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Intro

Shopify provides tools to help sell products or services anywhere. The Shopify Dashboard provides business owners the ability to view geographic revenue distribution, sales performance, and important inventory trends like stockouts and canceled orders.

Usage

Business questions that can be answered:
  • Do you have the right product when you need it?
  • How are your sales performing?
  • Where are you generating the majority of your revenue?
Metrics included in the app:
  • Bottom 10 SKUs
  • Bottom 10 States
  • Canceled Orders
  • Current Inventory
  • Customer Orders
  • Customer Revenue
  • Inventory Profile
  • Inventory Types
  • Items In Stock
  • Monthly Web Sales
  • Order Traffic
  • Orders Trend
  • Price and Discounts
  • State Revenue
  • Stockouts
  • Top 10 Revenue Items
  • Top 10 SKUs
  • Top 10 States

Authentication

The following are required to authenticate:
  • Shop Name Enter the name of your shop as it appears in your Shopify URL. For example, in the Shopify URL domo.shopify.com, the shop name would be “domo.”
  • Shopify Email
  • Shopify Password

Dashboard Reports

For report descriptions, see Shopify Connector.

Report Configuration / Report Details

The selectable reports will need to be configured as follows:

Report

Scheduling (Change update settings)

Parameter(s)

Selection

All Articles

Created after; created before; published after; published before; updated after; updated before; published status; blog name

All Application Charges

None

All Blogs

None

All Collections

None

All Comments

Created after; created before; published after; published before; updated after; updated before; status; published status

All Countries

None

All Custom Collections

Published after; published before; updated after; updated before; published status; title

All Customers

Created after; created before; updated after; updated before

All Customer Saved Searches

None

All Checkouts

Created after; created before; updated after; updated before; status

All Fulfillments

Order name

All Orders

Created after; created before; updated after; updated before; status; fulfillment status; financial status

All Order Sub Report

Sub report; Created after; created before; updated after; updated before; status; fulfillment status; financial status

*See sub reports below

All Pages

Created after; created before; published after; published before; updated after; updated before; published status; title; handle

All Products

Created after; created before; published after; published before; updated after; updated before; published status; vendor; handle; product type

All Products All Variants

Created after; created before; published after; published before; updated after; updated before; published status; vendor; handle; product type

All Provinces of Country

Country Name

All Recurring Application Charges

All Redirects

All Script Tags

Created after; created before; updated after; updated before

All Smart Collections

Published after; published before; updated after; updated before; published status; title

All Themes

All Transactions for Order

Order

All Variants For Product

Product Name

Get Application Charge

Application Charge Name

Get Article

Blog Name; Article Name

Get Assets in a Theme

Theme Name

Get Blog

Blog Name

Get Comments on Article

Blog Name; Article Name

Get Comments on Blog

Blog Name

Get Country

Country Name

Get Custom Collection

Custom Collection Name

Get Customer

First Name; Last Name

Get Customer Saved Search

Customer Saved Search Name

Get Order

Order Name

Get Page

Page Title

Get Product

Product Name

Get Product Variant

Product Variant Name

Get Recurring Application Charge

Recurring Application Charge Name

Get Risks for Order

Order Name

Get Smart Collection

Smart Collection Name

Get Theme

Theme Name

Search Customers

First Name

Shop

None

Webhooks

Created after; created before; updated after; updated before

Sub Reports

Sub Report

Description

Discount Codes

Returns information about order discount codes for each order.

Fulfillments

Returns information about fulfillments for each order.

Line Items

Returns information about an order’s Line Items for each order.

Line Item Properties

Returns information about an order’s Line Item’s Properties for each order.

Note Attributes

Returns all order’s note attributes.

Order Adjustments

Returns all order’s adjustments.

Payment Gateway Names

Returns all order’s payment gateway names.

Refund Line Items

Returns information about a refund’s line items.

Refunds

Returns all order’s refunds.

Shipping Lines

Returns all order’s shipping lines.

Tax Lines

Returns all order’s tax lines

Refund Transactions

Returns all order’s refund transactions

Dashboard Data

The Shopify Dashboard will provide the following data collections and cards:

Collection

Card

Card Description

Data Name

Executive Pulse: 6 metrics you should monitor daily.

Customer Orders

CUSTOMER ORDERS
Displays the number of items sold and any discounts that have been applied. View individual customers to see who is taking advantage of discounts and plan future discount strategies.

All Orders

Executive Pulse: 6 metrics you should monitor daily.

Inventory Profile

INVENTORY PROFILE
Shows the total items sold out, available or back ordered by quarter. Use this information to manage your inventory levels.

All Products All Variants

Executive Pulse: 6 metrics you should monitor daily.

Items In Stock

ITEMS IN STOCK
Displays a visual representation of all items currently in stock and the number of units that are available. Monitor inventory levels and match them to customer purchases.

All Products All Variants

Executive Pulse: 6 metrics you should monitor daily.

Monthly Web Sales

MONTHLY WEB SALES
Tracks the trend in total revenue generated to the total number of orders over the period of interest. Identify patterns in the trend to better forecast future demand.

All Orders

Executive Pulse: 6 metrics you should monitor daily.

Orders Trend

ORDERS TREND
Contrasts the number of orders made in each month before and after the current date (i.e. the 9th of the month). Find cycles of buying behavior to plan your marketing activity.

All Orders

Executive Pulse: 6 metrics you should monitor daily.

State Revenue

STATE REVENUE
Shows the concentration of orders, by state, with accompanying dollar amounts. Use this information to increase marketing efforts in high performing states and analyze sales in states that are low performing.

All Customers

Collection

Card

Card Description

Data Name

Inventory Management: Do you have the right product when you need it?

Canceled Orders

CANCELED ORDERS
Shows all orders that have been canceled in the time period, by reason. Determine if there are any order processing issues in your supply chain.

All Orders

Inventory Management: Do you have the right product when you need it?

Current Inventory

CURRENT INVENTORY
Displays the SKUs in stock and available units for sale. Evaluate your inventory and determine when to reorder items.

All Products All Variants

Inventory Management: Do you have the right product when you need it?

Inventory Types

INVENTORY TYPES
Shows the product types that currently are in stock and the number of units available for sale. Identify high and low inventory items to plan your future purchases.

All Products All Variants

Inventory Management: Do you have the right product when you need it?

Stockouts

STOCKOUTS
Displays the number of SKUs according to when they are projected to run out. Use this information to help manage inventory levels and to plan purchases.

All Products All Variants

Collection

Card

Card Description

Data Name

Orders: How are your sales performing?

Bottom 10 SKUs

BOTTOM 10 SKUS
Ranks the bottom 10 SKUs based on total revenue. Evaluate the potential effects of removing these SKUs from your inventory.

All Orders

Orders: How are your sales performing?

Price and Discounts

PRICE AND DISCOUNTS
Shows the trend in total price and discounts on all orders in a given period. Modify your discount program depending on positive or negative sales growth.

All Orders

Orders: How are your sales performing?

Top 10 Revenue Items

TOP 10 REVENUE ITEMS
Displays the items that are top sellers based on the total selling price of the items. Use this information to quickly identify the top revenue generating items.

All Orders

Orders: How are your sales performing?

Top 10 SKUs

TOP 10 SKUS
Ranks the Top 10 most productive SKUs based on total revenue. Consider focusing marketing and sales efforts on these SKUs.

All Orders

Collection

Card

Card Description

Data Name

Executive Pulse: 6 metrics you should monitor daily.

Customer Orders

CUSTOMER ORDERS
Displays the number of items sold and any discounts that have been applied. View individual customers to see who is taking advantage of discounts and plan future discount strategies.

All Orders

Executive Pulse: 6 metrics you should monitor daily.

Inventory Profile

INVENTORY PROFILE
Shows the total items sold out, available or back ordered by quarter. Use this information to manage your inventory levels.

All Products All Variants

Executive Pulse: 6 metrics you should monitor daily.

Items In Stock

ITEMS IN STOCK
Displays a visual representation of all items currently in stock and the number of units that are available. Monitor inventory levels and match them to customer purchases.

All Products All Variants

Executive Pulse: 6 metrics you should monitor daily.

Monthly Web Sales

MONTHLY WEB SALES
Tracks the trend in total revenue generated to the total number of orders over the period of interest. Identify patterns in the trend to better forecast future demand.

All Orders

Executive Pulse: 6 metrics you should monitor daily.

Orders Trend

ORDERS TREND
Contrasts the number of orders made in each month before and after the current date (i.e. the 9th of the month). Find cycles of buying behavior to plan your marketing activity.

All Orders

Executive Pulse: 6 metrics you should monitor daily.

State Revenue

STATE REVENUE
Shows the concentration of orders, by state, with accompanying dollar amounts. Use this information to increase marketing efforts in high performing states and analyze sales in states that are low performing.

All Customers