Shopify Sales by Customer Report

You deliver the best shopping experience to customers with priority/free shipping, freebies, special discounts and more. But what are they bringing to the table in return for your efforts? Knowing this answer for each customer is key to building stronger relationships with them.
The Sales by Customer report by Report Pundit is the perfect tool for getting started easily and also allows you to go further by adding more fields.
The following is an overview of what it records about each customer:
- payment details for every purchase
- buying frequency
- order value
- regularly purchased products
You can also identify your highest spending customer, average order value and other crucial metrics with this report. Analyze this data to gain valuable insights into customer purchase behavior and preferences.
The Sales by Customer report is your ticket to easily upsell and cross sell your products, offer exclusive discount codes, build more impactful marketing campaigns and grow your business.
How the Sales by Customer Report Works
The Report is built using the customer's name for each specific order as a base, along with contact details. It also includes additional information such as order count and sales specifics like breakdowns and sales figures for each order in a prebuilt template. But that's not all - you can also add more insights to the reports using additional fields for a comprehensive analysis, as mentioned earlier.
Benefits of Sales by Customer Report
The Sales by Customer report can help you:
- Determine the average value customers provide. You can categorize them into high, low, and other spender categories to manage them better.
- Shed light on your high-spending and frequent buyers. You can develop targeted loyalty campaigns to retain them. The same goes for other customer value categories.
- Find out the product selling rate by customer, which helps optimize your product lineup, boost sales, and improve inventory management.
- Deliver details about your target market's purchasing power and behavior. This information can guide decisions on whether your business strategy and goals need to be adjusted or if you're ready to expand your business.
A growing customer base is a positive sign, but understanding who your most valuable customers are and what they prefer to purchase can make all the difference. By identifying frequent buyers and analyzing which products contribute most to sales, merchants can refine their strategies and cater directly to their audience's preferences.
For example, analyzing sales reports can help identify patterns such as the percentage of loyal customers or occasional buyers who contribute significantly to sales periodically.
Data Fields in the Sales by Customer Report
The standard fields in this report are:
- Customer Name: name of customer placing order(s)
- Customer Email: email ID of customer placing order(s)
- Note: Shopify identifies customers with their emails; duplicate emails are not permitted
- Order Count: number of orders placed by customer over a specific period
- Gross Sales: gross sales amount per customer; calculated as Product Price * Ordered Quantity for all orders of a customer over a specific period
- Net Sales: net sales amount per customer; calculated as Gross Sales - Discounts - Refunds
- Total Sales: total earnings from each customer over a specific period
How can I analyze the Sales by Customer report?
Learn Customer Product Preferences - Customize your product lineup to match customer preferences and satisfy them while remaining competitive.
Track Customer Spending - Spot your highest-spending customer segments and adjust your marketing efforts to engage them effectively.
Identify Customer Sources - Learn where your customers are coming from to improve user experience.
How can I run the Sales by Customer report in Report Pundit?
Open the Report Pundit App -> Library -> Sales & Order Reports -> Sales by Customer

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