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Streamlining Your Monthly Financial Review: Exporting CNFANS Spreadsheet Data

2025-12-03

Conducting a thorough monthly financial review is crucial for any dropshipping business. For CNFANS users, the platform's spreadsheet data holds the key to unlocking vital insights. This guide walks you through the export process and how to structure essential reports for refunds, shipping costs, and top-performing sellers.

Step-by-Step: Exporting Your CNFANS Data

  1. Access Your Order Management Panel:"Order Management""Spreadsheet"
  2. Apply Date Filters:
  3. Select Data for Export:Order ID, Product, Seller, Order Amount, Shipping Cost, Status,Refund Amount
  4. Initiate the Export:ExportDownload CSV
  5. Verify and Save:CNFANS_Financial_Review_2023_10.xlsx.

Creating Actionable Monthly Reports

With your raw data exported, you can now generate focused reports using spreadsheet software like Microsoft Excel or Google Sheets.

1. Refunds & Returns Analysis Report

This report highlights product issues and seller reliability.

  • Pivot Table Summary:SellerProduct SKU.
  • Calculate Refund Rate:(Total Refund Amount / Total Order Value) * 100.
  • Key Insight:

2. Shipping Cost Efficiency Report

Monitor logistics expenses to protect your profit margins.

  • Aggregate Costs:SUMIF
  • Cost vs. Product Category:
  • Key Insight:

3. Top-Performing Sellers Report

Identify reliable partners to foster growth and stability.

  • Rank by Volume & Revenue:
  • Add Performance Metrics:Average Customer RatingOn-Time Shipping Rate, and the Refund Rate
  • Key Insight:

Best Practices for Ongoing Reviews

Consistency is Key

Export data and run reports on the same day each month. This ensures accurate period-over-period comparisons.

Data Visualization

Use charts (bar graphs for refunds by seller, line charts for monthly shipping cost trends) to make patterns instantly recognizable.

Actionable Summary

Always conclude your review with a brief summary stating 2-3 concrete actions, such as "Contact Seller X regarding high refund rate" or "Increase shipping fee for product category Y."

By systematically exporting your CNFANS spreadsheet dataminimize lossesmaximize profits