Google Analytics: How to Set up Revenue Tracking from a Specific Website or URL and Create an Emailed Report

  • Set Up Revenue Tracking in Google Analytics

Do you need to track the revenue that your site generates based on traffic from a specific website or URL?  Here is a how to guide on how to –

  • track the revenue that your site generates from a specific URL
  • create a report which will email out this report on a weekly basis.

Background

I recently needed a partner to track the revenue that my web properties generate for them.  The partner needed to set up this tracking in their Google Analytics, and then set up a report to be emailed to me on a regular basis with the revenue data at a transactional level.  I wrote the following instructions to show them how to complete this task in their Google Analytics.

Assumptions

For these instructions to be applicable, I am assuming the following –

  • You have Google Analytics installed on your website
  • You have Enhanced Ecommerce Tracking set up, such that your site is tracking overall revenue.

Instructions

How to set up revenue tracking in Google Analytics from a Specific URL, and create an automatically emailed weekly report of the results. –

  1. From your main Google Analytics view, select “Conversions” on the left hand menu, then select “Ecommerce” on the sub-menu, and finally “Sales Performance”.  You will see all the sales that have came in on your website at the transactional level.

    Conversions -> Ecommerce -> Sales Performance

  2. Next, we need to add in the Secondary Dimension of Source, to see where each transaction has come from.  Click “Secondary Dimension”, which is located below the graph, on the left hand side.  With the menu open, select “Acquisition”, then on the sub menu select “Source”.  Now, each transaction ID will be associated with the source data.

    Secondary Dimension -> Acquisition -> Source

  3. Now, we need to add a filter that will only show Transaction IDs where the Source contains the desired URL you wish to track (for this example, we will use “efowl.com“).  To do this, select “advanced” which is just below the graph on the right hand side next to the icons.  This will open up the filter menu.  From here, select “Include”, then select “Source”, then select “Containing”, then add “efowl.com” (without the quotation marks) in the text field.  Finally, click “Apply” in the lower left of the filter menu.

    advanced -> Include -> Source -> Containing -> [Desired URL]

  4. ​With this filter, you will only see transaction IDs where the traffic source contains “efowl.com“.  Now we need to set the timeframe in the upper right to the past seven days.  Click the dates in the upper right, and in the Date Range dropdown select “Last 7 Days”.  You can set the timeframe to whatever you wish, but for my purposes I needed a report that would email on a weekly basis and show the previous 7 days.

    Date Range -> Last 7 Days

  5. Next, we need to set the number of records shown in the view such that each transaction ID is visible, rather than just 10, which is the default.  This will allow us to ascertain marketing metrics such as Cost Per Click and Customer Acquisition Cost from the emailed report.  To do this, scroll to the very bottom of the page and select “Show Rows”, and change the number to 1000.  This will make sure that more data than just the Totals are reported.  If you foresee more than 1k transactions per week, you’ll need to increase this number.

    Show Rows -> 1000

  6. The report is now ready to go, and we simply need to set up weekly email distribution.  To do this, scroll to the top of the page and select “Email”.  This will bring up the email popup.  Add in the email addresses you would like the report to be distributed to.  For my purposes, I set the day of the week to “M” and the frequency to weekly.  This gives me a report each Monday of the sales from the previous 7 days.  Add in a basic message such as “Attached is a CSV of the previous week’s transactions with a source of efowl.com .” , and click Send.
  7.  The report is now set up and will run on a weekly basis!

If there are any other specific tasks or reports you would like to know how to create in Google Analytics, let me know in the comments below and I will work to create the instructions.

By | 2017-12-11T22:58:12+00:00 June 6th, 2017|Google Analytics, Instructions|0 Comments

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