This topic demonstrates how to set up a dashboard that provides a detailed analysis of your store’s returns.
Before getting started, you must be an Adobe Commerce customer and should make sure that your company is using the enterprise\_rma
table for returns.
This analysis contains advanced calculated columns.
Columns to track
enterprise_rma
or rma
table
entity_id
status
order_id
customer_id
date_requested
enterprise_rma_item_entity
or rma_item_entity
table
entity_id
rma_entity_id
qty_returned
status
order_item_id
product_name
product_sku
Filter sets to create
enterprise_rma
table
Filter set name: Returns we count
Filter set logic:
enterprise_rma_item_entity
table
Filter set name: Returns items we count
Filter set logic:
Columns to create
enterprise_rma
table
Order's created at
Select a definition: Joined Column
Create Path:
Many: enterprise_rma.order_id
One: sales_flat_order.entity_id
Select a table: sales_flat_order
Select a column: created_at
enterprise_rma.order_id = sales_flat_order.entity_id
Customer's order number
Select a definition: Joined Column
Select a table: sales_flat_order
Select a column: Customer's order number
enterprise_rma.order_id = sales_flat_order.entity_id
Time between order's created_at and date_requested
is created by an analyst as part of your [RETURNS ANALYSIS]
ticket
enterprise_rma_item_entity
table
return_date_requested
Select a definition: Joined Column
Create Path:
enterprise_rma_item_entity.rma_entity_id
enterprise_rma.entity_id
Select a table: enterprise_rma
Select a column: date_requested
enterprise_rma_item_entity.rma_entity_id = enterprise_rma.entity_id
Return item total value (qty_returned * price)
is created by an analyst as part of your [RETURNS ANALYSIS]
ticket
sales_flat_order
table
Order contains a return? (1=yes/0=No)
Select a definition: Exists
Select a table: enterprise_rma
enterprise_rma.order_id = sales_flat_order.entity_id
Customer's previous order number
is created by an analyst as part of your [RETURNS ANALYSIS]
ticket
Customer's previous order contains return? (1=yes/0=no)
is created by an analyst as part of your [RETURNS ANALYSIS]
ticket
If you are interested in analyzing only business hours for Seconds to resolution or Seconds to first response, let the analyst know when requesting the ticket.
Returns
In the enterprise_rma
table
This metric performs a Count
On the entity_id
column
Ordered by the date_requested
Filter: Returns we count
Returned items
In the enterprise_rma_item_entity
table
This metric performs a Sum
On the qty_approved
column
Ordered by the return date_requested
Filter: Returns we count
Returned item total value
In the enterprise_rma_item_entity
table
This metric performs a Sum
On the Returned item total value (qty_returned * price)
column
Ordered by the return date_requested
Filter: Returns we count
Average time between order and return
In the enterprise_rma
table
This metric performs an Average
On the Time between order's created_at and date_requested
column
Ordered by the date_requested
Filter: Returns we count
Make sure to add all new columns as dimensions to metrics before building new reports.
Repeat order probability after making a return
Metric A
: Number of orders with returns
Metric: Number of orders
Filter:
Order contains a return? (1=yes/0=No) = 1
Is in current month? = No
Metric B
: Non-last orders with returns
Metric: Number of orders
Filter:
Is customer's last order? (1=yes/0=no) = 0
Order contains a return? (1=yes/0=No) = 1
Formula: Repeat order probability
Formula: B / A
Format: Percentage
Time period: All time
Interval: None
Group by: Customer's order number
Chart Type: Bar
Avg time to return (all time)
Metric A
: Avg time between order and return
Metric: Avg time between order and return
Time period: All time
Interval: None
Chart Type: Number
Percent of orders with a return
Metric A
: Number of orders
Metric: Number of orders
Metric B
: Orders w/ return
Metric: Number of orders
Filter:
Order contains a return? (1=yes/0=No) = 1
Formula: % of orders with return
Formula: B / A
Format: Percentage
Time period: All time
Interval: None
Chart Type: Number - % of orders with return
Revenue returned by month
Metric A
: Returned item total value
Metric: Returned item total value
Time period: All time
Interval: By month
Chart Type: Line
Customers who have made a return and not purchased again
Metric A
: Number of orders with returns
Metric: Number of orders
Filter:
Order contains a return? (1=yes/0=No) = 1
Is customer's last order? (1=yes/0=no) = 1
Time period: All time
Interval: None
Group by: Customer_email
Chart Type: Table
Return rate by item
Metric A
: Returned items
(Hide)
Metric: Returned items
Metric B
: Items sold
(Hide)
Metric: Number of orders
Filter:
Formula: Return %
Formula: B / A
Format: Percentage
Time period: All time
Interval: None
Group by: product_sku AND/OR product_name
Chart Type: Table
After compiling all the reports, you can organize them on the dashboard as you desire. The result may look like the above sample dashboard.
If you run into any questions while building this analysis or want to engage the Professional Services team, contact support.