Revenue analytics
What made money and when: the period and coach filters, what sold against what was collected, the breakdowns by product, coach and customer, and how to arrange the screen.
Shop → Analytics answers one question in several shapes: what made money, when, and who sold it. Everything on it is built from your purchases, so it needs no setup beyond having recorded what you sold.
It is a screen you arrange yourself. Pick the period once at the top, and every card below describes that same window.
Pick a period, and optionally a coach
Two controls sit above everything else, and they narrow the whole screen rather than one card.
- Period: this month, last month, the last 30 or 90 days, this year, last year, or an exact range you type. Whatever you choose, every figure and every card is about that window.
- Coach: the whole shop, or one coach. Choosing a coach narrows the screen to orders for the products that coach sells, which is how you answer “how much did Marco make in August”.
Both live in the page address, so a period and a coach together is a link you can keep, send to your accountant, or step back through with the browser’s back button.
The four numbers
Under the filters sit the numbers the rest of the screen explains, each compared against the period immediately before it.
| Number | What it counts |
|---|---|
| Sold | The value of every order placed in the period |
| Orders | How many orders that was |
| Average order | The value divided by the count |
| Buyers | How many different people bought something |
The comparison is always the preceding window of the same length, not “last month”. Ask for 17 days and it compares against the 17 days before them. A change against a period that sold nothing is left blank rather than shown as a large percentage, because growth from zero is not a measurable amount.
Buyers is people, not orders. Somebody who bought three times in the period is one buyer. A client who also bought through a payment link under the same email address is still one buyer, not two.
Sold is not the same as collected
This is the one thing worth reading twice, because Analytics and the Overview tab can show different numbers for the same month and both are right.
| Counts | Answers | |
|---|---|---|
| Overview → Revenue collected | Paid invoices | Money that actually arrived, and when |
| Analytics → Sold | Orders placed | What you sold, and what it was worth |
They agree on a shop where everything is paid up front. They differ the moment you run installment plans: a plan sold in August for 3,000 counts as 3,000 in August under Sold, while Collected shows each payment in the month it landed.
Analytics is built on orders because only an order names a product, and only a product names a coach. That chain is what lets the money be broken down at all. If the question is cash flow, read Overview. If the question is what sold and who sold it, read Analytics.
The cards
Eight cards are available and six are on the screen to begin with. Each answers a differently shaped question.
Revenue over time
A bar per day, week or month, with its amount above it and the exact figure when you hover. The bucket is chosen from the length of the period you picked: roughly, a day each for a month or less, a week each up to a year, a month each beyond that. A period that sold nothing is still a mark on the axis rather than a gap in the chart, and the card names your best day, week or month underneath.
Top products
What sold, ranked by what it brought in, with the number of orders behind each. Click a row to open that product. When the list is not the whole story, a line underneath says what share of the period these rows account for.
Revenue by coach
Covered in its own section below.
Top customers
Who spent the most, and how many orders it took. Click a row to open that client, where one exists: an order from an email address that matches nobody on your roster stays on the list but has nowhere to open.
One-off vs recurring
How much of the period is money that comes back on its own next month, against money you have to sell again. Two gyms taking the same revenue are worth very different amounts if one of them starts from nothing every month.
New vs returning
Whether the money came from people who had never bought from you before. A buyer counts as new if they had bought nothing before the period started, so somebody’s first and second order inside the same month still makes them one new customer rather than half of each.
Did not count
Refunds, failed payments and orders still waiting to be paid. Every other figure on the screen counts only orders that completed, which is correct, and it means a month with four failed payments looks identical to a clean one without this card. Each row opens the purchases list filtered to exactly those orders over exactly this period.
Against last time
The same four headline numbers with the previous window beside them and the change between. Average order and buyer count are usually where a flat-looking month turns out to be two different stories.
Revenue by coach
This card is the reason the rest of it exists. The chain is:
- A product carries the coaches who sell it. You set that on the product, or across a selection from the products list. See Products.
- An order names the product it bought.
- So an order belongs to a coach, and the money adds up per person.
A product sold by two coaches is split between them. That matters, and the card is explicit about it. Consider a shared onboarding fee of 1,000 that Marco and Jo both deliver:
- Counting the whole 1,000 against each of them is the number each coach expects to see for their own work. It also double counts: their two figures add up to 2,000 against a sale of 1,000.
- Splitting it 500 each reconciles to the real total and understates what either of them did.
Neither is wrong, so the card shows the split figure as the amount, because a column of numbers under one heading has to add up to the total above it, and puts the undivided figure in the row’s second line wherever the two differ, labelled incl. shared.
Orders with no coach are a row, not a hidden remainder. If you have just imported a catalogue from Stripe, that row will be most of your revenue, and it is the work still to do rather than a fault. Assigning coaches to products moves money out of it. Clicking a coach’s row opens the purchases list showing exactly the orders that were counted, over the same period.
Arranging the screen
Configure, at the bottom right, opens the card picker. Choose which of the eight cards are on the screen, how many columns and rows the grid has, and where each card sits. A card can be made two cells wide, which is what the revenue chart uses by default so its dates stay readable.
Your arrangement is saved against you, not against the computer you are sitting at, so it follows you to another machine. It does not change what anybody else on your team sees. Reset to default in the same dialog puts the original six back.
Clicking an empty cell is a shortcut into the same dialog with that cell in focus.
What the figures leave out
Everything on this screen counts orders that completed. Deliberately excluded:
- Refunded orders. Money you handed back is not revenue, and it is on the Did not count card instead.
- Failed payments and orders still waiting to be paid. Same card.
- Anything outside the period you picked.
A cancelled or expired purchase is still counted, because it was still sold: ending a relationship does not un-sell what was bought. The line under the grid always states the total and the order count the figures are built from, so you can check the parts against the whole.
One currency at a time. If a period mixes currencies, the amounts are shown without a currency symbol rather than summed into one. Adding AED to GBP produces a number that means nothing, so the screen declines to print one.
Where else the same question gets answered
- Purchases & invoices is the list behind every figure here. It carries the same period and coach filters, so any number on this screen can be opened as the orders that make it up.
- Products is where a coach gets attached to what they sell.
- Shop settings covers the Stripe connection that brings orders in automatically.