Sales Report

This document describes the fields present in the Guru sales report, which provides a detailed view of all transactions, including customer, product, payment, and status information.

This report is essential for financial monitoring, sales performance analysis, and customer management.

On this page:

• Transaction and Subscription ID

• Order Status and Date (transaction)

• Product/Offer Data

• Producer Data

• Buyer Data

• Payment Method and Marketplace Data

• Transaction Values and Currency

• UTM Information

• Transaction Data

• Data on the P.P.C.R. sales origin

• Coupon code and coupon value

• Customer journey (capture and origin)

Transaction and Subscription ID

In this section, you will find information about the transaction ID (sale) and the subscription ID, essential for tracking and managing payment history, especially in recurring business models.

Available data includes:

1. Sale ID (transaction):

   1. is the unique identifier for each sale, allowing you to individually track each payment, whether it's a one-time sale or a recurring one (subscription).

2. Subscription ID (subscription):

   1. is an identifier for a recurring plan and connects the transaction to an existing subscription, facilitating the management of future payments and the analysis of metrics such as cancellation rate and customer lifetime value (LTV).

Order Status and Date (transaction)

In this section, you will have access to information related to the transaction status, order date (transaction), transaction payment approval date, and transaction cancellation date, to monitor your sales.

The transaction status indicates the current state of a sale, describing the events it can assume over time.

Detailed knowledge about the status of each transaction in the Guru sales report is fundamental for the health and growth of your business, allowing you to analyze customer behavior and the efficiency of your sales process.

In addition, you also have access to the transaction dates, which are:

• Order Date (Transaction): informs the day and time the order (transaction) was placed.

• Approval Date (Transaction): informs the day and time the transaction payment was approved, i.e., the moment of payment confirmation.

• Cancellation Date (Transaction): informs the day and time the transaction was canceled - record of the sale cancellation.

• Warranty Date: informs the day and time of the start of the product or service warranty period, from the payment approval/confirmation date.

• Unavailable Date: informs that a date has not been recorded, is not available, or is irrelevant to the transaction.

By compiling this information, you ensure financial control and cash flow, create performance reports based on patterns generated from sales, inventory management, planning, decision-making, making business management more precise.

Product and Offer Data

In this section, you will find essential product and offer information, through the Product/Offer ID and Product Name/Offer Name columns.

Available product data includes:

1. Product name: displays the name of the product acquired in the transaction and provides quick and clear identification of what was sold, facilitating report reading and internal communication;

2. Product ID: is the unique identifier of the product and indicates the link of the transaction to the specific product in your product list.

Available offer data includes:

1. Offer name:

   1. provides a description of the specific sales condition, such as a "batch", "promotion" or a product variation (e.g., "Gold Package") and offers clear identification of the promotion or package that was sold;

2. Offer ID:

   1. is the unique identifier of the offer that allows tracking and analyzing the performance of each offer individually - you can determine which offers generate more sales and which convert best, helping to optimize future marketing and sales campaigns.

Producer Data

In this section, you have access to the producer's data (who administers or has permission as a user of the account), such as name and email, facilitating the identification of the producer's information.

Available data includes:

1. Producer name:

   1. indicates the name of the producer responsible for the product.

2. Seller email:

   1. indicates the producer's email address.

Together, this information allows you to organize and filter sales data by producer, facilitating partnership management, commission distribution, and communication with each platform user.

Buyer Data

In this section, you have access to buyer data, such as name and email, facilitating the identification of contact information.

Available data includes:

1. Buyer name:

   1. displays the full name of the buyer who made the transaction.

2. Buyer email:

   1. displays the buyer's email address.

3. Buyer country:

   1. indicates the buyer's country of origin.

4. Buyer phone:

   1. shows the buyer's phone number, including country code (buyer contact).

5. Buyer document:

   1. displays the buyer's identification document - buyer's tax identification.

With buyer data, it is possible to build a solid relationship and optimize your business strategies, improving support and communication, as the buyer's name, email, and phone allow you to solve problems, offer support, and send essential information quickly and personalized, strengthening trust and loyalty.

Furthermore, the buyer's country is valuable data for your market intelligence. With it, you can adapt campaigns for different regions, such as translating ads or creating specific offers, in addition to identifying new markets with high growth potential for your business.

Payment Method and Marketplace Data

In this section, you will find information about payment methods and marketplace names, to understand which processing platform is being used for each transaction.

Available data includes:

1. Payment method:

   1. displays the payment method the buyer selected to complete the purchase, such as Credit Card - this information is vital for analyzing behavior and identifying the most used payment methods.

2. Marketplace name:

   1. identifies the platform or payment gateway that processed the transaction - this data allows identifying the payment processor.

Transaction Values and Currency

In this section, you will have access to information on the total transaction value and the amount paid (net received) and the currency used in the transaction.

The currency field displays the currency used in the transaction by the buyer, as well as the values of each item that occurred from the transaction.

Understanding the difference between the Sale Value (gross) and the Net Value (what you actually receive) is essential for the health of your business. By detailing costs such as marketplace commission, shipping value, and applied discounts, you gain a complete view of the composition of each sale.

This detailed analysis allows you to optimize your prices, create strategies, and adjust your sales funnels based on real data, increasing revenue predictability and ensuring the long-term financial health of your operation.

Transaction data

In this section, you will have access to transaction data, such as checkout URL, order URL, IP address, and the country of the transaction.

The data includes:

• Checkout: the checkout URL used in the purchase - tracking URL of the checkout page;

• Order URL: the URL of the order details page in Guru;

• IP and country (transaction): the device's IP and the country associated with the transaction's IP address - IP used to perform the transaction.

Utm information

In Guru, you can dive into your sales funnel and gain a strategic and complete view, using the utm parameters to understand exactly where each customer came from. By deciphering the utm_source, utm_medium, utm_campaign, utm_content and utm_term, you can answer the most important questions about the performance of your campaigns.

The data includes:

• utm_source and utm_medium: allow you to discover where and how your customers are arriving - for example, you can see that most of your sales come from google (utm_source) through cpc (utm_medium) ads, indicating that your investment in sponsored links on Google is being effective;

• utm_campaign: helps identify the most profitable marketing campaigns - if you have a Black Friday campaign, for example, the utm_campaign will show how many sales it generated;

• utm_content and utm_term: offer an even more granular view - the utm_content can show you which specific banner or link converted the most, while the utm_term reveals the search terms your customers used to find your product;

• source_channel: this information categorizes the origin of the sale into broader channels, such as organic, Pago or Direto - offers a quick and clear overview of which strategies (such as SEO or social media) are generating the most results.

With this information, you can optimize your campaigns, allocate your marketing budget more intelligently, and ultimately drive consistent sales growth.

Transaction data

In this section, you have access to transaction information such as whether it's the buyer's first transaction, ID, the type of device used in the transaction, and if it has extra fields, if applicable.

The data includes:

• First payment: indicates if this is the first payment transaction for a buyer - allows you to identify new customers;

• Payment gateway ID: indicates the transaction ID in the payment gateway - allows transaction tracking in the gateway;

• Marketplace Name (last sale): indicates the name of the payment processor used to perform the transaction.

• Marketplace ID (last sale): indicates the sale (transaction) identification code generated within the payment processor - it is a unique code that the payment system created to identify that specific purchase in their system;

• Device: indicates the type of device used in the purchase - allows analyzing buyer behavior;

• Extra fields: indicates if the transaction has additional fields filled in by the buyer - important for segmenting customers who provided more information, which is valuable for personalized marketing strategies or for identifying more engaged customer profiles.

This information provides a complete overview of each sale, allowing for a deeper analysis of your audience and business performance.

Data on the P.P.C.T. origin of sale

In the report, you can access the section on RPPCs of sale, which present the origin of the transaction.

To understand the performance of this recovery, the report provides detailed data:

• origem_rppc_venda: indicates the origin of the recovered sale - the customer may have returned to checkout via email, SMS, or another type of communication;

• rppc_utm_campaign: if the recovery was made through an email campaign, for example, this field shows the campaign name (black_friday_recovery) so you can measure its performance;

• rppc_utm_medium: specifies the medium used for recovery - e.g., email or SMS;

• rppc_utm_term and rppc_utm_content: offer an even more detailed view, showing search terms or the exact content that convinced the customer to return and complete the purchase;

• rppc_checkout: details the checkout URL that was used in the recovery, confirming that the sale was completed from the sent recovery link.

Analyzing this data allows you to optimize your recovery strategies, and if you notice that email campaigns for P.P.C.T. generate a very high return, you can invest more in this channel.

Coupon code and coupon value

In Guru, you have access to information about generated discount coupons and can measure whether they were used.

The sales report records the following information, allowing you to evaluate the performance of each offer:

• Coupon code: displays the exact coupon code that was applied to the transaction, and by knowing the code, you identify which discount campaign generated each sale and compare the performance of different coupons;

• Coupon value: indicates the total value of the discount granted - allows you to understand the impact of the discount on your net revenue and evaluate the return on investment (ROI) by measuring whether the offered discount was worthwhile and if the increase in sales compensated for the reduction in margin.

Coupon information provides a clear view of the effectiveness of your promotional strategies and allows you to answer questions about whether the generated campaigns yielded a return, being an essential tool for making data-driven decisions about your future promotions.

Customer journey (capture and origin)

These columns are crucial for understanding the path the customer took before making a purchase, especially in sales that do not happen on the first interaction. This information records the origin and date of each interaction the customer had with your business.

The data includes:

• First Origin: indicates where the customer came from the first time they interacted with your business - it could be an ad, an organic search, an email, etc. This information shows the customer's entry point into your sales funnel;

• First Capture Date: records the day the customer had their first contact with you - it is the initial registration date, regardless of when the sale was completed;

• Last Capture: is the last interaction the customer had with your business before completing the purchase. This is important because the first interaction is not always the one that generates the sale - for example, the customer may have seen a Google ad (first origin), but only bought after clicking on an offer email (last origin).

• Last origin: displays the traffic source that led to the final purchase - analyzing this origin is fundamental to optimizing your campaigns, as it reveals which marketing action was most decisive for conversion, and

• Last Capture Date: the exact day of the last interaction the customer had with your business before the purchase.

Analyzing this data together allows you to understand customer behavior and also see how long it took them to buy and which channels influenced them at different points in the journey.

This helps refine your marketing strategies and allocate your budget to the channels that truly convert.

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