How to Export and Analyze Spreadsheet Data for Key Performance Metrics
Conducting a monthly financial review is crucial for managing your CNFANS business. By systematically exporting and analyzing your spreadsheet data, you can gain insights into profitability, identify trends, and make informed decisions. This guide will walk you through the process of creating detailed reports on refunds, shipping costs, and top-performing sellers.
Begin by navigating to the Sales ReportTransaction History
Pro Tip:CNFANS_Sales_2023_10.csv) for easy reference.
Open the downloaded CSV file in spreadsheet software like Microsoft Excel or Google Sheets. Use PivotTables or formulas to organize the raw data.
This report highlights product returns and their financial impact.
This analysis helps identify problematic products or shipping issues affecting customer satisfaction.
Tracking shipping expenses is essential for accurate profit calculation.
Use this report to see if your shipping charges align with actual costs and to negotiate better rates with carriers.
Identify your best-selling items to focus inventory and marketing efforts.
This report informs your restocking strategy and reveals which products drive the majority of your profit.
Create a summary dashboard on a new sheet within your workbook.
