For consistent users of the BaseTao agent platform, yearly transaction data is a goldmine of insights. By transforming your raw spreadsheet data into a structured yearly summary, you can move beyond individual hauls to understand your broader spending patterns, agent performance, and seller reliability. This guide will walk you through the process.
Step 1: Data Preparation and Consolidation
Begin by exporting your complete order history from your BaseTao account for the target year. Ensure you have one master spreadsheet containing all relevant columns:
- Order Date/Payment Date:
- Item Name/Link:
- Price (¥):
- Domestic Shipping (¥):
- Agent Service Fee (¥):
- International Shipping Cost (¥/$):
- QC Status:
- Seller/Store Name:
- Order Status:
- Item Name/Link:
Create a new tab or sheet within this workbook specifically for your Yearly Summary.
Step 2: Summarize Financial Spending Habits
In your summary tab, create a dedicated section for finances. Use spreadsheet functions (SUMIFS, SUBTOTAL) to calculate the following:
| Metric | What It Reveals |
|---|---|
| Total Number of Items Purchased | Overall shopping volume and activity level. |
| Total Spent on Item Costs (¥) | Your raw investment in goods before fees. |
| Total Spent on Fees & Shipping (¥) | The "cost of service" for using an agent. |
| Overall Grand Total (¥ & $) | Your true annual expenditure. |
| Average Cost Per Item | Whether you tend to buy budget or premium items. |
| Spending by Month or Season | Identifies peak shopping periods (e.g., holidays, sales). |
Long-Term Improvement:
Step 3: Analyze QC Approval Rates
Quality Control is central to the agent experience. Create a table to track outcomes:
- Total QC Photos Requested
- Number of Items Approved
- Number of Items Returned/Exchanged
- QC Approval Rate
- Number of Items Returned/Exchanged
Long-Term Improvement:
Step 4: Identify Reliable (and Unreliable) Sellers
This is perhaps the most valuable analysis. Create a pivot table or list summarizing interactions with each Seller/Store:
- Transaction Count:
- Total Spent with Seller:
- Seller-Specific QC Approval Rate:
- Common Issues:
- Total Spent with Seller:
Long-Term Improvement:
Step 5: Compile Insights and Set Goals
Write a brief summary paragraph for your report. For example:
"In 2023, I purchased 85 items through BaseTao with a total spend of ¥8,450. My overall QC approval rate was 88%, an improvement from last year's 82%. I identified three highly reliable sellers for streetwear and two for accessories, but had consistent issues with electronics sellers, resulting in a 60% approval rate for that category. For 2024, I will focus on using my trusted sellers, avoid electronics from unknown stores, and aim to keep my average cost per item under ¥100 by bundling purchases more efficiently."
By annually repeating this analysis, you transform from a reactive shopper into a strategic, informed buyer. Your BaseTao spreadsheet becomes a powerful tool for optimizing your entire Taobao shopping experience, saving both money and time in the long run.