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Store performance dashboard

Store performance dashboard examples and reporting templates

Optimize your retail operations with automated store performance dashboard templates that integrate data from Shopify, Google Business Profile, and email marketing platforms. Track sales metrics, manage inventory across locations, analyze customer interactions, and measure marketing effectiveness with real-time insights that drive better business decisions.

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What is a store performance dashboard?

A store performance dashboard is a unified analytics platform that consolidates key retail metrics from multiple data sources into visual reports for comprehensive business monitoring. It combines sales data from e-commerce platforms like Shopify with inventory management systems, local business analytics from Google Business Profile, and email marketing performance from platforms like Klaviyo and Mailchimp.

Store performance dashboards transform scattered retail data into actionable insights that help store owners track revenue trends, optimize inventory levels, understand customer behavior, and measure marketing campaign effectiveness. Through automated data integration via Coupler.io, store performance dashboard templates eliminate manual reporting while providing real-time visibility into all aspects of retail operations, from product sales and stock management to customer acquisition and retention strategies.

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What reports should be included in store performance dashboards?

A comprehensive store performance dashboard requires strategic integration of multiple reporting components that cover all critical aspects of retail operations. Based on our analysis of successful retail analytics implementations, we recommend incorporating these four essential report categories that provide complete visibility into your store's performance across sales, inventory, customer engagement, and marketing channels.

Sales and revenue report

The sales report serves as the foundation of retail analytics, delivering geographic and product-based analysis that enables strategic decision-making. This report tracks revenue trends across multiple time periods while breaking down performance by individual products, customer segments, and geographic regions. It includes order volume analysis, average order value tracking, and customer acquisition patterns that help identify your most profitable markets and products. The report also monitors payment status and refund patterns, providing essential cash flow insights that inform inventory purchasing and operational planning decisions for sustained business growth.

Inventory management report

The inventory report provides critical stock optimization capabilities through multi-location warehouse analysis and demand forecasting. This report tracks stock levels across all storage locations while calculating days of inventory remaining for each product SKU. It identifies fast-moving versus slow-moving inventory, monitors reorder points, and analyzes return patterns by geographic location. The report includes procurement planning tools that prevent stockouts while minimizing excess inventory costs. This comprehensive view enables data-driven decisions about product ordering, warehouse distribution, and inventory allocation strategies that optimize working capital efficiency.

Customer engagement report

The customer engagement report captures local business interactions and online behavior patterns that drive retail success. This report analyzes customer touchpoints including phone calls, direction requests, website visits, and in-store interactions sourced from Google Business Profile data. It tracks customer review patterns, local search visibility, and geographic engagement variations that inform marketing strategies. The report includes device usage analysis and search term performance that help optimize local SEO efforts and improve customer acquisition through enhanced online presence and reputation management.

Email marketing performance report

The email marketing report measures campaign effectiveness and revenue attribution across automated and manual email communications. This report tracks the complete email funnel from delivery rates and open percentages to click-through performance and conversion outcomes. It analyzes subscriber behavior patterns, campaign timing optimization, and revenue generated from email-driven traffic. The report includes segmentation analysis, unsubscribe tracking, and customer lifetime value attribution that enables personalized marketing strategies and improved customer retention through targeted email communications that drive measurable business results.

What insights you can get with the store performance dashboard

Multi-location inventory management

Find this insight in the Shopify Inventory Dashboard

Compare stock levels across all warehouse locations to identify distribution imbalances and prevent costly stockouts. This analysis reveals which locations have excess inventory while others face shortages, enabling strategic stock transfers and optimized fulfillment strategies. The insight helps reduce shipping costs by routing orders from the nearest available inventory location while maintaining optimal stock levels across your entire distribution network.

Revenue and order tracking

Find this insight in the Shopify Dashboard

Monitor sales performance through comprehensive geographic and product-based analysis that reveals your most profitable markets and bestselling items. This insight combines order volume data with revenue trends to identify seasonal patterns, regional preferences, and product performance variations. Use this information to optimize marketing spend allocation, adjust inventory purchasing decisions, and develop targeted sales strategies for different markets and customer segments.

Customer interaction analysis

Find this insight in the Google Business Profile Dashboard

Track how potential customers engage with your business through phone calls, direction requests, and website clicks generated from local search results. This insight reveals customer intent patterns and helps optimize your local business presence for maximum engagement. Understanding which interactions lead to conversions enables better resource allocation for customer service and local marketing efforts that drive foot traffic and online sales.

Email marketing funnel optimization

Find this insight in the Klaviyo/Mailchimp Email Campaign Performance Dashboard for Shopify Store

Analyze email campaign performance through deliverability rates, open percentages, and click-through metrics that directly impact revenue generation. This insight identifies bottlenecks in your email marketing process and reveals opportunities to improve subscriber engagement. Track which campaigns drive the highest conversion rates and revenue per recipient, enabling data-driven decisions about email frequency, content strategy, and audience segmentation for maximum marketing ROI.

How to create a store performance dashboard?

Step 1

Go to the ReadMe tab, where you can see instructions on how to set up the store performance dashboard template.

Step 2

Click the button to set up the Coupler.io connector for your ecommerce and marketing accounts, including Shopify, Google Business Profile, Klaviyo, or Mailchimp.

Step 3

Follow the instructions to prepare and load data to the store performance reporting dashboard.

Step 4

Go back to Coupler.io to configure the schedule for the data refresh of your dashboard.

Metrics you can track with a store performance dashboard template

Stock value and availability

Monitor the total monetary value of inventory across all product lines while tracking real-time availability status for each item. This metric provides immediate visibility into capital tied up in inventory and identifies which products are in stock, out of stock, or running low, enabling better cash flow management and preventing stockout situations that could impact sales.

Stock levels across warehouse locations

Track inventory quantities at each storage facility to optimize distribution and prevent location-specific stockouts. This metric reveals which warehouses have excess inventory while others face shortages, enabling strategic stock transfers that reduce shipping costs and improve order fulfillment efficiency across your entire distribution network.

Return rates by geography

Analyze product return patterns across different countries and regions to identify location-specific issues that may require attention. This metric helps pinpoint geographic areas with unusually high return rates, enabling targeted investigations into shipping problems, product fit issues, or regional preferences that impact customer satisfaction and profitability.

Daily sales volumes

Monitor the quantity of products sold each day to identify sales trends, seasonal patterns, and the impact of promotional activities. This metric provides essential insights into demand fluctuations that inform inventory planning, staffing decisions, and marketing campaign timing to maximize sales opportunities and operational efficiency.

Total orders

Track the overall number of customer transactions processed across all sales channels to measure business activity and growth trends. This metric serves as a key indicator of customer engagement and market demand, helping assess the effectiveness of marketing efforts and operational capacity requirements for sustainable business scaling.

Total revenue

Monitor your store's complete financial performance by tracking all sales income generated across products, channels, and time periods. This fundamental metric provides the primary measure of business success and growth, enabling assessment of overall performance trends, seasonal variations, and the financial impact of strategic business decisions.

Total customers

Measure the complete customer base including both new and returning buyers to understand market reach and customer relationship development. This metric helps assess customer acquisition effectiveness, market penetration success, and the overall growth of your customer community that drives long-term business sustainability and revenue potential.

Orders from email traffic

Track the number of purchases generated directly from email marketing campaigns to measure the effectiveness of email-driven sales efforts. This metric quantifies the conversion power of email marketing by showing how many recipients take action after receiving promotional messages, enabling optimization of email content, timing, and targeting strategies for maximum revenue impact.

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