Analytics: Revenue Tab

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Who is this article for?

This article will be useful to you if you are managing a partner referral program on PartnerStack and want more insight into your program's performance.

Analytics revenue overview

Your Revenue tab provides you with two different ways to view your revenue data - New revenue and Total revenue. These tabs have similar information but cover slightly different data sets.

New Revenue

New revenue provides reporting on customer acquisition and refers to the first purchase from new customers. There is an exception - if the customer made multiple purchases on the same day, all transactions from the same day are included in New revenue

Within the New revenue page, you'll see a series of numbers, graphs, and charts. At the top, there are hero numbers. These hero numbers are key metrics and data points that will give you quick insight into some common program statistics.

These hero numbers include:

  • All-time new revenue: the first purchases made by customers 
  • Previous month's new revenue: the sum of the first transactions from customers who had their first purchase last month
  • Current Timescale's New Revenue to Date: the sum of the first transactions in the current time period of the selected time scale (date, week, month, quarter, year)
  • Signups: the total number of customers who have signed up (includes both customers who have and have not paid)
  • Paid customers: the total number of customers who have made 1+ transactions

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Some of the hero numbers will not adjust when certain filters are applied. See Filtering revenue for more information.

All hero numbers can be clicked on for further details to learn exactly what data is included in each number- these are called drill-downs.

Drill_down.gif

Below the hero numbers, you'll see a chart for New revenue by group. You can toggle the groups included in this chart off and on by clicking on the group name. If the name is greyed out, it is not visible in the chart.

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Below that, you'll see charts on Group performance and Partner manager performance

  • Group performance provides detailed insight into how your program's groups are performing, with data such as new revenue, new signups, new paid customers, and new partners 
  • Partner manager performance provides detailed insight into how your partner managers are performing, with data such as new revenue, new signups, new paid customers, and new partners 

Group_and_partner_performance.jpg

Total Revenue

Total revenue provides reporting on historical program-wide performance and refers to all purchases by all customers.

Within the Total revenue page, you'll see a series of numbers, graphs, and charts. At the top, there are hero numbers. These hero numbers are key metrics and data points that will give you quick insight into some common program statistics.

These hero numbers include:

  • All-time total revenue: all purchases made by a customer
  • Previous month's total revenue: the sum of all transactions from last month
  • Current Timescale's New Revenue to Date: the sum of all transactions in the current time period of the selected time scale (date, week, month, quarter, year)
  • Signups: the total number of customers who have signed up (includes both customers who have and have not paid)
  • Paid customers: the total number of customers who have made 1+ transactions

Hero_Numbers.jpg

Some of the hero numbers will not adjust when certain filters are applied. See Filtering revenue for more information.

All hero numbers can be clicked on for further details to learn exactly what data is included in each number- these are called drill-downs.

Drill_Down.gif

Below the hero numbers, you'll see a chart for Total revenue by group. You can toggle the groups included in this chart off and on by clicking on the group name. If the name is greyed out, it is not visible in the chart.

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Below that, you'll see charts on Group performance and Partner manager performance

  • Group performance provides detailed insight into how your program's groups are performing, with data such as total revenue, total signups, total paid customers, and total partners
  • Partner manager performance provides detailed insight into how your partner managers are performing, with data such as total revenue, total signups, total paid customers, and total partners 

Group_and_partner_performance.jpg

Filtering revenue

There are seven options for filtering the New revenue and Total revenue tabs. Just below the description of the tab, you'll see:

  • Timescale: allows you to select from a variety of options for timescales available. Timescale determines the period of time that data is grouped (ex. weekly, monthly, or quarterly)
  • Timeframe: there are a variety of options for timeframe available which allow you to be very specific with the dates of the data that you want to see
  • Group name: allows you to select or exclude your existing groups from the data
  • Partner Manager: allows you to select or exclude data based on the partner manager
  • Partner Tag: allows you to select or exclude data based on the partner tag
  • Is Marketplace (y/n): allows you to include or exclude data specifically from partners acquired through the PartnerStack network
  • Is Partnership Archived (y/n): allows you to include or exclude data specifically from partners no longer in your program

Once you've input your desired filters, you'll need to refresh the data by clicking the "Reload" circular arrow icon at the top right of the revenue section:

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Some of the hero numbers along the top will not adjust when certain filters are applied.

  • The All-time New/Total Revenue query will not adjust with either the timescale or timeframe filters, as it is showing all-time data
  • The Previous Month New/ Total Revenue query will not adjust with the timeframe filter, as it is showing the previous month's data
  • The Current Timescale's New/ Total Revenue to Date query will adjust with the timescale filter to show current timescale data
  • The Sign-Ups, and Paid Customers queries will adjust with all filters

Filtering_example.gif

Exporting revenue reports

To download all data within either New revenue or Total revenue, follow these steps:

  1. Open the tab for the revenue option that you wish to download
  2. Select the three vertical dots in the top right of the tab (beside the Refresh button)
  3. Select download
  4. Select desired format (PDF or CSV)

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