation frees your team to focus on strategic tasks directly impacting client satisfaction and retention.

Automated templates also mitigate human errors, ensuring the data presented is accurate and precise. This reliability builds trust with your clients, showing that your agency bases decisions on solid data.

Lastly, customization options make it easy to highlight the most relevant metrics for each client. Whether you’re tracking conversion rates, average order value, or customer acquisition costs, create bespoke reports in minutes that provide clients with meaningful insights and drive actionable strategies.

11 Key Sections Included in a Shopify Report

1. Cover Page

Create a professional and branded report cover page that sets the tone for the insights that follow. This introduction to your agency’s Shopify sales reports reflects your agency's attention to detail and commitment to quality. A well-designed cover page captivates clients and reinforces your brand identity with every report.

This consistent branding builds recognition and trust, positioning your agency as a leader in delivering results with a polished, professional client experience every time. The cover page should clearly indicate the reporting period, stating the specific date range the report covers, whether it's monthly, quarterly, or for a specific campaign.

With the ability to save designs as custom templates, your agency maintains a consistent and efficient reporting process across all clients using Shopify.

2. Executive Summary 

This section quickly brings busy stakeholders up to speed, highlighting essential insights without requiring them to dive into the full report. By focusing on the most impactful data and conclusions, an executive summary ensures that decision-makers grasp the critical elements, giving them the data they need to make swift and informed business decisions.

Creating an effective Shopify report summary ensures stakeholders quickly grasp the key achievements and areas for improvement. Here are three best practices:

• Highlight Key Metrics: Focus on the most impactful data, such as sales growth, customer acquisition costs, and conversion rates.

• Provide a Clear Structure: Organize information logically, starting with the most significant insights to guide reader understanding.

• Include Actionable Insights: Conclude with clear, actionable recommendations based on the data presented.

3. Website Traffic 

One of the first data points in a Shopify report should reflect the number of visitors to the online store. This metric is key to assessing the store's reach and the effectiveness of its visibility strategies. 

Including Google Analytics website traffic data in ecommerce reports helps marketing agencies evaluate and showcase how well a client’s Shopify store attracts and engages visitors. This data pinpoints the success of marketing efforts and identifies areas for improvement. 

By understanding traffic flows and visitor behavior, agencies optimize marketing campaigns and SEO strategies to increase visibility and drive more targeted traffic.

4. Total Sales

Total Sales, when analyzed alongside gross sales and other sales data, reveals trends and patterns in consumer behavior. Agencies use this information to refine marketing strategies, optimize campaigns, and enhance sales performance.

Tracking total order quantity and total sales revenue offers a comprehensive view of an online store's performance, highlighting the frequency of purchases and the economic value generated from these transactions.

By presenting this data, agencies demonstrate their capability to drive meaningful results, reinforcing the value they deliver to their clients. Tracking total orders and revenue also helps with forecasting future trends, making it indispensable for strategic planning in any competitive online market.

5. Ecommerce Conversion Rate (GA-4)

Ecommerce conversion in a Shopify report is essential for gauging the effectiveness of the online store in turning traffic into sales. Incorporating ecommerce conversion metrics from Google Analytics 4 into custom reports allows agencies to track conversion trends over time and assess performance across various channels.

By measuring the conversion rate by date, agencies easily identify patterns, seasonal impacts, or the influence of specific marketing campaigns. Analyzing conversion rates by channel helps pinpoint the most effective marketing efforts, guiding resource allocation to optimize ROI. 

Including detailed insights as part of the Shopify reporting process helps agencies implement data-driven strategies that refine the shopping experience, enhance marketing tactics, and ultimately boost the profitability of the client’s online store.

6. Refunds

No ecommerce store likes refunds, but understanding their impact on total performance is critical. The refunds metric in a Shopify report shows the total value and volume of returned purchases.

Including refund data in advanced Shopify reporting helps agencies identify not just the cost implications of returns but also underlying issues that might be prompting them. This analysis is pivotal for improving product quality, customer service, and the overall shopping experience.

7. Discounts

Coupons and discounts are commonly used tactics to drive conversions, but understanding their impact on ROI is essential. This part of the Shopify report quantifies the total value of discounts applied to sales.

This data provides insights for adjusting discount strategies to optimize an online store’s profitability. For example, agencies use this metric to determine if a discount strategy leads to higher overall sales volumes or merely shifts customer purchases without adding value.

8. Net Sales

Although lower in this list, net sales–the total revenue after discounts and returns–is probably one of the most important metrics for understanding the actual financial performance of an online store.

Highlighting net sales in reports offers clients a transparent view of their store’s profitability beyond gross revenue figures. It also helps clients gauge the effectiveness of their marketing efforts in real terms, ensuring that their investment in various campaigns translates into tangible financial returns.

9. Average Order Value

Including AOV helps agencies demonstrate how their strategic initiatives are increasing the value of each customer transaction. This metric highlights the effectiveness of upsell and cross-sell strategies implemented by the agency, directly correlating marketing efforts to increased revenue.

This insight is essential for clients to see how enhancements in product offerings or changes in marketing tactics are effectively boosting customer sales and overall profitability.

10. Tips, Taxes & Shipping Charges

Accurate tracking of tips, taxes, and shipping charges as part of the Shopify sales metrics is essential for revealing the full economic impact of these elements on ecommerce sales channels. 

For example, this detailed reporting enables agencies to highlight how taxes (pass-through costs) and shipping charges (potentially a profit center) affect the overall financial health of a client's business. 

By analyzing these metrics, clients gain insights into how these factors influence customer buying behavior and overall satisfaction.

11. Channel Performance

Channel performance metrics in Shopify reports offer a granular view of traffic sources, conversion points, and sales effectiveness across different marketing channels.

Including channel performance data, including a detailed traffic referrer report, helps agencies demonstrate how different marketing strategies contribute to an online store's success. This analysis highlights which channels drive the most traffic and convert browsers into buyers, providing clients with strategic insights into where to invest their marketing dollars for maximum return. 

Customizable Shopify Sales Reports To Meet Client Needs

To ensure your Shopify reports cover all the metrics your client needs, add additional metrics from over 80 additional marketing platform integrations. This flexibility makes it easy to tailor reports to include specific data points and show exactly how your agency is achieving your client’s unique business objectives. 

Whether it’s detailed customer behavior analytics, Google Ads or social media campaign metrics, customer lifetime value data, or SEO KPIs, seamlessly incorporate these into your Shopify reports in minutes. Provide a complete view that reflects current performance and guides future marketing initiatives, ensuring that all your client’s key performance indicators are comprehensively covered. 

Streamline Reporting With Shopify Report Templates and Focus on What Matters

Automated reporting platforms and templates are not just tools; they are growth accelerators for your agency. With a Shopify report template, you create a scalable system that adapts as your client list expands.

Using Shopify report templates, your agency streamlines its operations and builds a foundation for sustained growth and client trust. This strategic approach gives you back valuable time to focus on what truly matters—delivering winning strategies that help your clients thrive.

AgencyAnalytics is simply brilliant. By providing our clients with a sleek, easy-to-understand live dashboard, they are able to view their campaign performance and results any time they want. This gives them something tangible and adds value to the services we provide.

Daniel Emery