Total Sales per Route and Category Report Documentation¶
Menu Location: Reports > Sales Analytics > Total Sales per Route and Category
Access Level: Manager / Administrator / Kiva Admin
Last Updated: 2026-03-01
Overview¶
IMPORTANT: This report is in Alpha status. Unless specifically directed by Kiva Logic support, do not use this report for business decisions.
The Total Sales per Route and Category Report provides a detailed breakdown of product sales organized by delivery route and product category. This analytical tool calculates retail value for all products delivered during a selected week, including both subscription box items and customer-selected addons, giving you complete visibility into what products are moving on each route.
Primary Functions:
- View total sales by delivery route and product category
- Analyze product performance across different geographic areas
- Calculate retail value for both box items and addons
- Compare category performance between routes
- Identify which products sell best on which routes
Page Layout¶
Header Section¶
- Page Title: "Reports / Total Sales per Route and Category"
- Alpha Status Alert: Warning that this report is in testing phase
- Week Selector: Dropdown to choose the delivery week to analyze
- Submit Button: Generate the report for selected week
Main Content Area¶
The report displays multiple sections, one for each delivery route that had orders during the selected week:
Per-Route Sections:
- Route name and delivery date at section header
- Product categories listed in alphabetical order
- Product details showing quantity, price, and total amount
- Category subtotals throughout
- Route total at bottom of section
Summary Section:
- Grand total for all routes combined
- Shows overall sales for the entire week across all delivery areas
Understanding Retail Price Calculations¶
What This Report Calculates¶
This report uses retail pricing to value all products, regardless of whether they were part of a subscription box or added as extras. This approach provides a standardized way to compare product performance.
Included in Calculations:
- Subscription box items valued at retail price
- Customer-selected addon items at retail price
- All active product categories with sales
Not Included:
- Subscription fees themselves
- Delivery charges
- Taxes
- Discounts or promotions
Why Retail Pricing: This methodology allows you to see the "shelf value" of products moving through each route, making it easier to compare different product types and routes on equal footing.
Report Data & Columns¶
| Column | Description | Calculation/Source |
|---|---|---|
| Categories | Product category name | System product classifications |
| Description | Individual product name | Product catalog |
| Quantity | Number of units sold | Count from all orders on route for week |
| Price | Retail price per unit | Product retail price setting |
| Amount | Total value for this product | Quantity × Retail Price |
Additional Totals:
- Total Category: Sum of all products within each category
- Total for the route: Sum of all categories for a specific route
- Total for the period: Grand total across all routes for the week
Actions & Operations¶
Generating a Weekly Report¶
Purpose: Analyze product sales for a specific delivery week
Steps:
- Select the desired week from the Week dropdown
- Click the "Submit" button
- Wait for the report to generate (may take 10-30 seconds)
- Scroll through route sections to review data
Requirements:
- At least one completed order for the selected week
- Products must have retail prices configured
Comparing Routes¶
Purpose: Identify which routes have different product preferences
Steps:
- Generate report for desired week
- Review product quantities for your first route
- Scroll to next route section
- Compare the same product categories between routes
- Note which routes have higher sales for specific categories
Example: Route A shows 45 units of organic apples while Route B shows 12 units. This indicates Route A customers have stronger preference for organic apples, which can inform future product selection and marketing.
Category Performance Analysis¶
Purpose: Understand which product types generate most sales value
Steps:
- Generate report for recent week
- Review "Total Category" amounts throughout the report
- Identify categories with highest dollar amounts
- Compare category performance across different routes
- Use insights for inventory planning and product selection
Common Use Cases¶
Use Case 1: Route-Specific Product Planning¶
Goal: Customize product offerings based on route preferences
Steps:
- Run report for last 4 weeks (one at a time)
- Track which categories perform best on each route
- Identify consistent patterns across multiple weeks
- Adjust product selection to match route preferences
- Monitor changes in future weeks
Example: North Route consistently shows high sales in "Organic Vegetables" category while South Route shows higher "Fruits" category sales. Consider offering more vegetable variety on North Route and more fruit options on South Route.
Tips:
- Look for patterns over multiple weeks, not single-week anomalies
- Consider demographic differences between routes
- Test changes gradually rather than making drastic shifts
Use Case 2: Inventory Allocation¶
Goal: Distribute limited-quantity products to routes where they'll perform best
Steps:
- Run report for recent weeks
- Identify high-value specialty products
- Note which routes show strongest sales for these products
- When inventory is limited, prioritize allocation to top-performing routes
- Track results to validate allocation decisions
Example: You have limited supply of premium strawberries. Report shows West Route sells 3x more strawberry items than other routes. Allocate larger strawberry portions to West Route boxes.
Use Case 3: Marketing Campaign Effectiveness¶
Goal: Measure if product promotions are working on specific routes
Steps:
- Run report for week before promotion launch
- Note baseline sales for promoted product category
- Run report for weeks during promotion
- Compare promoted product quantities and amounts
- Calculate promotion impact by route
Tips:
- Run reports for control routes (without promotion) to compare
- Track both quantity sold and total dollar amount
- Consider if increased sales justify promotion costs
Troubleshooting¶
No Data Appears for Selected Week¶
Symptoms: After selecting a week and clicking Submit, no route sections appear.
Solutions:
- Verify that orders were placed and delivered during selected week
- Check that week selection is not too far in the past or future
- Confirm orders are marked as completed, not cancelled
- Try selecting current or previous week
Common Causes:
- Selected week with no order activity
- All orders for week were cancelled
- Week selected before business started using system
Products Missing Prices¶
Symptoms: Some products show in quantity column but have $0.00 for price or amount.
Solutions:
- Navigate to product catalog/menu management
- Find products showing zero price
- Add retail prices for missing products
- Regenerate report
Check:
- Product catalog for retail price settings
- Whether products are marked as available for addon purchase
- Recent product additions that may not have pricing yet
If Problem Persists: Contact Kiva Logic support to review product pricing configuration and ensure all products have appropriate retail prices set.
Category Totals Don't Match Expectations¶
Symptoms: Category subtotals seem incorrect or don't match your mental calculations.
Solutions:
- Remember this report uses retail prices, not subscription prices
- Verify individual product prices in the product catalog
- Check if some box products have different retail prices than expected
- Manually verify a few calculations: Quantity × Price = Amount
Common Causes:
- Confusion between subscription pricing and retail pricing
- Recent price changes in product catalog
- Special pricing for certain customer groups not reflected in report
Related Pages¶
- Wholesale vs Revenue Report (
wholesale-actual-report.php) - Compare costs to revenue by route - Product Addon Detail Report (
product-addon-detail-report.php) - Track specific product sales over time - Order Count Report (
order-count-report.php) - Customer order volume analysis - Future Demand Report (
admin_reports.php) - Forecast upcoming product needs
Typical Workflow:
- Sales per Route Report → Identify top categories → Product Addon Detail → Deep dive on specific products
- Notice category shift → Order Count Report → Investigate if customer behavior changed
Permissions & Access¶
Required Access Level: Manager
Access Level Capabilities:
- Customer Service: No access to sales analysis reports
- Manager: Full access to view all route and category sales data
- Administrator: Full access to view all route and category sales data
- Kiva Admin: Full access to view all route and category sales data
Best Practices¶
Report Usage Guidelines¶
- Remember this report is in Alpha - verify critical decisions with other data sources
- Run reports regularly (weekly or bi-weekly) to spot trends
- Focus on patterns over multiple weeks rather than single-week data
- Use retail pricing understanding when interpreting dollar amounts
Analysis Approach¶
- Compare same week year-over-year for seasonal insights
- Look for consistent category leaders across multiple routes
- Identify route-specific preferences to customize offerings
- Track how new product introductions perform by route
Data Interpretation¶
- High dollar amounts indicate either high prices or high quantities
- Consider both volume (quantity) and value (amount) when making decisions
- Remember box items and addons are both included in these calculations
- Account for route size when comparing absolute numbers between routes
Things to Avoid¶
- ❌ Making major business decisions based solely on this Alpha report
- ❌ Comparing routes without considering customer count differences
- ❌ Confusing retail pricing with actual customer subscription costs
- ❌ Reacting to single-week anomalies without investigating causes
Quick Reference Card¶
| Task | Action/Location |
|---|---|
| Run basic sales report | Select week, click Submit |
| Find specific product | Scroll to product category, look for product name |
| Compare two routes | Review same category in different route sections |
| Calculate category percentage | Divide category total by route total |
| Identify top-selling product | Look for highest Amount values in route section |
| Find route total | Scroll to bottom of route section |
| Get weekly grand total | Scroll to final summary table |
| Export data | Use browser print/export or copy tables to spreadsheet |
FAQs¶
Why does this report say "Alpha" status?¶
This report is still being refined and tested. While the data is accurate, Kiva Logic recommends verifying critical decisions with additional data sources until the report moves to production status.
How is this different from revenue reports?¶
This report uses retail pricing to value all products equally, while revenue reports show actual customer payments. This provides a different perspective for product performance analysis.
Can I see individual customer purchases?¶
No, this report aggregates all sales by route and category. For customer-specific data, use the Customer Reports or Order History features.
Why do box items show retail prices?¶
To provide standardized comparison across all products, this report values every item at retail price regardless of how it was sold (in box or as addon).
Should I use this for financial planning?¶
Not as primary source while in Alpha status. Use established revenue and billing reports for financial decisions, and treat this report as supplementary product performance analysis.
Change Log¶
2026-03-01¶
- Initial documentation created
- Alpha status warnings included throughout
- All sections completed following template structure
End of Documentation
For additional help, contact your system administrator or Kiva Logic support.