Track Weekly, Monthly, and Yearly Performance of Sales Metrics

KPI > Sales > KPI Tables

Summary

The report provides a detailed breakdown of key business metrics across different timeframes—week-to-date, month-to-date, and year-to-date—allowing users to assess short-term and long-term performance trends. It uses color coding (green, red, yellow) to highlight areas of growth, decline, or stagnation and helps identify which metrics are performing well and which require attention.

Questions the report answers

How the business is performing across key metrics in the short-term (week-to-date) and the long-term (month-to-date, year-to-date)?
Which areas of the business require attention or improvement based on short-term and long-term trends?
What are the key factors or supporting metrics driving the performance (or underperformance) of high-level metrics across different timeframes?

How to read the report

The KPI Table report offers a breakdown of metrics similar to the KPI Tree but tracks performance across different timeframes — week-to-date, month-to-date, and year-to-date.
Metrics Column: Metrics are grouped into categories based on how they influence each other and arranged in a sequence similar to the KPI Tree, starting from the core metric to storytelling metrics.
Assess the short-term performance using the Week-to-Date (WTD). Month-to-Date (MTD) helps you assess the mid-term trends and understand how the month is progressing. Year-to-Date gives a long-term view of business performance.
Color Coding
- Green indicates positive performance— an increase in the metric.
- Red indicates negative performance—a decline in the metric.
- Yellow indicates no change in performance—neither growth nor decline
A consistent positive performance across both short-term and long-term periods suggests that the business is performing well in this area, and any strategies or tactics in place are likely effective.
A consistent negative performance across both the short-term and the long-term periods suggests that immediate attention is needed to address the issues in the particular area.
If the metric is positive in the long-term (MTD, YTD) but negative in the short-term (WTD), suggests that while performance has been strong over the longer term, there has been a short-term dip in that area. You can assess the reasons behind the temporary fluctuation is it because of external factors or internal factors. You can use the supporting metrics to understand the why behind the short-term change.
If the metric is negative in the long-term (MTD, YTD) but positive in the short-term (WTD), indicates that there has been underperformance, and the business is seeing recent improvements. The short-term positive performance suggests that actions taken recently have started to yield positive results, but there is still work to be done.

Glossary

`Average Order Value (AOV)`

The average amount a customer spends per order. It is calculated by dividing the total sales amount by the number of orders.

Average Order Value =

\frac{Sales Amount}{Number of Orders}

`Average Orders per Customer`

Average number of orders placed by each customer. It is calculated by dividing the total number of orders by the number of unique customers.

Average Orders per Customer =

\frac{Number of Orders}{Number of Customers}

`Average Products per Order`

The average number of unique products purchased per order. It is calculated by dividing the total number of unique products present in orders by the total number of orders placed.

Average Products per Order =

\frac{Products in Order}{Number of Orders}

`Average Unit Price`

The average selling price of a single unit of a product. It is calculated by dividing the total sales amount by the total number of products sold.

Average Unit Price =

\frac{Sales Amount}{Quantity Sold}

`Average Unit Price (Discounted)`

The average selling price of a single unit of a product specifically for orders where a discount was applied, either at the header level or at the line item level. It is calculated by dividing the total discounted sales amount by the total quantity of products sold in those discounted orders.

Average Unit Price (Discounted) =

\frac{Sales Amount from Discounted Orders}{Quantity Sold in Discounted Orders}

`Average Unit Price (Non-Discounted)`

The average selling price of a single unit of a product specifically for orders where no discount was applied, either at the header level or at the line item level. It is calculated by dividing the total non-discounted sales amount by the total quantity of products sold in those non-discounted orders.

Average Unit Price (Discounted) =

\frac{Sales Amount from Non-Discounted Orders}{Quantity Sold in Non-Discounted Orders}

`Average Units per Order`

The average number of units sold (Quantity sold) per order. It is calculated by dividing the total number of units sold by the total number of orders.

Average Units per Order =

\frac{Quantity Sold}{Number of Orders}

`Average Units per Product`

Average number of units sold per product with a given order. It is calculated by dividing the total quantity of products sold by the total products in order.

Average Units per Product =

\frac{Quantity Sold}{Product in Order}

`Average Days to Repeat`

The median number of days it takes for a customer to make a repeat purchase within a year after their initial order. It calculates the median of the days to repeat the order. It specifically considers only those orders where the number of days to repeat is less than 365.

`Conversion Rate (Google Analytics)`

The percentage of website sessions tracked by Google Analytics (GA) that result in a purchase. It is calculated by dividing the number of orders by the number of sessions.

Conversion Rate =

\frac{Number of Orders}{Sessions tracked by GA} \times 100

Orders per Customer

The average number of orders placed by each customer. It is calculated by dividing the total number of orders by the total number of unique customers.

Order per Customer =

\frac{Number of Orders}{Number of Customer}

`Number of Orders`

Total count of orders placed by customers. It is calculated by counting the number of orders.

`Number of Customers`

Total count of unique customers who have made at least one purchase. It is calculated by counting the number of unique customers.

`Sales Amount`

Total revenue generated from the sales. It is calculated by summing sales amount values.

`Sessions (Google Analytics)`

The total number of sessions recorded in Google Analytics.