The Reports section in WizCommerce gives you real-time visibility into how your business is performing, across sales, customers, products, and your team. Whether you're tracking revenue trends, identifying your top customers, or evaluating rep performance, everything is in one place. This article explains every metric available in each tab, how to use filters to slice the data, and what insights each report is designed to surface.
Reports are organized into four tabs: Sales, Customers, Product, and Team. All four support the same set of filters, so you can slice the data any way you need.
Platform: WizOrder | Who is this for: Sales Reps & Admins
Table of Contents
| Section | Topics |
| A | Access Reports |
| B | Sales Report |
| C | Customers Report |
| D | Product Report |
| E | Team Report |
| F | Filter Reports |
| G | FAQs |
Before You Begin
- You must have access to WizOrder, on the mobile app or the web portal
- Sales representatives can see their own data or data across the company, depending on the access settings configured by their admins
A. Access Reports
On the Mobile App (of the Sales Rep App)
- In the bottom navigation, tap More and open Reports.
On the Web Portal (of the Sales Rep App)
- Click Reports from the left navigation.
- Select the tab (Sales, Customers, Product, Team) for the report you want to view.
B. Sales Report
The Sales tab gives you an overview of order and quote performance across your business.
Key Metrics:
| Metric | What it Shows |
|---|---|
| Confirmed Order Amount | Total revenue from confirmed orders in the selected time range |
| Confirmed Order Count | Number of confirmed orders placed |
| Average Confirmed Order Value | Average value per confirmed order (Confirmed Order Amount ÷ Confirmed Order Count) |
| Quote Converted Amount | Total revenue from quotes successfully converted into orders |
| Quote Converted Count | Number of quotes converted into orders |
| Quote Pending Conversion | Number of open quotes not yet converted |
Order Summary by Month breaks down each month, showing Total Order Count, Total Order Amount, Confirmed Order Count, Confirmed Order Amount, Draft Order Count, and Draft Order Amount, helping you track seasonality, pipeline movement, and draft-to-confirmed progression over time.
C. Customers Report
The Customers tab focuses on buyer activity and revenue concentration, helping you identify your most valuable accounts, identify customers who haven't ordered recently, and understand buying patterns.
Key Metrics:
| Metric | What it Shows |
|---|---|
| Confirmed Order Amount | Total revenue generated across all customers |
| Total Customers | Total number of customer accounts in the system |
| Active Customers | Customers who placed at least one confirmed order in the selected time range |
| Average Reorder Time | Average number of days between repeat purchases for active customers |
Customer Leaderboard ranks all customers by activity, showing:
- Total Order Count and Amount
- Confirmed Order Count and Amount
- Draft Order Amount
- Last Order Date
This helps you quickly identify top revenue contributors, customers with high draft activity but low conversion, and accounts that haven't ordered in a while.
D. Product Report
The Product tab gives you SKU and catalog-level performance insights, showing which products are selling, how much revenue they're generating, and which parts of your catalog are driving the most sales.
Key Metrics:
| Metric | What it Shows |
|---|---|
| Total Products | Number of base products in the catalog |
| Total SKUs | Total sellable variants across all products |
| Qty Sold | Total units sold in the selected time range |
Top Sellers Table breaks down performance by SKU, showing Product Name, SKU ID, Category, Quantity Sold, Value Sold, and Order Count, helping you identify high-performing SKUs, track revenue concentration by product, and understand category contribution to total sales.
E. Team Report
The Team tab measures individual sales rep performance, useful for evaluating territory productivity, quote conversion efficiency, and overall team contribution.
Team Leaderboard breaks down performance by rep, showing:
| Column | What it Shows |
|---|---|
| All Customers | Total customers assigned to the rep |
| Active Customers | Customers who placed at least one confirmed order |
| Largest Order | The highest value order closed by the rep |
| Confirmed Order Count | Total number of confirmed orders |
| Confirmed Order Amount | Total revenue from confirmed orders |
| Quote Converted Count | Number of quotes successfully converted to orders |
| Quote Converted Amount | Total revenue from converted quotes |
Use this to evaluate revenue per rep, customer activation rates, quote-to-order efficiency, and territory productivity.
F. Filtering Reports
All four report tabs support the same set of filters, letting you drill into exactly the data you need.
Available Filters:
- Time Range: Set a custom date range for all metrics
- Location: Filter by shipping or billing country, state, or city
- Customer: Narrow results to a specific customer account
- Rep Associated: Filter by a specific sales rep
- Price List: See performance under a specific pricing tier
- Category / Subcategory: Filter by product category
- Collection: Filter by a specific product collection
- SKU ID: Drill into a single variant's performance
- Source: Filter by the channel the order came from
Examples of what you can find:
- Revenue generated from a specific collection
- All orders placed by a particular rep in Q1
- Sales from customers in a specific state
- Performance of products under a specific price list
Tip: To explore each report in detail, see Reports and Analytics.
FAQs
1. Can sales representatives see each other's reports?
A. This depends on the access settings configured by your administrator. By default, sales representatives see their own data only. Administrators can grant broader access to allow representatives to view data across the team.
2. Can I export report data to share with my team?
A. Please verify export functionality with the product team before publishing — the article does not explicitly confirm whether reports can be downloaded or exported.
3. Do reports update in real time or on a delay?
A. The Reports section provides real-time visibility into business performance. Please confirm with the product team whether there is any data refresh delay before publishing.
Not finding what you need? Browse the WizCommerce Help Center, reach out to your Customer Success Manager, or contact our Support Team.