As a Shopify merchant, you need insights into your business operations to make informed decisions. With Assisty, you can get a clear view of your data through custom dashboards that cater to your specific needs. Whether you’re looking to track sales, monitor your inventory, or evaluate your financial performance, our platform has you covered.
Here’s a list of dashboards and reports that you can build with Assisty for Shopify:
Sales Performance Dashboard
- Sales by Date: A line chart showing sales over time
- Sales by Product: A bar chart displaying sales by product
- Sales by Region: A map visualizing sales by region
- Sales by Channel: A pie chart illustrating sales by channel
- Sales Trends: A table with sales trends analysis
Inventory Optimization Dashboard
- Inventory Value: A metric showing the total value of your inventory
- Stock on Hand: A line chart displaying stock levels over time
- Stock Turnover: A bar chart showing stock turnover rates
- Reorder Point: A table with reorder point recommendations
- Product Availability: A pie chart showing product availability by location
Financial Performance Dashboard
- Profit & Loss: A line chart displaying profit and loss over time
- Gross Margin: A bar chart showing gross margin by product
- Operating Expenses: A table with operating expenses analysis
- Balance Sheet: A metric showing your current financial position
- Cash Flow: A pie chart illustrating your cash flow
Customer Segmentation Dashboard
- Loyal Customer Report: This report provides insight into the customers who make repeat purchases, including their demographics, purchase history and average order value. Chart type: Bar Chart.
- New Customer Report: This report provides a detailed look at the customers who have made their first purchase, including their demographics, location, and order history. Chart type: Pie Chart.
- VIP Customer Report: This report highlights the customers who make the most significant purchases, including their demographics, order history, and average order value. Chart type: Line Chart.
- Lost Customer Report: This report identifies customers who have not made a purchase in a specific period and provides insights into why they may have stopped buying from the store. Chart type: Table.
- High-Lifetime Value Customer Report: This report provides a detailed look at the customers with the highest lifetime value, including their demographics, purchase history and order value. Chart type: Scatter Plot.
- Customer Acquisition Report: This report shows the number of new customers acquired over a specific period and their demographic information. Chart type: Line Chart.
- Customer Retention Report: This report provides insights into customer retention, including the number of customers who return to make a purchase, how long they remain customers, and what factors contribute to their loyalty. Chart type: Table.
- Customer Satisfaction Report: This report provides a breakdown of customer satisfaction, including the number of customers who provide positive feedback, the reasons for their satisfaction, and the factors contributing to their happiness. Chart type: Pie Chart.
- Churned Customer Report: This report provides insight into the customers who have stopped purchasing from the store, including their demographics, purchase history and reasons for churning. Chart type: Bar Chart.
- High-Risk Customer Report: This report identifies customers at risk of churning, including their demographics, purchase history, and the likelihood of leaving based on their behavior and engagement with the store. Chart type: Table.
Order Fulfillment Dashboard
- Order Processing Time: A line chart showing order processing time
- Orders by Location: A map visualizing orders by location
- Orders by Shipping Method: A pie chart illustrating orders by shipping method
- Delivery Time: A bar chart showing delivery time by location
- Orders by Status: A table with orders by status analysis
Customer Insights Dashboard
- Customer Activity: A line chart showing customer activity over time
- Customer Engagement: A bar chart displaying customer engagement by channel
- Customer Feedback: A table with customer feedback analysis
- Customer Satisfaction: A pie chart showing customer satisfaction by location
- Customer Lifetime Value: A metric displaying the average customer lifetime value
Employee Performance Dashboard
- Employee Performance: A line chart showing employee performance over time
- Employee Attendance: A bar chart displaying employee attendance by department
- Employee Satisfaction: A table with employee satisfaction analysis
- Employee Turnover: A pie chart illustrating employee turnover rates
- Employee Productivity: A metric displaying employee productivity levels
Sales Channel Dashboard
- Total Sales by Channel: A bar chart displays the total sales across all channels.
- Sales by Channel & Time: A line chart that shows sales over time, broken down by sales channel.
- Sales by Channel & Product: A stacked bar chart that displays the sales of each product, broken down by sales channel.
- Average Order Value by Channel: A bar chart showing each sales channel’s average order value.
- New Customers by Channel: A bar chart displays the number of new customers acquired through each sales channel.
- Returning Customers by Channel: A bar chart displays the number of returning customers by sales channel.
- Sales by Channel & Location: A stacked bar chart that displays each location’s sales, broken down by sales channel.
- Orders by Channel & Payment Method: A stacked bar chart that displays the number of orders by payment method, broken down by sales channel.
- Top Selling Products by Channel: A bar chart displays the sales channel’s top-selling products.
- Sales by Channel & Marketing Campaign: A stacked bar chart that displays the sales of each marketing campaign, broken down by sales channel.
Product performance
- Top Selling Products: A bar chart that displays the top selling products based on quantity sold.
- Product Category Sales: A pie chart that displays sales breakdown by product category.
- Average Order Value by Product: A bar chart that displays the average order value of each product.
- Gross Margin by Product: A bar chart that displays the gross margin of each product.
- Product Return Rate: A bar chart that displays the rate of returned products.
- Product Stock Levels: A bar chart that displays the stock levels of each product.
- Product Lead Time: A bar chart displays the time it takes to restock a product after it has been sold out.
- Product Sales by Location: A map chart displays each product’s sales by location.
- Product Sales Trend: A line chart that displays the trend of product sales over time.
- Product Sales by Month: A bar chart that displays the sales of each product by month.
Sales Overview Dashboard:
- Sales by Location: Show the total sales for each location. Bar chart.
- Sales by Product Type: Display the total sales for each product type. Stacked bar chart.
- Sales by Vendor: Show the total sales for each vendor. Stacked bar chart.
- Sales by Customer: Display the total sales for each customer. Pie chart.
- Sales Growth: Display the sales growth over time. Line chart.
- Average Order Value: Show the average order value for each location. Pie chart.
- Order Count: Display the total number of orders in each location. Bar chart.
- Top Selling Products: Display the top-selling products in each location. Bar chart.
- Sales by Payment Method: Show the distribution of sales across payment methods. Stacked bar chart.
- Sales by Shipping Method: Display the distribution of sales across shipping methods. Stacked bar chart.
Customer Overview Dashboard
- Customers by Location”: Show the distribution of customers across all locations. Bar chart.
- Customer Lifetime Value: Display the lifetime value of customers in each location. Line chart.
- Customers by Product Type: Display the distribution of customers across product types. Stacked bar chart.
- Customers by Order Count: Show the distribution of customers by order count. Pie chart.
- Customer Acquisition: Display the customer acquisition rate over time. Line chart.
- Customer Retention: Show the customer retention rate over time. Line chart.
- Average Order Value by Customer: Display the average order value for each customer. Pie chart.
- Order Count by Customer: Show the order count for each customer. Bar chart.
- Top Customer Segments: Display the top customer segments in each location. Pie chart.
- Customer Engagement: Compare customer engagement (page views, add to cart, and purchase) over time. Line chart.
Customer Engagement Dashboard
- New vs Returning Customers: Show the percentage of new vs returning customers over time. Chart type: Line Chart
- Top Referred Traffic Sources: Show the store’s top sources of referral traffic. Chart type: Bar Chart
- Customer Lifetime Value: Show the estimated value of a customer over their lifetime. Chart type: Line Chart
- Customer Demographics: Show the demographic information of the store’s customers. Chart type: Pie Chart
- Average Order Value by Customer Segment: Show customers’ average order value grouped by segments. Chart type: Bar Chart
- Top Customer Purchases: Show the top items purchased by customers. Chart type: Bar Chart
- Customer Feedback: Show customer feedback and ratings over time. Chart type: Line Chart
- Net Promoter Score: Show the store’s net promoter score over time. Chart type: Line Chart
- Customer Retention Rate: Show the store’s customer retention rate over time. Chart type: Line Chart
- Customer Segment Analysis: Show the breakdown of customers by different segments. Chart type: Pie Chart
Inventory Performance Dashboard
- Inventory Level: Show the current level of inventory for the store. Chart type: Bar Chart
- Inventory Value: Show the store’s current inventory value. Chart type: Line Chart
- Inventory Turnover: Show the inventory turnover rate for the store over time. Chart type: Line Chart
- Top Selling Products: Show the top-selling products for the store. Chart type: Bar Chart
- Product Stock Out: Show the products that have run out of stock over time. Chart type: Line Chart
- Inventory by Location: Show the inventory level for each physical location.
Supplier Performance Dashboard
- Supplier Sales Report: A report that shows total sales for each supplier over a specified time period. Chart Type: Bar Chart.
- Supplier Order Count Report: A report that displays the number of orders received from each supplier. Chart Type: Line Chart.
- Supplier Stock Report: A report that shows the stock levels for each supplier. Chart Type: Pie Chart.
- Supplier Shipping Time Report: A report that displays the average shipping time for each supplier. Chart Type: Line Chart.
- Supplier Lead Time Report: A report that shows the average lead time for each supplier. Chart Type: Line Chart.
- Supplier Quality Report: A report that displays the quality of products received from each supplier. Chart Type: Bar Chart.
- Supplier Return Report: A report that displays the number of returns received from each supplier. Chart Type: Line Chart.
- Supplier Cost Report: A report that displays the total cost of products received from each supplier. Chart Type: Bar Chart.
- Supplier On-Time Delivery Report: A report that shows the on-time delivery rate for each supplier. Chart Type: Line Chart.
- Supplier Order Fulfillment Report: A report that displays the order fulfillment rate for each supplier. Chart Type: Bar Chart.
