Dashboard, Overview and Analytics

The Dashboard gives you a quick view of your store activity, balances, payments, payouts and performance.

Under Dashboard, there are two main sections:

  • Overview
  • Analytics

Use Overview to check day-to-day store activity and payment information. Use Analytics to understand how your store, products and customers are performing.

Dashboard Overview

Go to:

Dashboard → Overview

The Overview page brings together your store setup progress, order activity, products, collections, balances, payments and payouts.

Store activity summary

At the top of the Dashboard, you can see key store information including:

Orders Pending

  • Shows the number of orders that are currently pending.
  • Use this to quickly identify whether any orders need your attention.

Total Products

Shows the total number of products currently added to your store.

Total Collections

Shows how many Collections you have created.

Live Sale Sessions

  • Shows your ongoing and upcoming Sale Sessions.
  • Select See All to view your Sale Sessions in more detail.
Finish Setting Up Your Store

If your store setup isn't complete, the Finish setting up your store panel will appear on the Dashboard.

It shows your current setup progress and the remaining actions needed to fully configure your store.

Tasks may include:

  1. Set up your store
  2. Choose your plan
  3. Connect to Stripe to get paid
  4. Set up shipping and pickup address
  5. Set up contact details
  6. Add products

Completed tasks are marked with a green check.

If a task still needs attention, use the available action button, such as Choose plan or Edit.

You can complete these setup tasks in any order where permitted.

Understanding Your Balance

To change when payouts are sent to your bank:

  1. Go to Dashboard → Overview.
  2. Scroll to Balances.
  3. Find Next payout.
  4. Select Update beside the current payout schedule.
  5. The Payout information window will open.
  6. Choose your preferred payout schedule.
  7. Confirm your payout destination.
  8. Select Save.

Available payout schedules

You can choose:

  • Manual
  • Automatic every day
  • Automatic every week
  • Automatic every month

Manual payouts

When you select Manual, you decide when to transfer available funds to your bank account.

Automatic payouts

When you select an automatic schedule, eligible funds transfer according to your chosen schedule.

Good to know: The Payout information window also shows your selected payout destination.

View Your Balance Details

For a more detailed breakdown of your funds:

  • Go to Dashboard → Overview.
  • Scroll to Balances.
  • Select See details.
  • The Your balance window will open.

The balance window shows:

On the way to your bank

Funds that have already started the payout process.

Available to pay out soon

Funds that are still being processed before they become available for payout.

Available in your balance

Funds that are currently available.

Total balance

Your overall balance across the displayed categories.

If funds are available, you may also see the Pay out button.

Select Update payout settings if you need to change your payout schedule.

Make a Manual Payout

If your payout schedule is set to Manual:

  • Open Dashboard → Overview.
  • Go to Balances.
  • Select Pay out.
  • Review the payout information and destination.
  • Follow the on-screen instructions to complete the payout.

The availability of funds for payout depends on the status of your payment balance.

Payments

The Payments section shows money received from customer transactions.

Each payment entry can display information such as:

  • Date
  • Status
  • Customer or payer
  • Amount
  • Payment method

View Payment Details

Select an individual payment to open its payment details.

The information shown may include:

Payment details

  • Status
  • Date received
  • Amount
  • Processing fees
  • Net amount

Payment method details

Depending on the payment method, you may see information such as:

  • Payment method
  • Masked card number
  • Card type
  • Expiry date
  • Country
  • Security-check status
  • Customer information

Timeline

The payment timeline shows the stages of the transaction, such as:

  • Payment started
  • Payment authorised
  • Payment captured

This can help you understand whether a payment was successfully processed.

Export Payments

You can export your payment records for reporting or reconciliation.

  • Go to the Payments section.
  • Select Export.
  • The Export payments window will open.
  • Choose a date range.
  • Choose the columns you want to include.
  • Select Export.

Available date-range options may include:

  • Today
  • Current month
  • Last 7 days
  • Last month
  • All
  • Custom

The export can include fields such as payment amount, currency, refunded amount, fees, customer information and other transaction details.

Payouts

The Payouts section shows money transferred from your payment balance to your bank account.

This is different from Payments:

Payment
Money received from a customer.

Payout
Money transferred from your payment balance to your bank account.

Each payout may show:

  • Status
  • Date
  • Destination
  • Amount
View Payout Details

Select an individual payout to view more information.

The payout details may include:

Timeline

You can see stages such as:

  • Payout initiated
  • Payout in transit
  • Payout completed
  • Overview

Information may include:

  • Destination bank account
  • Payout amount
  • Payout type
  • Method
  • Statement descriptor
  • Payout trace ID

If your payout is marked as completed but has not appeared in your bank account, the payout details may also provide guidance about expected bank processing time.

Dashboard Analytics

Go to:

Dashboard → Analytics

Analytics helps you understand what is happening across your store.

Instead of only showing sales, it combines ecommerce performance, visitor behaviour, product engagement, traffic sources and customer activity.

Choose an Analytics Date Range

Use the date selector at the top-right of the Analytics page to change the reporting period.

Available options may include:

  • Today
  • Last 24 Hours
  • This Week
  • Last 7 Days
  • This Month
  • Last 30 Days
  • Last 90 Days

Changing the date range updates the analytics shown on the page.

Tip: When comparing performance, use the same date range each time so that you are comparing similar periods.

Ecommerce Performance

At the top of Analytics, you can see your core ecommerce metrics.

Revenue

Shows revenue generated from completed orders during the selected period.

Why it matters

Revenue tells you how much your store generated during the reporting period.

Do not look at Revenue alone. Compare it with traffic, orders and conversion rate to understand what is driving the result.

Orders

Shows the number of orders recorded during the selected period.

Why it matters

Orders help you understand whether traffic is translating into actual purchases.

Conversion Rate

Shows the percentage of visitors who completed a purchase.

Why it matters

Conversion Rate helps you understand how effectively your store turns visitors into customers.

A store can receive strong traffic but still produce weak sales if conversion is low.

AOV

AOV means Average Order Value. It shows the average amount spent for each order.

Why it matters

A higher AOV means customers are spending more per transaction.

You can use this metric to evaluate promotions, bundles, and product combinations.

Cart Abandonment

Shows the proportion of shopping activity where customers added products to their cart but did not complete an order.

Why it matters

High cart abandonment can indicate that shoppers are interested but are not completing checkout.

Possible areas to review include:

  • Product information
  • Pricing
  • Shipping costs
  • Payment options
  • Checkout confidence
  • Overall buying experience

Use this metric as a signal rather than judging it on its own.

Revenue Over Time

The Revenue Over Time chart shows how revenue changes throughout the selected period.

Use it to identify:

  • Strong sales periods
  • Weeks or days with little or no revenue
  • Revenue spikes
  • Patterns following campaigns or promotions

This is useful when comparing sales activity against advertising, promotional campaigns or Sale Sessions.

Checkout Funnel

The Checkout Funnel shows how shoppers move through the buying process.

The funnel includes:

Viewed Product → Added to Cart → Completed Order

Viewed Product

Shows how many shoppers viewed products. This is the starting point of the funnel.

Added to Cart

Shows how many shoppers added a product to their cart. The conversion shown here indicates how many product viewers progressed to this stage.

Completed Order

Shows how many shoppers successfully completed their purchase.

How to use the Checkout Funnel

Look for the stage where the largest drop occurs.

For example:

If many visitors view products but few add them to cart, review your:

  • Product imagery
  • Product descriptions
  • Pricing
  • Product value proposition

If customers add products to cart but do not complete their order, review:

  • Shipping
  • Payment options
  • Checkout experience
  • Unexpected costs

The funnel helps you understand where interest is being lost.

Cohort Retention

The Cohort Retention section groups new visitors by the period when they first visited your store.

It then shows whether visitors from each group returned during later periods.

Why it matters

Retention helps you understand whether shoppers return after their first visit.

A high percentage can indicate repeat interest, but always consider the size of each cohort before drawing conclusions.

Small visitor groups can produce high percentages even when only a few people returned.

Revenue Forecast

The Revenue Forecast provides a projection of future revenue based on available historical store data.

The chart can show:

  • Actual revenue
  • Forecast revenue

Why it matters

The forecast can help you understand the possible direction of future revenue based on past activity.

Good to know: A store with limited historical data may not have enough information to produce a meaningful forecast. Treat the forecast as an estimate rather than guaranteed future revenue.

Traffic Analytics

Further down the Analytics page, you can see visitor and traffic information.

Pageviews

Shows the total number of pages viewed. One visitor can generate multiple pageviews.

Unique Visitors

Shows the number of individual visitors recorded during the selected period.

Use this together with Pageviews to understand how much browsing activity each visitor generates.

Bounce Rate

Shows the percentage of visits where the visitor leaves without continuing their session further.

Why it matters

Bounce Rate can help indicate whether visitors are finding enough reason to continue browsing.

However, it should always be interpreted alongside metrics such as visit duration and pages per session.

Average Visit Duration

Shows how long visitors spend on your store on average.

Why it matters

Longer visits may indicate deeper browsing, while very short sessions can suggest visitors are leaving quickly.

Use this together with Pages per Session and Bounce Rate.

Pages per Session

Shows the average number of pages viewed during a visit.

Why it matters

This can indicate how deeply visitors explore your store.

Traffic Overview

The Traffic Overview chart displays changes in traffic over the selected date range.

It can include metrics such as:

  • Pageviews
  • Unique Visitors
  • Bounce Rate

Use the chart to identify:

  • Traffic spikes
  • Quiet periods
  • Changes in visitor behaviour
  • Periods worth investigating further

Hourly Traffic Distribution

The Hourly Traffic Distribution chart shows when visitors are most active during the day.

How to use it

Look for hours when traffic is consistently stronger.

This information may help you decide when to:

  • Publish social media posts
  • Send promotional emails
  • Run Sale Sessions
  • Launch limited-time promotions

Daily Traffic Distribution

The Daily Traffic Distribution chart shows how traffic varies by day of the week.

Use it to identify which days generally receive the most store activity.

This can help you plan campaigns and promotions around periods when your audience is more active.

Product Views

The Product section shows which products receive the most views.

Why it matters

Highly viewed products are attracting shopper attention.

Compare views with cart activity and actual sales to understand whether interest is converting.

A product can receive many views without generating purchases.

Product Cart Interaction

This section shows products that generate cart activity.

The Net Adds figure reflects the overall cart-add activity for a product after considering cart removals.

Why it matters

A product with strong cart activity is showing buying intent, even if the customer does not immediately complete a purchase.

Collections

Analytics can show how much traffic your individual Collections receive. Use this to identify which product groupings are attracting the most interest.

Sale Session Events

This section shows traffic associated with Sale Sessions where data is available. If you have not run a Sale Session during the selected period, no data may appear.

Referrer

The Referrer section shows where visitors came from before reaching your store.

Examples may include:

  • Direct or Unknown
  • External websites
  • Checkout pages
  • Other referral sources

Why it matters

Referrer data helps you understand which channels are sending traffic to your store.

Product Engagement

The Product Engagement section ranks products based on shopper engagement.

The score helps you compare how strongly different products are attracting interaction.

How to use it

Products with stronger engagement may be good candidates for:

  • Advertising
  • Featured placement
  • Promotional campaigns
  • Bundles
  • Sale Sessions

Do not treat engagement alone as sales performance. Compare it with cart activity and revenue.

UTM Tracking

Analytics can report traffic from marketing links using UTM parameters.

Available sections may include:

  • UTM Source
  • UTM Medium
  • UTM Campaign

If your marketing links do not contain UTM parameters, these sections may show no data.

Why it matters

UTM tracking helps you understand which marketing campaigns are driving visits to your store.

Country

Shows the countries associated with visitors to your store.

Use this information to understand where your audience is coming from.

This can be useful when reviewing:

  • International demand
  • Shipping coverage
  • Advertising locations
  • Cross-border opportunities

Device, Model and Vendor

Shows the devices visitors use to access your store.

This may include information about:

  • Device type
  • Manufacturer
  • Device model

Why it matters

If most shoppers use mobile devices, reviewing your mobile storefront experience becomes particularly important.

Browser

Shows the web browsers visitors use. Examples may include Chrome, Firefox, Safari and Mobile Safari. This can help identify how customers are accessing your storefront.

Operating System

The OS section shows operating systems used by visitors.

Examples may include:

  • macOS
  • iOS
  • Android

Language

Shows the browser or visitor language recorded during store visits. This can help you understand the languages commonly associated with your audience.

Top Pages

Shows the pages receiving the most views.

These may include:

  • Store homepage
  • Product pages
  • Checkout-related pages
  • Order pages

Why it matters

Top Pages helps you see where customer attention is concentrated.

Top Selling Products

The Top Selling section ranks products according to generated revenue.

Use this to identify which products are contributing most strongly to sales.

Compare Top Selling against Product Views.

A highly viewed product is not always a top-selling product.

Search Terms

Where search data is available, this section can show search terms associated with store activity.

If no relevant search data has been recorded, the section may show No data available.

AI Analytics Insight

Dash to Cart can use AI to analyse your current Analytics data and generate an easier-to-understand performance report.

To generate an AI Analytics Insight:

  • Go to Dashboard → Analytics.
  • Choose your preferred date range.
  • Select Insight at the top-right.
  • The AI Analytics Insight window will open.
  • Select Get Analysis Insights.
  • Wait while the report is generated.
  • Review your AI-generated analysis.

The AI Insight can analyse areas such as:

  • Overall performance
  • Revenue and ecommerce
  • Traffic and acquisition
  • Audience and demographics
  • Product and content performance
  • Conversion funnel
  • Retention and cohorts

The exact analysis depends on the data available during the selected reporting period.

Copy or Download Your AI Insight

Once the AI Analytics Insight has been generated, you can:

Copy

Select Copy to copy the report for use elsewhere.

Download

Select Download to save the generated insight.

You may then use the report for:

  • Internal reporting
  • Marketing reviews
  • Business planning
  • Performance discussions

Good to know: The AI Analytics Insight screen indicates that generated insights may only be retained temporarily. Download or copy important reports if you want to keep them.

How to Read Your Analytics More Effectively

Avoid judging your store using one metric alone.

Instead, combine metrics to understand what is happening.

High traffic + low product engagement

Visitors are arriving, but your products may not be capturing enough interest. Review your product presentation.

High product views + low add-to-cart activity

Customers are looking but not showing strong purchase intent. Review your product value, descriptions, imagery and pricing.

Strong add-to-cart activity + high cart abandonment

Customers want the products but are not completing checkout. Review your shipping costs, payment methods and checkout experience.

Low traffic + good conversion

Your store is converting the visitors it receives, but you may need to attract more qualified traffic.

High traffic + good conversion

This is generally a stronger signal because traffic and purchasing behaviour are working together.

Quick Reference

Use Overview when you want to:

  • Check pending orders
  • See product and Collection totals
  • Review your store setup
  • Check your balance
  • Make a payout
  • Change your payout schedule
  • Review payments
  • Review payouts
  • Export payment information

Use Analytics when you want to:

  • Check revenue
  • Review orders
  • Measure conversion
  • Understand cart abandonment
  • Analyse the checkout funnel
  • Review visitor traffic
  • Identify popular products
  • Understand customer behaviour
  • Analyse traffic sources
  • Review audience location and devices
  • Generate AI Analytics Insights