Introduction
The Overview report is an analytical tool that provides key information about your IdoSell online store's performance. The report presents the most important metrics related to customers and sales, enabling quick assessment of store performance and informed business decision-making.
Report Settings
Date Range (Date Picker)
The Overview report allows for flexible setting of the analysis date range:
Default range: Last 30 days
Available range: Full store operation period (from the beginning of operation to today)
Setting method: Use the date picker in the upper part of the report
The selected date range affects all displayed metrics and charts in the report.
Client Metrics (Clients)
Clients
Total number of unique clients who made a purchase in the selected period. Each client is counted only once, regardless of the number of orders placed.
New Clients
Number of clients who placed their first order in the selected period. These are clients who have not previously made purchases in your store.
Returning Clients
Number of clients who again made a purchase in the selected period. These are clients who have previously placed orders in your store.
Percent of New Clients
Percentage share of new clients in relation to all clients from the given period.
Formula: (New clients ÷ All clients) × 100%
Percent of Returning Clients
Percentage share of returning clients in relation to all clients from the given period.
Formula: (Returning clients ÷ All clients) × 100%
Sales Metrics (Sales)
Orders
Total number of orders placed in the selected period. Each order is counted separately, regardless of whether it was placed by the same client.
Revenue
Net value of all sales revenue in the selected period. The amount does not include taxes.
Profit
Value of profit generated in the selected period.
Current calculation method: Fixed value of 25% of revenue Planned changes: Within the next month, profit will be calculated based on margin added by clients using [margin addition function - link will be added].
Average Order Value
Average value of a single order in the selected period.
Formula: Revenue ÷ Number of orders
Charts
1. Orders by Client Type
Chart showing the number of orders broken down by:
New - orders placed by new clients
Returning - orders placed by returning clients
Interpretation: Helps understand which clients generate more orders and assess the effectiveness of retention activities.
2. Revenue by Client Type
Chart showing net revenue value broken down by:
New - revenue from new clients
Returning - revenue from returning clients
Interpretation: Indicates which group of clients has a greater impact on sales value.
3. Profit by Client Type
Chart showing profit generated by:
New - profit from new clients
Returning - profit from returning clients
Interpretation: Allows assessment of profitability of each client group.
4. Average Order Value
Line chart showing changes in average order value over time in the selected period.
Interpretation: Enables tracking trends in order values and assessing the effectiveness of up-selling and cross-selling strategies.
Period Comparisons
All metrics in the Clients and Sales sections contain comparative indicators:
How Comparisons Work
Comparison period: Previous period of the same length as the selected range
Example: If the last 30 days were selected, the comparison refers to the earlier 30 days
Color Coding
🟢 Green arrow up: Growth compared to the previous period
🔴 Red arrow down: Decline compared to the previous period
Percentage value: Exact difference between periods
Interpretation
Positive changes (green arrows) indicate improved results, while negative ones (red arrows) may signal the need for corrective actions.
Q&A Section
Why doesn't the sum of "New Clients" and "Returning Clients" equal "Clients"?
In a given period, one client can be both a new and returning client. This happens when:
The client places their first order (is counted as "New Client")
In the same period places another order (is counted as "Returning Client")
In the "Clients" metric is counted only once as a unique client
Example: A client placed their first order on January 5th and second on January 15th (analysis for January). They will be counted as 1 in "Clients", 1 in "New Clients" and 1 in "Returning Clients".
Can I compare periods of different lengths?
Currently, the system automatically compares periods of the same length. If you choose 30 days, the comparison will be to the previous 30 days.
Why don't I see data in some charts?
Possible reasons:
Selected period contains no transactions
Store was inactive at that time
Data is being updated (refresh the page)
How often is data in the report updated?
Data in the Overview report is updated daily. The latest orders may appear with a delay of up to 24 hours.
Can I export data from the report?
Information about data export will be available soon. The export function is currently being developed.
Why is profit currently calculated as 25% of revenue?
This is a temporary solution enabling basic profitability analysis. Soon, a [margin addition function - link will be added] will be introduced, which will allow for accurate profit calculation based on actual product costs.