<ul class="wccom-tick-list-primary">
<li><strong>Use PayHelm’s powerful tools to build sophisticated reports</strong></li>
<li><strong>Grow your Woo store with insights gained from exploring your data</strong></li>
<li><strong>Enjoy effortless access to customer, product, sales, logistics, and financial data</strong></li>
</ul>
<hr class="wccom-product-heading__hr" />
<p>The <strong>PayHelm Reports & Analytics</strong> extension connects your Woo store to PayHelm’s powerful reporting tools. PayHelm helps thousands of companies build custom reports and uncover deep insights about their businesses.</p>
<p>PayHelm’s analytics capabilities include ready-made and customizable reports with insights into products, customers, sales, logistics, finances, taxes, and more.</p>
<p>Use <strong>PayHelm Reports & Analytics</strong> to grow your business by taking control of your data—if you can measure it, you can grow it!</p>
<h3 class="wp-block-heading"><strong>Features</strong></h3>
<h4><strong>Products reports</strong></h4>
<ul>
<li>Analyze your products by total sales, orders, average price, gateway fees, product cost, profits, and more.</li>
<li>Filter your sales data by various periods and compare performance</li>
<li>Drill into your data by keyword and analyze all product performance by that filter</li>
<li>Analyze product sales by variant, SKU, Brand</li>
<li>Filter or report by product details like size, mix, model, brand, ounces, etc.</li>
<li>Customer reports</li>
<li>See which customers purchase the most</li>
<li>Know which customers drive the most profits</li>
<li>See customers’ purchasing behavior over the last five years in a trend</li>
<li>Dive into any aspect of your customer’s data</li>
</ul>
<h4><strong>Tax reports</strong></h4>
<ul>
<li>See your taxes paid broken down by country or state</li>
<li>Trend taxes over time for any customer, customer group, marketing campaign, or custom data tag</li>
<li>Know which products are the most profitable given any tax rate</li>
<li>Marketing performance</li>
<li>Analyze referral or paid search performance</li>
<li>Know which campaigns convert best and are the most profitable</li>
<li>See which customers come in through which campaigns</li>
<li>Catch referral sources you didn’t know existed</li>
<li>Closed loop attribution available on any report</li>
</ul>
<h4><strong>Advanced filters</strong></h4>
<ul>
<li>Filter each linked account</li>
<li>Drill into Product Options, Custom Fields, Brand, SKU, Vendor, Product Type</li>
<li>Analyze inventory based on tags, collections, or accounts</li>
<li>See sales, fees, profits by payment status, currency, buyer country, and buyer state</li>
<li>Analyze sales from channels that use Codisto, inkFrog, and CedCommerce</li>
<li>See data from ShipStation, including shipping label costs, shipping insurance, and related shipping info</li>
</ul>
<h4><strong>Integrations</strong></h4>
<p>Connect Google Ads, Google Looker, Facebook Ads, Pinterest, PayPal, Google Analytics, Stripe, Braintree, eBay, Amazon, Walmart, Etsy, USPS, FedEx, ShipStation, Mailchimp, Klaviyo, Salesforce (SFDC), Google Drive, Omnisend, FTP, Wix, and more.</p>
<ul>
<li>Connect HubSpot and import customers or metadata</li>
<li>Connect Google Ads, Meta Ads, and Bing Ads to understand ROAS and marketing ROI</li>
<li>Connect Klaviyo, Omnisend, and Mailchimp to measure email performance</li>
<li>Connect OpenAI to gain valuable insights into your business</li>
<li>Connect Google Sheets and Google Drive to automate data import or export</li>
<li>Connect Amazon, Etsy, and Walmart to import orders automatically and connect metadata</li>
<li>Create an API Store integration to import data from another store to your Woo analytics and reporting</li>
</ul>
<h4><strong>How PayHelm works</strong></h4>
<p>Once you install PayHelm, we will automatically import your data from the past five years. We make up to seven data calls to the Woo data system to import, correlate, and analyze your data to ensure complete and accurate reporting.</p>
<p>If you need a specific field or specific data added, we do that free of charge, with no worries or custom quotes from sales reps.</p>
<h4><strong>Pricing</strong></h4>
<ul>
<li>Startup: $5/m for up to $10,000/m in sales</li>
<li>Professional: $25/m for up to $50,000/m in sales</li>
<li>Business: $50/m for up to $200,000/m in sales</li>
<li>Enterprise: $75+/m for over $200,00/m in sales</li>
</ul>

PayHelm: Export, Reports & Analytics

<p>Analyze your customers, products, taxes, inventory, traffic, marketplaces, channels, and marketing campaigns.  Connect your shipping costs, gateway fees, and all meta data.  Export & sync your data & reports.</p>

<h2>Sales Analysis for Managers and Marketers</h2>
<p><em>Get in-depth views on fundamental Business Intelligence. Focused on sales and net revenue trends, regional analysis, product market,and customer trends.</em></p>
<p>Evaluate the economic performance of your business. Recognize trends and take appropriate decisions. Get the help that your management needs with<strong>Sales Analysis for WooCommerce</strong>. As a manager or assistant, you will get essential reporting tools that use accurate real-time data. Discover trends and optimize the profit margin of your business.</p>
<p>As a manager, you will use these analyses to measure and improve your sales strategy. Enhance the customer base of your business by identifying key products. Learn about your best-selling products and their market potential. Detect areas that offer windows of improvement. Focus on more profitable regions and segments.</p>
<p>The Sales Analysis tools we provide, help sales and product management substantially to understand which products, segments, and regions are successful in important marketing campaigns.</p>
<p><img class="aligncenter wp-image-4695194 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/Get-the-Insights.png" alt="WooCommerce Sales Analysis – Get the Insights. Discover the Trends. Optimize your Sales Revenue. Detect Opportunities. Focus on profitable Regions and Product Segments." width="1024" height="768" /></p>
<p>Get reports with fitting data for any desired period of time. Fine-tune them to any mix of products, product categories,and countries. Obtain relevant data per currency, with shops that use more than one. Each report features intuitive charts and pie charts. The reports show relevant data also in tabular form along with the charts. Reports also provide the option to export data for further external processing.</p>
<p><img class="aligncenter wp-image-4695352 size-full" src="https://woocommerce.com/wp-content/uploads/2019/08/Reports-Overview.gif" alt="WooCommerce Sales Analysis – A slideshow presenting views froms different reports" width="720" height="540" /></p>
<p>The new reports include Order Analysis, Revenue Analysis, Customer Analysis, Products by Country, Sales by Country, Product Revenue and Unit Sales.</p>
<figure id="attachment_18734006310754" aria-describedby="caption-attachment-18734006310754" style="width: 160px" class="wp-caption aligncenter"><img src="https://woocommerce.com/wp-content/uploads/2019/08/Sales-Analysis-Menu-2.png" alt="" width="160" height="240" class="size-full wp-image-18734006310754" /><figcaption id="caption-attachment-18734006310754" class="wp-caption-text">A new Sales Analysis menu provides access to all reports</figcaption></figure>
<p>The reports reflect data based on the following:</p>
<ul>
<li>Data from orders that are processing or completed is taken into account.</li>
<li>Revenues represent net amounts, excluding taxes, shipping,and taxes on shipping.</li>
</ul>
<p>Each report presents its data for a given time period. Standard time periods include the last 7 days, the current month, last month, last year and the current year. You can also use custom date ranges in your reports. Furthermore, each report’s main chart visualizes the data shown in its respective table.</p>
<p>The results can pinpoint particular products, product categories and countries. Explore data based on minimum and maximum order amounts. Furthermore, if your shop uses more than one currency, each report shows data based on the currency chosen.</p>
<p>Your reports allow exporting their data, which is also presented in tabular form below their charts.</p>
<p>Below you can see a brief overview of the available reports in<a href="https://woocommerce.com/products/woocommerce-sales-analysis/">Sales Analysis for WooCommerce</a>. In addition, please also have a look at the <a href="https://woocommerce.com/document/sales-analysis-for-woocommerce/">documentation</a> where each report is discussed in detail.</p>
<h2>Order Analysis</h2>
<p>The Order Analysis report shows how the number of orders evolves over time.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Order-Analysis.png" alt="A view of the Order Analysis report with graph, data and filters" width="980" height="1026" class="aligncenter size-full wp-image-18734006309812" /></p>
<p>Lead a successful enterprise using key metrics. Discover trends and where the business is headed to in terms of sales and revenue. Use reports that focus on trends and how sales develop over time, and hence, obtain valuable insights:</p>
<ul>
<li>Order Analysis</li>
<li>Revenue Analysis</li>
</ul>
<p>These reports help to reveal trends in order volumes. They also help to see where a firm is heading to in terms of order numbers and revenue.</p>
<h2>Revenue Analysis</h2>
<p>The Revenue Analysis provides a key view of the income that a business creates. It is based on the net sales considered over a period of time. Get a clear outlook on where your business is headed towards, based on current and historic sales data.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Revenue-Analysis.png" alt="A view of the Revenue Analysis report with graph, data and filters" width="980" height="1027" class="aligncenter size-full wp-image-18734006309815" /></p>
<h2>Customer Analysis</h2>
<p>The Customer Analysis provides an in-depth view of the number of customers a business has. You can also see important related key metrics. For instance, this report conveys vital information on where a business’ customers are. It also reveals how much they spend on average and whether there is repeat-business.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Customer-Analysis.png" alt="A view of the Customer Analysis report with graph, data and filters" width="980" height="1361" class="aligncenter size-full wp-image-18734006309820" /></p>
<h2>Sales by Country</h2>
<p>For your international business, it is certainly vital to grasp regional aspects of sales and revenue. Use the report on Sales by Country which furthermore outlines a very clear picture. Know exactly where your orders and customers come from.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Sales-by-Country.png" alt="A view of the Sales by Country report with graph, data and filters" width="980" height="1027" class="aligncenter size-full wp-image-18734006309822" /></p>
<h2>Products by Country</h2>
<p>Product-centered reports yield insights into where the markets for your products are and to what extent:</p>
<ul>
<li>Products by Country</li>
<li>Product Revenue</li>
<li>Unit Sales</li>
</ul>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Products-by-Country.png" alt="A view of the Products by Country report with graph, data and filters" width="980" height="1217" class="aligncenter size-full wp-image-18734006309825" /></p>
<p>You can also use these reports to discover what other products are often sold together. As part of several reports that focus on products, this report on Products by Country provides a detailed view of the order volume per product and country.</p>
<h2>Product Revenue</h2>
<p>The report on Product Revenue represents the total net revenue per product and country for any desired period of time. Make sense of the product revenue distribution with this key tool. See how revenue evolves and where it comes from with this report. Furthermore, it also serves a crucial purpose to discover trends in product lines and correlations.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Product-Revenue.png" alt="" width="980" height="1258" class="aligncenter size-full wp-image-18734006309830" /></p>
<h2>Unit Sales</h2>
<p>The report on Unit Sales shows the number of units sold per product, within a given period of time. Certainly, the report is essential in several areas of analysis. Use it to control price points, mean revenues and evaluate product output or sales performance.</p>
<p><img src="https://woocommerce.com/wp-content/uploads/2019/08/Unit-Sales.png" alt="A view of the Unit Sales report with graph, data and filters" width="980" height="1255" class="aligncenter size-full wp-image-18734006309831" /></p>

Sales Analysis

<p>Sales Analysis for WooCommerce offers reporting for Marketers & Managers. Get insights on key metrics, international sales, revenue, product and customer trends.</p>

PayHelm: Export, Reports & Analytics vs Sales Analysis