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Where to find the Overview Report

You can access the Overview Report by clicking on
Overview
in the Analytics section.

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Video Demo

Check the Metrics Dictionary
 to understand the precise definition of all of these metrics

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Customizing the Overview

You can customize the overview by clicking on
Edit overview
in the top right corner.
You can choose to hide an entire section (e.g. all Facebook Metrics) or specific metrics within a section.Hide an entire section
  1. Click on
    Edit overview
    in the top right corner of the Overview dashboard
  2. Click on the
    -icon next to the category you want to hide so it appears in a disabled state.
  3. Click Save.
Hide a metric within a section
  1. Click on
    Edit overview
    in the top right corner of the Overview dashboard
  2. Click on the
    -icon next to the category to which you want to remove or add a card.
  3. In the list of metrics of the section, click on the
    -icon next to the metric you want to hide so it appears in a disabled state.
  4. Click Save.
You can change the order of an entire section (e.g., all Facebook Metrics) or specific metrics within a section.Re-order an entire section
  1. Click on
    Edit overview
    in the top right corner of the Overview dashboard
  2. Drag and re-order the section by grabbing onto the
    -icon and moving it above or under other sections.
  3. Click Save.
Re-order metrics within a section
  1. Click on
    Edit overview
    in the top right corner of the Overview dashboard
  2. Click on the
    -icon next to the category in which you want to reorganize cards.
  3. Drag and re-order the metric by grabbing onto the
    -icon and moving it above or under other sections.
  4. Click Save.

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FAQ

The Converge Revenues card and the Shopify Sales card show slightly different metrics.Specifically, Converge includes gift card revenue in your total revenue number, and it doesn’t subtract refunds. Shopify, however, shows a sales number with refunds already subtracted and without gift card revenue.In short:
  • Shopify Sales = Gross Revenue - Refunds - Gift card revenue
  • Converge Revenue = Gross Revenue
If you want to make a comparison between Converge and Shopify, please follow this guide
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