Sales by Customer Segments Template

The Sales by Customer Segments template compares the Shopify customer segments in your store. Each segment becomes a row, so you can see what your audiences are worth without opening them one at a time in Shopify.

What this template answers

Shopify makes segments easy to create and hard to compare. You can see how many customers are in a segment, but not what that group contributes, and the biggest segment is rarely the most valuable one.

Putting every segment on a row, measured identically, tells you:

• Which audiences produce the most revenue, not just the most people
• Which spend more per order, and therefore justify a higher acquisition cost
• Which lean hardest on discounts to convert
• Which return the most, making them less valuable than their sales suggest

That is usually enough to decide where the next campaign budget should go.

Create the Sales by Customer Segments spreadsheet

1. Install Mixtable Analytics Spreadsheet
2. In Mixtable, click Create Spreadsheet
3. Search for or select Sales by Customer Segments under Analytics & Reporting
4. Create the spreadsheet

Columns included in the template

The template creates a Sales by Customer Segment worksheet with:

• Segment
• Total Order Count
• Total Gross Sales
• Total Discounts
• Total Refund Amount Excluding Tax
• Total Net Sales
• Average Order Value

The rows come from the customer segments available in the connected Shopify store.

Compare Total Gross Sales with Total Net Sales for each segment. A segment where the two are far apart is converting on discounts, which changes how much that audience is really worth.

Add the report to an existing spreadsheet

You can build the same comparison without starting a new spreadsheet.

1. Click the + button beside the worksheet tabs
2. Select Reporting worksheet
3. Under Pivot table, select Customer segment contribution
4. Review the selected metrics, timeframe, and optional filters
5. Click Create Worksheet

You can change the metrics before creating the worksheet. The Pivot Table builder also offers Total Sales, quantities, Refund Count, Percent of Orders Refunded, tax, shipping, profit, margin, and cost metrics where supported.

Track customer segments over time

Choose Customer segment net sales by month in the Time Series section when you want segment trends rather than totals. You can change the measure to Net Sales, Gross Sales, Orders Count, Net Quantity Sold, Total Refund Amount, or Average Order Value, then choose monthly or yearly columns.

This is the view that catches a VIP segment’s sales sliding early, while there is still time to do something about it. It tracks sales for the segment’s current members, so a falling line means declining segment sales rather than the segment losing customers.

Understand overlapping segments

A Shopify customer can qualify for more than one segment, so the same order can contribute to more than one segment row. Use the report to compare audiences against each other, not to reconcile against your store total.

For more detail, see Shopify Customer Segment Analytics.