This feature is included with a ThriveCart Pro+ license and requires Stripe Connect+ to be enabled as your payment processor and activated within product settings.
Build smarter strategies with Product & Sales Reports
ThriveCart Pro+ transforms your raw data into real revenue insights. With a full dashboard of sales metrics, UTM tag performance, refund trends, and affiliate insights, you’ll have the clarity you need to optimize offers, double down on high-performers, and recover lost revenue.
Use advanced reporting tabs to break down the data by product, funnel, UTM, and more—then apply segmentation filters to drill into the details that matter most to your business.
Overview of Available Tabs
You’ll find four powerful tabs in your Product & Sales reporting area:
- Top Sellers
- Funnels
- Source
- Refunds
Top Sellers
See which products are driving the most revenue or orders across your account.
Metrics include:
- Main metrics/graph
- Top Sellers
- Top Coupons
- Top Affiliates
Main Metrics/Graph
The primary graph offers 3 metrics that you can click to see the performance of in the graph format based on your filtering options.
- Net revenue – this is taken by deducting any sales tax, shipping, affiliate commissions, and refunds from your Gross revenue.
- Number of orders – this is the total number of orders processed based on any filtering options set.
- Total customers – this is how many customers you have had. Note that customer stats won’t necessarily match your ‘orders’ and it’s not based on ’email’ address, if someone on the same device uses two different emails – it’ll assume these are both the same customer.
Top Sellers
The top sellers table will show the top 5 performing products in your account.
You can order this by number of orders, conversion rate, or gross revenue.
Top Coupons
The top coupons table will show the top 5 performing coupons in your account.
You can order this by number of sales, refund rate, or gross revenue.
Top Affiliates
The top affiliates table will show you the top 5 performing affiliates promoting products in your account.
You can order this by number of sales, gross revenue, conversion rate, and their refund rate.
Stats
Finally, we have a stats section covering
- Total transactions – You can have multiple transactions in an order, rebills count as transactions, etc. This metric gives you the total number of transactions based on your filters.
- Total customers – A quick summary/repeat of the stat at the top of the page.
- New customers – The number of ‘new’ customers who have purchased from you based on your filters, excludes any existing customers who may have purchased new products.
- Gross revenue – This is the total revenue you’ve received from your customers.
- Pending revenue – If you have any revenue pending from non-instant payment methods, such as bank transfer, this’ll show here.
Funnels
View product-level performance within your funnels.
The Funnels tab will be disabled unless you have selected one product in your filters area. If you have selected one product, you’ll then be able to view this tab, and it’ll break down the products in your funnel and their individual performance.
Source
Track the origin of your traffic with UTM reporting, including;
- Sources
- Stats
- Territories
- Top 5 Territories
Sources
This covers your UTM tracking values. You can filter by specific UTM keys, and then see the top 5 values for that key.
You can filter this data to show which UTMs generate the most revenue or orders.
The sources graph will only load if your product(s) have Stripe Connect+ enabled on them. If all products have this processor enabled, this chart will load normally. However, you may need to filter by specific product(s) to see the UTM data if you have at least one product without Stripe Connect+ enabled.
Stats
The metrics here cover
- Checkout views – How many views your checkout(s) have received (based on your filtering options). These are not ‘unique’ views, but total views.
- Views from affiliates – If affiliates are promoting your product(s), this will confirm how many views your affiliates have sent your checkout pages (remember, your affiliate links may send traffic to a sales page before your checkout page, this tracks how many of those actually saw the checkout).
- Total orders – How many orders you’ve processed
- Orders from affiliates – How many orders were referred from affiliates
Territories Breakdown
The territories breakdown is a world map letter you see how much revenue from from the different countries. The shade key in the footer shows at a glance which countries are performing best.
You can filter this chart to show country data based on gross revenue, net revenue, or sales.
Hovering your cursor over a country (with data) will show you a specific metric.
Top 5 Territories
Finally, the top 5 territories metric under the world map will update based on your filtering options for the chart and give you the details of the top 5 performing countries based on that filter option.
Refunds
Monitor and manage refund trends.
Learn more about refunds in your account with our refund reporting data.
This tab is broken down into the following sections;
- Main metrics/graph
- Cohort refunds
- Most refunded product
- Most refunded affiliate
Main Metrics/Graph
The interactive chart at the start of this page allows your to click through 4 different metrics and see that data in graph form, based on the filtering option set.
- Total refunds – This confirms the total number of refunds you’ve processed, a single order could have multiple refunds (if there are multiple transactions), or you could have issued multiple partial refund on a single payment.
- Total refunded customers – This is how many customers you’ve refunded.
- Total refund amount – How much gross revenue you’ve refunded to customers
- Refund rate – This is calculated based on how many refund transactions have been processed compared to the number of transactions in the selected period. For example, if you had 5 new purchase transactions and 3 rebills, then 2 refunds. That would be 2 transactions refunded from 8 total transactions, so a 25% refund rate.
Note: this refund rate is different from that of the refund rate in your transactions area. That area gives you a refund rate based on the monetary refund amount vs the gross revenue. For example, if you refund $47 and you’ve processed $354 in that period, that would be a 13.28% refund rate.
Cohort Refunds
Cohort refunds are a great new set of metrics that let you see exactly how many customers who purchased during a set period of time refunded, even when the refund occurred outside of the selected time period.
This is especially useful for when you want to look back at a promotion after your refunded period has ended and see exactly how many of those customers ended up refunding.
If you’re running promotions, getting lots of customers, but a large portion of those customers actually end up refunding, knowing this can better help shape your future promotions.
For example
You run a promotion from the 5th of February to the 10th of February. During this time you onboard 60 new customers.
During the same time period, you issue 5 refunds to customers who purchased at the end of January.
Of the 60 new customers, you issued 3 refunds on the 8th February, and then 12 refunds between the 15th and 25th of February.
It’s now the end of the month, and you want to see how well your promotion did when it came to retaining customers.
Generally, looking back at the 5th to the 10th, you would see the 8 total refunds in that period, and that would be used to calculate your refund rate for that time.
However, with Cohort refunding, we’re specifically looking at the refund rate of those 60 customers who purchased during that time. Out of the 60 customers, a total of 15 refunds were issued, which resulted in a 25% refund rate for that customer cohort.
Most Refunded Product
The most refunded product table will give you the top 5 products that have the most refunds.
You can order this table data based on the total number of refunds, or the refund rate.
Most Refunded Affiliate
Similarly, you can use the most refunded affiliate table to see which of your affiliates are sending the most customers who ultimately refund.
You can order this table data based on the total number of refunds or the refund rate as well.
Need help?
If you need support setting up Stripe Connect+ or enabling Pro+ features, submit a support ticket here.