Closely monitoring sales, products, and customer data is essential for optimizing strategies and increasing revenue. The VTEX platform stands out by offering a robust solution for managing online stores, unifying sales across multiple channels efficiently.

To extract valuable insights and make strategic decisions, it is crucial to structure complete and detailed reports.

In this article, we will explore the key metrics that should not be missing from a VTEX report, explaining the importance of each one and the most efficient ways to create these reports.

Essential metrics for a complete VTEX report

1 - Sales revenue scorecard

Displays the value from the "value" column in the "vendas_cidade_estado" table, which typically results from product revenue, minus discounts, plus the shipping cost.
Below this value, there is a comparison (percentage and quantitative) with the previous selected period.

Screenshot of VTEX Looker Studio Report by Kondado

2 - Sales revenue chart by period

Displays the evolution of revenue over time, highlighting seasonality and sales peaks. You can also navigate between four different charts using the arrow icons marked in the image.

Screenshot of VTEX Power BI Report by Kondado

3 - Order status chart

Provides a visualization of the status of orders according to the company's nomenclature, such as open, fulfilled, canceled, in progress, among others.

Screenshot of VTEX Looker Studio Report by Kondado

4 - Revenue chart by store

A pie chart that shows the performance percentage of each store, making it easier to compare between locations.

Screenshot of VTEX Looker Studio Report by Kondado

5 - Monthly Sales Revenue by Store (R$) Chart

A visual representation of monthly revenue by store, making performance analysis easier.
It also includes a sales comparison between stores when hovering the mouse over points on the chart.

Screenshot of VTEX Power BI Report by Kondado

6 - RFM Chart

Segments customers according to their RFM classification and the revenue that their group represents. Each one receives a score ranging from 1 to 5, based on the number of purchases made and the days since the last purchase.

Screenshot of VTEX Power BI Report by Kondado

 Want to learn more about this topic? Click here to read about how RFM analysis works.

7 - Active customers scorecard

Displays the number of customers who made purchases within a specific period according to the selected filters. Canceled orders are counted, but you can adjust this by changing the filter to see how many active customers in the selected period had cancellations. 

Screenshot of VTEX Looker Studio Report by Kondado

8 - Revenue by city

Allows you to visualize sales revenue and the number of orders, identifying the cities with the highest revenue.

Screenshot of VTEX Power BI Report by Kondado

9 - Customer Count Card

Displays the growth of the customer base over time.

Screenshot of VTEX Power BI Report by Kondado

10 - SKU ID Filter

Enables SKU-based search.

Screenshot of VTEX Looker Studio Report by Kondado

Screenshot of VTEX Looker Studio Report by Kondado

11 - Stock Table

Details information about the available quantity of each product in the current inventory, helping with replenishment planning.

Screenshot of VTEX Looker Studio Report by Kondado

12 - ABC Curve Table

Displays a classification of products using the ABC curve, separating them by product or category and showing the percentage of sales revenue for each item. This helps to identify the most strategic items for the business. The total quantity of items sold is also displayed.

Screenshot of VTEX Power BI Report by Kondado

Ways to create a VTEX Report

There are several ways to create and visualize VTEX reports:

1 - Manually

Data can be exported from the VTEX platform and manually structured in spreadsheets for analysis. This option allows for customization but requires more time and effort for constant updates.

2 - With Kondado

With Kondado, you simplify the creation of VTEX reports by connecting your account and integrating the data directly into:

• Spreadsheets in Google Sheets or Excel;
• BI platforms like Looker Studio and Power BI;
• Databases like PostgreSQL SSH and S3.

Here, you can develop customized reports that are automatically updated with interactive visualizations.

3 - Using Kondado's ready-made templates

Our templates allow you to view essential metrics in a clear and organized way within just a few minutes, quickly and efficiently.

Optimize your VTEX reports with Kondado

Stop wasting time on manual processes and lengthy analyses. With Kondado, you can automate VTEX data collection, creating complete reports and interactive reports in just a few clicks. Connect your account, choose between spreadsheets, BI platforms, or databases, and track your store's performance clearly and efficiently.

Conclusion

Creating detailed VTEX reports is essential for optimizing sales strategies and maximizing results. With the right tools, it is possible to track the performance of each product, store, and customer, ensuring more efficient and data-driven management.