Analytics

Analytics is a dashboard of live report cards, combined across every Shopify store you have connected and converted to one currency. Every card is a real report — click it and it opens in the report editor with the exact question the card was answering, at the same date range. Build the board you want: resize cards, group them into sections, filter everything at once, and save views for the different jobs your dashboard does.

Two things set it apart from the dashboard inside Shopify. It sees all your stores at once, in one currency — Shopify only ever sees one store at a time. And every number leads somewhere: any card can be opened as a full report and taken further, so the dashboard is a starting point rather than a dead end.

Opening the dashboard

Analytics is the home page — it opens when you log in. You can also reach it from the left sidebar at any time, under Home or Reporting → Analytics.

The previous home page is still there as Home › Legacy, with the dashboards you saved on it. Nothing you built there has been changed or moved; the new dashboard simply starts you on a board of its own.

What you'll see

  • The KPI row — headline tiles such as Total sales, Gross sales, Returning customer rate and Orders, each with a sparkline and a movement arrow against the comparison period.
  • Report cards — charts, ranked lists, donuts and breakdowns, each one a live report over your selected date range and stores.
  • The controls row — date range, comparison, currency, timezone, store scope and board filters. One set of controls drives every card.
  • The view switcher — your saved dashboards, one click apart.

Cards

Resizing a card changes how it tells its story, not just its size. Shrink a chart down and it becomes a headline number with a sparkline; stretch a tile out and it becomes the full chart. Same data, presented right for the space it has.

Ranked lists stay honest. Bars thin before any are dropped, and when space truly runs out the card scrolls rather than silently hiding products.

Every card opens into a report. Click a card's title and the report editor opens with that card's exact query at the dashboard's current date range — from a glance to a full investigation in one click.

Cards say what is going on. Loading shows a shimmer, an empty window says "No data for this date range", and a card a store cannot serve tells you why — for example a Shopify permission that was never granted — instead of showing a blank.

Donut slices carry their own movement. With a comparison on, hovering a slice shows what it was and how far it has moved — so "Online Store is a third of sales" also tells you whether that third is growing. A slice that did not exist last period reads "New this period", and one whose past is unknown says nothing rather than guessing.

Drilling into a product

Click a product in any card and you get that product's own report — the same figures you were looking at, one level finer, at the same date range, comparison and filters. Nothing silently widens to all time.

The breakdown adapts to the product: one with real variants breaks down by variant, while a single-variant product shows its sales over time instead — and says why — rather than one meaningless bar. Any report narrowed to a single product is titled with that product's name, however you got there.

Dates, comparison and scope

  • The full date picker — rolling windows, calendar periods and custom ranges, anchored to your store's timezone. One range drives every card, and the numbers stay on screen until the new ones arrive.
  • Comparison — previous period, previous year, or a custom range, applied to every card at once: green and red movement beside each headline, and a dashed previous-period line in the charts.
  • Currency and timezone selectors, the same ones the report editor uses.
  • Store scope — all stores combined by default, or any subset, narrowing every card together.

Filters for the whole board

Filter every card at once by the fields your reports carry — sales channel, product vendor, customer country, order value, dates, yes/no fields. Search the field list, then pick values from a searchable list of what your data actually contains. The dashboard inside Shopify offers a date range and a currency; this is a different level of control.

Filters tell the truth. A filter applies to every card that can honour it, and any card that cannot says so on its face — "Not filtered by Sales channel" — so the board never quietly mixes filtered and unfiltered numbers. The field list shows a filter's reach before you pick it, such as "Applies to 6 of 8 cards".

Money filters work on whole orders. "Total sales over 500" keeps the orders worth more than 500 and drops the rest — on any card, however it is grouped. Returns and refunds stay attached to the orders they belong to, so they still net into the totals exactly as they do unfiltered, and filtering can only ever lower a total, never raise it.

Filters are yours to keep or discard. They apply instantly for a quick look and are thrown away when you leave — unless you press "Save to view", so a five-second question never rewrites the dashboard you rely on. The label always says which state you are in.

Customizing the board

Customize opens a full-screen editor with a report picker down the left, grouped like the report library.

  • Drag reports in from the picker — they arrive with live data at a sensible size for their chart type.
  • Drag anywhere, resize by the corner. A preview follows the cursor and a dashed outline shows exactly where the card will land. Remove a card with the small cross in its corner.
  • Hover a report for its story. A panel beside the picker shows what the report measures — and for computed numbers, the exact formula, so you know what a figure includes before it is on your dashboard.
  • See what's already placed. Reports on the current board carry a blue dot in the picker.
  • Sections group cards into titled bands — add one, rename it inline, reorder from a list, and drag cards freely between sections.
  • Save, Cancel, Reset to default. Cancel discards your changes; Reset returns the stock layout without touching your saved views.

Views

  • Named dashboards. Save different layouts — "Daily ops", "Month-end" — and switch between them in one click.
  • A Default view that belongs to the product. Everyone starts with it, and improvements to it reach everyone. Editing it saves as your own copy, and "Reset to default" brings the original back; your saved views are never touched.
  • Views follow your account, not your browser. Build a dashboard at the office and it is there at home. Offline, the dashboard falls back to the copy in your browser — never a blank page.
  • A primary view for the whole team. Pin any view — or the Default — as the one everybody lands on. Until you pin one, the dashboard simply opens where you left off; unpinning brings that behaviour back.
  • Duplicate a view. One click copies a view whole — layout, filters, date window, comparison, currency and timezone — into an independent twin you can change freely. The safe way to experiment on a dashboard you rely on.

Days with nothing to report

A day with no sales reads zero, not a blank — charts draw straight through it instead of breaking the line, and tables show 0 where they used to show a dash. But a rate never invents a failure: "0% on-time delivery" would accuse a day when nothing shipped, so rates stay blank unless a zero there is genuinely true. And a period that could not be measured still says so — inventory reports keep a blank for days outside the data we hold, rather than claiming your stock did not move.

Tutorial: build a cross-store morning dashboard

  1. Open Analytics and press Customize.
  2. Drag in Total sales, Orders, Total sales by store and a Top products card, and size them the way you read best — small tiles up top, full charts below.
  3. Save, and name the view "Morning check".
  4. Set the date range to the last 30 days and turn on compare to previous period — every card now carries its trend.
  5. In the view menu, choose Make primary — now everyone on the account lands on this board.
  6. When something looks off, click the card's title — the full report opens with the same question, ready to dig deeper.

Permissions

Account owners always have access. For team members, access follows the relevant reporting View permission — without it, the dashboard is not reachable. Grant it from your team member's permissions.

FAQ

Does the dashboard combine data from all my Shopify stores? Yes — every card aggregates across all connected stores and converts to the currency you choose. Use the store scope control to focus on one store or a subset.

Can I change what's on the dashboard? Yes. Customize opens a full-screen editor — drag reports in from the picker, resize and rearrange them, group them into sections, and save. Any report in the library can be a card.

Can everyone on my team see the same dashboard? Yes. Views are saved to your account, not a browser, and you can pin one view as primary so the whole team lands on it.

Can I filter every chart at once? Yes — board filters apply to every card that carries the field, and any card that cannot honour a filter says so on its face rather than showing unfiltered numbers silently.

What happens when I click a number? The card opens as a full report with the exact question it was answering, at the same date range — and clicking a product inside a card opens that product's own report.

Why is a card empty or lower than expected? A card only reflects orders in the selected date range for stores that have finished syncing. Widen the range, clear the filters, or check that the store has synced, and the numbers fill in.

Where did my old dashboard go? It is still there: open Home › Legacy in the sidebar and every dashboard you saved on the previous home page is exactly as you left it. The new Analytics board is a fresh start on top of it.