How Many Shares Have I Sold?
A common question for a CSA farmer whose shares are open for sale is "How Many Shares Have I Sold?" There are a few ways to view that on GrownBy
Via Sales Reports
- Go to "Reports" in the left hand menu on desktop
- Set the date filter to include the date when you first opened shares for sale
- choose Product Sales by order date and Category (sorted)
- Click View for a quick view in HTML that can be expanded to show how many of each size.
Export the sorted or unsorted version of this report for more manipulatable information.
If you need to know how many shares per locations, there is an export sorted by location.
Note: These sales reports show all shares ordered but don't take payment into account. You can read more about these sales reports here:
Reports on GrownBy
Via Orders
If you use a different CSA Group each year (which we recommend doing when you
Transition your CSA from One Season to the Next), you can also use the Orders page to see a quick view of shares sold. Sort by CSA Group and adjust the date range to include all the dates when customers could have ordered CSA shares. This will show a number in parentheses that is the number of shares ordered. If you have cancelled shares, they'll be included in this number, however.
Related Articles
How Customized Shares Work in GrownBy
Custom Shares GrownBy offers customizable shares for shoppers. A custom shares plan is necessary to offer customized shares. You may also be interested in a different type of custom share system (such as a spend-down CSA). You can read more about ...
Biweekly Shares
Note: Biweeklies can be complicated to set up in GrownBy! Please reach out to us so that we can talk this through with you! Many farms distribute biweekly, or every other month, either as a means of providing a “smaller” share size to customers, to ...
The Custom Shares Dashboard
The Custom Shares Dashboard If you are running a customizable CSA on GrownBy, the Custom Shares page of your dashboard is the place to go for settings and information related to that customization. It’s also the place to go to set your customization ...
Balancing shares in GrownBy 3.0
How to balance bi-weekly or other shares that need to be balanced by location If you offer bi-weekly shares, you may find yourself wanting to balance them to keep distribution numbers equal. Here are some steps in that process Check to see sales per ...
Charging Site or Membership Fees for CSA Shares
Charging Site or Membership Fees for CSA Shares This article is about community location/site fees for share/subscription products. Other related topics are covered in the following articles: GrownBy offers built-in tools for charging delivery and ...