How to Track Order Sources Using the Attribution Report?

Understanding which marketing campaigns, social media platforms, or referral sources are actually generating orders is crucial for allocating your budget effectively. The REPORTiT – Advanced Reporting for WooCommerce plugin provides a powerful Attribution report that connects your revenue directly back to the source, allowing you to see exactly which channels deliver the best return on investment.

How to get attribution report in REPORTiT plugin

To begin analyzing your order sources, follow these three steps:

1. Go to Revenue > Attribution.

2. Use the date picker at the top of the page to define the period you want to analyze (e.g., “Last month”).

Read More: How to Use the Date Filter and Compare Performance Across Time Periods?

3. Narrow down the data by specific parameters, including:

• Attribution: Identify which marketing source (e.g., ad campaign, email) generated the order.
• Net payment: Filter orders’ source attribution based on the final amount settled after all fees and adjustments.
• Country: Isolate orders’ source attribution for a specific country.
• State: Analyze orders’ source attribution for a particular region or state.
• City: Drill down orders’ source attribution for a specific city.
• Status: Filter orders’ source attribution based on their current state (e.g., Processing, Completed).
• Order Count: Filter orders’ source attribution based on the total number of transactions.
• Refunded: Show only orders that have been fully or partially refunded.

For instance, to see the attribution source for completed orders with a value over $1,000, you would apply the following filters:

• Status > IN > Completed
• Net Payment > from 1000 to 1000000

Once configured, the report will present the data in three distinct sections for a complete analysis.

Section 1: The Performance Overview

This section provides a high-level summary of your key performance indicators across all attribution sources by displaying a set of cards reporting the core metrics for the selected period:

• Order Count: The total number of orders attributed to all sources.
• Paid: The total gross revenue from these orders.
• Refunded: The total refunded amount.
• Net Sales: The final retained revenue after refunds are deducted.

To choose which of these key performance indicators are visible in your overview, click on the Customize icon and mark/unmark the columns as you wish.

Section 2: The Attribution Trends Chart

This visual chart helps you identify trends and patterns in order volume from your various marketing channels over time.

The chart graphically displays any of the overview boxes above. For example, if you click on the Order Count metric, the chart shows the number of orders from your attributed sources fluctuated throughout the selected date range.

How to customize the Attribution chart?

• Change Chart Type: You can switch between a Line chart to observe trends or a Bar chart to compare daily or weekly order counts.
• Adjust Interval: Use the dropdown menu to change the data grouping to Weekly, or Monthly views for a more detailed or broader perspective.

Section 3: The Channel Breakdown Table

This section offers a detailed, source-by-source breakdown, showing you exactly which channels are performing best.

This is a comprehensive table with each row representing a specific attribution source, including:

• Attribution: e.g., “google / cpc”, “facebook / social”, “direct”.
• Order Count: Number of orders received from each channel.
• Paid: Total paid for that channel.
• Refunded: Total of the order amount that was refunded related to each channel.
• Net Sales: Total amount of orders received from each channel.

How to customize the Attribution table report?

• Manage Columns: Use the “Columns” button to show or hide specific data points in the table.
• Search and Sort: Sort the table by any column, such as “Net Sales,” to instantly see your most profitable channels at the top. Use the search function to find a specific source.
• Export Data: Use the “Download” button to export the entire table as a CSV file for further analysis or to create custom reports.

Read More: How to Export Reports for Further Analysis?