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shopify sales dashboard

Published on: January 31 2023 by pipiads

Shopify Dashboard Tutorial. How to Navigate Shopify in 2022.

what's going on everyone. it's jamie here from shopify masterclass and today we're doing an overview of the shopify dashboard and how you can navigate the back end here so you can get the most of your shopify store. so make sure you stay to the end of the video, as we're doing a general overview here for diver into it. i just want to thank our sponsor, profit calc, the one-click profit calculator app available on the shopify app store. there's a link in the description below to test drive everything for yourself with a 15-day free trial. i'm going to show a quick video detailing their full feature set. discover profit calc, the affordable and easy to set up shopify app that crunches your numbers in just one click. it automatikally syncs with all your accounts and expenses to calculate your profit, displaying everything in an easy to read dashboard so you understand your business in real time. start for free on the shopify app store today. all right, so let's do an overview of the shopify dashboard. so this is the back end. this is our test store testing develop store- a little generic here, but this home section is where you get an overall view of what happening on your store. so on the right hand side you're gonna have things like total sales, the breakdown by channel, top products and activity. so the things you have done on the back end. you can also sort by date and the channel here. this is one section of the home page. the middle section is gonna be notifications on what's happening in your store. there's gonna be suggestions here on what you can do. you can see for this one you can add a gst hst number, so it's recommending that you go to the attack settings to set that up. there's a tab to get your store ready for search engines. you can learn more about tracking returns, but how to use shopify inbox, how to find photos, and so these notification cards here are going to depend on your shopify store. it's gonna be relevant to what you need to set up and shopify is going to suggest things there. so this is the middle part of the back end on the home section. the next thing you want to pay attention to is the top search bar. this is going to allow you to find almost anything. you can search for order numbers, you can search for customers, you can search for shopify apps that you have installed. you can search for products. this is going to be your main tab here if you want to find anything quickly and you know what you're looking for. so the left hand side is going to be your navigation. this is the menu to the shopify dashboard in the shopify backend, be separated into some overall categories, followed by sales channels and then apps. so let's go through these one by one just to give you an idea of how they look, how they feel and how you can navigate them. so the first one is going to be orders. so these are going to list all the orders that take place in your store. as we can see in this test store, here there is going to be one order, but typically you'll see quite a few orders here as your shopify store starts to grow. so you can filter these. you can search at the top here, but you can also search here for the specific order number, such as 1004, and it's going to load that order number there. you also have the sorting ability on top to filter by unfulfilled, unpaid, open or closed orders. that could be based on the fulfillment status and the payment status as well. so you also get the additional ability to filter here, except there are no more than one orders, and you can filter at the top here- my payment status, fulfillment status. you can additionally customize some of the columns. maybe you don't want to see all these here, so you can use that there. and there's the sort here you can also save the sort or the filter too, for quick access later. you can also have the ability to export your orders if you want to bring it into an excel spreadsheet or a csv file for google sheets, so you can get some more drill down information there. there's also the manual ability to create an order. you can search for your products, add that in and then capture payment, maybe outside of shopify. so overall, in a nutshell, that's the order section. so these gonna be orders that fully took place. the sub categories are gonna be your draft orders, so ones that were created but were never actually fulfilled or completed. and then there's the abandoned checkouts. so shopify will display some information on customers that added things to their cart but didn't complete it, so you can follow up with an email. so that is the order section there. if we want to click down a little further, it's going to give you information on each order. so there's going to be a section on the page: how much was paid, what the taxes were, what the shipping cost or the that, if relevant, the right right-hand side is going to include caster information, such contact, shipping address and billing address. also concluding or including a fraud analysis based on quite a few factors to give you some assurance that this order is okay. sometimes, if it's high fraud, you can choose just to cancel it right away as, based on shopify's data, that customer may be suspicious. you can also edit the order by clicking that up here, you can refund it and there are more actions to duplicate archive. if you have several shopify apps installed, there are typically some more customization options here. the timeline is super useful as well. it's going to give you a step by step on what happened with this order so you can kind of go back in history if you ever want to know the edits that were made along the way, and this can be done by different members of your team or different applications as well. you can also leave comments just to give you an idea of what was happening. so that is the order section there. the next one take a look at is products. so there are quite a few tabs here. without making this video too long, let's just do a general overview so you can filter by active draft and archived. you can also export or import products in bulk here. so if you want to look into a product, you simply click on the underlined product name. it's going to dive into some details about it. you can see the title, the description, along with the pricing so you can choose. the charts taxes your cost per item- so this could be your cost of goods sold- as well as inventory details such as the sku and the barcode, along with a location name and the shipping information, as well as which shipping zone it belongs to. you can also set the status and end it to different collections or vendors with your help, going to filter your products. there's also the inventory tab so you can get information on how many are available. there's collections so you can sort your products into collections, making it easier for customers to find and to sort them and to lead to different relevant product categories. there's gift cards, so you can add gift cards as a product which customers can purchase. there's also price lists so you can personalize wholesale buying with price lists here. so overall, that's mainly the product section. if you want us to dive into any more detail in any of these, just let us know in the comments as well. the customers tab is gonna be everything customer related in a single place. so when you've added customers, you'll be able to update their details, get a summary of their order history, create segments to send personalized communications that drive more sales and more. now this testing store doesn't have any customers here, but as you start to build up a database you can see their information and get an overall understanding of your customer base. next we'll go over the analytiks section. this one is quite important as your store starts to progress is you're going to want to get a general overview of some more detailed analytiks. you get some really good summary seal. you'll see overall sessions, return, customer rate, average order value, conversion rate, total sales, total orders- quite a bit, a few detailed pieces here. you're also getting some traffic analy.

How I Read My Shopify Reports / Analytics For Beginners! 2020

[Music]. all right, guys, we got a very, very, very interesting topic to cover today. okay, it's not that interesting- honestly it's kind of boring- but it's pretty essential when you are starting an online business with your shopify account, and what that actually is is how to read your shopify analytiks, aka all the data that shopify collects as people start interacting with your store. it gives you back a lot of valuable data, analytiks, reports, whatever- inside your shopify, um, some of which is more important than other information. i'm just going to share with you in this video the things that i look at and the things that i think are important and what some of these things mean and how to read them. and yeah, that's pretty much it. so let's hop into this video and hopefully, by the end of it, you'll have a better understanding of your shopify dashboard and what all these numbers and all these data points actually are telling you about your store. so, yeah, that's that's it. all right, guys? welcome back. yes, i'm wearing a completely different outfit because i rewatched this video that i shot yesterday and it was completely blurry, so i am going to reshoot my video and, yeah, this is just the life of trial and error. so this is how you get better at the things that you're trying to get good at. so i'm gonna hop into my desktop view now and we're gonna see the inside of a new shopify store that i have just started. i'm gonna share with you some of the analytiks that i personally look at and how i calculate the numbers that i think are important, so i can't speak for anyone else. this is just what i do based off my experience. so, yeah, if you enjoy this video, make sure you give it two thumbs up and subscribe to the channel, because that just helps my channel. so, all right, we're gonna hop into desktop view right now. okay, cool. so this is the inside of a new shopify store that i'm currently building out and, off the top of the bat, the column or the area that you're going to be looking at is this analytiks section here. so i just want to go over a few key data points that i personally look at every day and what that means for your store. so the first thing off the bat- obviously something you look at every single day- is your total sales, um, but one thing to note about this box here is: this is actually your net sales, so it's the gross sales minus discounts and returns. so if you sold a thousand dollars with the product that day and 500 of that you issued 500 with a return product, it's only going to show you 500. it's not gonna show you the thousand dollars if you issued refunds for that day or something, also discounts. so if you're running sales, if you're giving 10 off, 20 percent off, whatever, and the product was 50 bucks- they had 10 bucks off- it's gonna show forty dollars there in that sale. it's not gonna show the fifty dollars. but another thing to know about that column is that it's including your taxes and shipping labels. so if you're giving free shipping, obviously that's not going to show in that column. but if they're paying for shipping and say the project was fifty dollars and shipping was three dollars, it's gonna show the 53 dollars there, as well as taxes if you are collecting taxes for your state. so that's just something to note, because that's actually not your money at the end of the day. that is money that you're gonna either be spending buying the labels or the taxes that you're gonna readmit to your state. so the next thing that i look at is an online store session. so a session, if you think about it similarly to when you walk into a store. every time you walk in and then leave the store, that is a session, whether you bought something or not, right? so say, you went to the into the store, you picked some stuff up, you added them into your shopping bag and then you didn't buy anything, you put everything back and you left. that was a session. if you came back to that store 30 minutes later after you ate lunch, that would count as a new store session. so, tiknically, one person could have five sessions in one day on your store. but the important thing to know with your store sessions- your sessions in comparison to your actual conversions that you're getting, which will bring us to this column down here, which is an online store conversion rate- and i don't want you to think of a conversion as just a sale, because the conversion in the marketing world can mean a number of different things. it's whatever the goal is that you're trying to get the person to do so. if the goal was you're trying to acquire leads for real estate and you wanted to get their name and their phone number, that is a conversion, right? it's whatever action you want someone to take on your store, and so that's why you are going to see these two data points down here: which is added to cart and reach checked out- because, tiknically, those are conversions, those are goal oriented activities that we want all of our customers to be doing when they're on our website. your purchase conversion rate, which is going to be the amount of sessions that you had for the day divided the amount of purchases that you actually got. so it's going to be: if you had 10 purchases and 100 people um visited your store that day, it would be 10 divided by 100, which is gonna give you that percentage, and a good versus bad conversion rate is gonna look different for per niche, right, and so you don't really know what the goal of your conversion rate niche is per se, especially when you're starting out, unless you can find like a cross-the-board niche average. you want to go above the average of the niche that you're in, whether it's sportswear, where it's fast fashion, or maybe you're selling furniture or home decor, whatever it is. if you can find accurate data points somewhere that shows you what an industry averages, if you can beat that industry average, obviously that's what you're going for, even if you do find the industry average and you know you're running traffic to your store and the numbers make sense. and i always say as long as the numbers make sense, i mean it matters. you're always trying to do better than what you have. but for instance, like if it only costs you in your store a certain amount of money in marketing right to get people to your store and you know that every time you get 100 people to your store two and a half people are gonna buy right and you have a 2.5 conversion rate, as long as you're profitable in making money after marketing and fees and product costs and taxes and merchant fees, as long as you're making money and you're happy with that, with that number, at that point you're just trying to keep getting your conversion rate higher and higher and higher. but again, a good conversion rate compared to a bad conversion rate is depending on the back end of your store and your cost and what it's actually costing you to acquire people, to get that traffic to your store because different niches, some are going to cost more and some are going to cost less. so for me i know that in my other store if i get 100 people to my store and two and a half of those people actually make a purchase, then i am profitable after my marketing expenses, my, my costs, my employees, everything else, um, you always want to do higher than that. for me, even a one percent is not that bad, um, but obviously you're always going to want to try to do better. in the time that you're actually gonna look at these conversion rates- um, i don't really look at them that much, but they will be key point indicators when something is going wrong. so if you have a 10 add to cart rate and then all of a sudden, your reach checkout rate is 0, that's telling you that something's probably wrong in your website, whether it's your loading time, whether there's a piece of copy that's written in there. that's just like throwing people off and getting them to like, quit your store. maybe they're reaching a checkout point and they see something that says no returns or something and that makes them drop off. knowing these data points will be like a key p.

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Shopify Analytics Tutorial: How To Use Shopify Analytics (Understand Shopify Analytics and Reports)

without reading and analyzing your shopify analytiks. all the efforts that you are making in order to improve your store and in order to improve your marketing plans are very similar to gambling, because they are not based on strong foundations and on data. so i want you to stop gambling and i want you to start building your decisions on data, and i want you to make sure that you are doing the right thing in order to improve your business. hi there, i am rehab, and on this youtube channel, i share with you videos related to e-commerce, entrepreneurship and more, and in today's video, i'm going to show you in details how you can read your shopify reports and how you can analyze them. in a previous video on this youtube channel, i showed you the top five metrics that you should be tracking on your store. however, if you want to take things to a totally next level, like if you want truly to understand how your store is performing and if you want to monitor everything, i highly recommend you to watch this video, because in this video, we are going to take things into a next level. so this video is much more advanced, and the things we are going to discuss in this video are also much more advanced. before starting with the data and with analyzing the numbers and the reports, i want to invite you to check the free workshop i'm offering. in this workshop, i show you the exact framework that you should be applying to your business in order to be able to attract, convert and retain your customers. so if you want to improve your business and if you want to boost your revenue and your profit, i highly recommend you to go down and to take this free workshop. it's 100 free, so you don't need to pay anything, and it will give you a very good idea about how you can make your business strong and sustainable. so go down and take this free workshop and let's start with our topic. i'm not going to repeat the metrics i have discussed in my previous video. if you want to see them, you can go and watch the previous video, and i highly recommend you to do that. the things we are going to see in this video are different. they are related somehow to the previous metrics, but they are much more detailed. so the first thing you have to know is that shopify reports are divided into three different types. the first type is the acquisition reports, the second type is the behavior reports and the third type is the marketing reports, and in this video we are going to tok about the behavior reports and the acquisition reports, because i don't use the marketing provided by shopify. i use third-party softwares and platforms in order to run my marketing strategies and campaigns. that's why i don't use the marketing data provided by shopify. so everything related to email marketing, to paid ads, i follow these numbers up on the platforms where i'm running my campaigns. so for facebook, i do that on facebook ads. for email marketing, i do that on clevview. for google ads, i do that directly on google. so if you are doing any marketing directly here on shopify, you can use these reports. however, i don't use them, so i'm not going to discuss them in this video. let's start with the first type of reports i'm going to discuss, and they are the acquisitions reports, and here we have three reports that we should be checking. the first one is sessions over time, the second one is sessions by refer and the third one is sessions by location, and i'm going to explain each one of these and i'm going to tell you why they are very important and how you can use them to analyze your store performance and your customers acquisitions. so let's start by sessions over time. so the sessions over time is a report that shows you the number of visitors during a certain period. so you can check this report in order to see which days are bringing the most of traffic, search in here for spikes and drops and try to understand them. so let's say, for example, i went in here and i changed this to the last 19 days, for example, and i clicked on apply and i'm seeing the results by day. for example, in here i'm seeing a very big spy. i should be analyzing this spike in order to understand what happened on this exact day and why i received a lot of traffic compared to the other days. and, for example, in here i'm seeing a drop and i should be analyzing this drop and so on. this is how you analyze this report and this is how you can use it in order to understand well what's happening with your traffic and why some days are bringing more traffic than others is. so you can see what are the things that working and copy them. if i scroll down in here, i can see the table, and also in here you can apply filter and try to understand more what's happening with your traffic. so, for example, in here you can choose to see the conversion rate. so in this exact day, for example, if we go in here, the day i have- i was seeing a a very big increase in the number of traffic. it was april 4, i guess. let me see how much the conversion rate was at this exact day. going into april 4, my conversion rate was was zero. so although i received a lot of traffic, i didn't make any sales, which means that the traffic i received is not a good traffic, it's not well targeted, which means that i shouldn't be doing the same thing because this traffic didn't bring me any sale. so in addition to checking the number of people you actually attracted toward your store, you have to make sure that you are attracting the right customers and in order to judge whether you are attracting the right kind of audience or your potential customers, actually you have to see your conversion rate. so you analyze both things at the same time. first you see if you are receiving more traffic or less traffic, then you judge the quality of the traffic by seeing the number of conversion rate or number of added to cart and things like that also in here. to understand more what's happening, you can, for example, filter by source to know from where did you receive this traffic. so you go in here and in here you choose to see the source of the traffic. so you click on refer name and you see the referrer name for each of your days. so let me go back in here to april 4 and see from where exactly did i receive this traffic. so here i am, on april 4, for example, and i've received this traffic from facebook and from google. i will go in here and i will choose the exact date. so it's april, which means it's zero four, zero one. okay, i will remove the conversion rate to be able only to see the source. okay, and now i can see that on april 4th, for example, which should be the day where i received more traffic than the usual, i was referring i was receiving this traffic from google and from direct source. let me see else. okay, so this is how, in addition to seeing the quality of the traffic i received, i also saw the source of the traffic. so that's how you do that: you check out the results you have, then you analyze them and then you go to filters and you add filters in order to understand well what's happening. so, moving now to the next report we have, and this report is sessions by refer, and it's very similar to what i have done with that when i added the filter of the refresh. so you go in here to sessions by refer. in here let's choose, for example, um last 90 days and in here i'm seeing in the last 90 days which source of traffic was performing the best. so, for example, google in here drove me most of the traffic. let me judge the quality of the traffic by going in here and clicking on conversion rates. let me see, for example, the conversion rate of the google sessions, because in this way i will understand if the google, if google, is performing well, if google traffic is performing well, so this is google. for example, the conversion rate coming from google is very low, which means if i'm running ads in order to drive traffic to my store through through google ads, my ads are not performing well because the conversion rate is very low. however, you should know that if you are running ads, it's very normal to have a low conversion r.

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How To Get Sales On A Brand New Shopify Store - In Minutes!

right here. as you can see, this is 22 minutes, 20 minutes, 18 minutes, 16.. every two minutes there's an abandoned cart. all right, stay tuned. yo guys, what's up? i'm back. so today we're actually gonna be doing a different business model. we're gonna be i'm gonna show you guys how i'm gonna take uh- this is one of my students- uh shopify stores to basically like zero bucks to like 100 in a day. so i'm gonna break this down for you guys because i want to show you guys like everything that you can do uh to make money. you know. so i i taught you guys about contracting uh drop housing and i'm gonna show you guys uh ecommerce. okay, so if you don't know anything about e-commerce, it's basically you're gonna be taking uh like items online from from uh from websites like aliexpress, alibaba, and then drop ship it to your customers. so what this means is you basically sell it first, uh have them purchase it and then you ship the product once someone buys it, so you don't have to have inventory or anything sitting in your house and stuff. so i'm going to show you guys my screen here, okay, so this is one of my students store, um, right now i'll show you guys and and and for this video i'm not going to do any editing, i won't do any cuts or anything like that, because i want to show you guys like everything raw, you know, i mean i'm not gonna do any editing, i'm gonna show you guys exactly how to do it. so, as you can see, right now, you see, there's zero people, zero sales, no sales at all. i'll show you guys, uh, the past this month and he has made some decent sales, uh, but it's not doing as well. so right now, again, it's zero, and i'll show you guys exactly how to how to boost uh sales. okay, the whole point of shopify, the whole uh strategy that you should use or like, really the only way that this will work is to really uh like season your facebook pixel, and this is how you can scale your store to like 300, 500, uh, even like 1000 per day, and it's all through the facebook pixel, and you're gonna rely on facebook ads to really uh scale your store. so there's three things. so, like i said, there are three main things that you guys need to focus on so that you can get these initial sales. because the first is: you need a good product, you need a high perceived product. so what this means is it's a product that can be perceived as um more expensive than what it actually costs. so examples of these are like bracelets, necklaces, you know, rings, um, jewelry stuff are really good. so that's what you guys should focus on first. so, for example, if you have a dog store, then find a dog necklace or a dog bracelet or something. so, because for those like you can easily like, they will cost you like no more than three, five dollars, you know, and then you can sell it for like 25, 49, uh, sometimes even 80 bucks, you know. so that's the first step. second step: you guys need to use uh influencers, okay, you, you need to use instagram influencers first, um, and it has to be really targeted audience. so if you're selling a doll, for example, a beagle necklace, then you can't post it on a dog page. it has to be a beagle page, okay. so it has to be very targeted for this to work. and then the third part is the strategy you have to be. you have to use um, uh, you have to use what's called free plus shipping, okay. so if you guys haven't heard of this, it's basically you're gonna make the product free and then you're gonna charge 9.99 on the shipping, so we'll make money on the shipping. so let me just show you guys, uh, an example of what i would be doing. so, for example, for this, for this client of mine, um, i don't know, i can't really tell you which product we're going to do, um, but if you do want to know, you can always dm me, you can hit me up on my instagram and i'll i'll tell you guys what it was. i just don't want to show everyone what it was. so, uh, right now, for example, let's just look for a necklace, right, i think i respect this wrong, so it might not bring up all the necklaces. so look at this, for example, this one: right, you see that it's a heart with a wine, so this would do really well on like a wine page, like wine lovers, something like that. so this is perfect. it costs only uh three dollars with the, with the a packet, and only one dollar if you choose to. you know, ship it within 30 days, but eight pack is always good. so it's gonna cost you three bucks and we're gonna make it free. okay, zero bucks. and then we're gonna charge on the shipping. uh, we're gonna charge 9.99. so that's a trick there and that's how you're going to jump start yourselves. it's really important to do this this way. this is how you're going to get initial sales to your store. you're going to flood your store with targeted traffic, so you can- you can use that for retargeting look-alike audiences later down the line, and then you you will capture a lot of emails as well for abandoned cards, because a lot of people will abandon the card, but you already got their, their email, okay. so those are the three things, um, and i'll show you guys an influencer that you guys should be using as well. so, for example, if you go on instagram, let's go on. for example, this is wine, right, this is go wine, wine lovers. and i'll show you guys how i'm going to run this right away here so you guys can see the live, uh, the live, the live results. okay, so right now, what i'm doing is i'm on my phone and i'm toking to these influencers right now, not this one, i'm doing a different niche for my customer or for my student. so, for example, you can see there's lots of wine lovers. um, you want to choose, like a wine, wine page, just for wine. so, for example, like wine expo. so you see this, or club wine lovers, the second one. hold on, let me back up. let me back up. i saw something. uh, let me just tok to this influencer right here. oh, so, right now, i'm gonna have him posted right now and you, you guys are gonna see the results, okay. so i'll say yes, yes, please, post now. and you wanna, you wanna make sure that you guys are using video ads. if you're using picture, it's, it's still going to work, but video is always better using the video, okay, and you guys will see all this. so i'm not going to cut this part out. you will see exactly what i do to, to, to gain, gain these sales. so i'm just sending him the link right now to the store, the store. i'm sending him the link, sending him the video, and i'm sending the caption. so, for the caption, you guys want to use, um, something, something that that's gonna say like it's free, but you have to pay for the shipping, so you have to tell them that. okay, so everything's sent now, once it's live, i'll show you guys, uh, the the sales coming in. so, again, let's take a look at club wine lovers. this, this one should be a good one. so, right here, you can see, there's 17 000 um. it's not a lot, but so you want to aim for something like 100 000, to like millions um, but 17 still can work. so what you want to do is you want to find like 20 of these dm- all of them- and get prices from all of them, okay, and um, whoever has the best deal, you go ahead and book with them and make sure that, again, you're using a video ad, okay, so that's basically everything that goes into it. like, it's pretty simple, but you have to make sure that you have a good product, a good influencer page, and then you're using the strategy that i told you. but remember, this is just the strategy to get started. you're not going to be doing this every single time. the free plus shipping: you want to do that to to get you to 100 a day. and then you want to scale using uh, lookalike and retargeting, uh, using the data that you just got. so i will pause this video, uh, just because, um, we're just waiting on on this guy to post it. so i'll see you guys, hold on, i'll show you guys. so, right now, see, there's nothing, okay, so i'm gonna have, i'm gonna have this posted. i'll see you guys in like two minutes. okay, guys. so it just got posted. i just got word that it's up. yeah, it's live. so, as you can see, yeah, there's like seven people right now. um, they should, they should go up. so let's take a look at the live views, let's see what people are up to in this store. let's

How to create a live Shopify dashboard (with Geckoboard)

hello, welcome back to geckoboard. today i'm going to show you how you can build a shopify dashboard inside geckoboard. you know you might be used to seeing your store performance in shopify, where there's a lot of different reports with a lot of different metrics in them, and are you even able to find the most important data that you need to act on? if you're sharing your dashboard with someone else, they might have even more trouble finding kind of the most important data that you want them to see and, especially if you have data in other sources, such as in a spreadsheet, you can't really bring this data into your shopify dashboard. and geckoboard solves all of this. um, let's see how. so, with geckoboard, you can build a shopify dashboard in minutes. kickerboard is a tool that helps you create a professional looking dashboard combining data from many different sources, including shopify, spreadsheets, facebook ads, google analytiks- any other source you might be using. let's- let's build a shopify dashboard. we're going to start with a blank dashboard like this- i'm just going to rename it to my shopify dashboard- and we're going to start by adding our first shopify widget. when we select shopify from the list of integrations, you can already see there's a lot of pre-built widgets that you can choose from these should cover your most important metrics in the store. i'm going to start by adding today's orders, then i'm going to enter the url of my shopify store and i'm now connected. we can now see that geckoboard is importing uh orders from the last 31 days. this initial import makes it faster to add widgets in the future. um, while that's importing, i'm going to add more shopify widgets. so, other than today's orders, we do also want to see today's sales for our store. i'm going to go ahead and add that one. so we have some key metrics on here already and we can now just modify them a bit before we add more metrics. so, with our orders today, um, one useful one thing that's always useful is to compare to a previous period. so we can compare the order of the number of orders to the same day last week and we can see that we are three orders up um. on that i'm just going to add a label so it's obvious what that comparison is referring to. um, and we can do the same with sales so that we can see if we are on track to exceed um the amount from before, and again we will add a label and in fact we are missing. think there, cool. one last thing i'm going to do before we go on to add more widgets is i'm going to simplify this number formatting, um, because it's a bit busy at the moment, so we're just going to make it straight up dollars: uh, we're gonna leave it, we can. we can, uh, change the number of decimals it's showing as well, to simplify it further, um, so let's do that as well. uh, cool. so let's continue adding widgets for a few more key use cases. so we have our average order value for past seven days. let's, let's change this to a month so we can see for the whole month. um, i'm going to change the max amount to, let's say, 850 dollars. i don't think our average order value will go much higher than that, um. what we can do now is we can add some color to this widget to make it more obvious, uh, what is a good order value and what isn't. so i'm going to switch the warning and success in this drop down, and that now allows me to set a warning that's below a certain number. so let's say, we don't want the order value to be less than 500, or actually let's do 4.99, um, but we it's good if it's above, let's say, 500.. and now we can see that our average order value is in the green, which is good for us. the last thing i'm going to do here is i'm just going to clean up the number formatting again, and i'm also going to get rid of that decimal space that makes it look a bit busy. let's add, let's see some trends in our data. it's always useful to see how our order volume, or sales volume, changes over time so that we can antikipate any problems. so i'm going to add our order volume and before i do anything with that, i'm also going to add the sales volume. so our sales volume widget is again showing just past seven days. i'm going to increase this to this month. um, i'm going to add a comparison to last month. um, unfortunately, when we connect our shopify store, the data that is imported doesn't go back, uh for um too far into the into the past, so we are missing some data here from the beginning of the previous month. but as time goes on, both lines will fill up and so we'll have a better assessment of where we are versus the previous month. i will again just simplify that number formatting, and now we already have one widget on this board that is about total sales. um. so we can do is we can group them. um, you can create a widget group and then it's really obvious what these widgets are referring to. so we can call it total sales, since that's our metric, and then we can just tweak these widgets. we can make them a bit smaller, since they don't need to be so big, and then we're going to do the same with our orders. again, we have our orders metric and orders volume. we're going to group those again. you can see how easy it is to group these. you can just click on them and drag them around. you can change the sizing, kind of to fit how you want to see them. now we're going to do orders and again, we're just going to edit this widget to make sure that it's showing us this month where, again, the current- the current- line is incomplete, because obviously we are only part way into the current month. but we're going to add a comparison to last month. we can then see how the rest of the last month panned out and whether we are on track to do better or worse than that month. cool, so let's add, let's look at what else we can add um from our shopify integration. so we have- we also have fulfilled orders. i'm not going to add this metric because, right for this dashboard, i don't partikularly care about tracking warehouse fulfillment, but you might want to do that. and then we have some sales reports, so my store does get some affiliate sales. so i'm going to add this sales by traffic referrer widget so that we can see which referrers are generating sales. so in this case, you can see that i'm seeing the number of- uh, sorry, the, the amount of total sales, and then the referrer on the left-hand side, uh, i'm just going to increase this again to this month so that it matches the rest of my data. um, and we are going to um tweak that number formatting again just to simplify it. so now we can see that, uh, most of our sales are not coming through a referrer. uh, but then there are some that are um, i'm gonna continue adding a few more widgets. um, we have sales by discount, which isn't really relevant for my store but it might be for yours. um, let's do billing location, because if we're selling in different markets, then it's useful to see how different markets are doing. so in this case, we can see my top two markets, and then one last widget that we'll add right now for shopify. sorry, one last widget that we'll add right now is: um, let's do orders by channel so we can see where the majority of our orders are coming through that one. so we can see here, because they have a lot of channels, this partikular metric will better fit a viz that can accommodate more text, which is the bar chart. now we can see a lot better where those orders are coming through and how many, and we already have some widgets on our dashboard. let's make them look a bit neater before we add any more metrics from other sources. so i'm just going to make these numbers slightly smaller, so that my label shows up um, and we can also make the group a little shorter, um, and what we can do then is just drag this sales widget over underneath, and then i'm going to do the same with our orders group. we can actually group our channels as well here. i'm just going to make it look a bit neater by making the numbers this more similar size, um, and so now we have our orders data. so our sales by traffic for a widget is quite dense, so i've moved it to the bottom um of the dashboard, so i.

How to create a dashboard for Shopify and Facebook Ads

hi, i'm helena. i'm a product manager here at geckoboard, and today i'm going to show you how to connect your shopify and facebook ads data and build a cool ecommerce dashboard. let's get started. so the first thing i'm going to do is connect my facebook ads to my shopify store. the reason to do this is because it can make your advertising more effective, because you'll be linking people who are visiting your store to the people seeing your ads and you can better tailor your advertising to them. so what i'm going to do is go into my online store preferences and then you select facebook pixel and to connect my account, i'm going to select my business manager that owns the ad account i wish to connect. i'm going to skip the domain verification for now and now i can select the ad account i wish to connect. we'll accept the terms. when i've accepted them, that becomes checked and i can now click done. so i can see that i don't have an existing business page found, so i'm just going to jump into my facebook settings and make sure that i give myself permission to the page. so i've just made sure in the business manager that i added gave myself access- admin access- to the page i wanted to connect, which is associated with the ad account. with that connected, now i can select the target country. most of our advertising is in the united states, let's say so. i'm gonna select that as the country and finally, we can finish the setup. great, and now we're ready to use facebook marketing to create custom audiences and better target um our advertising at the people who are already visiting our store or interested in the store. now that we're optimizing our advertising, let's make sure that we're also tracking how it's performing. so let's build an e-commerce dashboard like this one starting from scratch. this won't take more than 10 minutes. let's get started. so i'm going to start by adding some shopify widgets and then later on i will add some facebook ads widgets. so, with shopify, we can see there already some pre-built widgets. um, definitely interested in tracking my orders for the day, i'm just going to connect my shopify store and that's done. and now we're importing data. um, importing data from the last month means that it's going to be faster to build our widgets once the data is imported. i'm just going to continue adding some widgets. so, other than today's orders, i also want to know how many? what's the value of sales today? i will go back and another one um. and then we definitely want to see some trends over time in both orders and sales, and we can see now our import has completed, so all of our widgets added so far are showing data now. so i'm just going to group my widgets for today and put them right in the corner of the dashboard so they're always visible, and then we can make them more useful to the rest of the company by adding some context to this information. for example, we might have a monthly or daily or weekly sales goal. so in this case, since our metric is for today, uh, maybe we want to make sure that we have, let's say, 60 000 sales per day, and today we've already exceeded that um. and then, with the number of orders, it's always useful to compare to period of time in the past, so we can set our compared to previous period and instead of yesterday, let's compare to the same day last week, so that we have a more accurate comparison. cool, now we have our order volume widget over the last month and i'll just add the same one for sales again, just so we can see trends over time. so, again, with total sales um, even on a widget like this, we can set a goal. for example, maybe we, you know, we want to always be above 100k. so if i set that as the goal, everything above 100k gets highlighted and we can make extend this out to this month so that we can see for the whole month, and i'll just update this widget to match. so again, we're gonna set this month. now, if you're receiving orders from different countries, we could also split this volume chart by, for example, currency or country. um, so let's do billing country. in my case it's kind of it's quite noisy now, um, so i will just filter kind of to our top selling countries, um, just to only show those. let's pick. um, let's just do, okay, in the united states. so now we can see just um those two countries. um, obviously we can add more if we want to. i'll just put these trends ones along the bottom. they're not as important as the information here that we want to act on immediately. okay, so i'm going to add a few more shopify widgets. so another good um one to always track is our average order value, especially if we're interested in making sure it stays above a certain level. so, um, so here we can see ours for the past seven days, um, and what we can do is: um, close this menu and just add some color to the gauge to better highlight where we want to be versus where we don't want to be. for example, um, let's say, we always want it to be above 500 euros and we don't want it to go below 400.. so, now that i've added that you can see, this area turns green because we are in the success state. if we would dip down, it would turn red, so it would draw your eye to the chart. okay, let's add our final couple of widgets. so now, looking at some of these towards the bottom: um, these widgets provide a bit more context about, um, the information kind of our top line sales and orders. so let's add a traffic referrer leaderboard so you can see which pages are driving the most traffic. um, and let's add one more: we can track why customers are canceling their orders, and this is data i want to extend to a longer period of time so we can see most of our cancellations are customer driven. cool. so now i'll just tidy these widgets up. um, last thing, we might want to have a kind of a sales widget that is not just for today but for the whole month or the whole year. so we can do that. maybe we have a goal for this month so far. um, let's say our goal is three million. three million, uh, and now we can see where we are on the way to that goal. so this would be our sales this month. great, i will make these widgets slightly smaller because they're not as important. okay, cool, now that we have some shopify data on here, let's bring in our facebook ads. i'm just going to pick one of the widgets here. amount spent is definitely always relevant. i'm going to connect our ad account and now we can see our amount spent in past seven days. um, we can compare that to the previous seven days. um, just for some context. um, let's add a few more widgets so we might want to track our conversions. uh, for example, we might be trucking signups or to our store, or purchases, so you can see we have one completed registration. um, and we can filter in partikular if we want to see it just for a specific campaign. in this case, i'm going to set my campaign. um, and again, we can add a comparison on the previous period, for example, instead of seven days when we were tracking this month compared to last month. last month we didn't have any, so that was so. i'm just going to duplicate this widget to more easily add a similar version where we just track cost for registration and again we can do this month versus last month for the same campaign. and now i can group those two widgets, um, to show that they are reporting on data for the same campaign. so, um, we might want to track our reach across all campaigns and again, we can do that maybe for the whole month as a line chart, and we can group that with our amount spent as kind of overall ad performance this month. and i will just edit this widget to match the time period. this one, cool. and sometimes with monetary metrics, you want to make sure you don't go over a certain number, so we're just going to set a warning. if we exceed 500, then we want a big warning to readjust our spending. [Music]. and this is showing us up to the same date last month, so it's not comparing to the whole of last month. cool, um, let's add a couple more widgets to finish filling up our dashboard. facebook ads: we can, um, can click, build your own widget and then we can choose for more metrics.