💲Sales Reports

Drivepoint currently offers Sales reports for DTC, Amazon and Wholesale channels.

What is the Customer Type Definition field in the Sales reports?

Here is how we define customer types:

  • By Purchase Order:

    • Order split based on their first purchase and all purchases that occur afterwards. A customer can only have one First-Time purchase. This is the same way that Shopify categorizes First-Time and Returning.

    • Customer Types:

      • First-Time: the first purchase a customer ever makes.

      • Returning: any purchase after the first purchase.

  • By Segment Purchase Order:

    • Order split based on the first time they purchase a segment and all purchases of the same segment afterwards. A customer can make more than one First-Time purchase in this method, but only one per Segment. Commonly used to see how many orders are from the first purchase of a subscription.

    • Customer Types:

      • First-Time: the first purchase a customer makes of a Segment.

      • Returning: any purchase after the first purchase of the Segment.

  • By SmartModel Basis:

    • Order split that lines up with the way the SmartModel breaks purchases into two categories.

    • Customer Types:

      • Month 0: any purchase that occurs within the month the customer was acquired, which is the same month they made their first purchase.

      • Month 1+: any purchase that occurs in a month that follows the customer’s acquisition month.

I have multiple Shopify Stores. How can I filter across my stores?

Simple open the "Customize" panel by pressing the button on the top right and selecting the store that you would like to see under the "Store" Filter on the bottom.

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