Shopify Dashboard for Sales Tracking and Ecommerce Reporting

Customizable Shopify Dashboard for Smarter Ecommerce Insights

A white label Shopify dashboard centralizes essential ecommerce metrics—sales, AOV, customer retention, and more—in a single, client-friendly interface. Customize widgets, highlight the KPIs that matter most, and reinforce your agency’s brand at every step.

Deliver live insights your clients trust. With automated reporting and integrations across 80+ platforms, your team skips the manual work and focuses on improving campaign strategy, boosting conversions, and increasing revenue.

We wanted one platform that connects Google Analytics, Google Ads, and Shopify to generate a consolidated report for our clients. AgencyAnalytics removes manual labor from data entry and reporting, and clients have access to their report data in real time.

Jerome Gibran de Jesus / Ad Operations Manager

QuickerLeads

7 Sections To Include in a Shopify Dashboard

1. Orders

Orders is a critical metric in a Shopify dashboard that tracks all customer purchases from your client’s ecommerce store over a selected date range. This metric provides immediate insight into the effectiveness of marketing campaigns.

Including orders in a Shopify dashboard is essential for marketing agencies to measure the impact of a campaign on sales from an online store. It tracks how marketing strategies translate into customer purchases, facilitating rapid adjustments to optimize performance. This metric supports strategic decision-making by illustrating which marketing efforts are succeeding or underperforming, allowing agencies to demonstrate clear value to clients through data-driven results.

Here are a few essential Shopify store order metrics agencies should track:

2. Sales

Like Orders, sales is another vital metric representing the total revenue generated from transactions completed in your client’s ecommerce store during a specified date range. This figure captures gross sales, net sales, and differentiates between new and returning customers.

For agencies, tracking sales data on a Shopify dashboard pinpoints the direct financial outcomes of marketing strategies. It helps assess the return on investment from various marketing channels and initiatives. Agencies use this metric to identify revenue trends, compare performance across periods, and optimize marketing efforts for enhanced profitability. 

By presenting clear revenue outcomes, agencies validate the effectiveness of their strategies to clients, ensuring that every marketing dollar spent is accounted for and contributing to the client’s business growth.

Here are a few essential Shopify customer sales metrics that agencies should track:

3. Discounts

Discounts metrics track how much you've reduced prices through promotions or discount codes in your client’s Shopify store, highlighting their effect on sales and customer engagement.

For marketing agencies, keeping tabs on discounts is essential. The metric provides actionable insights into which promotions drive customer sales and contribute to total sales in the specified date range. By analyzing discount usage, agencies optimize promotional strategies to attract new customers and encourage repeat purchases from returning customers. 

This allows agencies to adjust promotions without undermining net sales, ensuring that every discount strategy aligns with broader marketing goals. As a result, agencies demonstrate how strategic discounts directly enhance revenue and customer lifetime value, solidifying the return on investment from marketing efforts.

Here are a few essential Shopify discount metrics that agencies should track:

4. Fees

Fees refer to various costs associated with transactions in your client’s Shopify store, including payment processing fees, marketplace fees, and additional service charges. This metric is critical for understanding the true cost of sales and the net profitability of ecommerce operations.

Analyzing fees helps agencies pinpoint where costs are cutting into profits. By understanding the breakdown of these fees, agencies will better manage budgets and advise clients on cost-effective payment methods and platforms. 

Additionally, this insight allows for more accurate financial forecasting and strategy adjustments, ensuring promotional activities and sales tactics drive revenue and help maintain healthy profit margins. Tracking fees helps agencies demonstrate their capability to manage growth and efficient, profitable operations for their clients.

5. Products

The products metric in a Shopify dashboard provides a detailed overview of inventory, including which items are selling, which are not, and their stock levels. This metric is critical for efficient inventory management and for optimizing product offerings based on customer demand.

Products data offers direct insights into sales performance across different product categories, allowing agencies to identify best-selling products and underperformers. Using this data, agencies will tailor marketing campaigns to promote popular items more aggressively or develop strategies to increase the sales of slower-moving products. 

Effective management of products data also aids in inventory control, helping ensure that stock levels are aligned with current market trends and customer preferences. This helps boost sales and enhance the overall efficiency of the client's business operations.

Here's a focused guide to the most important product-related metrics in a Shopify dashboard:

These product metrics are essential for agencies looking to drive more effective marketing campaigns and improve sales outcomes by focusing on what sells, how it sells, and who's selling it the best.

6. Goal Tracking 

Incorporating goal tracking into a Shopify dashboard is essential for demonstrating progress toward client objectives. It provides a transparent view of how online sales and marketing activities match up with established targets, allowing agencies to underscore their impact and fine-tune strategies accordingly.

Goal tracking lets agencies fine-tune their campaigns on the fly, boosting results and client satisfaction by ensuring every move counts towards better business outcomes.

Setting KPI goals helps agencies drive performance and demonstrate value to clients. When creating these goals, consider the unique aspects of each client’s business and the specific outcomes they seek.

• Align goals with client priorities to ensure they resonate with their strategic vision.

• Use clear, quantifiable metrics to track progress transparently.

• Regularly review and adjust goals to keep pace with changes in the market and client needs.

Customizable Dashboards To Meet Client Needs

Include all the metrics from your client's marketing platforms to build a comprehensive reporting dashboard. Use the drag-and-drop editor to customize and tailor client dashboards easily, and track all the vital data points from a single interface.

Consider using the Smart Dashboards feature to speed up reporting and client onboarding. Create and save custom dashboards in a few seconds, then tailor them to meet specific client needs, objectives, and marketing platforms. 

Streamline Reporting With Shopify Dashboards and Focus on What Matters

Unlock your agency's full potential with Shopify dashboards that streamline client reporting and campaign analysis. By integrating these tools, your team shifts the focus from manual data handling to what truly matters—designing successful campaigns and building trust with clients.

Shopify dashboards make managing data easier for agencies. They offer automated reports that grow as your client’s business does, and the drag-and-drop interface lets you quickly customize reports to fit each client's needs.

Combine the Shopify integration with traffic data from Google Analytics in a custom Shopify dashboard that highlights the growth in online store sessions, sales, and revenue.

Automating routine data tasks reduces mistakes and frees more time for planning strategies and creating campaigns. Using pre-made dashboard templates that highlight the most valuable metrics saves time, allowing you to easily adjust them to focus on campaign optimization, client acquisition, and client retention.

We’ve tried several reporting platforms for marketing agencies, and AgencyAnalytics is, without a doubt, the best we’ve found.

Graham Lumley