---
title: "Order value trend playbook for Concierge | Chargezen"
description: "A Concierge playbook that tracks average order value by month and tests whether a change is real or noise, with a chart you can share."
url: "https://chargezen.com/concierge/playbooks/aov-trend"
lang: "en"
---

Canonical URL: https://chargezen.com/concierge/playbooks/aov-trend

# Find out whether order size is really going up.

Ask whether your average order value is rising or falling. Concierge totals each month, compares the latest month with the one before, and calls a change real only when the numbers back it up.

[Start Concierge](https://admin.chargezen.com/signup?product=concierge)

average and median order

Monthly

average and median order

confidence range on changes

95%

confidence range on changes

saved as a file to share

Chart

saved as a file to share

The problem

A higher average one month might be a real shift or just a few big orders. This playbook adds a statistics check, so you don't celebrate, or panic over, a change that is only noise.

## What it reads.

### Your orders

Each order's net total and when it was placed.

### Your calendar

Months follow your workspace's time zone.

### Known totals only

Orders with an unknown net total are set aside and counted.

### A statistics check

A Welch t-test gives a 95% confidence range for the change in the average.

## The steps it follows.

1.  1
    
    ### Prepare the data
    
    Concierge prepares a private copy of your orders, leaving out cancelled ones unless you ask, and opens it on its own computer.
    
2.  2
    
    ### Group by month
    
    Per month: orders, net revenue, average order value and median order value.
    
3.  3
    
    ### Test the change
    
    The latest month against the one before, or the comparison you ask for, with a 95% confidence range.
    
4.  4
    
    ### Chart it
    
    A line chart of monthly average order value, saved as a PNG.
    

## A worked example.

A made-up store, to show how the playbook works from question to answer.

The store

A home goods brand that raised its free-shipping minimum in April.

The question

"Did average order value go up after we raised the free-shipping minimum in April?"

What Concierge does

Prepares orders, leaves out cancelled ones, groups by month in the store's time zone, and compares April with March, the comparison you named.

What comes back

A monthly table of orders, net revenue, average and median order value; the change from March to April with its 95% confidence range; a plain verdict; and a line chart.

How to read it

If the range includes zero, the playbook won't call the change real. That isn't a no; it means there isn't enough evidence yet. Watch the median too: if the average rose but the median didn't, a few large orders may be doing the work.

A good next question

"Compare April through June with January through March."

This store is invented for illustration. It is not a Chargezen customer, and no results are shown: your answer depends on your own data.

## Run it, then make it yours.

You don't need to name the playbook. Concierge reads each playbook's "When to use" line and opens the one that fits your question.

In the Chargezen admin

Type your question in Ask Concierge, for example: "Did average order value go up after we raised the free-shipping minimum in April?" Concierge does the work and replies with the answer and any files.

In ChatGPT or Claude

Connect Chargezen to ChatGPT or Claude, then ask Concierge from the chat. The request goes to your workspace's own agent, with the same playbooks, and the reply comes back to the chat.

In the Finn app for iPhone

Type or dictate the question in the chat box on Home and send it to your agent. It's the same agent with the same playbooks.

Change the steps

Open Concierge > Build > Playbooks, pick Average order value trend and edit the instructions. Edits apply to new requests; work already under way keeps the version it started with.

Use your definitions

If you've saved a definition for a term the playbook uses, like what counts as an active customer, Concierge applies yours instead and prints it in the answer.

Choose who uses it

It starts switched on for your workspace's operator agents that can analyze store data. Switch it on for other agents under Agents, archive it, or click New Playbook to write your own.

## What you get back.

### Month by month

Orders, revenue, average and median for every month.

### Real or noise

A change is called real only when its range leaves out zero.

### A chart

Ready to drop into a deck or a team update.

## Get answers you can check, without the spreadsheet afternoon.

Every Concierge workspace starts with these playbooks. Ask a question in plain English and see the numbers and the work behind them.

[Start Concierge](https://admin.chargezen.com/signup?product=concierge) [Back to Concierge](https://chargezen.com/concierge)

## Common questions

### What does the Average order value trend playbook answer?

Whether your average order value is rising or falling, month by month, and whether the latest change is large enough to be real rather than noise.

### When should I use it?

After a price change, a free-shipping threshold, a bundle launch or an upsell test, or any time someone says order size is up or down.

### Why also show the median?

The average moves with a few very large orders; the median shows what a typical order looks like. When they move differently, it is worth asking why.

### Do I have to name the playbook when I ask?

No. Concierge sees the title and "When to use" line of every published playbook switched on for the agent, and opens the full steps only when one fits your question. You can still say "use the Average order value trend playbook" to be sure.

### Can I change how it works?

Yes. It's your workspace's playbook: edit the steps, rename it, switch it on for other agents, archive it or delete it under Concierge > Build > Playbooks. A deleted default playbook stays deleted.

### How much does it cost?

Running a playbook is a Concierge job, so it uses your workspace credits like any other job when Concierge runs on Chargezen-managed AI models. Concierge Starter is $20 a month with 20,000 credits. Pro is $199 a month with 199,000 credits, or $1,990 a year.

## More playbooks and guides.

[

### The playbook library

All eight analysis playbooks every workspace starts with.](https://chargezen.com/concierge/playbooks)

[

### Product affinity and baskets

Which products and collections sell together, and what to offer next.](https://chargezen.com/concierge/playbooks/product-affinity)

[

### Customer lifetime value

What customers have actually spent with you, by first month or first product.](https://chargezen.com/concierge/playbooks/customer-lifetime-value)

[

### What playbooks are

Write your own methods and choose which agents follow them.](https://chargezen.com/concierge/features/playbooks)

[

### Glossary: average order value

What average order value measures.](https://chargezen.com/glossary/aov-average-order-value)

[

### Answers business questions

How Concierge pulls your data and runs the numbers on its own computer.](https://chargezen.com/concierge/features/data-analysis)
