Sample Report 12. Sales rule performance analysis

Report Description

This report consists of three pages where user can first select a price rule, then select a product to be analyzed. The third page shows sales rule analysis: how often the product was bought with applying the sales rule and how this influenced the product's sales during marketing campaigns or rebate offerings.

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Report Content

First page shows an overview of sales rules and their influence on revenue.

Sales rule performance analysis report - price rule selection

This report page includes:

  • Pie chart with orders by amount of rules. Shows the proportion of orders that have no rules, one rule, two rules and so on.
  • Bar chart with average order quantities by rule. Includes also a bar indicating quantities that were purchased without any rule applied. This chart allows to estimate how presence of a rule affects ordered quantity.
  • Bar chart with average Items Count by rule. Includes also a bar indicating items that were purchased without any rule applied. This chart allows to estimate how presence of a rule affects amount of products ordered in one order.
  • Bar chart with Ordered Total by rule. Includes also a bar indicating Ordered Total purchased without any rule applied. This chart allows to estimate how presence of a rule affects ordered total amount.
  • List of price rules. The list presents price rules with some extra measures that helps to estimate how often the rule was applied to orders.

By selecting a rule in the list of price rules, user can right-click and select Drillthrough -> Single Price Rule Analysis to navigate to second page of the report.

Second page shows an estimation of the influence of the selected price rule on the orders.

Sales rule performance analysis report - product selection

This report page includes:

  • KPIs compared against the rest of the orders. Includes Average Order Items Count and Average Order Grand Total. 
  • KPIs compared against other orders of the same products. Includes Average Quantity Ordered and Average Row Total.

KPIs are color-coded. If the price rule makes positive inpact on the listed KPIs, it will be marked green. If the influence is negative - red. No influence or insignificant influence will be marked as yellow. The values that the KPI is compared against are listed as small text under the KPI value.

Timeline shows Row Total values from Order Items with the selected rule applied.

Affected products list. This table lists products that were affected by the price rule. User can select specific product to navigate to the next page o this report. For that user does a right-click and selects Drillthrough -> Single Rule for Single Product.

Last page of this report shows analysis of the influence of a price rule on a selected product.

Sales rule performance analysis report - price rule / product sales analysis

This page includes:

  • Date Filter.
  • KPIs: Rule start date, Rule end date; Orders within rule period; Orders Out of rule period; Average Quantity Ordered and Average Row Total compared against same metric for orders that were not affected by the rule; Orders with rule, Orders without Rule.
  • Timeline with the product orders represented as row-total values. Product orders with rule and without rule applied are marked by different colors.

How it works?

This report is created based on data from Magento e-commerce platform. Any online store build with usage of Magento (1-st or 2-nd version) can have this report installed with Power BI integration extension for Magento that enables business intelligence functionality in Magento store.

The report is hosted by Power BI Service from Microsoft. It is connected to a dataset, created and published to Power BI Service by Power BI Sales Cube extension installed on Magento e-commerce platform.

The report automatically updates its data every hour. it is based on demo magento data where several new orders are generated every day.

The process of data update involves:

  • incremental latest data extraction
  • incremental update of sales cube data warehouse structure
  • incremental loading of latest data to Power BI via REST API

Such report may be accessible by different Power BI users of the same organization. Also, users may access it using Power BI Mobile App on Android, iOS or Windows Phone.

How to get this report for your Magento store?

The report is based on Sales Cube dataset provided with Power BI Sales Cube extension for Magento. After installing the extension, user may create and configure dataset with Magento data that will be avialable in Power BI Service. The extension comes with a report template for this report.

Easily edit or create more reports

This report is intended to provide out of the box functionlity together with Power BI Integration extension. And even though, this report could already bring value to the business, it is just an example of what could be created based on Sales Cube dataset. It could easily be edited and adjusted to comany needs.

From simple reporting to more advanced analytics, integration with Power BI opens lot of possibilities for Magento merchants.

Check out more examples of reports and read about Power BI Intergration with Magento platform to get more information on how this and other reports can help your business.