Sales Overview Dashboard

Updated November 14, 2023

The Sales Overview Dashboard displays a summary of sales metrics for your stores. The dashboard can be filtered according to store, time, source name, and comparison period.

Please note that the "Source Name" filter includes all possible sales channels connected to Shopify, such as Point of Sale, unfinished draft orders, and channels like Amazon.

Sales Overview Dashboard Elements

KPI

Dashboard contains the following KPI. These KPI are updated to reflect the filtering:

  • Sales: Selected Period total price of orders  and its %-change from Comparison Period (directly previous period of equal length / same time period in previous year / custom comparison period). Source: Shopify
  • Orders: Count of Orders over the Selected Period and the percentage change relative to the Comparison Period (directly previous period of equal length/ same time period in previous year/ custom comparison period). Source: Shopify
  • AOV: AOV is calculated by subtracting the total tax-free discounts from the gross sales in the selected current period and then dividing it by the number of orders in the selected current period. Its percentage change is relative to the Comparison Period (directly previous period of equal length / same time period in previous year / custom comparison period). Source: Shopify
  • Discount Rate: Discount rate over the selected time period and its change in percentage points from the comparison period. The discount rate represents the average discount rate considering all orders, including both discounted and non-discounted orders. Source: Shopify
  • Gross Margin: Selected Period Gross Margin (calculated as (Net Sales - Costs) / Costs) and its percentage change relative to the Comparison Period (directly previous period of equal length / same time period in previous year / custom comparison period). Source: Shopify
  • ABS: Average Basket Size tells the average count of products in one order over the Selected period. The change is relative to the Comparison Period (directly previous period of equal length/ same time period in the previous year/ custom comparison period). Source: Shopify
  • APV: Average Product Value (calculated as Total Price of Orders divided by Ordered Items' Quantity) and its percentage change relative to the Comparison Period (directly previous period of equal length / same time period in previous year / custom comparison period). Source: Shopify
  • Return Rate: Selected Period Return Rate (calculated as Count of Orders with at least one refund applied divided by Total Count of Orders) and its percentage change relative to the Comparison Period (directly previous period of equal length / same time period in previous year / custom comparison period). Source: Shopify

Visualisations

  • Sales Dynamics chart shows Sales (calculated as total price of orders) and Count of Orders processed over Selected Period. Source: Shopify
  • Sales by Sales Channel chart shows Sales (calculated as total price of orders) by Sales Channel (like PoS, web etc.) over Selected Period. Source: Shopify
  • Sales by Product Categories chart shows Sales (calculated as total price of orders) by different Product Categories over Selected Period. Source: Shopify
  • Sales by Stores chart shows Sales (calculated as total price of orders) by Sales Channel over Selected Period. Source: Shopify
  • Sales by Customers' Segment chart shows Sales (calculated as total price of orders) by different Customer Segments over Selected Period. Source: Shopify