The Stax Bill Sales By Activation Co-Hort report allows you to segment your sales data by the contributions made by your customers Activated in historical monthly periods. Whenever a customer is activated, they are automatically assigned to an activation cohort matching the month in which they became active. You can then use the Sales by Cohort report to get a breakdown of your historical customer base's contributions to any month’s sales.
This powerful reporting module is ideal for:
- Tracking contributions made by historical customers to today’s sales volume
- Giving you a view of Sales Churn over time
- Tracking trends in your 2nd month and annual retention rates
- Take pro-active steps to mitigate churn
Selecting Your Data Range
You can run the Sales by Activation Cohort report for specific monthly periods. You can start the report from a specific month and can display data for x months. All historical cohort groups contributing to sales for the specified date range will be returned.
Gross Sales vs Net Sales
You can consider Gross Sales or Net Sales (after discount) This allows you to identify which historical groups have discounts applied to their sales.
You must run the sales by Activation Co-Hort report separately for each active currency under your account.
You can choose whether or not to include charge reversals in your Sales By Activation Co-Hort data.
Summary for Specified Period
When run, the report will provide you with a summary of all sales activity for the period you specified to give you a sense of the scale of data being looked at.
Line Graph of Sales by Cohort Data
The Sales By Activation Cohort report will visually represent Co-Hort contributions to monthly sales in the form of a line graph. The line graph will display each cohort as a separate line and allow a quick visual view of how the sales for customers activated in specific months are trending over time.
Option to Display as Percentage Retention
If desired, the Activation Cohort line graph can be toggled to display data as a percentage remaining. The percentage is based on the sales volume from the original month of the cohort. This display method is ideal to better communize retention rate analysis for various periods that differ widely in actual sales volumes.
Activation Cohort Data Grid
The Data Grid at the bottom of the Sales By Activation Co-Hort report provides a month-by-month view of the contribution made by each historical group to your total sales.
You can export the Sales By Activation Cohort data.