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Executive
Executive Summary
A blended view of every connected source: revenue, orders, blended CPA, and first vs. repeat orders. Matches the Shopify Sales report.
YoY Performance
This year vs. last year on the Executive Summary data, with the drivers of the difference.
Marketing
Marketing Overview
Blended and platform-reported spend, CPO, AOV, and ROAS across every connected marketing platform.
Meta Ads
Meta performance by date, campaign, and campaign type, as reported by Meta.
Google Ads
Google Ads cost and conversions by date, campaign, ad group, and ad.
Google Search Console
Landing page and search query performance from Google Search Console.
Influencers Deep Dive
Conversions and ROI by influencer discount code, over time and in total.
Post-Purchase Survey
How customers say they discovered you, with response rates and revenue by discovery channel.
Traffic
Traffic Deep Dive
GA4 sessions by channel grouping and by device.
Emails - General
Lead capture rate, flow vs. campaign receives, and open, click-to-open, and unsubscribe rates.
Emails - Conversions
Orders, net revenue, and AOV from email campaigns and flows, based on UTMs.
Customers
LTV & Retention
Lifetime value by first-order cohort, cut by source, channel, and subscription vs. one-time.
Repurchase Analysis
Monthly repurchase rate and the share of sales from new vs. repeat customers.
New Customer Analysis
Channels and products that bring in first-time customers.
Last Order Analysis
Customers whose last order falls in the date range: order patterns, total spend, and when they were acquired.
Orders & Products
Orders Deep Dive
Order-level detail: first vs. repeat order value, time between orders, and last-click source/medium.
Product Performance
Product, variant, and SKU sales over time at the line-item level.
Product Affinity
Products bought together, and products bought after a first order.
Subscriptions
Subscription Overview
Subscription MRR, new and cancelled subscribers, and program health over time.
Subscription Product Performance
Subscription sales and MRR by product, variant, SKU, and billing interval.
Related
Core Dashboard Features
Filters, date ranges, and dashboard controls.
Data Tables Reference
The tables behind these modules.

