The Rundown Report is a one-stop solution for multiple kinds of information. It will present some summary statistics as well as include some tables of detailed information.
When you run a Rundown report, you select a date range. This date range will filter/control each of the various metrics and outputs.
Read below for everything you may need to know about the metrics and data.
Total Revenue - The gross sum of all payments (share amounts and extras) that went through during the date range
Total Harvie Fee - The sum of all harvie fees on payments that went through during the date range
Total Card Fee - The sum of all credit card fees on payments that went through during the date range
Total Farm Revenue from Regular Signup - The portion of Total Revenue that belongs to regular signup (not farm stand) orders.
Total Farm Revenue from Regular Signup, Extras - The portion of Total Farm Revenue from Regular Signup that was for swaps/extras.
Total Farm Revenue from HFS - The portion of Total Revenue that belongs to farm stand (not regular signup) orders.
Total Farm Revenue from HFS, Extras - The portion of Total Farm Revenue from HFS that was for swaps/extras.
Count of Unique Users receiving product in this period - The count of distinct members who have a deliverable (not on hold, must have a status of Awaiting Payment or To Be Delivered) share delivery in the date range
Count of Distributions - The count of distinct combinations of members and delivery/pickup dates within the date range. Follows the same rules of deliverability for share deliveries as above.
Count of Distributions by Regular Signup - As for Count of Distributions, but only for share deliveries on signup orders.
Count of Distributions by Regular Signup, Home Delivery - As for Count of Distributions, but only for share deliveries on signup orders at home delivery locations.
Count of Distributions by Regular Signup, Pickup - As for Count of Distributions, but only for share deliveries on signup orders at non-home delivery locations.
Count of Distributions by Farm Stand - As for Count of Distributions, but only for share deliveries on farm stand orders.
Count of Distributions by Farm Stand, Home Delivery - As for Count of Distributions, but only for share deliveries on farm stand orders at home delivery locations.
Count of Distributions by Farm Stand, Pickup - As for Count of Distributions, but only for share deliveries on farm stand orders at non-home delivery locations.
Count of Held Distributions - The count of distinct combinations of members and delivery/pickup dates for share deliveries which are on hold.
Count of Unique Locations receiving product in this period - The count of distinct locations which have share deliveries in the date range.
Count of Unique Locations receiving product in this period, Home Delivery - The count of distinct locations which have share deliveries in the date range and are for home delivery.
Count of Unique Locations receiving product in this period, Pickup - The count of distinct locations which have share deliveries in the date range and are not for home delivery.
Average Distribution Value - This is Total Distribution Value divided by Count of Distributions. It is critical to note here that payments are not exactly concurrent with delivery date. For instance, you might finalize a delivery some time in advance of when items actually go out. Also members might have pre-paid some amount, or they might have fixed a past failed payment. You may instead be interested in Average Distribution Value by Items.
Average Distribution Value by Items - This is Total Distribution Value by Items divided by Count of Distributions.
Average Farm Stand Distribution Value - This is Total Distribution Value by Farm Stand divided by Count of Distributions by Farm Stand.
Average Regular Signup Distribution Value - This is Total Distribution Value by Regular Signup divided by Count of Distributions by Regular Signup.
Average Order Value - This is Total Revenue divided by Count of Distributions. Because payments may not be concurrent with delivery dates, this generally is more useful over longer date ranges.
Average Signup Order Value - This is Total Farm Revenue from Regular Signup divided by Count of Distributions by Regular Signup. Because payments may not be concurrent with delivery dates, this generally is more useful over longer date ranges.
Average Farm Stand Order Value - This is Total Farm Revenue from HFS divided by Count of Distributions by Farm Stand. Because payments may not be concurrent with delivery dates, this generally is more useful over longer date ranges.
Total Distribution Value by Items - This is the value of all share items delivered in the date range, plus the value of all extras items delivered in the date range, plus the value of all addon shares delivered in the date range. This can be cross-referenced with the Products Delivered worksheet. Because this works on delivered items data and not share deliveries, it will not be useful if the date range spans further into the future than your deliveries. Adjustments and credits are not factored into this.
Total Distribution Value - This is the sum value of all share deliveries deliverable in the date range, based on their recorded price and quantity, plus the value of all extras items delivered in the date range. In the case of new farm stand orders (a la carte ordering on the "shop" page) the value of sold items, delivered in the date range, will be included. Adjustments and credits are not factored into this. This metric does work when looking into the future, though extras will not be predicted.
Total Distribution Value by Farm Stand - The portion of Total Distribution Value which belongs to farm stand orders.
Total Distribution Value by Regular Signup - The portion of Total Distribution Value which belongs to regular signup orders.
Total Main Share Inventory Available - For each week of share inventory for a main share which intersects with the date range, the sum of total share inventory units.
Total Main Share Inventory Sold - For each week of share inventory for a main share which intersects with the date range, the sum of share inventory units sold.
Total Main Share Inventory Unsold - For each week of share inventory for a main share which intersects with the date range, the sum of share inventory units sold.
Proportion Share Inventory Sold - This is Total Share Inventory Sold divided by Total Share Inventory Available
Proportion Share Inventory Unsold - This is Total Share Inventory Unsold divided by Total Share Inventory Available.
Proportion Main Share Inventory Sold - This is Total Main Share Inventory Sold divided by Total Main Share Inventory Available.
Proportion Main Share Inventory Unsold - This is Total Main Share Inventory Unsold divided by Total Main Share Inventory Available.
Total Addon Share Inventory Available - For each week of share inventory for an addon share which intersects with the date range, the sum of total share inventory units.
Total Addon Share Inventory Sold - For each week of share inventory for an addon share which intersects with the date range, the sum of share inventory units sold.
Total Addon Share Inventory Unsold - For each week of share inventory for an addon share which intersects with the date range, the sum of share inventory units not sold.
Proportion Addon Share Inventory Sold - This is Total Addon Share Inventory Sold divided by Total Addon Share Inventory Available.
Proportion Addon Share Inventory Unsold - This is Total Addon Share Inventory Unsold divided by Total Addon Share Inventory Available.
Total Share Inventory Available - For each week of share inventory for any kind of share which intersects with the date range, the sum of total share inventory units.
Total Share Inventory Sold - For each week of share inventory for any kind of share which intersects with the date range, the sum of share inventory units sold.
Total Share Inventory Unsold - For each week of share inventory for any kind of share which intersects with the date range, the sum of share inventory units not sold.
Total Available Delivery Value - For each delivery which has at least one delivery date in the date range, this is the sum value of all listed products based on their price and estimated amount.
Total Delivery Value Sold - For each delivery which has at least one delivery date in the date range, this is the sum value of all listed products based on their price and their used amounts. This measure is not as accurate as the Products Delivered worksheet, and will include the value of suspended shares.
Total Delivery Value Unsold - This is Total Available Delivery Value minus Total Delivery Value Sold.
Proportion Delivery Value Sold - This is Total Delivery Value Sold divided by Total Available Delivery Value.
Proportion Delivery Value Unsold - This is Total Delivery Value Unsold divided by Total Available Delivery Value.
Count of Unique Products Offered - The count of unique product names in each delivery which has at least one delivery date in the date range.
Count of Unique Products Offered, Share items - The count of unique product names for base share items (not extras-only items) in each delivery which has at least one delivery date in the date range.
Count of Unique Products Offered, Extras only items - The count of unique product names for extras-only items (not base share items) in each delivery which has at least one delivery date in the date range.
Average # Extras Items in Delivery - This is Count of Unique Products Offered, Extras only items divided by the count of deliveries with at least one delivery date in the date range.
Average # Items in Delivery - This is Count of Unique Products Offered divided by the count of deliveries with at least one delivery date in the date range.
Average # Share Items in Delivery - This is Count of Unique Products Offered, Share items divided by the count of deliveries with at least one delivery date in the date range.
Percentage of Eligible Boxes Customized - For each "box" (a.k.a. set of contents in a share) with a delivery date in the date range, the percentage those customized out of those which are eligible.
# of New HFS Subscribers in period - The count of new farm stand subscriptions created within the date range.
# of cancelled shares - The number of distinct orders with cancellation records created in the date range. Note that this may not be equal to a cancelled member (for many reasons). Compare to # of cancelled members, this can be cross-referenced to the Order Cancellations worksheet.
# of cancelled members - The number of distinct members with cancellation records created in the date range AND who do not have share deliveries later than 7 days after the date range. This can be cross-referenced to the Order Cancellations worksheet. Note that this may be exaggerated if your date range ends in the last week or two of a season, as members may have simply not had the time/chance to sign up for the next season.
Total # of HFS Subscribers in period - The count of unique farm stand subscribers created prior to the end of the date range. May include inactive farm stand subscriptions.
Count of credits created - The count of distinct credits created in the date range. This can be cross-referenced to the Credit Creations worksheet.
Value of credits created - The total value of credits created in the date range. This can be cross-referenced to the Credit Creations worksheet.
Value of credits redeemed - The value of credits which were redeemed in the date range. This can be cross-referenced to the Credit Redemptions worksheet.
Total active credit currently - Regardless of the date range, this is how much active credit exists for your farm.