Overview Dashboard for Shopify Accounts
The Overview dashboard for Shopify accounts provides a consolidated view of WhatsApp performance, including revenue, orders, messaging activity, and customer engagement. The dashboard provides two reporting views:
Revenue & Conversion — track revenue, orders, ROI, and the messaging sources contributing to them.
Reach & Engagement — track engagement, clicks, and message delivery and read performance.
Performance Overview
The Performance Overview section provides two views:
Revenue & Conversion — focuses on revenue, ROI, and orders attributed to WhatsApp activity.
Reach & Engagement — focuses on recipient engagement and clicks.
Revenue & Conversion
The Revenue & Conversion report provides a view of revenue and order performance for the selected date range.
Summary metrics
The report starts with three summary metrics:
Metric
Description
Revenue
Revenue displayed for the selected date range.
ROI
ROI displayed for the selected date range.
Orders
Orders displayed for the selected date range.
Select Details next to Orders to view the available order details.
Message Analytics Message Analytics shows messaging performance for the selected period.
The chart displays:
Sent
Delivered
Read
Clicks
Use the source filter to view results for All, Broadcasts, Campaigns, Journeys, or Others.
Source breakdown
The source breakdown shows the contribution of different messaging sources to a selected metric.
Use the metric dropdown to switch between:
Revenue
Orders
Clicks
Read
Delivered
The selected metric is broken down by Broadcasts, Campaigns, Journeys, and Others.
If there is no activity for the selected metric and date range, the section displays No data available.
Performance trend
The Revenue & Orders trend shows how revenue and orders change over the selected date range.
Use the source filter to view the trend for All, Broadcasts, Campaigns, Journeys, or Others.
Hover over a point on the chart to view the values for that date.
The chart can also be switched to Delivered, Read & Clicks to view messaging and engagement performance over time.
Top-performing activity
The table below the performance trend ranks activity from the selected source.
Use the source dropdown to switch between Broadcasts, Campaigns, and Journeys.
For the Revenue & Conversion report, the table displays revenue-focused metrics such as:
Revenue
Orders
ROI
Spent
Sent
Delivery %
Read %
Click %
Contacts
The table title changes according to the selected source, for example Top Broadcasts by Revenue or Top Campaigns by Revenue. Use Go to [Source] to open the corresponding module.
Reach & Engagement The Reach & Engagement report focuses on how recipients interact with WhatsApp messages and how messages are delivered and read.
Summary metrics
The report displays three engagement metrics:
Metric
Description
Unique Engagement
Unique recipient engagement during the selected date range.
CTR
Click-through rate for the selected date range.
Clicks
Total clicks during the selected date range.
Message Analytics
Message Analytics continues to show:
Sent
Delivered
Read
Clicks
Use the source filter to compare performance across All, Broadcasts, Campaigns, Journeys, or Others.
Source breakdown
Use the metric dropdown to analyse how engagement-related activity is distributed across sources.
Available metrics include:
Clicks
Read
Delivered
The selected metric is broken down across Broadcasts, Campaigns, Journeys, and Others.
If there is no activity for the selected metric and date range, the section displays No data available.
Performance trend
The Delivered, Read & Clicks trend shows messaging delivery and engagement over time.
Use the source filter to view the trend for All, Broadcasts, Campaigns, Journeys, or Others.
Hover over a point on the chart to view the values for that date.
Top-performing activity
The table ranks activity based on Unique Engagement.
Use the source dropdown to switch between Broadcasts, Campaigns, and Journeys.
The table displays engagement-focused metrics including:
Unique Engagement
Spent
Sent
Delivery %
Read %
Click %
Contacts
The table title changes according to the selected source, for example Top Broadcasts by Unique Engagement.
Use Go to [Source] to open the corresponding module.
Dashboard controls
The following controls apply to both reporting views.
Date range
Use the date selector to choose the reporting period. All metrics, charts, and tables update based on the selected date range.
The dashboard defaults to Last 30 Days.
Refresh
Click Refresh to fetch the latest available dashboard data without changing the selected date range.
Note: The data displayed on the dashboard depends on the selected date range and available activity. Sections without available data display No data available or No Results Found.
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