How to View the Overview Dashboard on Shopify

The Shopify Overview Dashboard offers a quick snapshot of your store's performance, displaying key metrics like sales, customer activity, and traffic trends. Whether you're new to Shopify or an experienced merchant, knowing how to navigate this dashboard is crucial for making informed business decisions. 

In this guide, we'll show you how to access and understand the Overview Dashboard to help you effectively manage your store.

Let’s get started!

How to access the Shopify Overview Dashboard

To access the Shopify Overview Dashboard, follow these steps:

Step 1: Log in to your Shopify admin.

Step 2: From the left sidebar, click Analytics.

Step 3: By default, the Overview Dashboard will display key metrics such as sales, orders, and visitor data across all sales channels for today compared to yesterday. 

If you want to look deeper into any specific metrics, click on the metric name for a more detailed report.

Step 4: To see data for a different time period, click the Today date menu and choose a new date range. You can pick a preset range like Last 30 days or set your own custom range by clicking the date on the calendar. Click Apply to view the data.

Step 5: You can also compare your current sales data with past performance. Just select Compare to: Yesterday and choose your desired comparison period. 

You can choose among the options or set your own range with the calendar. Click Apply to view the data.

What Data Is Included In The Shopify Overview Dashboard?

The Shopify Overview Dashboard provides a snapshot of your store’s performance by displaying various key metrics on a single page. These metrics help you track sales, customer behavior, and overall store health. Here's a quick overview of the key metrics displayed:

• Total Sales: The total revenue generated by the store during the selected period.
• Sales by Channel: Shows sales breakdowns from different channels (e.g., online store, social media).
• Online Store Sessions: The total number of visitors to the store, displayed with a timeline of activity.
• Online Store Conversion Rate: Measures how many visitors performed actions like adding to a cart, reaching checkout, or completing a purchase.
• Total Orders: The number of orders placed during the period.
• Average Order Value: The average amount spent by customers per order.
• Top Selling Products: Highlights the best-selling products (if data is available).
• Customer Cohort Analysis: Tracks customer behavior over time, including first-time and repeat customers.
• Returning Customer Rate: The percentage of customers who have made repeat purchases.
• Sales Attributed to Marketing: Revenue generated as a result of marketing campaigns.
• Sessions by Location, Device Type, and Traffic Source: This breaks down where visitors are coming from, what devices they use, and how they found your store.
• Fulfilled Orders Over Time: Tracks the fulfillment of orders during the selected period.
• Customers Over Time (First-Time vs Returning): A comparison between new and returning customers.
• Products by Sell-Through Rate: Shows the percentage of inventory sold, providing insights into product performance.

This real-time data can be auto-refreshed for up-to-date insights and can be customized to fit your unique store management needs.

How To Customize Your Shopify Analytics Overview Dashboard

If you want to personalize your Shopify Overview Dashboard and track the information that's most important to your business, follow these steps:

Step 1. Log in to your Shopify admin and navigate to the Analytics section.

Step 2. Click on the Customize button to modify the cards displayed on your dashboard.

Step 3. Add or Remove Cards:

• To remove a card, click the ⊗ icon next to it.

• To add a card, either drag it from the Metrics library sidebar onto the dashboard or click ⊕ Add to Dashboard.

• To rearrange cards, click the ⠿ icon and drag the card to your desired position.

Step 3. Save Changes: Once you’ve finished customizing, click Save to apply your changes.

Note: Dashboard customization is available only on desktop computers, but your adjustments will be visible on both desktop and mobile devices.

Bottom Line

By keeping a close eye on key metrics and insights from the Shopify Overview Dashboard, you can make smarter, data-driven decisions that propel your business forward. Regularly reviewing your dashboard helps you stay ahead of trends and adapt to customer needs, ensuring your store remains competitive and thriving.

FAQs

Can I track my store’s performance compared to previous periods?

Yes, you can compare current performance against past periods using the Overview Dashboard. This feature helps you assess growth, identify trends, and make informed decisions about your marketing strategy or inventory.

What actions can I take based on insights gained from the Overview Dashboard?

Insights can lead to actionable steps, such as refining marketing strategies, adjusting pricing, or enhancing product descriptions based on observed customer behavior and sales trends.

How can I measure the effectiveness of my promotions using the Overview Dashboard?

Monitor sales and traffic metrics before, during, and after promotions to gauge effectiveness. Look for spikes in sales or changes in average order value to determine if your promotions are successfully attracting and retaining customers.

What should I focus on if I'm a new Shopify store owner?

Focus on understanding sales trends, customer behavior, and traffic sources. Regularly review the Overview Dashboard to familiarize yourself with key metrics that will guide your marketing and inventory decisions.

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