Shopify Sales by Customer Report

You deliver the best shopping experience to your customers; from priority shipping and freebies to exclusive discounts and personalized service. But what do customers bring to the table in return for your efforts? Understanding this is critical for building strong relationships and maximizing your business growth.

The Shopify Sales by Customer Report helps answer this essential question. It provides deep insights into each customer’s purchase behavior, spending patterns, and long-term value. Armed with this data, you can make smarter marketing decisions, nurture loyalty, and drive higher profits.

Why Use Shopify’s Sales by Customer Report?

The Sales by Customer report by Report Pundit is the perfect starting point for gaining actionable customer insights, and it goes far beyond Shopify’s default reports.

This report allows you to track:

• Payment details for every purchase
  
  
• Buying frequency of each customer
  
  
• Order value trends and averages
  
  
• Regularly purchased products
  
  
• Identification of your highest spending customers
  
  
• Calculation of average order value (AOV)
  
  

Analyzing this data empowers you to:

• Discover your most valuable customers and reward their loyalty
• Identify customers contributing less and re-engage them strategically
• Compare purchase histories to personalize offers
• Segment customers based on various criteria like spending level, location, or purchase frequency
•  Understand which regions or countries contribute most to your revenue

How the Sales by Customer Report Works

The Sales by Customer Report is built using each customer’s name and contact details as the base. It also includes:

• Order counts over specific periods
  
  
• Detailed sales figures for every transaction
  
  
• Breakdowns of gross and net sales
  
  
• Custom fields for tailored insights
  
  

With Report Pundit, you’re not limited to pre-set data. You can add custom fields to capture any metric relevant to your business, enabling comprehensive analysis for better decision-making.

Benefits of the Sales by Customer Report

The Sales by Customer Report offers significant benefits for Shopify merchants who want to move beyond surface-level analytics. Here’s how it helps:

• Determine Customer Value: Categorize customers into high, medium, or low spenders for targeted engagement.
  
  
• Highlight High-Spending Customers: Identify frequent buyers and design loyalty campaigns to retain them.
  
  
• Optimize Your Product Lineup: Analyze product sales by customer to refine your offerings and improve inventory management.
  
  
• Understand Market Behavior: Gain insights into the purchasing power and behaviors of different customer segments, guiding strategic decisions about expansion or adjustments to your business model.
  
  
• Refine Marketing Strategies: Tailor offers and communications to match customer preferences, increasing the likelihood of conversions.
  
  

A growing customer base is encouraging but knowing who your most valuable customers are and what they prefer to buy can transform your business strategy.

For instance, analyzing sales reports might reveal:

• Loyal customers who consistently make purchases every month
  
  
• Occasional buyers who generate significant revenue during specific seasons or sales events
  
  

These insights enable you to allocate your marketing budget wisely and prioritize high-return segments.

Data Fields in the Sales by Customer Report

The standard fields available in the Sales by Customer Report include:

• Customer Name: The name of the customer placing order(s)
  
  
• Customer Email: Email ID of the customer (Shopify identifies customers via email, and duplicate emails are not permitted)
  
  
• Order Count: The total number of orders placed by the customer over a defined period
  
  
• Gross Sales: Product price × ordered quantity across all orders for the customer
  
  
• Net Sales: Gross sales minus discounts and refunds
  
  
• Total Sales: Total earnings from each customer over a specific period
  
  

These fields form the foundation for understanding customer behavior, and you can enhance the report by adding custom fields relevant to your business.

How to Analyze the Sales by Customer Report

Here’s how to put your Sales by Customer Report into action:

• Learn Customer Product Preferences: Tailor your product lineup to match customer interests and stay competitive.
  
  
• Track Customer Spending: Identify your top-spending segments and adjust your marketing efforts to engage them more effectively.
  
  
• Identify Customer Sources: Understand where your customers originate, whether geographically or through marketing channels, to improve user experiences and optimize ad spend.
  
  
• Segment Customers: Group customers by criteria such as region, spending levels, tags, or order frequency to personalize your strategies.
  
  

If you’re exploring deeper customer analysis, check out our guide on the Shopify Customer Journey Report for insights into how customers interact with your store at every stage.

Case Study

Consider one merchant’s experience:

A Leather bag store owner needed a daily report showing new customers and store sessions in a single row, automatically synced to Google Sheets. While Shopify doesn’t provide session data via its API, Report Pundit solved the challenge by integrating Google Analytics 4 (GA4) for session tracking and creating a custom report for first-time customers based on order dates. The team tailored the report’s format and set up a daily export to Google Sheets, giving the merchant exactly what they needed.”

This is the power of custom reporting, transforming scattered data into clear, actionable insights that drive confident decisions.

Frequently Asked Questions (FAQs)

Q1. Can I generate a customer report segmented by state in Shopify?
Yes! With custom reporting tools, you can create reports that show customer sales by state or region, giving you geographic insights into your revenue streams.

Q2. Is it possible to analyze customer lifetime value in Shopify?
Absolutely. The Sales by Customer Report can be tailored to show each customer’s total spend over time, helping you calculate customer lifetime value (CLV) and guide retention strategies.

Q3. Can I run a customer report in Shopify based on tags?
Yes. Report Pundit allows you to filter customers by tags, enabling you to analyze specific segments like VIP customers, wholesale buyers, or loyalty program members.

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