Shopify Home page
Shopify Home is the Shopify admin landing page. On Shopify Home, you can find information about daily tasks, the next steps you need to take with your orders, recent sales activity on your store, personalized recommendations, and steps you can take to build and grow your business.
Staff members require the Home staff permissions to view and manage the information on Shopify Home.
Metrics on Shopify Home
The Home metrics section displays a sales summary for your overall business. You can view sales data for your different sales channels over different time periods by using the drop-down menus. Some sales channels might display multiple channel connections with more than one region or account for you to view sales data for.
The data that displays in Shopify Home's metrics syncs directly from your store's analytics. You can access detailed analytics about your store's sales and engagement data from the Analytics page of your Shopify admin.
By default, Home metrics display the following metrics for the last 30 days for all sales channels:
- sessions
- total sales
- total orders
- conversion rate
You can select a specific date range, change the displayed sales channels, and customize which 4 metrics display in Shopify Home.
The sales data for the first metric listed displays by default. On your Shopify admin on desktop, you can click the title of another metric to display the data for that metric. On the Shopify app, swipe across the metrics area to move between metrics, and tap a metric to expand or collapse its chart preview. In the expanded view, tap View report to open the full analytics report.
Customize your Home metrics
You can customize Home metrics in your admin and in the Shopify app. Home metrics are unique to each user, so users can customize the metrics that they want to display without impacting which metrics display for other users.
Steps:
Desktop
- Open the Home page of your Shopify admin.
- Click the
icon next to the metric tab that you want to replace. - Choose your desired metric from the Select metric menu. You can also use the search bar to search for a metric. The metric updates automatically.
Mobile
- From the Shopify app, tap and hold the name of the metric that you want to replace. Swipe to select different metrics.
- Choose your desired metric from the Change to dialog. The metric updates automatically.
Available Home metrics
You can add any of the following metrics to your Shopify Home metrics section:
| Metric | Definition |
|---|---|
| Average order value over time | Displays the average value of all orders (excluding gift cards), divided by the total number of orders that contained at least one product other than a gift card over time. Order value includes taxes, shipping, and discounts before returns. |
| Conversion rate over time | Displays the percentage of online store sessions that lead to an order over time. This metric applies to your Online Store channel only. |
| Gross sales over time | Displays the value of all purchased items before adding fees or other adjustments, such as taxes, shipping, discounts, or returns over time. |
| Items returned over time | Displays the number of items returned over time. |
| Orders and returns by product | Displays the number of products that have been ordered or returned. |
| Orders over time | Displays the number of orders across all sales channels over time. |
| POS total sales by staff member | Displays the total sales in your physical retail locations, broken down by staff member. |
| Return rate over time | Displays the percentage of items returned to your store relative to ordered items over time. |
| Returning customer rate over time | Displays the percentage of your customers who have placed more than one order from your store over time. The rate is equal to returning customers divided by total customers. |
| Returns over time | Displays the monetary value of all returns over time, excluding refunded shipping charges or taxes paid. |
| Search conversions over time | Displays the percentage of online store searches that resulted in orders, out of the total number of online store searches made. This metric applies to your Online Store channel only and isn't available in the Shopify app. |
| Sessions over time | Displays the number of visitors and sessions over time. |
| Total sales breakdown | Displays your store's total sales amounts in a table format. The breakdown displays the values of gross sales, discounts, returns, shipping, taxes, and duties. |
| Total sales by POS location | Displays total sales, broken down by physical store location. Total sales is equal to net sales + additional fees + duties + shipping charges + taxes. |
| Total sales by sales channel | Displays total sales, broken down by geographic location and by sales channel. Total sales is equal to net sales + additional fees + duties + shipping charges + taxes. |
| Total sales over time | Displays your store's total sales over time. Total sales is equal to net sales + additional fees + duties + shipping charges + taxes. |
Learn more about other metrics available for your store's Analytics overview dashboard.
Order tasks
Any open order tasks are displayed organized by task, with the number of each task that needs to be completed. Examples of order tasks include the following actions:
- Capture a payment.
- Fulfill an order.
- Process a return request.
- Review high-risk orders.
- Submit evidence for chargebacks.
Home cards
Cards are blocks of information that change regularly to adapt to your business. There are different types of cards that are displayed based on your store's recent activity and what you've been doing in Shopify. Home cards can contain the following types of information:
- Updates on new Shopify features that are relevant to your business.
- Advice on how to get the most out of Shopify.
- Insights, which provide data-driven information about your store.
- Guides for recommended tasks you can take that can help you to achieve a high-level outcome for your business, such as higher sales or improved conversion.
- Personalized recommendations from Sidekick Pulse, based on your store's data.
At the bottom of your Home card feed, a standard Discover more of Shopify section displays that contains links and recommendations to help you get more out of Shopify. This section can't be dismissed.
Dismiss a Home card
You can dismiss a Home card, except for cards that contain order tasks.
Steps:
Desktop
- Open the Home page of your Shopify admin.
- Hover over the Home card that you want to dismiss, and then click the
icon. - Optional: Share feedback about why you dismissed the card.
Mobile
- From the Shopify app, go to the Home screen.
- Swipe the Home card that you want to dismiss.
Sidekick recommendations on Shopify Home
Sidekick recommendations are proactive suggestions displayed on the Home page. Based on your store's activity and data, each recommendation suggests a next step you can take to manage and grow your business.
Sidekick recommendation cards are displayed alongside other Home cards in your feed. Select a recommendation card to act on the suggestion. Sidekick recommendations are different from insights. Insights are data-driven observations about trends, whereas Sidekick recommendations are action-oriented suggestions for what to do next.
Sidekick tasks on Shopify Home
When Sidekick is working on a task in the background, such as researching a topic or completing a multi-step action, you can track its progress from Shopify Home. The tasks section displays active Sidekick tasks and their current status, so you can monitor progress without keeping the Sidekick chat open.
Insights on Shopify Home
Insights are data-driven observations about your store's performance that you can use to inform your business decisions. Insight cards display on Shopify Home and highlight meaningful trends across the following areas:
- Sales: Tracks trends in revenue, orders, and product performance by dimensions such as product, billing region, sales channel, and vendor.
- Sessions: Monitors changes in visitors, cart additions, checkout sessions, and conversion rates. Insights can highlight patterns by city, country, region, referring channel, device type, and landing page type.
- Fulfillments: Identifies changes in shipping and delivery efficiency, including orders shipped, orders delivered, and median shipping and delivery times. Insights can highlight patterns by shipping carrier, sales channel, shipping country, and shipping region.
Insight cards are generated daily for stores that average at least 10 orders per week over the last 6 months. You can receive up to 3 insights per day, depending on the trends identified for your store, and they expire after 24 hours.
Using insights
You can receive the following types of insights on Shopify Home:
- Trends over time: These insights highlight changes in performance compared to previous timeframes. For example: "Sales to New York, New York are skyrocketing compared to last week. Look for what's driving this +410% acceleration."
- Streaks: These insights highlight sustained positive or negative trends over consecutive periods, indicating where you're already doing well or where there are opportunities for refinement. For example: "Your conversion rate from Iowa is up for the 5th week. Your conversion rate from this region was +17.7% last week. Dig in to see what's powering this growth."
- Top 5 values: These insights highlight changes to top-performing dimensions, such as when new products, shipping regions, or sales channels become a top performer. For example: "New vendors in your top 5 for order count. Shopify Collective moved up 2 places, resulting in 2k more orders than last week."
You can access the associated reports for each insight by clicking View report on the card. From the report, you can:
- Manually review the detailed trends and changes that triggered the insight.
- Continue exploring your data using filters and different time periods to reveal additional information about your business' performance.
- Explore the guidance immediately provided by Sidekick which can perform an analysis of the data in the report and recommend next steps.
Troubleshooting insights
Insights are generated daily and are available for 24 hours. You might receive anywhere from 0 to 3 insights per day, depending on the trends identified for your store. If no new insights are being generated, then it might be due to any of the following reasons:
- You're not eligible: To be eligible for insights, your store must average at least 10 orders per week over the last 6 months. If you fall below that threshold, then insights won't generate.
- There are no relevant insights to surface: Insights are displayed only when the underlying data identifies valuable information to share, such as top 5 changes, streaks, or trends.