Once you're familiar with the Magento BI platform and have a basic understanding of the tool, you're going to want to start building reports. One of the most common questions we get from clients is "What should I be looking at?" We've built this guide to help answer that question.
Below, we've outlined some of the common metrics and reports that our clients find extremely valuable. You'll likely find that a number of these reports already exist within your account, so make sure you review the metrics and reports that exist within your account to avoid creating duplicates!
When building a metric, you'll need to know four pieces of information:
Most likely, the names of the tables we use in these examples will be slightly different from the column and table names in your database because each database is unique. Reference the below definitions if you need help identifying a corresponding table or column in your database!
This table contains the key information about each customer, such as a unique customer ID, email address, account creation date, etc. In the examples below, we'll use customer_entity as the name of a sample customer table.
If some of these calculations do not currently exist in your database, any admin user in your account can build them. Additionally, you will want to make sure that these dimensions are groupable for all applicable metrics.
If so, this table may not contain all of your customers! Contact our support team to make sure your customer analyses include all customers.
Not sure if you accept guest orders? Check out this article to learn more!
Each row represents one order in your orders table. The columns in this table contain basic information about each order, such as the order's ID, creation date, status, the ID of the customer who placed the order, etc. In the examples below, we'll use sales_flat_order as the name of a sample orders table.
In this table, each row represents one item that was sold. This table contains information about the items sold in each order, such as the order reference number, product number, quantity, etc. We'll use sales_flat_order_item as the name of a sample order items table in the examples below.
This table is used to manage your subscription information, such as subscription id, email address of the subscriber, subscription start date, etc.
When analyzing your marketing spend, you can include Facebook, Google AdWords, or other sources in your analyses. If you have multiple marketing spend sources, reach out to email@example.com so we can help you set up a consolidated table for your marketing campaigns.
Here are some common examples of reports and metrics that users often find useful: