Use case for Mixtable Analytics Spreadsheet

Shopify sales reports, in a live spreadsheet

Net sales, gross sales, orders, average order value, discounts, refunds, taxes, shipping, and duties for your whole store, laid out month by month in a spreadsheet that stays current. The monthly report you rebuild by hand, already built.

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

  • Whole store, month by month
  • Live from your store

Trusted by thousands of Shopify stores

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What you can do

Everything you need for Shopify sales reporting

Mixtable's reporting worksheets turn store-level Shopify sales data into rows and columns you can keep working with. Start from the Monthly Store Performance template and shape it from there.

Every sales number, defined

Gross sales, discounts, refunds, net sales, taxes, shipping, duties, additional fees, and total sales, so your report reconciles instead of approximating.

A monthly report template

Monthly Store Performance lays out thirteen store metrics across the last twelve months, one worksheet, zero setup.

Orders and basket metrics

Order count, average order value, and average items per order, gross and net, beside the revenue numbers.

Rolling and fixed periods

Report on a fixed month or quarter, or keep living views like last 30 days, last 60 days, or last 6 months that update themselves.

Slice the store total

Filter store metrics by sales channel, customer segment, discount code, order tags, or B2B versus B2C, or split them by Shopify Market.

A report you can extend

Add growth formulas, targets, and variance columns on top of the metrics, then export to Excel or CSV for whoever needs the file.

The store metrics you can put in a report

Reporting worksheets cover supported metric and filter combinations. These are the core store-level metrics.

  • Net sales
  • Gross sales
  • Total sales
  • Order count
  • Average order value
  • Average items per order
  • Discount amounts
  • Refund amounts
  • Taxes
  • Shipping
  • Duties
  • Additional fees

In the spreadsheet

See how it looks in the sheet.

  • 13 metrics, 12 months
  • Current month fills in live

The monthly sales report, already built

Most stores rebuild the same report every month: pull the numbers, paste them into a sheet, fix the formulas. The Monthly Store Performance template is that sheet, fed directly by your store, with the last twelve months laid out when you create it.

Guide: Monthly Store Performance template
  • Thirteen store metrics across twelve months, one row per metric
  • Order count, gross sales, discounts, refunds, and net sales in one view
  • Taxes, shipping, duties, and additional fees included
  • The current month fills in as orders arrive
  • Share column is a formula
  • Reconciles cleanly

From gross to net, with nothing unexplained

A single revenue number hides more than it shows. Mixtable keeps the components separate, gross sales, discounts, refunds, net sales, then taxes, shipping, duties, and fees on top, so you can see exactly why a month came in high or low.

Guide: See the definitions
  • Gross sales, discount amounts, and refund amounts as separate metrics
  • Net sales and total sales, matching how Shopify defines them
  • Taxes, shipping, duties, and additional fees broken out
  • Refund count and percent of orders refunded for the quality signal
  • Rolling window
  • Updates every day

Reports that keep themselves current

A report for last quarter should stay frozen. A view of the last 30 days should move every day. Mixtable supports both: fixed date ranges for reporting, rolling windows for monitoring, in the same spreadsheet.

Guide: Rolling and fixed timeframes
  • Rolling windows: today, yesterday, this week, last week, this month, last month
  • Longer windows: last 30 days, last 60 days, last 6 months
  • Fixed ranges for month-end and quarter-end reports
  • Pivot table and time series worksheets, whichever fits the question
  • Filtered metrics
  • Same sheet, formulas welcome

One store total, any way you want to cut it

The store number is where questions start, not where they end. Filters let you compute supported store sales metrics for a slice: one sales channel, one customer segment, one discount code, or B2B orders only. Market rows in a Pivot Table worksheet split the same metrics by Shopify Market.

Guide: Filter analytics reports
  • Filter by order source, sales app, publication, or POS retail location
  • Filter by customer segment or customer country, or split by Shopify Market
  • Filter by discount code, order tags, or B2B versus B2C
  • Put filtered and unfiltered metrics side by side and compare with formulas

Compare

Mixtable vs other ways to build Shopify sales reports

Shopify's analytics answers the standard questions. Here is how the options compare when you need the numbers in a form you can keep working with.

Reporting taskMixtableShopify analyticsExporting to ExcelBI platforms
Monthly store performance in one view Yes, a templateAcross several reportsRebuilt by hand monthlyYes, after setup
Gross, discounts, refunds, and net broken out Yes, separate metricsYesManual mathYes, after modeling
Add growth and variance formulas Yes, it is a spreadsheetNoYes, manuallyQuery languages
Rolling views like last 30 days Yes, update themselvesYesNo, re-exportYes, via pipelines
Store totals by channel, market, or code Yes, per metricSome reportsManual pivot workYes, after modeling
Company-wide BI across many data sources No, by designNoNoYes, their core job
Setup time Minutes, from templatesNoneEvery single timeDays to weeks

Comparison reflects typical store reporting workflows. Mixtable analytics covers supported metric and filter combinations.

Getting started

From install to a working sales report in minutes

No exports, no pipelines. Start from the template and shape it to your store.

  1. Connect your store

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

  2. Open Monthly Store Performance

    The template lays out thirteen store metrics across the last twelve months.

  3. Pick your periods

    Keep the monthly layout, add fixed ranges for reports, or rolling windows like last 30 days.

  4. Add slices

    Filter metrics by channel, segment, discount code, or order type, and split them by market where you need detail.

  5. Extend and share

    Add growth and variance formulas, then export to Excel or CSV for whoever needs the file.

Questions

Shopify sales report questions

How do I build a Shopify sales report in a spreadsheet?

Install the Mixtable Analytics Spreadsheet from the Shopify App Store and open the Monthly Store Performance template. Thirteen store-level metrics load across the last twelve months in a live worksheet, and you can reshape it with your own periods, filters, and formulas.

Which sales metrics are included?

Net sales, gross sales, total sales, order count, average order value, average items per order, discounts, refunds, taxes, shipping, duties, and additional fees, all at store level and matching how Shopify defines them.

Can the report update itself?

Yes. Rolling windows like last 30 days, last month, or last 6 months keep themselves current as time moves, while fixed date ranges stay frozen for month-end and quarter-end reporting. In the Monthly Store Performance template, the current month keeps filling in as orders arrive, and you add a column when a new month starts.

Can I see sales for just one channel, market, or discount code?

Yes. Store metrics accept filters for order source, sales app, publication, POS retail location, customer segment, customer country, discount code, order tags, and B2B versus B2C. For markets, a Pivot Table worksheet with Market rows gives each Shopify Market its own row.

Can I add my own formulas and targets?

Yes. Reporting worksheets behave like regular spreadsheets, so you can add month-over-month growth, variance against targets, or any other formula column on top of the metrics.

Does this replace Shopify's analytics?

It complements them. Shopify's reports are great for standard questions. Mixtable puts the same store data in a spreadsheet, where you can reshape it, combine periods and slices, and keep your own calculations attached.

Can I report profit at store level?

Store-level metrics cover sales, orders, discounts, refunds, taxes, shipping, duties, and fees. Cost-based profit and margin metrics are computed per product variant from your Shopify cost data, so profitability analysis lives in the product sales view.

Can I share the report with my team or accountant?

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

Your Shopify sales report, in a spreadsheet

Open Mixtable for your store and stop rebuilding the same report every month.