How to use Memberships Revenue Analytics in the CRM?

Revenue Analytics is a powerful tool in Stack that provides detailed insights into your one-time purchase revenue. By analyzing data filtered by date and purchase channel, you can optimize your revenue streams, understand the distribution of your top offers, and compare multiple offers effectively.

What is the Revenue Analytics Feature?

Revenue Analytics in Stack is designed to enhance your decision-making by offering a detailed view of your revenue data. This feature allows you to:

• Track one-time purchase revenue.
• Analyze revenue distribution across various purchase channels and offers.
• Filter data by date and purchase channel to gain insights into revenue from different sources.

With this information, you can make informed decisions on resource allocation and marketing strategy optimization.

Key Insights Provided:

• Net Revenue and Revenue by Offer Charts: These provide an overview of your revenue performance, including total units sold, total revenue, and the distribution of your top four offers.
• Top Offers Identification: Recognize your top-performing offers and adjust your marketing strategies to highlight them.
• Compare Offers Feature: Analyze the performance of different offers across channels to optimize marketing strategies.

By leveraging these insights, you can enhance profitability and streamline operations.

How to Use the Revenue Analytics Feature

To access Revenue Analytics, navigate to:

Sites > Memberships > Analytics > Revenue Analytics

Functional Requirements

• Display data for one-time purchases.
• Allow filtering by date and purchase channel.

Net Revenue

The Net Revenue tab provides a comprehensive view of revenue from one-time purchases. It includes:

• Total Units Sold: View the total number of units sold within a chosen date range and purchase channel.
• Total Revenue: See the revenue generated during the selected period and channel.
• Distribution of Top Four Offers: Understand the revenue contribution percentage of your top four offers.

Filter Options:

• Date Range: Select specific dates to analyze.
• Purchase Channel: Choose from options like Membership checkout, Funnel, and Upsell checkout.

Compare Offers

The Compare Offers tab allows you to evaluate the performance of different offers. You can:

• Compare up to four offers simultaneously.
• Filter data by offer, purchase channel, and date.

Key Features:

• Total Units Sold: Compare the number of units sold for each offer.
• Total Revenue: Evaluate the revenue generated by each offer.

Filter Options:

• Offer Selection: Choose up to four offers for comparison.
• Purchase Channel: Select from Membership checkout, Funnel, and Upsell checkout.
• Date Range: Define specific dates for analysis.

By using these features, you can gain a deeper understanding of your revenue streams and make strategic decisions to boost your business growth.