This report visualises your total sales over time. When landing on the report the time frame is defaulted to all your sales since you have been transacting on the platform, time grouping of week and all delivery rounds.

You can apply different filters to view the time period and grouping of your choice.

Total sales are visualised in the bar graph. Hover over the specific bars to see more data such as average spend for that specific week, percentage difference of total sales compared with previous week and total delivery numbers. This is great for tracking your sales over long periods of time.

This bar chart table totals new customers and when they have had their first order. This is great for tracking how many new customers you are welcoming over time so you can analyse any trends in the data.

The retention pivot table below helps visualise how many orders each of your customers has placed over the last 18 months. You can change the time frame at the top of the page to see up to 18 months or shorter. The page defaults to 18 months. If you want to delve further into the detail of the customers shopping habits you can choose a shorter time frame such as 3 months and a time grouping such as ‘Week’. This would show you a good visualisation of how your current most recent customers are shopping and returning for repeat orders.

When viewing by month this will add together the total orders the customer has had that month - this works better with a longer time frame such as 12-18 months.

If you scroll down you'll see customers are organised by the month they began shopping, if you scroll to the right you'll see how frequently they have shopped with you and their total orders placed.

The retention funnel visualises how well you are retaining customers that began shopping with you in January 2024. It counts the number of orders placed by those customers and then in each month since then.

Distinct values of Id = the number of new customers.

This funnel visual only provides a useful visual if the correct time frame and time grouping are applied. Time grouping by month and longer term time frame such as 12 or 18 months work best here. This visual may be skewed if you have not been a user of our platform for long as this needs time to form the retention data.

If you’re a VAT registered business this report will make reporting to HMRC a whole lot easier, reducing manual admin involved in compiling the information. In this VAT report you can filter in addition to ‘time frame’ by delivery round and whether a product has VAT applied or not using the ‘VAT only’ filter.

1 = Filter VAT products

Empty = All products

At the top a summary of your total sales and then the break down of total VAT paid, Net amount on VAT products and the total paid for those items. A summary of the total paid for zero rated products is also included. The ‘total paid’ on all products is made up of the ‘total paid’ on VAT products + Total paid on zero rated products.

The VAT bookkeeping table details all of the sold products with a summary of the VAT %, VAT paid on the item and the Net amount along with the line item total. The line item total = VAT paid + Net amount for the product.

You can apply the ‘Time frame’ 3 months and VAT only = 1 to see the products sold for your latest return. If you have missed marking a product as VATable, the report will back date the data once the correct setting is applied to the product.

This report gives you the ability to view how your discount codes have been used over your selected time frame. You can also filter by delivery rounds for area specific data. The report details ‘Discount total’ for your selected time period and then broken down by discount codes with the totals for each discount code shown in the bar chart.

The two lists at the bottom detail the ‘Discount spend by code’ from highest discount total to lowest. The other list shows ‘Discount spend by customer’ from highest to lowest.

The swaps report shows two sets of data: items that have been swapped IN to veg boxes and items that have been swapped OUT of veg boxes. These 2 graphs are great for analysing the popularity of the items that you are including in your veg boxes.

The pie charts have two rings. The central ring details the total number of swapped items (in or out) for the selected time grouping.

The outer ring is linked to the inner ring by colour and shows the break down of the total swaps by the product. This is a great visualisation of what items are popular or unpopular. You can hover over the segments to see more detailed data on the date segment.

For example below shows the percentage of swaps for each product for the week of Feb 25th 2025. That week had the highest number of swaps compared with the other 3 weeks. Mushrooms were the most popular swap that week with nearly 11% of the swaps.

The swap table details either the product swapped in or out of a veg box product along with different date periods depending on the time frame chosen. A total for each of the time periods for each product is shown and then is totalled on the right hand side. This is great for analysing your most poplar swapped in or out products. This can aid you to make informed choices about the items you make available in your veg boxes and as swaps.

This is a compilation of all of your fulfilment data in one place with the ability to aggregate over any amount of time. Powerful stuff!

Here you can view total amounts of a product sold by you on our platform, all in one place. This will include items sold in veg boxes and as extras or swaps.

The table shows the item along with the UOM (unit of measure) and the total amounts sold for the chosen time frame and grouping.

One of the key things you would be able to do with this data is being able to use the data for an Organic inspection report. This data will make it easy to find quantities of a particular item that are sold for a particular period of time without having to sift through lots of different week’s in fulfilment. Your inspection may require you to show what you sold for a particular item over a particular timeframe. You can also use this table to track the sales of particular crops that you have grown on your farm. You could use this table to view all products over a 12 month period and by filter the time grouping ‘week’, this will give you totals for the product for each week along with the total amount sold over the 12 months. You could use this analyse the success of a particular crop and your margins on that product for the whole year to make informed choices about the success of the product.

The credit changes data details any credit changes that have been made within your system. This can either be for a payment made by credit, refunds as credit or any manual entry of credit. You can use the filters at the top to apply a time frame , search for a specific credit method or search for a specific customer.

Credit changes with an order ID will represent any payments for orders that have been taken from any credit amount on the customers account. They will also show any refunds that have been processed through an order with ‘refund credit’ selected. Credit changes without an order ID represent any manual credits that have been applied by updating the credit amount from within a customers account. This is often for partial refunds on a veg box product or for a payment made through a means outside of the GG platform such as a cash payment. Notes column - if attached to an order ID this will specify the order number associated with the credit. If it’s a manual credit the note that is entered at the time of creating the credit will displayed.