Keyboard shortcuts

Press ← or β†’ to navigate between chapters

Press S or / to search in the book

Press ? to show this help

Press Esc to hide this help

Shopify

Shopify is the leading global commerce platform that allows businesses to create online stores and manage all aspects of their retail operations, including sales, marketing, payments, and shipping. It provides an essential foundation for selling products and services both online and in person.

Why Connect Shopify to Whatsdash?

Integrating your Shopify store's data with Whatsdash transforms raw sales, customer, and product information into clear, financial, and operational insights, helping you optimize your eCommerce performance and profitability.

  • Simplified Reporting & Dashboards : Get instant, visual reports using pre-built templates to monitor sales over time, top-selling products, and customer retention without navigating Shopify's detailed backend reports.

  • Custom Metrics & Granular Control : Go beyond standard metrics by creating custom visualizations to analyze Average Order Value (AOV), Gross Merchandise Value (GMV), Refund Rates, and profit margins based on specific products, variants, or customer segments.

  • Data Blending & Cross-Channel Analysis : Blend granular Shopify transaction data with website traffic from GA4 and ad spend data from Google Ads or Facebook Ads to calculate the true Return on Ad Spend (ROAS) and Customer Acquisition Cost (CAC).

  • Advanced eCommerce Reporting & Analysis : Access dedicated, deep-dive reports that go beyond surface-level metrics. To access these dedicated insights and pre-built templates,

    Visit the Shopify Advanced Reports Section.

πŸ“‹ Steps to Integrate your Shopify account to Whatsdash

βœ”οΈ Navigate to the 'Integrations' page using the Navigation bar.

βœ”οΈ Select Shopify from the Available Integrations.

HArvest integration

βœ”οΈ Click the + button to open the popup window.

HArvest integration

βœ”οΈ Enter your Shopify Subdomain and click Next:

  1. In the popup window, enter your store's full MyShopify URL (e.g., your-store-name.myshopify.com).
  2. Click Next. Shopify integration Popup window

βœ”οΈ Authorize the Connection:

Shopify App
  1. You will be re-directed to the official Shopify login page.
  2. Log in with your Store Owner credentials.
  3. Shopify will prompt you to review and Install the Whatsdash app, granting it the necessary permissions to read your sales, customer, and product data.

βœ”οΈ Once authenticated and installed, you will be directed back to Whatsdash. Your Shopify Integration will appear in the Connected Integrations list.

Shopify integration Connected

βœ”οΈ You can now create or customize dashboards using your Shopify Metrics and Dimensions.

πŸ‘‰ How to visualize this data in your dashboard, visit the Dashboard Documentation Guide


πŸ”— Dedicated Advanced Shopify Reports

This feature goes beyond standard metrics and dimensions by offering in-depth reporting tools designed specifically for complex eCommerce analysis.

Whatsdash's Advanced Shopify Reports provides deep-dive reports on crucial performance indicators that require sophisticated data modeling, including:

  • Customer Lifetime Value (CLV): Understand the long-term revenue potential of different customer segments.

  • Cohort Analysis: Track customer behavior and retention over time to measure the effectiveness of acquisition channels and marketing campaigns.

  • Product Profitability by Variant: Gain precise financial visibility into which specific product versions (size, color, etc.) are the most profitable after accounting for costs.

To access these powerful analytical tools, dedicated insights, and pre-built templates, visit the Shopify Advanced Reports Page.


πŸ”— Shopify Metrics

The table below lists the Shopify Metrics available through the Whatsdash Shopify Integration.

NameCategoryWhy It's Useful
Customer Lifetime Value (CLTV)Customer ValueHelps identify the total revenue a customer is expected to generate, useful for retention and marketing strategies.
Average Purchase Value (APV)Customer ValueShows the average spend per purchase, useful for pricing and promotion strategies.
Average Purchase Frequency Rate (APFR)Customer ValueIndicates how often customers make purchases, useful for loyalty programs and forecasting.
Customer Value (CV)Customer ValueOverall value of a customer, combining frequency and average purchase value, important for segmenting customers.
Average Customer Lifespan (ACL)Customer ValueAverage duration a customer stays active, useful for long-term revenue projections.
Product Variant CountProductNumber of variants of a product, useful for inventory management and assortment planning.
Product Variant PriceProductPrice of a product variant, used for revenue calculations and pricing strategies.
Product Variant Inventory QuantityProductStock quantity across all locations, critical for inventory planning.
Product Variant Inventory ValueProductTotal inventory value (quantity Γ— price), helps assess inventory cost and investment.
Order Line Items CountOrderNumber of items per order, useful for order complexity and fulfillment planning.
Order CountOrderTotal number of orders, key for sales tracking and demand analysis.
Order Total ValueOrderTotal order value including discounts, shipping, and taxes, critical for revenue measurement.
Order Avg. SalesOrderAverage sales per order, useful for understanding order behavior.
Order Avg. Line ItemsOrderAverage number of items per order, useful for insights into customer buying patterns.
Inventory Item CountInventory ItemTotal number of inventory items, important for stock management.
Inventory Item Cost Per ItemInventory ItemUnit cost per item, used for profitability analysis.
Gross SalesSalesTotal sales value, useful for revenue tracking before deductions.
DiscountsSalesTotal discounts given, necessary for net revenue calculation.
Net SalesSalesTotal revenue after discounts and returns, key for financial reporting.
ReturnsSalesValue of returned orders, helps assess product issues and revenue impact.
ShippingSalesTotal shipping charges, useful for logistics cost analysis.
TaxSalesTaxes collected, essential for accounting and compliance.
Total SalesSalesNet sales after adjustments, critical for overall revenue reporting.

πŸ”— Shopify Dimensions

The table below lists the Shopify Dimensions available through the Whatsdash Shopify Integration.

NameCategoryWhy It's Useful
Product TagsProductUseful for filtering, search, and categorizing products for campaigns or analytics.
Product TitleProductName of the product, essential for display, reporting, and identification.
Product SKUProductUnique identifier for product variants, critical for inventory tracking and order fulfillment.
Product Variant TitleProductName of the variant, helps differentiate between multiple variants under the same product.
Product DescriptionProductHTML-formatted description, useful for marketing, SEO, and customer information.
Product VendorProductVendor or supplier of the product, helps in vendor performance analysis.
Product TypeProductCategorization for filtering and searching, useful for segmenting products.
Product IDProductUnique identifier across Shopify, essential for linking variants and analytics.
Product Variant IDProductUnique identifier for the variant, helps with inventory and order mapping.
Product Images SourceProductURL of product images, used for frontend display and marketing.
Order NotesOrderOptional notes added by shop owners, useful for internal processing or special instructions.
Order IDOrderUnique identifier for the order, critical for tracking and reporting.
Order NameOrderDisplay name of the order, used for customer communication and reporting.
Order Shipping Address1/2OrderStreet address lines, essential for fulfillment and delivery.
Order Shipping City/Province/CountryOrderShipping location details, critical for logistics, tax calculations, and regional analysis.
Order Shipping Post CodeOrderPostal code, used for delivery and regional reporting.
Order Shipping PhoneOrderContact number for delivery purposes.
Order Billing Address1/2OrderBilling street addresses, essential for invoicing and financial reporting.
Order Billing City/Province/CountryOrderBilling location details, useful for financial reporting and compliance.
Order Billing Post CodeOrderBilling postal code, useful for tax and payment validation.
Order Billing PhoneOrderCustomer contact for billing inquiries.
Order EmailOrderCustomer email, used for communication and customer analytics.
Order Discount CodeOrderApplied discount codes, useful for promotion performance tracking.
Order ConfirmedOrderBoolean to indicate if inventory is reserved, helps with fulfillment status checks.
Order ChannelOrderSource of checkout, useful for attribution and marketing channel analysis.
Order Financial StatusOrderPayment status (paid, pending), essential for accounting and revenue recognition.
Order Fulfillment StatusOrderIndicates whether items are fulfilled, important for logistics and customer service.
Order TagsOrderComma-separated tags for filtering and analysis, useful for categorization.
Order Currency CodeOrderISO currency code, essential for multi-currency reporting.
Line Item Is Gift CardLine ItemsBoolean indicating if a line item is a gift card, useful for product type reporting.
MonthTimeMonth of the order or event, useful for trend analysis and reporting.
Day Of Week NameTimeDay of the week (e.g., Tuesday), useful for weekly pattern analysis.
Day Of Week Name(ISO)TimeDay of the week (ISO format), used for consistent international reporting.
YearTimeYear, essential for yearly reports.
Year MonthTimeYear and month combined, useful for monthly trend analysis.
Year WeekTimeYear and week, useful for weekly reports and seasonal analysis.
Year Of WeekTimeYear associated with the week, used for weekly reporting.
Year Of Week(ISO)TimeYear for ISO week, ensures consistent week-year mapping internationally.
Week(ISO)TimeISO week number, used for trend analysis across weeks.
Day Of MonthTimeDay of the month, helpful for daily reporting and trend detection.
DateTimeComplete date (YYYYMMDD), essential for date-specific analysis.

πŸ”— Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

πŸ‘‰ Visit the Integrations Page to explore all available connections