Important Information about BI Reporting
X-Parameter and Revenue Tracking Reporting
You can measure revenue tracking through x-parameters in Business Intelligence. X-parameters are components of URLs that are used to pass information through the checkout process, such as the source of revenue or other customer An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services.
A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer. information. X-parameters begin with x-
.
Example
An x-parameter The x-parameter is a variable appended to a URL that allows grouping and tracking orders for later reporting purposes. It also enables you to pass through data that you want to capture in the order process. X-parameters can also be used to control design elements based on the value of the x-parameter. for an Easter campaign is x-source=Easter
.
How X-Parameters are Shown
Business Intelligence only shows x-parameters when the Revenue Tracking Setup tool is configured in the Commerce Assistant. Otherwise, x-parameters are not shown in reporting. X-parameters are displayed in Business Intelligence approximately eight or more hours after being entered in the Commerce Assistant.
Tip
For reporting data integrity, it's important that you set up x-parameters in Revenue Tracking Setup before you use them.
Once you create the hierarchy within the Revenue Tracking Setup tool, the directories and sub-directories that have been assigned are accessible with Business Intelligence.
For more information about revenue tracking with x-parameters, including how to set them up in the Revenue Tracking Setup tool, see the Commerce Assistant help.
Create a Report with X-Parameters
To create a report, use the dimensions for Parameter 1, Parameter 2, and so on, depending on your hierarchy.
Note
If you select an x-parameter as a dimension, the report will only count orders made with the last x-parameter if a customer has been redirected from another x-parameter.
How Products are Counted in Orders
An order An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order. can contain more than one product. Depending on the measures and dimensions used, reports can generate different results when it comes to counting the number of products in an order.
Measuring the Number of Products Sold
If you want to measure the number of individual products sold, then use the Number of Order Items measure. This measure calculates at the product level. This means every product within an order is counted, regardless of whether there was more than one product in a single order.
Example
You want to measure the number of products that were sold, by country, last month. You use the Number of Order Items measure with the Country dimension, and you filter the report by Time, Last Month. The report generates the following results:
United States | Germany | Canada |
---|---|---|
29,531 | 17,439 | 3,815 |
Measuring the Number of Orders Placed
If you want to measure the number of orders placed, then use the Number of Orders measure. This measure calculates at the order level and not for the individual products within an order. To create this calculation, only the first product in the order is counted, regardless of how many products were in the order.
Example
You want to measure the number of orders that were placed, by country, last month. You use the Number of Orders measure with the Country dimension, and you filter the report by Time, Last Month. The report generates the following results:
United States | Germany | Canada |
---|---|---|
25,436 | 15,348 | 3,117 |
Note that in this example, the numbers are lower than in the Number of Order Items example above, because only the order itself is being counted and not the number of products within an order.
Calculation Changed for Product-Level Dimensions
When using the Number of Orders measure with the Product, Promotion, or Affiliate An individual or a company that markets a product to potential customers. The Affiliate receives a commission on a specific action (also called event: e.g., sale, lead, click, visit etc.) previously agreed upon with you, the advertiser. Each action is tracked via a unique tracking link from Partnerize. An affiliate is also called a publisher. dimensions, Business Intelligence automatically switches the calculation to number of order items to ensure the data reflects the correct count. This is because when counting the number of orders by product, the products themselves must be counted. Also, promotions and affiliates are associated with products and must therefore be counted at the product level and not the order level. Any other dimensions used with Number of Orders, such as Country, only count the first product in an order, as described above.
Example
You want to measure the number of orders, by product, last month. You use the Number of Orders measure with the Product dimension, and you filter the report by Time, Last Month. The report generates the following number of orders for these products:
Internet Security Basic Extended | Internet Security Professional | Internet Security Enterprise |
---|---|---|
8,826 | 3,789 | 1,243 |
Reporting on a Product Basis
Business Intelligence generates reports on a single product basis using the product ID as a unique identifier. A range of performance indicators that are available on an account level can also be reported on a product level. Performance indicators available on a product level include:
- Conversion rate
- Number of hits
- Revenue
- Number of orders
- And others
Subscription Billing Reporting
The following includes information about reporting for subscriptions.
Expected Subscriptions Calculation
Expected subscriptions are calculated up to one year in advance under the assumption that there will be no subscription cancelations or new subscriptions. Only currently active subscriptions are counted.
Data Delay
Expected subscription data is delayed, as it takes a few days for the database to provide the data in real-time.
Free Trial Periods
Reports for subscription products with free trial periods do not trigger results in Business Intelligence. As soon as a payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. is made for the subscription interval, Business Intelligence provides results.
MVT Campaign Reporting
Business Intelligence allows you to create MVT Multivariate testing (MVT) is a technique for testing two or more different variables in the checkout process to determine which variable creates more revenue or a higher conversion rate. campaign-specific reports. To do so, select MVT Campaigns from the Available Dimensions list and enter the specific MVT campaign ID in the IDs field in the Dimension Group section. The MVT campaign ID is provided with the name of the MVT campaign in the Commerce Assistant. To find the ID in the Commerce Assistant, open the MVT Campaigns search and search for the campaign.
Product List Reporting
If a product belongs to multiple product lists, the sum of orders for a product list might be higher than the total number of orders because the product is counted multiple times in a report. This results in the total number of orders being equal to or higher than when you group by product lists.
Exclude List Supported
Product lists with a list type of Exclude List are supported in Business Intelligence reporting. For more information, see the Commerce Assistant help for product lists.
Web Hits Reporting
There is a discrepancy regarding the number of web hits on a product level and other measures that include the number of hits for calculation. Data for web hits on a product level has been available only since July 1st, 2011, in Business Intelligence. Conversion of older data is not possible.