As of May 25, 2023, there are three new improvements to the way users can view and work in the Sales Analytics feature:
- Sticky Settings
- New “Group By” Options
- Refund and Chargeback Data Settings
Now, when users access Sales Analytics, their previous data settings will be saved and populated upon return to the report. This means fewer clicks and faster time to the data you need.
New “Group By” Options
Users can now group their data in Sales Analytics by date, date and hour, or hour.
Refund and Chargeback Data Settings
Users can now view refund and chargeback data in Sales Analytics two separate ways by using the Refund/Chargeback Reported Date setting.
The former default setting for the data reporting was by original sale date. Now, the default behavior has changed. Data will be reported by the date of the refund or chargeback. However, users can change this setting to view one data set or the other.
Selecting Original Sales Date will show refund and chargeback data based on the original sales date. This means that refunds and chargeback data will reflect the date of the original purchase event (including initial and upsell). This setting is useful for sellers to draw retroactive insights about success of particular campaigns.
Selecting Date of Event will show the refund and chargeback data based on the event of the refund or chargeback, not by the date of the original purchase event. This setting can help sellers understand what their current cashflow state might look like based on revenue and refund amounts.
To change this setting, follow these instructions:
Step 1: Log in to your ClickBank account.
Step 2: Select Reporting and then Sales Analytics.
Step 3: Click the More Settings menu (the "three dots" icon).
Step 4: Select the setting you want to view data by. NOTE: The setting applies to the entire table.
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