Through the Reports menu on your Admin Panel, you can track all activities on your storefront and access essential reports to review the performance of your B2B portal. These reports allow you to monitor your company’s growth, see which products are performing well and which are not, track your sales reps’ performance, and get valuable insights on how to grow your company.
This article will present the reports available on your B2B Wave eCommerce platform.
Sales Reps Performance
This report allows you to monitor the performance of your sales rep and access information on the total orders submitted by them, the average order value, the total value of their orders, and the commission due for each of them. Specifically, here you can personalize this report and review the orders each of your sales reps has facilitated and further filter them by sales rep, order status (e.g., Submitted, Invoiced), or by a specific date range.
Finally, for a more detailed overview of your sales reps’ orders, you can check the “Show Breakdown” option.
This report presents an overview of customer activity on your B2B portal. It includes information on the number of orders customers have placed, their average order value, and the total sum of their orders. Also, you can generate drilled-down reports based on order status, specific date range, sales reps, and customer company activity (e.g., Retailer).
Orders per Month
This report provides an overview of the volume of orders submitted through your B2B portal, including a breakdown of received orders per year and month, the corresponding number of orders, and the sum of their value.
NOTE: Remember that you can click “Export” to download each report in Excel format.
With this report, you can see the total quantity of each product you have sold through your digital portal, including information on product brand, if applicable, product code/SKU, product name, and the total value of product sales and their currency. You can also generate this report for a specific date range, product category or subcategory, customer, price list, sales rep, order status, and brand. You can also include unsold products or product variants in your personalized report.
Customer Product Sales
This report showcases a breakdown of product sales per customer, including each order’s identification number on B2B Wave, order date, customer name, product code/SKU, product name, ordered quantity, price, and the total value of ordered products. You can filter this report for a specific date range, product SKU, product category or subcategory, customer, price list, sales rep, order status, and brand.
Products by Order Status
With this report, you can review product performance based on order status. Specifically, you can access information about each ordered product’s SKU, name, order ID, order status, submission date, and ordered product quantity.
In addition, you can filter this report based on a specific order status, product name, and code. Finally, check the “Show sum” option to get a breakdown of the total number of orders a product has been included in and the complete order quantity per product status.
This report allows you to monitor your inventory and track product quantity, per product code/SKU and name, including information on product cost, sold and available quantity, and sold and inventory value. Also, you can filter per product category and subcategory, product name, code, or minimum quantity threshold.
NOTE: To enable inventory management for your account, go to Settings >Profile >Application configuration and check the “Manage stock levels” box.
This report returns a list of products whose stock is low, based on the low quantity threshold you have set for your B2B store through Settings >Profile >Application configuration. In addition, the report presents an overview quantity threshold and available quantity per product code/SKU and name. Products for which you have allowed backorder will also appear here as negative values under the “Available Quantity” column.
Sales per Category per Month
This report lets you monitor how product categories and subcategories’ sales fare monthly. To generate it, click the appropriate category or categories from the menu, then click “View report.”
Sales per Product per Month
With this report, you can track product sales performance every month. To generate it, type the product’s name or code in the relevant field and click “View report.”
This report showcases a summary of all orders customers have placed through your B2B store. Specifically, you can access information about each order based on their order ID, date, corresponding customer, country, currency, net value, Sales tax/VAT value, total order value, payment method, and order status. Also, you can generate this report for a specific date range according to the order submission or payment date. Also, you can filter orders per payment option, company, country, and order status.
Order Summary by Order Status Change
With this report, you can review orders based on their order status. Specifically, you can access information about each order based on their order ID, date, corresponding customer, country, currency, net value, Sales tax/VAT value, total order value, payment method, and order status. In addition, you can generate this report for a specific date range according to the order submission date, payment date, and order status change date. Also, you can filter orders per payment option, company, country, and order status.
This report presents the performance of discount coupons, including information on the coupon’s code, the date it was created, the times customers used it, the coupon discount percentage and amount, the total order value before and after the discount, and the total coupon discount value. You can use filters to apply to review a specific date range and opt to see a coupon performance summarized or in detail. The detailed version of the report includes additional information, such as the relevant orders’ IDs, submission dates, and customers.