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DocumentationCommerceGetting Started

Admin dashboard

Last update: Wed Mar 22 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • Leader
  • User

The dashboard is usually the first page that appears when you log in to the Admin and can provide a real-time overview of sales and customer activity. Dashboard data provides a snapshot of lifetime sales, average order amount, recent orders, and search terms. The chart shows completed orders and amounts for the selected date range, and can be generated from either dynamic, real-time data, or historical aggregated data. The tabs at the bottom provide quick reports of your best-selling products, most viewed products, new customers, and customers who have purchased the most.

If you have a significant amount of data to process, the chart can be turned off to improve performance. The dashboard in the following example is configured to use real-time data and shows completed orders by the hour for the last 24 hours. The chart is updated for each completed order.

Dashboard {modal="regular"}

Advanced Reporting displays a personalized dashboard based on your product, order, and customer data.

Advanced Reporting {modal="regular"}

Configure the dashboard

  1. On the Admin sidebar, go to Stores > Settings > Configuration and complete any of the following settings.

  2. When the configuration is complete, click Save Config.

  3. After saving the changes, click Cache Management and refresh every invalid cache.

Enable charts

If you have a large amount of data to process, you can turn off the display of the chart to improve performance. When not enabled, the message “No Data Found” appears in place of the chart, although the summary totals below are still generated.

  1. In the left navigation panel under Advanced, choose Admin.

  2. If necessary, expand the Dashboard section.

    Advanced configuration - Enable charts {width="600"}

  3. To change the default value, clear the Use system value checkbox.

  4. Set Enable Charts to Yes.

For more information about the Admin configuration options, see the Configuration Reference Guide.

Change the startup page

The dashboard is the default startup page for the Admin, although you can configure a different startup page.

  1. If you do not already have the Admin configuration options open, choose Admin under Advanced in the left navigation panel.

  2. Click to expand the Startup Page section.

    Admin dashboard - startup page setting {width="600"}

  3. Clear the Use system value checkbox and choose the Startup Page that you want to appear when you log in to the Admin.

Choose the starting dates

  1. In the left navigation panel under General, choose Reports.

  2. On the page, expand the Dashboard section.

  3. Clear the Use system value checkboxes for the date settings and do the following:

    • Set Year-To-Date Starts to the Month and Day.

    • Set Current Month Starts to the Day.

    Admin Dashboard - date settings {width="600"}

For more information about the Reports configuration options, see the Configuration Reference Guide.

Configure the data source

The dashboard chart can be generated in real time or by using historical, aggregated data. If performance is an issue, you can speed up things by using aggregated data.

  1. In the left navigation panel, click to expand Sales and choose Sales underneath.

  2. On the page, expand the Dashboard section.

    Admin dashboard - data source setting {width="600"}

  3. Clear the Use system value checkbox and set Use Aggregated Data to one of the following:

    • For historical, aggregated data, choose Yes.
    • For real-time data, choose No.

Chart sections

Section
Description
Orders
This tab displays a real-time chart of all completed orders for the current store view and specified time period.
Amounts
This tab displays a real-time chart of all completed order amounts for the current store view and specified time period.
Time Range
Determines the data that is represented in the chart and summary totals below. Options: Last 7 Days / Current Month / YTD / 2YTD
Summary Totals
The revenue, tax, shipping, and quantity totals below the chart are based on the chart data and current time range setting.

Snapshot data

Section
Description
Lifetime Sales
The aggregated total sales during the lifetime of the store.
Average Order
The average order amount during the lifetime of the store.
Last Orders
A summary of the last five placed orders.
Last Search Terms
The last five search terms.
Top Search Terms
The five most commonly used search terms.

Report tabs

Section
Description
Bestsellers
The five best-selling products during the specified time period.
Most Viewed Products
The five products viewed the most during the specified time period.
New Customers
The most recent five customers who registered for an account during the specified time period.
Customers
The last five customers with an order that completed processing during the specified time period.

Dashboard buttons

Button
Description
Reload Data
Refreshes dashboard data.
Go to Advanced Reporting
Displays a personalized dashboard of dynamic charts and reports based on your product, order, and customer data. For more extensive analysis, see Advanced Reporting.
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