The Sales Analytics feature recently moved from the account nickname level to the primary (aka "Master") account level. It also has been redesigned and upgraded to include more data, data groupings, and all data from any account nickname linked to a primary account.
Related: Using Sales Analytics
The following sections are included in this article:
What’s the overall change to Sales Analytics as of [release date]?
A: On August 24, 2022, Sales Analytics reporting moved from the nickname account level in the primary account level. Now, when you go to access Sales Analytics in your nickname account, you will be directed through a walkthrough of the new experience in the primary account.
What is changing about the feature?
A: There are a few new additions to the sales analytics feature, including:
- New seller/affiliate toggle
- Account picker
- New table navigation views
- The “Group By” secondary selector
Will I be impacted by this feature update?
A: If you currently use Sales Analytics reporting in your nickname account you will be impacted by this update.
Can I still view Sales Analytics in my nickname account?
A: No. Once Sales Analytics is released in your primary account, Sales Analytics on the nickname account level will no longer be accessible.
What if I don’t have a primary (aka “Master”) account?
A: If you do not have a primary account (aka Master account), you must create one before you can access the new Sales Analytics feature.
Related: How do ClickBank Accounts work?
How do I provide clerk users access to reports?
A: From your primary account:
>Users > Manage Permissions > Enable "User Activity Report Access"
Then select the "Sales Report Access" permission for the applicable account nicknames.
Data and View Questions
What is the difference between Traffic, Checkout, and Earnings views?
A: Each view represents different points in the traffic and conversion funnel and the data we have available at each stage of that journey, from Hop to checkout, to post-purchase.
Each view contains different metrics, which can be grouped by different data points, based on the data we have available at that time in the purchase flow.
- The Traffic view is intended to show Hop- and traffic-level data.
- The Checkout view contains order form checkout data,
- The Earnings view contains sales-related data including rebills, refunds, chargeback, and net earnings.
Have any of the column names included in the new Sales Analytics changed?
A: Yes. The term "Sale Amount” used at the nickname account level was used to describe the amount earned by the nickname account. This term has been relabeled “Sale Earnings” to more accurately describe the data depicted.
This applies to the following fields in your nickname account: initial sales amount, rebill sale amount, upsell amount, and gross sale amount. See below for the updated field names.
NOTE: The data provided in these fields has not changed, only the names. See below for detailed name changes.
Detailed Field Name Updates:
EXAMPLE: [Nickname Account Analytics field name] → [Primary Account Sales Analytics field name]
- Hop Count → Hops
- Initial Order Form Impressions → Initial Impressions
- Earnings Per Click → EPC
- Order form sale conversion → Conversion Rate
- Initial Sales Amount → Initial Sale Earnings
- Upsell Amount → Upsell Earnings
- Rebill Sales Amount → Rebill Earnings
- Gross Sales Amount → Gross Earnings
- Cgbk Count → Chargebacks
- Cgbk Amount → Chargeback Debits
- Refund Count → Refunds
- Refund Amount → Refund Debits
- Net Sales Amount → Net Earnings
Is any of the underlying data changing? What data is new or has changed?
A: There are a few data updates, including:
- This table will eventually be able to support two years worth of data, as we approach that timeframe. It currently has more than 90 days worth of data.
- New metrics provided:
- Total Sale Earnings = initial sale earnings + upsell earnings
- Affiliate Earnings (applicable for seller view) = affiliate earnings for initial sales + upsell purchases
- Affiliate EPC (applicable for seller view) = (affiliate earnings for initial sales + upsell purchases) / Hops
- Upsell Impressions
- Hop Conversion Rate = initial sales / Hops
- Modified EPC calculation to use “Total Sale Earnings
- FROM: EPC=(initial sale earnings + upsell earnings + rebill earnings) / Hops
- TO: EPC=(Initial sale earnings + upsell earnings) / Hops
- Some columns were omitted including:
- All Order Form Impressions
- Initial Earnings Per Hop
- Hops Per Order
- Hops Per Order Form Impression
- % of Sales (refunded or charged back)
What if I notice a discrepancy in the data?
A: If you notice data discrepancies, you should contact Support or your account manager.
What is the refresh rate on the data?
A: The data accessible in Sales Analytics reporting is real-time.
How much data is included in the Sales Analytics reporting?
A: You can access realtime data up to the last 2 years (rolling retention window) of data in Sales Analytics reporting. Note data accessible at time of launch: December 1st, 2021, through today.
Are the reports available to both sellers and affiliates?
A: Yes, Sales Analytics is available to both sellers and affiliates.
Can traffic be broken down by TID within the Traffic report?
A: Yes, using sales analytics as an affiliate, TID can be configured as the primary or secondary group by option.
Is all earnings data gross?
A: Earnings data reflects the amount payable to you, post fees, taxes, affiliate and JV contract payouts. In summary:
- Total Sale Earnings = initial sale earnings + upsell earnings
- Gross Earnings = initial sale earnings + upsell earnings + rebill earnings
- Net Earnings = initial sale earnings + upsell earnings + rebill earnings - chargeback debits - refund debits
Does Sales Analytics include a gross revenue (total sale) column?
A: No, similar to the WAM Analytics at the nickname account level, Sales Analytics in your primary account does not include a gross revenue amount indicative of the sale amount paid by the user.
Is rebill data included in any of the Sales Analytics reporting?
A: Yes, rebill earnings can be viewed in the Earnings view in Sales Analytics.
Are test transactions included in any of the Sales Analytics reporting?
A: No, test transactions are not included in Sales Analytics. Test transactions can be viewed in the Transactions report in your nickname account or via reporting in your primary account.
Can I view my earnings from JV contracts in Sales Analytics reporting?
A: No, your account earnings as a JV seller or JV affiliate are not included in Sales Analytics.
Do my earnings (and affiliate earnings) in Sales Analytics reporting reflect my earnings pre or post JV-split?
A: The Earnings view shows the amount owed to you post JV-Split processing.
In the prior version of analytics, if a CPA was a negative value, it was being reported incorrectly. Has that since been resolved?
A: Yes, beginning July 1st, 2022, negative CPA values are accurately reflected in earnings and subsequent calculations.
How are chargebacks and refunds reflected in Sales Analytics?
A: Refunds and Chargebacks are reported based on the date of the original sale.
Why is Gross Earnings in the primary account dashboard different from the gross earnings in the API?
A: To avoid disruption to API users, we did not update the gross earnings field to include rebill earnings, as we did in the Analytics reporting interface. Rebill earnings are available in the API and accessible to clients.
Additional Resources & Related Articles
- KNOWLEDGE BASE: Using Sales Analytics
- KNOWLEDGE BASE: Primary Account Reporting: Reporting Glossary
- KNOWLEDGE BASE: Reporting FAQ
- KNOWLEDGE BASE: How do ClickBank Accounts work?