Customising the Dashboard
The dashboard is the heart of Metorik. It's the first page you see when visiting the app and the place you go for a quick overview of your store's metrics.
In this article
Up in the top right area of the page, you can change the current date period to look at:
You'll find a variety of date ranges to pick from (you can enable other ones from the report settings page if you're a store admin) and can also choose a custom period.
To the left of that, you'll find the comparison date period:
By default, it will compare the current date period to the previous period - more on period comparisons here.
As you may have seen, Metorik includes a few pre-built layouts, as well as the ability to create your own layouts.
To get started customising a layout, click the customise button to the right:
That will open up an area where you can give the layout a name, and also choose if the layout should be shared with the whole team or just be accessible to yourself. You can also enable the Full Page setting to make the dashboard take up the whole page (the events area will be hidden).
Additionally, you can click the Copy Share URL button to copy a shareable URL to your clipboard. When a member of your team goes to that URL, the layout will be selected for them.
If you'd like to create a digest based off a dashboard layout, you can click the customise dropdown and select create digest.
Now that you're editing the layout, you'll find Edit and Delete buttons on every card in the layout. You can also drag a card to change the ordering of them (simply click the card and hold, then drag it to another spot):
To add a new card, scroll down to the bottom of the dashboard and click the New Card box:
You'll be presented with a new dialog that allows you to build the card in just a few steps:
First, choose the Type of card you want to add. If you aren't sure what each one does, simply click a type and you'll see a preview on the right as you're building it.
The options vary based on the chosen type, and it's likely more types/options will be added in the near future.
An interesting type I want to highlight is the Segment Totals one. After selecting it as your type, you'll need to choose a resource (eg. orders, customers, etc.).
Next, you'll be able to choose a segment. There are a variety of segments that come built-into Metorik, like the Repeat Customers one, the Guest Orders one, etc. You also have the ability to create new custom segments in just a few clicks. More on segmenting can be found here.
After choosing a segment, you can choose the Stat that will be displayed in the dashboard card. By default, it will display the count/number of resources that match the segment (eg. the number of single order customers), but you can choose a number of different stats to display, as well as all stats:
For example, Average LTV would show the average lifetime value / total spend of customers in the chosen segment:
The All Stats option is good if you want to display all of the available stats for a segment in a single card:
After you're done building the card, click the Insert button and then don't forget to Save the layout up the top of the page.
Another card of note is the recently added segment list card, which you can read about in detail in this blog post. Like the segment totals card, it shows data from a segment, but instead of showing the totals for it, it shows the actual data.
For example, this card would add a top sellers area:
But the possibilities are endless. You could change the resource to be Coupons and instead show your most used coupons:
Don't forget that you can also change the ordering of the results, as well as the heading and the number of results shown.
Filter a Segment by Top-Right (Report) Dates
When adding a segment total(s) or segment list card, you may be given the choice to filter by top-right dates:
This option will only show for orders, subscriptions, customers, refunds, and carts. Other resources, like products, don't have this setting as the segment will already be filtered to only show sales results in the top-right dates.
When a date field is selected from the list, we will filter the segment results by it. For example (using the above settings), the card will only show orders that are in the Failed Orders segment and that were created in the top-right dates.
Another example is this card, where we are showing subscriptions that are in the Active Subscriptions segment and that have a next payment date in the top right dates.
This setting is enabled by default. If you do not want to filter by the top-right dates, simply change it to None... and it will not filter by the top-right dates:
This setting is available for custom digests too, but will instead filter by the digest period. Eg. If sending a monthly digest that covers October 15th - November 14th, it will apply a filter based on this setting and that date range.
To enable TV mode on the dashboard, simply click the TV icon near the top of the dashboard:
The dashboard will then take up the entire page, giving you more room to build custom dashboards and importantly, a better looking dashboard to display on a TV.
This setting gets remembered in your user account, so you may want to invite a new Metorik user to the team, which will be used just for the TV, rather than using your own personal account.