Ecommerce Report Template for Clear, Actionable Insights
Customizable Ecommerce Report Templates That Prove Your Impact
Share polished, client-ready reports that clearly show how your agency drives ecommerce growth. Customize layouts, apply white-label branding, and tailor each report to highlight the KPIs that matter most—like revenue, ROAS, and conversion rates.
Templates connect to live data from 85 ecommerce and marketing platform integrations to eliminate manual work and reduce errors. Deliver consistent, transparent reporting that keeps clients informed and reinforces your agency’s role as a strategic partner.
Custom Ecommerce Reports as Unique as Your Agency
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.
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 85 marketing integrations and data points—all in one location.
Tie performance to customer acquisition cost by aligning ecommerce transactions to ad spend, website traffic, earned media value, and more.
Pull and integrate data seamlessly from diverse sources and eliminate the hassle of managing multiple tools.
AI Insights That Drive Results
Turn Ecommerce Metrics into Insights in Seconds
With AI-powered insights, surface actionable recommendations for your client's ecommerce business faster than ever.
Ask AI transforms complex ecommerce data into client-ready takeaways in seconds. From top-selling products to conversion trends and customer behavior, AI Summary delivers high-level overviews that help your team stay focused and give your clients confidence in your ecommerce strategy.
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.
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.
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.
11-Second Smart Reports
Automate Reporting and Focus On What Matters
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.
Sign up for your free trial now!
No credit card required. No setup hassle. Just instant access to automated reporting, custom dashboards, and multi-channel insights.
11 Key Sections Included in the Ecommerce Report Template
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.
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.
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.
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.
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.
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.
Net Sales represent the total revenue from sales minus returns, allowances, and discounts. This figure provides an assessment of an ecommerce business's profitability.
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.
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.
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.
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.
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.
Build custom Ecommerce marketing reports that deliver results
Save time and impress clients with a powerful, results-driven report template. Access the free Ecommerce marketing report template today!
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.
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.
Top Products Sold identifies the best-selling items in an ecommerce business, providing crucial data on what drives the majority of revenue.
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.
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.
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.
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 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.
Facebook Ads purchases, Snapchat Ads purchases, Instagram Ads purchases, and TikTok Ads purchases count the number of transactions directly attributed to social media advertising.
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.
FAQs About Custom Ecommerce Report Templates
Still have questions about how to create and use custom Ecommerce Report Templates? Don’t worry, we’ve got you covered.
Yes. An AgencyAnalytics report is built from sections you choose, in the order you set. A client dashboard you've already built exports in as a new section. Save the finished structure and it becomes a template of your own. The report editor guide has the steps.
Yes. An AgencyAnalytics report sends daily, weekly, biweekly, monthly, quarterly, or annually, with your own subject line and message on it. Require Approval pauses each send for your review first, which is worth having on while a client is new. The scheduling guide has the detail.
The template comes with an AgencyAnalytics subscription. There's one plan at $25 per client a month and it covers every feature. The 14-day free trial requires no credit card, so build the template and see it working before you pay anything.
Yes. One AgencyAnalytics report holds sections from every integration connected to that client, so paid, organic, email, and call data land in the same place. If you want the view across several clients at once, that's a roll-up report.
Yes. AgencyAnalytics white labels the whole thing: your logo replaces ours on the login screen and on every report cover and header, your icon becomes the favicon in the client's browser tab, and your colors apply to dashboards and widgets. Reports can be served from your own domain, and it's a one-time setup.
Yes. AgencyAnalytics takes anything you keep in a Google Sheet straight onto a dashboard or report, and custom widgets cover the rest as a stat or a simple text or image block. You can also request an integration; agency votes decide what gets built next.
Yes. An AgencyAnalytics report or dashboard shared as a link opens read-only with no sign-in. Put it on a schedule if they'd rather it just turned up, or give them a portal login if they like to dig into the numbers themselves. Client and staff users are unlimited, so it costs nothing either way.
Usually not. Ask your client to add you as a user on their own accounts with the access AgencyAnalytics needs, then connect under your own login. If they'd rather hang onto their passwords, set them up as a Client User and they connect everything themselves.
Yes. Put a KPI target on the metric and AgencyAnalytics posts to your in-app notification inbox when the target is met, or when the number moves far enough to be worth a look. Set it on one client or across the whole account.
Yes. When an integration disconnects, AgencyAnalytics notifies every user with access to that client, in their in-app inbox. Same whether the authorization lapsed or someone changed permissions at the client's end, so you hear about it before they do.
