Metrics & Reporting

For: managers and operations staff monitoring store performance
What you'll learn: how to open the Metrics Dashboard, pick a reporting period, read the performance cards, export the numbers, and run the Tax Reports page for filing.

This is a how-to guide for reading the dashboards, not the API. If you're building an automated reporting or analytics system instead, see the Usage Guide.

Before you start#

You'll need an admin login for your store. Two reporting pages live in the left navigation:

• Metrics — the main store-performance dashboard
• Tax Reports — sales-tax collection for accounting and compliance

If you don't see one of these, ask your administrator to grant access.

Throughout this guide, screenshots use a demo store — the names, orders, and amounts shown are fake. Amounts are shown as decimals: $1,234.56 appears as 1,234.56, never in cents.

1. Open the Metrics Dashboard#

Log in to the admin dashboard, then click Metrics in the left navigation.

You'll land on the Metrics Dashboard — described on the page as "real-time ecommerce performance metrics and KPIs for data-driven decision making." Under the title you'll see a Last refreshed timestamp so you know how current the numbers are.

2. Choose your reporting period#

Below the header is a date range row. Click the date-range dropdown and pick a preset, or type start and end dates into the two date boxes labelled with to between them. The dashboard opens on Yesterday by default.

The dropdown offers these presets:

Typing your own dates into the date boxes switches the dropdown to Custom automatically. Your last-used filter is remembered the next time you open the page.

Tip: Use Yesterday or Today for a quick daily check-in, and Last 30 days for weekly planning and performance reviews.

3. Narrow by product or sales channel#

On the right of the date row is a product and channel filter. Use it to limit the dashboard to a single sales channel or to specific products, so you can read performance for one storefront or product line instead of the whole store. Leave it on all to see everything.

4. Read the performance numbers#

The dashboard fills in below the filter row with summary cards and a sales-channel breakdown for the period you selected. Each summary card shows one number and, where a comparison period applies, a change indicator versus the earlier window.

To see exactly how any number is defined, click the question-mark (?) button in the top-right corner. This opens the Definitions & Best Practices panel, which explains each metric in plain language. A few worth knowing:

Caution: Fulfillment and shipping figures such as Total Shipped and Shipment Completion Rate count an order only once it has actually shipped (it has a shipped date). An order that is paid today but ships next week shows as Unfulfilled now and moves into the shipped figures later — so the two views won't always add up on the same day. Read the definitions panel before comparing numbers across periods.

5. Refresh and export#

Two buttons sit in the top-right of the Metrics Dashboard:

• Refresh — clears the cached figures and reloads them, then updates the Last refreshed timestamp. Use it when you know new orders have come in since you opened the page.
• Export — opens a small menu with two download options:

Export uses the figures already on screen, so pick your period first, let the dashboard finish loading, then export. If nothing has loaded yet you'll see a prompt to open the dashboard before exporting.

Tip: Export a CSV weekly so you can line up week-over-week trends in a spreadsheet and prepare for seasonal peaks.

6. Run the Tax Reports page#

For sales-tax collection, click Tax Reports in the left navigation.

The page opens on the Last 30 days period. The filter row gives you:

• A date range dropdown with presets Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, This month, Last month, This quarter, This year, and Custom — plus two date boxes for a custom range.
• A state filter to focus on a single state, or All States.
• Three export buttons: Export CSV, Full Report (CSV), and JSON.

Below the filters, four tabs organize the data:

The summary cards read: Total Tax Collected, Taxable Orders (shown out of the total order count), Average Tax Rate, and States with Tax.

For guidance on the export formats and filing, click the question-mark (?) button in the top-right to open the Help & Documentation panel.

Tip: When filing, export each state separately from the By State view, and keep the exported files for your records.

7. Interpret trends and act on them#

When you compare the same metric across periods:

• Rising revenue with steady orders → your average order value is climbing (higher-value baskets, add-ons, or price changes).
• Rising orders with flat or falling revenue → volume is up but each order is smaller (promotions or a shift in product mix).
• Falling revenue or orders → check whether fulfillment is syncing (see Fulfillment Operations) or whether it's a seasonal dip.
• A growing Unfulfilled Orders count → paid orders are stacking up unshipped; review inventory and fulfillment (see Fulfillment Operations).

Quick reference#