KPI Dashboard Configuration

Design and configure a KPI dashboard for my Shopify store that tracks all essential business metrics with targets and trend indicators.

Business Context:

  Store URL: [YOUR_STORE_URL]
  Monthly revenue: [MONTHLY_REVENUE, e.g., $50000]
  Store age: [STORE_AGE, e.g., 2 years]
  Growth target: [GROWTH_TARGET, e.g., 30% year-over-year]
  Dashboard tool preference: [DASHBOARD_TOOL, e.g., Google Sheets, Notion, Klipfolio, or “need recommendation”]
  Update frequency: [UPDATE_FREQUENCY, e.g., daily, weekly]


KPI Categories and Metrics:


  Revenue KPIs:
    
      Gross revenue (daily, weekly, monthly, quarterly)
      Net revenue (after discounts, returns, and refunds)
      Revenue growth rate (month-over-month and year-over-year)
      Revenue per visitor (RPV)
      Target: [REVENUE_TARGET, e.g., $60000/month by Q4]
      Health indicator: green (on target), yellow (within 10%), red (more than 10% below)
    
  
  Conversion KPIs:
    
      Overall conversion rate
      Add-to-cart rate
      Cart-to-checkout rate
      Checkout completion rate
      Conversion rate by device type
      Conversion rate by traffic source
      Target benchmarks based on [YOUR_NICHE] industry averages
    
  
  Customer KPIs:
    
      Customer acquisition cost (CAC)
      Customer lifetime value (CLV)
      CLV to CAC ratio (target: 3:1 or higher)
      Repeat purchase rate (30-day, 60-day, 90-day)
      Customer retention rate by cohort
      Net Promoter Score if available from [NPS_TOOL]
    
  
  Product KPIs:
    
      Best sellers by units and by revenue (top 10)
      Product return rate
      Inventory turnover rate
      Sell-through rate by product category
      Average product margin
      Dead stock percentage (no sales in [DEAD_STOCK_DAYS, e.g., 90] days)
    
  
  Marketing KPIs:
    
      Return on ad spend (ROAS) by channel
      Cost per acquisition (CPA) by channel
      Email revenue as percentage of total revenue
      Social media referral traffic and conversion
      Organic search traffic growth rate
      Marketing spend as percentage of revenue
    
  
  Operational KPIs:
    
      Average order fulfillment time
      Shipping accuracy rate
      Customer support ticket volume and resolution time
      Site uptime and page load speed
      Refund and chargeback rates
    
  


Dashboard Design:

  Layout the dashboard with the most critical 5-7 KPIs at the top as large number cards
  Use sparkline trend indicators showing last 30 days direction
  Color code each KPI: green (meeting target), yellow (warning), red (needs attention)
  Include a data table section with all KPIs and their targets, actuals, and variance
  Add a monthly trend chart for the top 3 KPIs
  Provide the exact formulas and data sources for calculating each KPI from Shopify data