> For the complete documentation index, see [llms.txt](https://docs.quickreply.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.quickreply.ai/product-modules/overview-dashboard/overview-dashboard-for-shopify-accounts.md).

# Overview Dashboard for Shopify Accounts

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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<br>

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.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FYCgF9W3acsSteChtCcih%2Funknown.png?alt=media\&token=da29ae80-e0c6-4605-8988-6a8690b6cd81)

#### 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.

![](https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FWIdG5c7X7zscDi9F1EkM%2Funknown.png?alt=media\&token=41e6edec-7d15-4f4b-8cbe-2b18defea970)

The chart displays:

* Sent
* Delivered
* Read
* Clicks

Use the source filter to view results for All, Broadcasts, Campaigns, Journeys, or Others.

#### Source breakdown<br>

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.<br>

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.<br>

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.<br>

#### 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<br>

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<br>

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

<figure><img src="https://1325107618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FePPO97Ju334NhhCzTEZP%2Fuploads%2FKHRNqyjTCHvqBBuIIceh%2Fbroadcast_edited.png?alt=media&amp;token=9e2f87e5-df6b-4fee-9238-fe13b4e78161" alt=""><figcaption></figcaption></figure>

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<br>

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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