Analytics - Pocketsflow Docs

Overview

Pocketsflow provides comprehensive analytics to help you understand your business performance, track growth, and make data-driven decisions. Access detailed metrics on revenue, orders, customers, products, and traffic. Location: Dashboard → Analytics Key features:

✅ Real-time and historical data
✅ Revenue and order tracking
✅ Subscription metrics (MRR, churn, cohorts)
✅ Customer insights and lifetime value
✅ Product performance comparison
✅ Traffic and conversion analytics
✅ Geographic breakdowns
✅ Customizable date ranges
✅ CSV export capabilities

Dashboard Overview

Quick Stats (Overview Page)

Location: Dashboard → Home Key metrics at a glance:

Today's Sales:        $1,245.00  ↑ 12% vs yesterday
This Month:           $42,580.00 ↑ 8% vs last month
Total Revenue:        $127,450.00
Total Orders:         3,245
Active Subscribers:   486
Conversion Rate:      3.2%

Period comparisons:

Today vs yesterday
This week vs last week
This month vs last month
This year vs last year

Revenue Analytics

Total Revenue

Track all-time and period-specific revenue: Metrics:

Gross Revenue: Total before any deductions
Net Revenue: After refunds and chargebacks
Revenue After Fees: Net payout after processing fees
Revenue Growth Rate: Percentage increase/decrease

Views:

Today
Last 7 days
Last 30 days
Last 90 days
This month
This year
All time
Custom range

Revenue Over Time

Chart types:

Line chart: Show revenue trend over time
Bar chart: Compare revenue by day/week/month
Area chart: Visualize cumulative revenue growth

Granularity options:

Hourly - Last 24-48 hours (for tracking launches)
Daily - Last 7-90 days
Weekly - Last 12-52 weeks
Monthly - Last 6-24 months
Yearly - All years

Example insights:

Revenue Growth (Last 30 days):

Week 1: $8,500
Week 2: $10,200  ↑ 20%
Week 3: $9,800   ↓ 4%
Week 4: $12,100  ↑ 23%

Total: $40,600
Average: $10,150/week
Trend: ↑ Positive growth

Revenue by Product

Sort options:

Highest revenue
Lowest revenue
Most orders
Highest AOV (Average Order Value)

Product metrics:

Product	Revenue	Orders	Avg Price	% of Total
Pro Course	$28,450	325	$87.54	42%
eBook Bundle	$18,200	910	$20.00	27%
Membership	$12,800	128	$100.00	19%
Templates	$8,150	407	$20.00	12%

Use cases:

Identify best-selling products
Find underperforming products
Optimize product pricing
Decide what to promote

Revenue by Source

Track where revenue comes from: Traffic sources:

Direct: Typed URL or bookmark
Organic search: Google, Bing, etc.
Social media: Twitter, Facebook, LinkedIn, Instagram
Email: Newsletter links
Referral: Other websites linking to you
Paid ads: Google Ads, Facebook Ads
Affiliate: Affiliate partner links

Source performance table:

Source	Revenue	Orders	Conversion	AOV
Email	$18,500	185	12.5%	$100
Organic	$15,200	380	3.2%	$40
Social	$8,900	178	2.1%	$50
Direct	$6,400	80	8.0%	$80

Optimization strategies:

Double down on highest-converting sources
Improve underperforming channels
Allocate marketing budget effectively

Order Analytics

Total Orders

Metrics:

Completed orders: Successfully paid
Pending orders: Payment processing
Failed orders: Payment declined
Refunded orders: Money returned to customer
Order success rate: Completed / (Completed + Failed)

Average Order Value (AOV)

Formula: Total Revenue ÷ Number of Orders Tracking AOV:

This Month AOV:      $87.50
Last Month AOV:      $79.20
Change:              +10.5%
All-time AOV:        $82.40

Improving AOV strategies:

Add upsells to checkout
Create product bundles
Implement volume discounts
Offer premium tiers
Use order bumps

Orders by Product

Metrics per product:

Total orders
Orders this period
Growth rate
Refund rate
Average processing time

Example view:

Top Products by Orders (Last 30 days):

eBook Bundle      - 910 orders  (32% of total)
Templates Pack    - 407 orders  (14%)
Pro Course        - 325 orders  (11%)
Membership (new)  - 128 orders  (5%)

Orders Over Time

Charts:

Daily order volume
Weekly comparison
Monthly trends
Year-over-year growth

Seasonality insights:

Identify peak sales periods
Plan inventory and support
Time promotions strategically

Conversion Analytics

Conversion Rate

Formula: (Completed Orders ÷ Unique Visitors) × 100 Funnel metrics:

Unique Visitors:     10,000
Product Views:       4,500  (45% view rate)
Checkout Started:    450    (10% of viewers)
Completed Orders:    320    (3.2% conversion rate)

Conversion by source:

Email:        12.5%  (Best)
Direct:        8.0%
Organic:       3.2%
Social:        2.1%  (Needs improvement)

Checkout Funnel

Step-by-step analysis:

Product Page View

10,000 visitors land on product pages

Add to Cart / Initiate Checkout

1,500 click “Buy Now” (15% click-through rate)

Enter Information

1,200 start entering details (20% drop-off)

Payment Submission

500 submit payment (58% drop-off - investigate!)

Order Complete

450 successful orders (10% payment failure rate)

Drop-off points:

High drop-off at information entry → Simplify form
High drop-off at payment → Add more payment methods
Payment failures → Better error messaging

Conversion Rate Optimization

Benchmark conversion rates:

Excellent: > 5%
Good: 3-5%
Average: 1-3%
Needs work: < 1%

Improvement tactics:

Clear product descriptions
High-quality images
Social proof (testimonials, reviews)
Money-back guarantee
Multiple payment methods
Simplified checkout
Mobile optimization

Customer Analytics

Total Customers

Metrics:

Total unique customers
New customers this period
Returning customers
Customer growth rate
Repeat purchase rate

Customer breakdown:

Total Customers:     2,845
New This Month:      287  (10% growth)
Returning:           58   (20% repeat rate)
Average Orders:      1.14 per customer

Customer Lifetime Value (LTV)

Formula: Average Order Value × Average Number of Purchases LTV tracking:

Average LTV:         $94.20
Top 10% LTV:         $450+
Median LTV:          $60

LTV by source:

Email subscribers:   $180  (3+ purchases)
Organic search:      $65   (1-2 purchases)
Social media:        $55   (mostly 1 purchase)

Increasing LTV:

Email nurture campaigns
Product recommendations
Subscription models
Loyalty programs
Upsells and cross-sells

Customer Cohorts

Track retention by signup month: Cohort analysis table:

Cohort	Month 0	Month 1	Month 2	Month 3	Month 6
Jan 2024	100%	45%	32%	25%	18%
Feb 2024	100%	52%	38%	28%	-
Mar 2024	100%	58%	42%	-	-

Insights:

Month 1 retention improving (45% → 58%)
Target: Get 50%+ retention in month 1
Focus on first 30 days onboarding

New vs. Returning Customers

Monthly breakdown:

This Month:
- New Customers:     287  (83%)
- Returning:         58   (17%)

Last Month:
- New Customers:     312  (88%)
- Returning:         42   (12%)

Improvement: +5% repeat rate

Strategies for returning customers:

Post-purchase email sequences
Loyalty discounts
New product announcements
Exclusive content for buyers

Subscription Metrics

Monthly Recurring Revenue (MRR)

Calculation: Sum of all monthly subscription prices MRR tracking:

Current MRR:         $14,580
Last Month MRR:      $13,200
Growth:              +10.5%
Annual Run Rate:     $174,960  (MRR × 12)

MRR movements:

New MRR:             +$2,400  (48 new subscribers @ $50/mo)
Expansion MRR:       +$320    (8 upgrades)
Contraction MRR:     -$180    (6 downgrades)
Churned MRR:         -$960    (24 cancellations)
Net New MRR:         +$1,580

Annual Recurring Revenue (ARR)

Formula: MRR × 12

Current ARR:         $174,960
Projected ARR:       $210,000  (at current growth rate)

Churn Rate

Formula: (Canceled Subscriptions ÷ Total Active Subscriptions) × 100 Monthly churn tracking:

Active Subscribers Start of Month:  480
Cancellations:                       24
Churn Rate:                          5.0%

Target Churn:                        < 5%
Status:                              ⚠️ At limit

Churn benchmarks:

Excellent: < 3% monthly
Good: 3-5%
Concerning: 5-10%
Critical: > 10%

Reducing churn:

Exit surveys to understand why
Retention offers before cancellation
Improve product value
Better onboarding
Proactive customer support

Subscriber Growth

Metrics:

New Subscribers:     48  (this month)
Cancellations:       24
Net Growth:          +24 subscribers
Growth Rate:         +5%

Growth chart (last 6 months):

Jul: 380 (+25)
Aug: 405 (+20)
Sep: 425 (+18)
Oct: 443 (+30)
Nov: 473 (+42)  ← Best month
Dec: 497 (+24)

Trial Conversion Rate

For subscription products with free trials: Formula: (Trials → Paid) ÷ Total Trials × 100

Trials Started:      120
Converted to Paid:   54
Conversion Rate:     45%

Target:              > 40%
Status:              ✅ Exceeds target

Improving trial conversion:

Engagement emails during trial
Value demonstration
Trial ending reminders
Easy conversion flow
Limited feature restrictions

Traffic Analytics

Unique Visitors

Tracking:

Today:               1,245 visitors
This Week:           8,960 visitors
This Month:          38,420 visitors
Trend:               ↑ 12% vs last month

Page Views

Most viewed pages:

Page	Views	Unique Visitors	Avg Time
Homepage	12,450	8,200	1:45
Pro Course	5,680	4,100	3:20
Pricing	3,890	2,900	2:10
Blog Posts	8,540	6,200	4:35

Traffic Sources

Detailed source breakdown: Organic Search (45%):

Google: 92%
Bing: 5%
DuckDuckGo: 2%
Other: 1%

Social Media (25%):

Twitter/X: 48%
LinkedIn: 28%
Facebook: 15%
Instagram: 6%
Other: 3%

Referrals (15%):

Partner sites
Affiliate links
Guest posts
Directory listings

Direct (10%):

Bookmarks
Typed URL
Email clients (non-tracked)

Paid (5%):

Google Ads
Facebook Ads
LinkedIn Ads

UTM Campaign Tracking

Track marketing campaigns with UTM parameters: Example URL:

https://pocketsflow.com/p/pro-course?
  utm_source=twitter&
  utm_medium=social&
  utm_campaign=spring_sale&
  utm_content=thread_1

Campaign performance:

Campaign	Clicks	Orders	Revenue	ROI
Spring Sale	1,240	48	$4,200	420%
Email Launch	890	67	$6,700	670%
Twitter Thread	2,340	28	$2,240	N/A

Geographic Analytics

Revenue by Country

Top countries:

Country	Revenue	Orders	% of Total	Avg Order Value
🇺🇸 United States	$45,200	680	48%	$66.47
🇬🇧 United Kingdom	$12,800	240	14%	$53.33
🇨🇦 Canada	$8,900	158	9%	$56.33
🇦🇺 Australia	$7,200	115	8%	$62.61
🇩🇪 Germany	$5,600	98	6%	$57.14

International Growth Opportunities

Identify untapped markets:

High traffic but low conversion → Localize pricing/currency
Zero sales in specific regions → Target marketing
High refund rates → Check shipping/delivery issues

Product Performance

Product Comparison

Side-by-side metrics:

Metric	Pro Course	eBook	Membership	Templates
Revenue	$28,450	$18,200	$12,800	$8,150
Orders	325	910	128	407
AOV	$87.54	$20.00	$100.00	$20.00
Refund Rate	2.1%	5.5%	1.0%	8.2%
Views	8,500	12,400	2,100	5,600
Conversion	3.8%	7.3%	6.1%	7.3%

Insights:

Membership has best refund rate → Happy customers
Templates high refund rate → Quality issues?
eBook has highest conversion → Optimize more products similarly

Product Trends

Track product performance over time:

Pro Course Revenue Trend (Last 6 months):

Jan: $3,200
Feb: $4,100  ↑ 28%
Mar: $5,800  ↑ 41%  ← Launch campaign
Apr: $4,900  ↓ 16%
May: $5,200  ↑ 6%
Jun: $5,250  ↑ 1%

Trend: Steady after launch spike

Payment Method Analytics

Payment Methods Used

Breakdown:

Method	Orders	% of Total	Avg Value	Refund Rate
Credit Card	2,680	82%	$85	3.2%
PayPal	520	16%	$72	5.8%
Crypto	45	2%	$320	0%

Insights:

PayPal higher refund rate (easier refunds)
Crypto highest AOV (tech-savvy audience)
Consider enabling more payment methods to increase conversion

Refund & Dispute Analytics

Refund Tracking

Metrics:

Total Refunds (This Month):   42
Refund Rate:                   3.2%
Refunded Amount:               $1,680
Most Refunded Product:         Templates (8.2% rate)

Refund reasons (if tracked):

Not as described: 35%
Technical issues: 28%
Changed mind: 20%
Duplicate purchase: 10%
Other: 7%

Chargeback Rate

Formula: (Chargebacks ÷ Total Orders) × 100

Chargebacks:         5
Chargeback Rate:     0.38%
Target:              < 0.65%
Status:              ✅ Under target

Risk threshold: > 1% chargeback rate may result in account review by payment processor.

Upsell & Cross-Sell Performance

Upsell Acceptance Rate

Metrics:

Upsell Offers Shown:     890
Upsells Accepted:        178
Acceptance Rate:         20%
Upsell Revenue:          $8,900

Top performing upsells:

Primary Product	Upsell Offer	Accept Rate	Revenue Added
eBook	Pro Course	28%	$5,600
Free Guide	eBook Bundle	45%	$2,100
Templates	Membership	15%	$1,200

Discount Code Analytics

Discount Performance

Active discount codes:

Code	Uses	Revenue	Discount Given	Net Revenue
SPRING20	145	$14,500	-$2,900	$11,600
WELCOME10	89	$7,120	-$712	$6,408
AFFILIATE25	34	$3,400	-$850	$2,550

Effectiveness:

Discount vs. regular price conversion rates
Revenue gained vs. revenue discounted
Customer acquisition cost with discounts

Time-Based Comparisons

Period Comparisons

Compare any two periods:

This Month vs Last Month:
Revenue:        $42,580  vs  $39,420  (+8.0%)
Orders:         1,245    vs  1,180    (+5.5%)
AOV:            $34.20   vs  $33.40   (+2.4%)
Conversion:     3.2%     vs  3.0%     (+0.2pp)

Year-over-year:

Dec 2024 vs Dec 2023:
Revenue:        $42,580  vs  $28,900  (+47.4%)
Orders:         1,245    vs  920      (+35.3%)
Customers:      287      vs  198      (+44.9%)

Day of Week Analysis

Best performing days:

Day	Revenue	Orders	AOV
Monday	$5,200	142	$36.62
Tuesday	$6,100	168	$36.31
Wednesday	$7,800	210	$37.14
Thursday	$6,900	189	$36.51
Friday	$5,800	158	$36.71
Saturday	$4,200	112	$37.50
Sunday	$3,980	105	$37.90

Use for:

Timing product launches
Scheduling email campaigns
Running promotions

Hour of Day Analysis

Peak sales hours (useful for launches):

Best hours:
1pm-3pm EST:    28% of daily sales
7pm-9pm EST:    22% of daily sales
10am-12pm EST:  18% of daily sales

Custom Filters & Segments

Available Filters

Apply multiple filters to any report: Date filters:

Today, Yesterday
Last 7/30/90 days
This week/month/quarter/year
Custom date range

Product filters:

Specific product
Product category
Price range
One-time vs. subscription

Customer filters:

New vs. returning
Customer segment
Purchase count (1st time, 2nd time, 3+)
LTV range

Geographic filters:

Country
Region/State
Currency

Source filters:

Traffic source
Campaign
Referrer
Device type (desktop, mobile, tablet)

Data Export

CSV Export Options

Exportable reports:

✅ Revenue summary
✅ Order details
✅ Customer list
✅ Product performance
✅ Subscription metrics
✅ Refund report
✅ Traffic analytics
✅ Custom filtered data

Export process:

Navigate to desired analytics view
Apply filters as needed
Click Export CSV
Select date range
Choose columns to include
Download file

CSV includes:

Order ID, Date, Customer, Product
Revenue, Fees, Net Amount
Payment Method, Status
Refund Status, Discount Used
Traffic Source, Campaign

Integrations for Analytics

Connect to external tools:

Google Sheets - Auto-sync reports
Google Analytics - Website traffic
Segment - Customer data platform
Mixpanel - Product analytics
Amplitude - Behavioral analytics

Real-Time Analytics

Live Dashboard

Real-time metrics (updates every few seconds):

Active Visitors:         42
Orders in Last Hour:     8
Revenue Today:           $1,245
Pending Orders:          3

Recent orders feed:

minutes ago: Sarah B. - Pro Course - $87
minutes ago: John D. - eBook Bundle - $20
minutes ago: Mike T. - Membership - $100

Use cases:

Monitor product launches in real-time
Track campaign performance live
Celebrate wins with team
Identify issues immediately

Best Practices

Regular Review Cadence

Daily (5 minutes):

Check total sales vs. target
Review top products
Monitor conversion rate
Check for anomalies

Weekly (30 minutes):

Analyze week-over-week growth
Review traffic sources
Check email campaign performance
Identify best-selling products

Monthly (2 hours):

Deep dive into all metrics
Compare to goals and benchmarks
Analyze customer cohorts
Plan next month’s strategy
Export data for accounting

Quarterly (half day):

Strategic business review
Set new goals and OKRs
Evaluate product portfolio
Analyze market trends
Plan major initiatives

Setting Goals & Benchmarks

Revenue goals:

Current MRR:             $14,580
Q1 Goal:                 $18,000  (+23%)
Monthly growth needed:   +7.5%

Metric targets:

Conversion rate: Improve 0.5pp per quarter
AOV: Increase 10% with bundles
Churn: Reduce to < 3%/month
LTV: Grow to $120+

Data-Driven Decisions

Use analytics to:

Validate ideas: Test before fully committing
Prioritize work: Focus on high-impact changes
Measure success: Track if changes worked
Spot opportunities: Find untapped potential
Cut losses: Stop what’s not working

A/B test examples:

Pricing changes
Product descriptions
Checkout flow
Email subject lines
Landing page designs

Troubleshooting

Data Discrepancies

If analytics don’t match expectations:

Check date range: Ensure correct period selected
Verify filters: Remove accidental filters
Test mode vs. live: Make sure on correct mode
Cache delay: Real-time data may have 5-10 min lag
Timezone: Check dashboard timezone settings

Reconciling with accounting:

Analytics shows gross revenue
Accounting shows net (after fees/refunds)
Export both for comparison

Missing Data

Common causes:

Ad blockers preventing tracking
UTM parameters missing or incorrect
Third-party tracking scripts blocked
Cookie consent required but not given

FAQ

How often does data update?

Real-time metrics: Every 5-30 seconds
Standard reports: Every 15 minutes
Complex reports: Every hour
Historical data: Daily at midnight

Can I track custom events?

Yes, use webhook events or API to send custom event data. Example: Track course completion, video views, download counts.

How long is data retained?

All analytics data is retained indefinitely. Historical comparisons available for all time periods.

Can multiple team members access analytics?

Yes. Grant team members access with different permission levels:

Admin: Full access
Manager: View all reports
Staff: View specific products/reports
Read-only: View dashboards only

How do I track affiliate sales?

Use unique discount codes or UTM parameters for each affiliate. View revenue by code in discount analytics.

Can I integrate with Google Analytics?

Yes. Add your Google Analytics tracking ID in Settings → Integrations. Pocketsflow events will appear in GA4.

Next Steps

Orders & Customers

Manage orders and customer database

Subscriptions

Deep dive into subscription metrics

Upsells & Bundles

Optimize upsell performance

Marketing Tools

Connect marketing platforms

For creators

Create Tools

Selling products & subscriptions

Payments & payouts

Operating your business

For buyers

​Overview

​Dashboard Overview

​Quick Stats (Overview Page)

​Revenue Analytics

​Total Revenue

​Revenue Over Time

​Revenue by Product

​Revenue by Source

​Order Analytics

​Total Orders

​Average Order Value (AOV)

​Orders by Product

​Orders Over Time

​Conversion Analytics

​Conversion Rate

​Checkout Funnel

​Conversion Rate Optimization

​Customer Analytics

​Total Customers

​Customer Lifetime Value (LTV)

​Customer Cohorts

​New vs. Returning Customers

​Subscription Metrics

​Monthly Recurring Revenue (MRR)

​Annual Recurring Revenue (ARR)

​Churn Rate

​Subscriber Growth

​Trial Conversion Rate

​Traffic Analytics

​Unique Visitors

​Page Views

​Traffic Sources

​UTM Campaign Tracking

​Geographic Analytics

​Revenue by Country

​International Growth Opportunities

​Product Performance

​Product Comparison

​Product Trends

​Payment Method Analytics

​Payment Methods Used

​Refund & Dispute Analytics

​Refund Tracking

​Chargeback Rate

​Upsell & Cross-Sell Performance

​Upsell Acceptance Rate

​Discount Code Analytics

​Discount Performance

​Time-Based Comparisons

​Period Comparisons

​Day of Week Analysis

​Hour of Day Analysis

​Custom Filters & Segments

​Available Filters

​Data Export

​CSV Export Options

​Integrations for Analytics

​Real-Time Analytics

​Live Dashboard

​Best Practices

​Regular Review Cadence

​Setting Goals & Benchmarks

​Data-Driven Decisions

​Troubleshooting

​Data Discrepancies

​Missing Data

​FAQ

​How often does data update?

​Can I track custom events?

​How long is data retained?

​Can multiple team members access analytics?

​How do I track affiliate sales?

​Can I integrate with Google Analytics?

​Next Steps

Overview

Dashboard Overview

Quick Stats (Overview Page)

Revenue Analytics

Total Revenue

Revenue Over Time

Revenue by Product

Revenue by Source

Order Analytics

Total Orders

Average Order Value (AOV)

Orders by Product

Orders Over Time

Conversion Analytics

Conversion Rate

Checkout Funnel

Conversion Rate Optimization

Customer Analytics

Total Customers

Customer Lifetime Value (LTV)

Customer Cohorts

New vs. Returning Customers

Subscription Metrics

Monthly Recurring Revenue (MRR)

Annual Recurring Revenue (ARR)

Churn Rate

Subscriber Growth

Trial Conversion Rate

Traffic Analytics

Unique Visitors

Page Views

Traffic Sources

UTM Campaign Tracking

Geographic Analytics

Revenue by Country

International Growth Opportunities

Product Performance

Product Comparison

Product Trends

Payment Method Analytics

Payment Methods Used

Refund & Dispute Analytics

Refund Tracking

Chargeback Rate

Upsell & Cross-Sell Performance

Upsell Acceptance Rate

Discount Code Analytics

Discount Performance

Time-Based Comparisons

Period Comparisons

Day of Week Analysis

Hour of Day Analysis

Custom Filters & Segments

Available Filters

Data Export

CSV Export Options

Integrations for Analytics

Real-Time Analytics

Live Dashboard

Best Practices

Regular Review Cadence

Setting Goals & Benchmarks

Data-Driven Decisions

Troubleshooting

Data Discrepancies

Missing Data

FAQ

How often does data update?

Can I track custom events?

How long is data retained?

Can multiple team members access analytics?

How do I track affiliate sales?

Can I integrate with Google Analytics?

Next Steps