Hub/Operations/Build Store Performance Dashboard
Task IntentOperations

Build Store Performance Dashboard

Create a unified store performance dashboard combining sales, traffic, conversion, and customer metrics for executive-level reporting.

What This Sidekick Query Does

Create a unified store performance dashboard combining sales, traffic, conversion, and customer metrics for executive-level reporting.

Prompts

Copy, adapt, and run this directly in Shopify Sidekick.

Build a comprehensive store performance dashboard for my Shopify store that provides a single-pane view of all critical metrics.

Store Context:

  Store URL: [YOUR_STORE_URL]
  Reporting period: [TIME_PERIOD, e.g., last 30 days]
  Comparison period: [COMPARISON_PERIOD, e.g., previous 30 days]
  Primary business goal: [MAIN_GOAL, e.g., revenue growth, profitability, customer acquisition]


Dashboard Sections to Include:


  Revenue Overview:
    
      Total revenue, gross profit, and net profit for [TIME_PERIOD]
      Period-over-period change with percentage and absolute difference
      Revenue breakdown by sales channel (online store, POS, wholesale, marketplaces)
      Daily and weekly revenue trend chart data points
    
  
  Order Metrics:
    
      Total orders, average order value, and units per order
      Order fulfillment rate and average fulfillment time
      Cancellation rate and refund rate with dollar amounts
      Orders by status breakdown (pending, fulfilled, partially fulfilled, returned)
    
  
  Traffic and Conversion:
    
      Total sessions, unique visitors, and page views
      Overall conversion rate and add-to-cart rate
      Bounce rate and average session duration
      Top 10 landing pages by session count and conversion rate
    
  
  Customer Metrics:
    
      New vs returning customer ratio with revenue split
      Customer acquisition cost estimate based on [MARKETING_SPEND]
      Average customer lifetime value for the period
      Top customer segments by revenue contribution
    
  
  Product Performance Summary:
    
      Top 10 products by revenue and top 10 by units sold
      Bottom 10 products by revenue (candidates for review)
      Products with highest return rates
      Inventory value and sell-through rate summary
    
  
  Alerts and Action Items:
    
      Flag any metrics that declined more than [THRESHOLD_PERCENT, e.g., 10]% vs comparison period
      Identify top 3 opportunities for improvement based on the data
      List any inventory items at critically low stock levels
      Highlight unusual patterns or anomalies in the data
    
  


Present the dashboard in a structured format with clear sections, tables for numeric data, and a brief executive summary at the top with the 5 most important takeaways.

Expected Output

Create a unified store performance dashboard combining sales, traffic, conversion, and customer metrics for executive-level reporting.

Tips to Improve Results

Copy the prompt above
Open Shopify Sidekick in your Shopify admin
Paste the prompt and replace the bracketed placeholders with your details
Review Sidekick's response and apply the suggestions