Prerequisites

Before getting started, ensure you have:

Required Permissions:

Data Analytics can be accessed by users with the following permissions:

Analyst
Marketing
Marketing + Analyst
Operator
Owner

Run an Orders Analysis

Navigate to Analytics > Orders in your AIQ Dashboard
Select your desired date(s) in the Report filter
Select the Audience(s) you want to analyze
Click Apply

AIQ will generate reporting data based on your selected filters.

Report Period Breakdown

This section displays order performance over time through a bar chart and key metrics summary. This view helps you track revenue trends, order volume, and customer behavior patterns across your selected date range.

Time Period Toggle: You can adjust the chart granularity using the toggle buttons in the top right:

Daily: Shows individual day-by-day performance
Weekly: Aggregates data by week
Monthly: Groups data by month
Yearly: Displays annual totals

You can also switch the chart's metric view between Revenue $ and Order #. Note that these toggles only affect the chart visualization, the summary metrics below remain unchanged.

Below the chart, you'll find key performance indicators for the selected period:

Total Revenue: The sum of all revenue generated during the report period.
Total Orders: The total number of orders placed during the report period.
AOV: Average Order Value, calculated as total revenue divided by total orders.
Avg Cart Items: Shows the average number of products purchased in a single transaction. Other common names for this metric include average basket size and average cart size.
Avg Days Til Customer Returns: The average number of days between a customer's purchases.
Note: This metric is calculated using a customer’s full order history (all-time), not just the selected date range (e.g., MTD). It only includes customers with 2 or more orders, and measures the average time between their orders.

Top Performing

This section contains two tables: Performance by Type and by Time Period.

Performance by Type

Toggle between four views, each sortable by brand and category::

Product: All products, sortable by brand and category filters
Categories: Category-level performance
Brand: Full brand list with filtering
Payment: Payment types (online, cash, debit, etc.)

Data defaults to Revenue (highest to lowest) sorting.

Performance by Time Period

View performance grouped by:

Month: Chronological (January–December)
Day: Sunday–Saturday
Hour: Hour of day

Data defaults to chronological sorting.

Top Performing – Products

The Products table includes additional inventory-related columns:

Units Sold: Total quantity sold during the selected period
Units Remaining: Current inventory on hand
Days of Stock: Estimated days until stock is depleted based on sales velocity
Inventory Cost: Total wholesale cost of current inventory
Inventory Retail Value: Total retail value of current inventory
SKU: Stock Keeping Unit identifier

These metrics help brands monitor both sales performance and inventory health across retailers.

Detailed Breakdown (Side Drawer View)

Clicking any row in Top Performing by Type opens a detailed breakdown drawer.

Common Actions

Identify Your Busiest Sales Periods

Navigate to Top Performing - Months of the Year
Toggle to Days or Hours
Compare Revenue vs Orders to determine volume vs value trends.

Identify Top-Selling Products

Navigate to Top Performing - Products
Make sure data is toggled to Products
Switch between Revenue and Orders to compare performance metrics

Troubleshooting

Issue: No data appears after running analysis.
Solution:

Confirm your POS or ecommerce integration is connected and syncing properly. Verify the selected Report date range contains transactional data.

Issue: Metrics seem lower than expected.
Solution:

Confirm the correct Audience(s) and Report date range are selected before running analysis.

Issue: Revenue and Orders appear inconsistent.
Solution:

Ensure you are toggling between Revenue and Orders intentionally, as these display different performance metrics.

Issue: Revenue totals in AIQ do not match the POS system.
Solution/Steps to Resolve:

Confirm the same date range is selected in both systems.
Ensure the same location(s) or store(s) are included.
Verify whether AIQ is filtering by a specific Audience while the POS is showing all transactions.