Use case for Mixtable Analytics Spreadsheet

Shopify B2B sales, by account

Net sales, orders, and average order value for every company and company location in your Shopify B2B setup, in a live spreadsheet fed by your store. Rank accounts, watch reorder patterns, and split wholesale from retail.

Opens Mixtable Analytics Spreadsheet in the Shopify App Store. Free plan, then from $15/month.

  • Live from your store

Trusted by thousands of Shopify stores

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What you can do

Everything you need to analyze Shopify B2B sales

Mixtable's reporting worksheets treat companies and company locations as first-class targets, so wholesale gets the same reporting depth as your retail side.

Metrics per company

Net, gross, and total sales, order count, quantity, refunds, discounts, and average order value, computed per company.

Down to the location

The same metrics per company location, so a chain's branches stop hiding behind one account total.

B2B vs B2C, cleanly split

The order type filter separates wholesale from retail on any store metric, so each side gets honest numbers.

The full cost picture

Shipping, taxes, duties, and additional fees per company, which matter more in B2B than anywhere else.

Reorder rhythm

Lay account sales out by month or quarter and see which companies order on schedule and which ones went quiet.

Formulas on top

Rank accounts, flag ones below target, or compute share of wholesale revenue, like any spreadsheet.

The B2B metrics you can put in a worksheet

Reporting worksheets cover supported metric and filter combinations. These are the core metrics per company and company location.

  • Net sales
  • Gross sales
  • Total sales
  • Order count
  • Average order value
  • Quantity sold
  • Refund amounts
  • Refund count
  • Discount amounts
  • Shipping amounts
  • Taxes and duties
  • B2B vs B2C filter

In the spreadsheet

See how it looks in the sheet.

  • One row per account
  • Live from Shopify

Rank your wholesale accounts by real numbers

In B2B, ten accounts can decide your year. Per-company metrics put net sales, orders, and average order value against every company you sell to, so account management starts from a ranked list instead of a hunch.

Guide: Shopify B2B sales analytics
  • Net sales, order count, and AOV per company
  • Refunds and discounts per account, where the margin leaks
  • Sort by any metric to build the account review list
  • Any date range, from all time to last quarter
  • Boise went quiet
  • Per-location metrics

See which branch actually places the orders

A company total blends every branch together. Company location metrics split the account into the locations that order, so you know which branch grew, which one stalled, and where the next conversation should happen.

Guide: Compare companies and locations fairly
  • Net sales, orders, and AOV per company location
  • Compare branches of the same account side by side
  • Spot locations that stopped ordering while the account looks fine
  • Shipping and tax amounts per location for the operational picture
  • Order type filter
  • 21% wholesale share

Know exactly what wholesale contributes

When B2B and B2C run through one store, the totals blur. The order type filter computes any store metric for B2B orders only or B2C orders only, so both sides of the business report cleanly from the same data.

Guide: Compare B2B and B2C order activity
  • Any store metric filtered to B2B or B2C orders
  • Wholesale share of revenue is one formula away
  • Compare AOV and order patterns between the two sides
  • Combine with date ranges to watch the mix shift
  • Records beside metrics
  • One spreadsheet

Analytics beside the B2B records you manage

With Mixtable Spreadsheet Editor, you also manage Shopify B2B companies, locations, and catalogs in worksheets and sync your edits to Shopify. Analytics lives in the same spreadsheet, so the account list you maintain and the numbers that judge it are one tab apart.

Guide: Manage B2B records
  • Company and location worksheets with editable fields
  • B2B catalog and price list data in the same spreadsheet
  • Analytics columns stay read-only analysis views
  • Record edits preview first and sync only when you approve

Compare

Mixtable vs other ways to analyze Shopify B2B sales

Shopify B2B stores the data. Here is how the options compare when you want account-level answers.

Analysis taskMixtableShopify adminExporting to ExcelERP and CRM tools
Sales metrics per company Yes, in a live sheetPer-company screensManual joinsYes, after integration
Metrics per company location YesLimitedManual joinsDepends on setup
B2B vs B2C revenue split Yes, one filterPartialManual taggingYes, after integration
Rank accounts and flag ones off pace Yes, sort plus formulasNoYes, manuallySometimes
Numbers beside editable B2B records Yes, same spreadsheetSeparate screensNoOwn record system
Stays current without re-exporting Yes, dynamic rangesYesNoYes, via sync jobs
Setup time MinutesNoneEvery single timeWeeks to months

Comparison reflects typical B2B analysis workflows. Company metrics require Shopify B2B; Mixtable analytics covers supported metric and filter combinations.

Getting started

From install to an account report in minutes

No exports, no pipelines. Your Shopify B2B data is already enough.

  1. Connect your store

    Install the Mixtable Analytics Spreadsheet from the Shopify App Store and open a spreadsheet.

  2. Load your companies

    Create a worksheet of B2B companies, or company locations for branch-level analysis.

  3. Add sales metrics

    Net sales, orders, and AOV per company or location, over the range you care about.

  4. Split B2B from B2C

    Use the order type filter on store metrics to see the wholesale share cleanly.

  5. Run the review

    Sort, flag accounts off pace with formulas, and export to Excel or CSV for the meeting.

Questions

Shopify B2B sales analytics questions

How do I see sales per B2B company in Shopify?

Install the Mixtable Analytics Spreadsheet from the Shopify App Store and add company-level analytics metrics. Every company from your Shopify B2B setup gets net sales, orders, average order value, refunds, and discounts as columns, live from your store.

Does this require Shopify B2B?

Yes. Company and company location metrics build on Shopify's B2B objects, so your store needs Shopify B2B with companies set up. The B2B versus B2C order split works as soon as you have B2B orders.

Can I analyze individual company locations?

Yes. Every company metric also works per company location, so multi-branch accounts split into the locations that actually place the orders.

Can I see what share of revenue is wholesale?

Yes. Filter store metrics by order type to get B2B-only and B2C-only numbers, then compute the share with a formula in the same worksheet.

Can I spot accounts that stopped ordering?

Yes. Lay account sales out by month or quarter and quiet accounts show up as fading rows. A threshold formula can flag them automatically.

Do shipping, taxes, and duties show per company?

Yes. Shipping amounts, taxes, duties, and additional fees are available per company and location, which keeps bigger B2B invoices honest.

Can I manage my B2B companies and catalogs in Mixtable too?

Yes. With Mixtable Spreadsheet Editor, companies, company locations, and B2B catalog price lists are editable in regular worksheets in the same spreadsheet, with changes previewed before they sync to Shopify.

Can I share the account report with my sales team?

Yes. Share the spreadsheet with per-worksheet permissions, or export to Excel or CSV when someone just needs the file.

Run wholesale on numbers, not memory

Open Mixtable for your store and see what every account is really worth.