Shopify Dashboard Templates

At Windsor.ai, we strive to make free Shopify marketing reporting as effortless as possible for our users.

These free and customizable Shopify templates will assist you in visualizing your data for easy reporting and analysis.

All the Shopify dashboard report templates have easy-to-follow instructions.

Find the right template from Shopify’s library and start using them to save time, effort and increase productivity.

You can find more information about Shopify Connector here.

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Questions that can be answered by using our Shopify Report Templates

  1. How do your Sales perform over time?
  2. How many distinct customers you had over a specified period?
  3. Who are your top customers?
  4. Which products sell best?
  5. What is the total revenue generated by your store in the last month/quarter/year?
  6. What is your average order value?

 

What should be included in a Shopify report template?

A comprehensive Shopify report template should include key metrics and information to provide a clear overview of your e-commerce store’s performance. Here are some elements that should be included:

  1. Sales Metrics:
    • Total Sales
    • Number of Orders
    • Average Order Value
    • Sales Growth Rate (month-over-month or year-over-year)
  2. Product Performance:
    • Best-Selling Products
    • Inventory Levels
    • Product Categories
    • Product Conversion Rates
  3. Traffic and Visitor Analytics:
    • Number of Visitors
    • Page Views
    • Bounce Rate
    • Average Session Duration
    • Traffic Sources (e.g., organic search, referral, direct)
  4. Conversion Rates:
    • Conversion Rate (overall and by traffic source)
    • Abandoned Cart Rate
    • Checkout Completion Rate
  5. Marketing and Advertising Performance:
    • Ad Spend
    • Click-Through Rate (CTR)
    • Return on Ad Spend (ROAS)
    • Campaign Performance (e.g., email, social media, PPC)
  6. Inventory Management:
    • Total Products in Stock
    • Low Stock Alerts
    • Inventory Turnover Rate
  7. Order Fulfillment and Shipping:
    • Average Order Processing Time
    • Shipping Costs
    • Order Status Breakdown (e.g., pending, shipped, delivered)
  8. Returns and Refunds:
    • Return Rate
    • Refund Amounts
    • Reasons for Returns

 

Shopify allows you to create custom reports. Stores selling exclusively on Shopify will get reports covering all their data.

It creates the means to analyze your online store’s speed and transactions. Shopify allows everyone to access key financial reports and the Analytics page. A Live View feature enables online store owners to gain insights into their business and drive more sales.

You can even access more reports with the Basic Shopify plan or higher. Upgrading to a different plan gives you additional reports starting from the first time you used Shopify.

Store owners can handle most of their reporting and analysis needs on the dashboard. However, you can manipulate and view your data differently by exporting the data to a spreadsheet program, using a third-party app, or setting up third-party analytics offerings.

 

Shopify Dashboard Templates: metrics and dimensions

Below are the predefined metrics and dimensions available in Shopify report templates. However, you can any other field you need in the connection string.

 

Dimensions:

  • Order Date
  • Account Name
  • Order Name
  • Order ID
  • Order Currency
  • Order Payment Status
  • Shipping Country
  • Shipping Province
  • Shipping City
  • Shipping ZipCode
  • Shipping Address
  • Product Name
  • Product SKU
  • Product Title
  • Product Variant
  • Product Brand
  • Customer Name
  • Customer Email
  • Customer Tags
  • Customer Status

 

Metrics:

  • Gross Sales
  • # of Orders
  • Average Order Value
  • Net Margin
  • Net Margin %
  • Customer Spend
  • # of Customers
  • Average Spend per Customer
  • Average Orders per Customer

 

The Shopify dashboard template can be customized with > 50 different dimensions, breakdowns and metrics. Head here to see a complete list: available metrics and dimensions.