Overview Report
Build your own custom executive dashboard
Where to find the Overview Report
You can access the Overview Report by clicking on
Video Demo
Customizing the Overview
You can customize the overview by clicking on
Add or remove metrics
Add or remove metrics
You can choose to hide an entire section (e.g. all Facebook Metrics) or specific metrics within a section.
Hide an entire section
- Click on Edit overviewin the top-right corner of the Overview dashboard
- Click on the -icon next to the category you want to hide so it appears in a disabled state.
- Click Save.
Hide a metric within a section
- Click on Edit overviewin the top-right corner of the Overview dashboard
- Click on the -icon next to the category to which you want to remove or add a card.
- 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.
- Click Save.
Change the order of the metrics
Change the order of the metrics
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
- Click on Edit overviewin the top-right corner of the Overview dashboard
- Drag and re-order the section by grabbing onto the -icon and moving it above or under other sections.
- Click Save.
Re-order metrics within a section
- Click on Edit overviewin the top-right corner of the Overview dashboard
- Click on the -icon next to the category in which you want to reorganize cards.
- Drag and re-order the metric by grabbing onto the -icon and moving it above or under other sections.
- Click Save.
FAQ
Why are my Shopify Sales and Converge Revenues misaligned?
Why are my Shopify Sales and Converge Revenues misaligned?
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 will not subtract refunds. Shopify, however, will show a sales number of which refunds are 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.