How to track your discounts performance on Shopify

Tracking the traction of your sale campaigns is a key performance indicator for any store. Luckily, Shopify’s reports dashboard can tell you alot of what you’ll want to know. Here we’ll show you exactly how to access the reports, plus some tips around understanding the data and leveraging it to your advantage.

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Accessing the Discount report in Shopify

Follow this short step-by-step guide to see all orders where a discount was used.

Step 1) In Shopify Admin Panel go to Analytics > Reports.

You may already be using the Analytics Dashboard to see your total sales, store sessions, and returning customers. The Reports section provides store owners more granular data around sales, acquisition, and more.

Step 2) Under Sales click on “Show all” and then select “Sales by discount”.

You may have missed the ‘Sales by Discount’ report as it’s hidden behind the ‘Show all’ button.

Step 3) Select the Date Range for the report to be based on.

Generally speaking, we suggest running sales campaigns for at least a week to gather enough data on what products customers are interacting with and purchasing.

Step 4) Once the date range is selected, the report will be generated based on the date filters:

Comparing the Order quantity and Net Sales value to weeks with and without sales campaigns active is a good indicator of performance. If your sales campaign didn’t see much traction, you may want to optimize your marketing efforts, or analyze other aspect such as discount products and pricing.

By default, the report will display the rows outlined in the image above, however, you can edit the columns as you wish. Moreover, here’s a description of what each column outlines:

Name: The name of the discount. If the “Discount applied” column value is showing as “Code”, the Name is the Discount Code.
If the “Discount applied” column value is showing as “Automatic” this is the name of the sales campaign.

  • Discount applied: How the discount was applied. Either automatically or by entering a discount code upon checkout.
  • Discount type: Percentage, fixed amount, free shipping, or buy X get Y.
  • Orders: The number of orders that the discounts were applied to.
  • Gross sales: The total sales that were made (before discounts). Cancelled, pending, and unpaid orders are included. Test and deleted orders are not included.
  • Discounts: Total discounts value that was applied with the Discount Code or Sales Campaign.
  • Returns: Total value refunded/cancelled.
  • Net sales: Gross Sales – Discounts – Returns.
  • Shipping: The shipping amount, not including shipping discounts.
  • Shipping Discounts: The value of the shipping discount.
  • Tax: The total value of taxes based on the discount code or sales campaign.
  • Total Sales: Gross Sales – Discounts – Returns + Taxes + Shipping – Shipping Discounts

If you need to share the report, you can also choose to Export the report into CSV format by select the Export option:

Useful Tips

  • If you think some data is missing, It does take 12 to 24 hours before the latest orders show up in the ‘Discount by Sales’ report.
  • The report is a Summary only. You are unable to see which orders are tied to the discount codes or sales campaign.

For a better way to create and analyze Shopify Discounts try our free app.

Looking for a better way to create and schedule discounts in shopify?
Try the Bulk Discount Manager by amai

Manage Discounts in Bulk on Shopify
Get the app!

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