Shopify Monthly Store Performance Spreadsheet Template

The Monthly Store Performance template creates a Time Series worksheet with the latest 12 calendar months in the columns and a broad Shopify store metric in each row. It is the most complete ready-made storewide monthly summary in Mixtable.

Why this report is the one to check monthly

Most stores rebuild the same summary every month: pull the numbers, paste them into a sheet, fix the formulas, notice something looks wrong, start again. This template is that sheet, filled in from your store, with the last twelve months already there.

Its real value is that the metrics sit together. A single revenue figure tells you a month was up or down; thirteen rows tell you why:

Sales rose but discounts rose faster, so you bought the growth
Orders were flat but average order value climbed, so baskets got bigger
Net Sales held while refunds climbed, so a problem is building
Total Sales grew faster than Net Sales, so shipping or duties are doing the work

That is the difference between a report you read and a report you act on. It is also the fastest way to see seasonality, since twelve months of every metric sit on one screen.

Metrics included

The worksheet includes rows for:

Order Count
Order Gross Sales
Order Net Sales
Total Refunds Excluding Tax
Total Discounts
Total Tax
Total Shipping
Total Duties
Total Additional Fees
Total Sales
Average Order Value
Average Order Gross Quantity
Average Order Net Quantity

Each row is calculated across 12 recent monthly columns.

Create the Monthly Store Performance spreadsheet

Install Mixtable Analytics Spreadsheet
Open your Mixtable dashboard and click Create spreadsheet at the top of the page. If you haven't created a spreadsheet yet, click Browse all templates below the dashboard's suggestions instead. In the Create spreadsheet window, find Monthly Store Performance under Analytics & Reporting, or type its name in the search box, and click it. Mixtable creates the spreadsheet and fills it with data from your Shopify store.

On your first visit to Mixtable Analytics Spreadsheet, you can also click How are my sales trending? on the dashboard to create this template in one step.

Read the sales bridge

Use these rows together:

Order Gross Sales for original merchandise value
Total Discounts for promotion deductions
Total Refunds Excluding Tax for money returned
Order Net Sales for retained merchandise revenue
Tax, shipping, duties, and fees for wider order components
Total Sales for the broader Shopify order total

This makes the monthly changes easier to explain than a single sales row.

Separate order growth from basket growth

Compare:

Order Count
Average Order Value
Average Order Gross Quantity
Average Order Net Quantity

If Net Sales increases while Order Count is flat, Average Order Value or quantity may be rising. If orders increase while Average Order Value falls, growth may be coming from more smaller baskets.

Compare completed months

The newest month is month to date. Avoid comparing it directly with a completed prior month unless both periods contain the same number of elapsed days.

For regular reviews:

Use the latest completed month for month-over-month analysis
Compare the same month last year for seasonality
Add fixed-date columns for like-for-like month-to-date comparisons

For a weekly or daily view of recent trading, create a Time Series worksheet with By week or By day columns. Week columns run Sunday to Saturday through last week, and day columns run through yesterday, so each column covers a complete period.

Add growth formulas

Add formula columns for:

Month-over-month Net Sales growth
Discount amount as a share of Gross Sales
Refund amount as a share of Gross Sales
Shipping or duties per order
Change in Average Order Value

Keep the raw monthly values visible beside calculated rates.

Add or change metrics

In a Time Series worksheet, each row defines a metric and each column defines a time period.

To add a store metric row:

Right-click an empty row’s number and click Choose what to analyze… at the top of the menu (or click a cell in that row and choose Row > Choose what to analyze… from the menu bar). The Analytics Row Settings window opens
Under What do you want to analyze?, choose Store
Under Which metric?, select the metric
Under Refine which orders count, add any optional order filters
Enter a Row label, or keep the suggested one
Click Save Row

Store rows can also track your stock month by month. The metric list includes inventory metrics such as Closing Stock, Closing Value at Cost, In-Stock Rate, and Sell-Through Rate, calculated from inventory history that starts on October 1, 2023. See Shopify inventory analytics.

To add a column for another month or year, click ＋ Analytics data in the header row of an empty column, or choose Column > Add Shopify data… from the menu bar. The column’s time period settings open right away. Under Time period for this column, choose Calendar month or Calendar year (or Fixed date range or All time), pick the period, and click Save Column.

To build a similar report in another spreadsheet, add a worksheet, choose Reporting worksheet, and pick Store sales and orders by month under Time series. It starts with six of these metrics, and you can change the metrics and time periods before you create it.

For details, see create a Time Series worksheet.