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fechamento faturamento

Data Preparation

Collect all relevant sales data from the designated period.

Ensure accuracy and completeness of the data.

Organize the data in a structured format for analysis.

Sales Calculation

Calculate total sales revenue for the period.

Break down sales revenue by product categories or segments.

Calculate average order value (AOV) for the period.

Determine the number of units sold for each product.

Discounts and Promotions

Identify any discounts or promotional offers applied to sales.

Calculate the total value of discounts given during the period.

Analyze the impact of discounts on overall revenue.

Returns and Refunds

Review the number of returns and refunds processed.

Calculate the total value of returned products.

Assess the impact of returns on revenue and profit margins.

Shipping and Fulfillment

Review shipping costs and expenses incurred.

Calculate the average shipping cost per order.

Analyze the impact of shipping costs on profitability.

Taxes and Fees

Review any applicable taxes or fees associated with sales.

Calculate the total amount of taxes collected.

Assess the impact of taxes and fees on revenue.

Payment Processing

Review payment gateway fees and charges.

Calculate the total payment processing costs.

Analyze the impact of payment processing fees on revenue.

Net Profit Calculation

Subtract the total costs (discounts, returns, shipping, taxes, fees) from the total revenue.

Calculate the net profit for the designated period.

Assess the profitability of the e-commerce organization.

Financial Reporting

Prepare a comprehensive financial report summarizing the findings.

Present the report to relevant stakeholders, such as management or investors.

Discuss any insights, trends, or areas for improvement discovered during the analysis.

Note: This checklist may vary depending on the specific requirements and practices of each e-commerce organization.

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