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The Upsell Analytics report answers three questions about your upsell offers: what was pitched, what converted, and what those conversions are worth. It is the companion to Upsells, where the offers themselves are configured. You can find Upsell Analytics in the sidebar menu under the Reports section. Access is controlled by the Upsell Analytics report permission on the user’s role. Pair it with the Customers permission, which would be required to drill-in and open customer records from the report.

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Running the report

Select your location in the top navigation bar. The report runs immediately for today. To see any other period, pick a date range and click Run. Upsell Analytics
The date range picker opens on Today. Widen it (Last 90 Days, Year to Date, or a custom range) before you draw conclusions, since a single day rarely holds enough pitches to be meaningful.
The date range selects a cohort: the pitches, redeeming orders, and member sign-ups that happened during the range. Revenue those sign-ups go on to earn is not limited to the range, so it keeps accruing after the end date. Selecting several locations rolls them up into one set of numbers.

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Summary tiles

Four tiles summarize the cohort. Each carries an information icon with the same definition documented here.

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Quiet upsells and conversion rate

Conversion rate is conversions divided by pitches. Two results surprise people the first time they see them, and both are correct:
  • A rate above 100%. A price change recorded without a pitch, sometimes called a quiet upsell, converts without ever being pitched. Those conversions land in the numerator with nothing added to the denominator.
  • A dash instead of a rate. When nothing was pitched, the rate is undefined rather than zero.
Read pitches as “what attendants recorded”, not “every time the offer was applied”. If an offer converts steadily with few or no pitches, that is a configuration and coaching signal, not a data error.

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How LTV is calculated

Upsell LTV is the net sum of membership billing on the subscription that signed up on the upsell, from the sign-up onward, accrued to today. Three consequences are worth knowing:
  • It is not clamped to the date range. The range picks which sign-ups are in the cohort. Their revenue keeps accumulating past the end date, so the same range run again next month reports a higher LTV.
  • It is net. The upsell’s own discount is a negative line item on the subscription, so it reduces LTV.
  • It stops at a reactivation. If the member later cancels and comes back, billing from the reactivation onward is not credited to the upsell.
A member sign-up is identified by the upsell recorded on the subscription’s first membership billing, so sign-ups stay attributed even after the membership cancels.

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Charts

Three charts sit below the tiles.
  • Conversion Funnel stacks Pitches, Conversions, and Member Signups. It is a funnel by shape only: quiet upsells can push conversions above pitches, so the stages are not guaranteed to shrink as you go down.
  • Pitches by Month plots pitches per calendar month.
  • Attributed Order Revenue ranks the top eight upsells by attributed order revenue, largest at the top. Upsells with no attributed revenue are left out, so this chart can be shorter than the table below it.

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Performance by Upsell

The table breaks pitches, conversions, and revenue out for every upsell offered in the selected range. A bold total row closes the table. The total Conversion is recalculated from the totals rather than averaged across rows.
Order Revenue and Membership LTV answer different questions and should not be added together. Order Revenue is what rang up at the register on the attributed orders. Membership LTV is recurring billing those sign-ups have produced since, and it keeps growing after the range closes.
Orders still open or pending are excluded, so an unfinished cart never counts as a conversion. Every upsell you currently have configured gets a row, even one with no activity in the range. A deleted upsell appears only when it saw activity during the range, because that activity still counts toward the summary tiles and the table has to explain it. Tables longer than fifteen rows paginate, and the total row reflects the whole range rather than the page on screen.

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View customers

Each row has a View customers link. It opens the customer list filtered to the distinct customers who signed up for a membership on that upsell, at the selected car washes, inside the selected date range. The list shows name, email, phone, and vehicle plates, sorted by most recent sign-up. Click any customer to open their profile, or use the CSV button to export the whole cohort rather than the page on screen.
The drill-in covers member sign-ups only. Customers who redeemed the upsell on a single wash are counted in Wash Redemptions but are not part of this list.

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Exporting

Export CSV in the table header downloads one row per table row, with the same columns plus a Deleted flag. The file covers every upsell in the table, not just the current page, and is named for the range you ran, for example upsell-analytics-2026-06-01-to-2026-08-31.csv.
Run this report and Downsells Analytics over the same range to see both halves of your offer program: what upsells add on the way in, and what downsells save on the way out.