Transaction Quality Metrics

The Transaction Quality metrics provide a quick and effective way to see current quality for the account’s transactions by delivering a snapshot of current and prior period sales, refunds, and chargebacks. The feature is used to quickly monitor and identify areas for quality improvement.

The following subjects are covered in this article:

Overview

To view the Transaction Quality metrics panel, log in to your ClickBank account. The panel is located on the Dashboard page on the left portion of the page, under the Weekly and Daily Sales snapshots. It presents statistics to help give you a broad view of your account's quality status and areas where you could improve.

The data includes the sum of your account's transactions in the given timeframe, both as a vendor and as an affiliate.

Example Display

Here is an example Transaction Quality Display:

This image is a screenshot of the Quality Metrics module. It shows statistical information for the current and prior months of sales. The fields displayed in the screenshot are those explained in the Data Points section below.

Timeframe

Quality is currently displayed across two time periods:

  • Current – The current calendar month
  • Last Month – The prior calendar month

Together, these periods provide a snapshot of account quality performance for the current month and the previous month, respectively. This is a realistic representation for expected quality and provides basic trending on account quality performance.

Data Points

NOTE – All financial values are reported in gross amounts and in US Dollars.

Current Sales

This number represents the current month's total sales value and total sales count.

  • The first number provides the value of total sales for the current period. The total reflects all sale transactions including standard purchases, upsell purchases, and recurring purchases. 
  • The second value is a count for the number of sale transactions during the current period. 

Last Month

This number represents the prior month's total sales value and total sales count.

  • The first number provides the value of total sales for the prior sales period. The total includes all sale transactions; standard purchases, upsell purchases, and recurring purchases. 
  • The second value is a count for the number of sale transactions during the prior period.

Current RFND

This number represents the current month's total refund value and total refund count.

  • The first number provides the value of refunded purchases for the current period. The refund total amount includes refunds against all types of sale transactions; refunds against standard purchases, upsell purchases, and recurring purchases.
  • The second value is a count for the number of refund transactions during the current period.

Last Month

This number represents the prior month's total refund value and total refund count.

  • The first number provides the value of refunds for the prior sales period.
  • The second value is a count for the number of refund transactions during the prior period.

Current CGBK

This number represents the current month's total chargeback value and total chargeback count.

  • The first number provides the value of purchases that were charged back during the current period. The chargeback total amount includes refunds against all types of sale transactions; refunds against standard purchases, upsell purchases, and recurring purchases.
  • The second value is a count for the number of refund transactions during the current period.

Last Month

This number represents the prior month's total chargeback value and total chargeback count.

  • The first number provides the value of chargebacks for the prior sales period.
  • The second value provides a count for the number of chargeback transactions during the prior period.

RATIOS

  • RFND/Sales Count – The ratio of current period refund transaction count to current period sales transaction count.
    • Last Month – The RFND/Sales Count ratio for the prior month.
  • CGBK/Sales Count – The ratio of current period chargeback transaction count to current period Sales transaction count.
    • Last Month – The CGBK/Sales Count ratio for the prior month.

Additional Information

Details for the transactions for the time periods can be accessed by clicking either of the two date ranges. Clicking these will display the Transaction Search with the specific date range applied. This allows drill-down capability for further analysis of transactions within the specific time period.

Resources

For tips on how to reduce refunds and chargeback, see the Refunds & Chargebacks article.

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