Analysis / Ecommerce and retail

Compare first and repeat order profitability

Compare first and repeat order margins, refunds and basket size using observed history, flagging uncertain customer status and incomplete cost data.

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Your starting prompt.

Classify [uploaded orders] as first or repeat using [available customer history], then compare net sales, basket size, return rate and contribution margin by [category] and [period]. Show customers with uncertain first purchase status and incomplete cost data. Produce an order economics comparison and hypotheses for further review. Avoid claiming customer lifetime value or acquisition payback when acquisition costs and full history are unavailable.

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Method and review

Keep the assumptions visible.

Reconcile orders, refunds, costs and fulfillment at a consistent grain. Use supplied exports when a native Connection is unavailable, and distinguish revenue from contribution.

For this task, check

Limited order history can misclassify established customers as first time buyers.

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Before you begin

Bring exports you are allowed to upload, or data your Workspace can already query.
Choose the reporting period and agree what each record represents.

Work with permitted files or queryable data. Verify the result against the original records.

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Make it your investigation.

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