How to view the overview dashboard

view
overview
dashboard

Similar to the finance reports, the overview dashboard gives you plenty of benefits that you should take advantage of. From it, you can view the value of your recent sales to compare with the previous period and compare how effective your sale channels are. In addition, you are able to monitor the trends. Thanks to these, your online shop will be more developed and more professional.

The overview dashboard is to show the most transparent metrics in order that you can keep an eye at the current performance of your store. Therefore, I recommend you to take a look at it every week or every month. Below is a detailed instruction about how to view the overview dashboard for you to follow.

How to view the overview dashboard

To view the overview dashboard on desktop

Step 1: Go to Dashboards

After logging in your Shopify account, click on Analytics which is on the left-hand side of the screen. Then, choose Dashboards. The dashboard is defaulted to show the data for the current day compared to the previous day.

how to view the overview dashboard

Step 2: Select the date range

As I mentioned in the first step, the date is set by default. Hence, you may want to see the dashboard in a different date range. To do this, you can choose a preset range, for example, you select Last 7 days.

how to view the overview dashboard

Or else, you customize the range by selecting dates on the calendars.

how to view the overview dashboard

Step 3: Check Compare to previous dates

In this step, Shopify provides you with a helpful feature to compare between the recent sales and the previous ones. If you prefer to compare the current sales to the previous period or the same date range in the previous year, make sure to check Compare to previous dates and choose the value of comparison.

how to view the overview dashboard

Step 4: Click Apply

Afterward, click on Apply to view all the most valuable metrics which are shown in numeric format and graphs.

how to view the overview dashboard

Step 5: Optional

In order to view more transparent, you can click the View report button to access the detailed metric. Not all of them have a report so that if you don’t see any button like that, it is such a normal thing.

how to view the overview dashboard

To view the overview dashboard on Iphone

Step 1: Go to Store

After logging in your Shopify account in the app, go to the Store section at the bottom of the screen.

how to view the overview dashboard

Step 2: Click Analytics

Afterward, select Analytics. Then, the overview dashboard will come out. The dashboard is defaulted to show the data for the current day compared to the previous day

how to view the overview dashboard

Step 3: Select the date range

As I mentioned in the second step, the date is set by default. Hence, you may want to see the dashboard in a different date range. To do this, you can choose a preset range, for example, you select Last 7 days.

how to view the overview dashboard

Or else, you customize the range by selecting dates on the calendars.

how to view the overview dashboard

Step 4: Check Compare to previous dates

In this step, Shopify provides you with a helpful feature to compare between the recent sales and the previous ones. If you prefer to compare the current sales to the previous period or the same date range in the previous year, make sure to check Compare to previous dates and choose the value of comparison.

how to view the overview dashboard

Step 5: Click Apply

Afterward, click on Apply to view all the most valuable metrics which are shown in numeric format and graphs.

how to view the overview dashboard

Step 6: Optional

In order to view more transparent, you can click the View report button to access the detailed metric. Not all of them have a report so that if you don’t see any button like that, it is such a normal thing.

how to view the overview dashboard

To view the overview dashboard on Android {# view-overview-dashboard-android}

Step 1: Go to Store

After logging in your Shopify account in the app, go to the Store section at the bottom of the screen.

Step 2: Click Analytics

Afterward, select Analytics. Then, the overview dashboard will come out. The dashboard is defaulted to show the data for the current day compared to the previous day

Step 3: Select the date range

As I mentioned in the second step, the date is set by default. Hence, you may want to see the dashboard in a different date range. To do this, you can choose a preset range, for example, you select Last 7 days. Or else, you customize the range by selecting dates on the calendars.

Step 4: Check Compare to previous dates

In this step, Shopify provides you with a helpful feature to compare between the recent sales and the previous ones. If you prefer to compare the current sales to the previous period or the same date range in the previous year, make sure to check Compare to previous dates and choose the value of comparison.

Step 5: Click Apply

Afterward, click on Apply to view all the most valuable metrics which are shown in numeric format and graphs.

Step 6: Optional

In order to view more transparent, you can click the View report button to access the detailed metric. Not all of them have a report so that if you don’t see any button like that, it is such a normal thing.

Summary

After following this guide about how to view the overview dashboard, hope you find it easy to take steps and do research effectively. You are highly recommended to take a look at the overview dashboard frequently. What’s more, there is a post you may interest in named how to view sales reports.

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