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Metric cards
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Metric cards

Choose a metric, period, marketplace and conditions, and show it as a number or a chart.

Overview

A metric card shows one number, such as Confirmed revenue or Out of stock, for the period, marketplace and conditions you choose.

Card settings

Click Add metric, or edit an existing card. The Preview updates as you change the settings; click Apply card to place it, then save the dashboard.

Figure 4.1  Configure dashboard card: name, metric, marketplace, date range, Show as, preview and Advanced Filters.
SettingWhat it does
MetricThe number to show, grouped as Orders and revenue, Returns, Products and stock, Listings and Accounting
Date rangeToday, Last 7, 30 or 90 days, Year to date, All time or Custom dates
MarketplaceAll marketplaces, one marketplace or one Shopify store
ConditionsNarrow the card to the records you care about (see below)
Low-stock thresholdFor Low stock: the number of units at or below which a product counts as low
Show asA number (the total), or a chart over time or by marketplace
Group byFor charts over time: Automatic, Day, Week, Month or Year
Card nameOptional; the metric's name is used if left blank

Metrics you can choose

GroupMetrics
Orders and revenueTotal orders · Open orders · Delivered orders · Pending revenue · Confirmed revenue · Net revenue · Average order value · Channel revenue · Channel units
ReturnsTotal returns · Open returns · Refunded
Products and stockCatalogue products · Draft products · Available inventory units · Low stock · Out of stock
ListingsActive listings · Sync errors
AccountingProfit, stock valuation and GST measures, with those modules

Good to know  Pending revenue is from orders not yet delivered; Confirmed revenue is from delivered orders; Net revenue is confirmed revenue minus GST, fees and refunds.

Narrow a card with conditions

Conditions let one card answer a precise question. Open Advanced Filters, click Add filter for each condition, and set Filter logic to All (AND) (every condition must match) or Any (OR) (one is enough).

Card is aboutYou can filter by
OrdersStatus, marketplace, SKU, category, brand, order date, order amount and units ordered
ReturnsStatus, marketplace, SKU, category, brand, return date, refund amount and return reason
Products and listingsStatus, marketplace, SKU, category, brand, product title, available stock, price, last updated, and your own product attributes

Text fields can match *contains*, *is*, *starts with* and more; numbers can be *greater than* or *between*; dates can be *on*, *between* or *in the last N days*.

Tip  Examples: Confirmed revenue where brand is your own label · Open orders older than 2 days · Out of stock where category is Footwear · Returns where reason contains "size".

Number or chart

  • Number: one total with the period, in the row of cards at the top.
  • Over time: a line or bar for the period, grouped by day, week, month or year.
  • By marketplace: the total split across your marketplaces, to compare channels.