Shopify Sales by Product Type Spreadsheet Template

The Sales by Product Type template creates a Pivot Table worksheet with one row per custom Shopify product type. It is useful when your store uses product types as an internal assortment or merchandising structure.

What product type reporting tells you

Product type is your own label for what something is, so this report compares your catalog the way you actually think about it rather than the way Shopify’s taxonomy does.

Use it to see:

Which parts of your assortment carry the business, and which are along for the ride
Where discounting is concentrated, since it is usually a category habit rather than a per-product decision
Which types are worth extending with more range next season
Which types attract the most refunds, which often points at fit or expectation problems

Each product carries one product type, so these rows do not double-count.

Metrics included

The worksheet contains:

Product Type
Net Items Sold
Gross Sales
Discounts
Returns Excluding Tax
Net Sales
Taxes

The metrics initially cover all time.

Create the Sales by Product Type 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 Sales by Product Type 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.

Product type and product category are different

Product type is a custom Shopify field maintained by your store. Product category uses Shopify’s standardized taxonomy.

Use product type when your internal groupings matter. Use Sales by Product Category when you want consistent standardized categories.

Find inconsistent product types

Mixtable creates a row for each distinct value. T-Shirt, T-Shirts, and Tees become separate rows.

Before making assortment decisions:

Review duplicate or nearly identical values
Standardize capitalization and spelling
Decide how blank product types should be handled
Update the underlying Shopify product fields where appropriate

Add context to the report

Useful metrics include:

Orders Count
Gross and Net Quantity Sold
Refunded Quantity
Percent of Orders Refunded
Stock metrics from the Inventory group, such as Closing Stock, Sell-Through Rate, and Inventory Turnover

Leave out Average Order Value and the profit metrics (Gross Profit, % Gross Margin, and Amount of Cost of Goods Sold), because they show N/A on product type rows. Average Order Value measures whole orders, but a product type row only counts its own items, and one order can include several product types. Profit metrics use each variant’s Cost Per Item, so Mixtable calculates them variant by variant rather than for a whole product type.

Use Gross Sales, discounts, returns, and Net Sales as a bridge. The combination shows whether a product type’s result comes from original demand or from deductions.

Track product types over time

Add a Reporting worksheet and choose Product type net sales by month. You can change the measure to Gross Sales, Orders Count, Net Quantity Sold, or Total Refund Amount Excluding Tax, or to a stock measure under Inventory such as Closing Stock, Sell-Through Rate, or Inventory Turnover. You can also switch the columns to By day, By week, or By year.

Use the Pivot Table worksheet from this template for a ranked all-time view, and use a Time Series worksheet for seasonality and momentum.