Get to Know the Sales Dashboard
Learning Objectives
After completing this unit, you can:
- List the seven sales metrics on the Sales dashboard.
- Filter Sales dashboard reports by date range and category, like device type and customer type.
- Export Sales dashboard reports as CSV files.
Commerce Cloud is now Agentforce Commerce and B2C Commerce is now Agentforce Commerce for B2C. You see references to Commerce Cloud and B2C Commerce in some applications and documentation.
In e-commerce, access to reliable sales performance and product metrics is crucial for optimizing merchandising strategies and driving revenue. Having easily accessible analytics helps merchandising teams to quickly evaluate campaign effectiveness, understand purchasing behaviors, identify top-performing products, and capitalize on strategic growth opportunities. As you work through this badge, step into the role of lead merchandiser for a high-end athletic sneaker brand, and discover how you can use the Sales and Product reports and dashboards to make data-driven decisions that propel your business forward.
Track Seven Sales Metrics
If you completed the Agentforce Commerce for B2C Reports & Dashboards module, you got an overview of the Reports & Dashboards app. The Sales dashboard gives you easy access to sales data snapshots that can help you assess yoiur storefront’s performance. The Sales dashboard groups your sales data into seven metrics.
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Revenue: Total and average revenue from sales. Compare revenue from new customers against revenue from returning customers, or compare registered customers against unregistered customers.
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Orders: Total and average number of orders placed. Filter by site to see order counts for a specific time period.
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Units: Total and average number of units sold. Review units sold by device type, channel, or customer type.
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Avg. Order Value: Average value of all orders placed. Compare orders placed with help from the Shopping Agent against orders placed without it.
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Units Per Transaction: Average number of units bought per transaction. Compare this metric between new and returning customers during a promotion.
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Tax: Total and average tax collected on sales during a date range.
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Shipping Cost: Total and average shipping cost. Review shipping cost trends before you plan a free shipping promotion.
Access the Sales Dashboard
This module assumes you have merchandiser permissions in Agentforce Commerce for B2C. If you don't, read along to see how a merchandiser works through these steps in a staging instance. Don't try these steps in your Trailhead Playground, because Agentforce Commerce for B2C isn't part of the Trailhead Playground.
Each sales dashboard (1) includes several reports that summarize sales data. The types of reports you see depend on the number of sites in your organization and the type of data they collect. When you look at your Revenue subdashboard, for example, you see a revenue summary (2), a report comparing new and returning customers (3), a report comparing registered and unregistered customers (4), a report on revenue by site (5), and a report on revenue by device (6).
Set Dashboard Filters
By default, your dashboards show consolidated data across every site in your realm. You can filter by a single site or locale for a more granular view. Use the Filter by... dropdown to narrow reports by:
- Sites
- Device Type
- Customers
- Customer Registration
- Channels
- Agent Assistance
- Traffic Medium
- Locales
Increase Sales with Sales Insights
As lead merchandiser, you want a clear read on your sales data. Your company's spring sales campaign drove strong results, and you want to connect those results to specific promotions so you can repeat what works and fix what doesn't.
You turn to the Agentforce Commerce for B2C Reports & Dashboards tool, and specifically the Sales dashboard, to dig into the numbers.
Here's how you open the Sales dashboard and filter the data to March and April, the months of the spring campaign.
- In Business Manager, select App Launcher and then select Merchant tools | Analytics | Reports & Dashboards.
- Enter your username and password.
- Select the Sales tab.
- Select the date dropdown.
- In Select Dates, select the Date Range dropdown and select Custom range.
- Set the range to March 1 through April 30.
- Select Apply.
Your Sales dashboard now shows data only for the spring campaign months.
Compare New and Returning Customers
The goal for the spring campaign is to bring new shoppers to your site. To assess the success of the campaign so far, you focus on the New vs. Returning Customers comparisons across the Revenue, Orders, and Units Per Transaction metrics.
When comparing data across these different sales metrics, you see that the number of new customers far outpaced returning customers by certain data variables.
By Revenue
By Number of Orders
By Units Per Order
You’re happy your team’s push to bring new customers to the website is effective and translates into more sales. However, when you check the Average Order Value dashboard, you notice that returning customers placed much larger orders than new customers. Here’s what you see by variable.
By Average Order Value
By comparing this sales data, you identify an area of opportunity for your storefront strategy—increasing the size of new customers’ orders. In response, you develop a promotion strategy that encourages new customers to place larger orders by offering them progressively higher discounts as their cart size grows.
After preparing this new promotion strategy, you return to the Sales dashboard to see what other customer insights you can discover.
Export and Share Sales Data
After each campaign, your team reviews the campaign’s results and develops strategies for increased exposure, sales, and revenue. Before you present your strategies to management, you want numbers to back up your recommendations.
Every report in Reports & Dashboards includes a download option that exports a CSV copy of that report's data. All you do is select the download button on a report to export a CSV copy.
Wrap Up
In this unit, you covered the seven sales metrics on the Sales dashboard, filtered and exported Sales dashboard reports, and worked through a real merchandising scenario. Next, you explore the Products dashboard, use a product ID to open a product detail report, and track gift certificate activity.