Why a Yearly Spreadsheet Review is Essential
For serious users of the BaseTaofull year's purchase dataTotal Orders & Spend, Refund Rates, and QC Success Rates.
Step 1: Exporting and Organizing Your Data
Begin by navigating to your BaseTao account's order history. Utilize the platform's export or filtering tools to compile all transactions from the past year into a structured format (CSV or Excel). Your spreadsheet should ideally include columns for:
- Order Date & ID
- Item Name / Store
- Item Price (¥)
- Shipping Cost (Domestic & International)
- Status (Purchased, QC, Shipped, Refunded)
- QC Result (Passed, Failed - with notes)
- Final Disposition (Kept, Exchanged, Refunded)
Step 2: Core Metrics for Analysis
1. Total Orders & Expenditure Analysis
Use simple Break this down further:
SUM
Total Spend = SUM(Item Prices) + SUM(All Shipping & Fees)
2. Refund Rate Analysis
This is a critical efficiency metric. Calculate it as:
Refund Rate = (Number of Successfully Refunded Items / Total Items Ordered) * 100A high refund rate can indicate:
- Poor pre-purchase research.
- Consistently problematic sellers.
- Ineffective use of BaseTao's pre-order customer service
3. QC (Quality Control) Success Rate
BaseTao's QC photos are your first line of defense. Calculate your annual QC pass rate:
QC Pass Rate = (Number of QC-Approved Items / Number of Items QC'd) * 100A low pass rate signals potential issues:
- Need to adjust expectations for a given price point.
- Specific sellers with consistently poor quality.
- Gaps in your own QC guidelines provided to the agent.
Step 3: Evaluating Progress and Planning for Efficiency
Compare your Q4 metrics with Q1. Are you improving?
| Metric | Progress Indicator | Action for Improvement |
|---|---|---|
| Decreasing Refund Rate | You're getting better at vetting sellers and checking stock pre-purchase. | Double down on successful research methods; create a "trusted seller" list. |
| Increasing QC Pass Rate | Your ability to select quality items or communicate with sellers is improving. | Refine your personal QC checklist; share it explicitly with your BaseTao agent. |
| Optimized Shipping Costs | Lower average cost per gram shipped or smarter parcel consolidation. | Plan purchases for batch shipping; experiment with different export lines. |
Conclusion: Data-Driven Buying
An annual review of your BaseTao spreadsheettotal orders, refund rates, and QC success, you create a feedback loop that directly enhances future buying efficiency. The goal is not just to see what you bought, but to understand whyhow
Set a calendar reminder for your next yearly review, and start your new buying cycle with the power of data.