Track Shopify store sales and order metrics in Geckoboard

In this article, we'll show how to connect to, and use, our Shopify data source to track Sales and Order related metrics from your Shopify store on your Geckoboard dashboard.

Connect your Shopify store to Geckoboard

When adding your first Shopify beta widget, you'll be prompted to create a connection and authenticate your Shopify store account.

For this you'll need your Shopify API key, API password and Shared Secret. To obtain these follow the steps in the video or walkthrough below to create a private app within Shopify and grant it access to the read_customers and read_orders scopes.

  1. After selecting Shopify from the list of a data sources and choosing a widget you'll see the Shopify connection panel.Connect Shopify to GeckoboardFirst enter your Shopify store address into the your-company-url field. For example, for company.myshopify.com, you'd enter company.
  2. To find your Shopify API key, API password and Shared Secret log into your Shopify admin account and click on Apps in the navigation list.Navigation menu in Shopify's store admin
  3. From the Apps screen click the Manage private apps link below the Shopify App store content.Your installed Shopify apps
  4. Now click on the Create new private app button to begin creating your private app. If you haven't created a private app before, you'll have to Enable private app development first. If you already have a private app, click the name of the app and skip to step 6.Create a new private app in Shopify
    If you're using a Shopify trial account make sure you have no more than 4 private apps connected, as the limit is 5.
  5. Give your private app a name and enter an Emergency developer email address.Give your private app a name
  6. Next scroll down to the Admin API section. As the read_customers and read_orders scopes aren't included by default, click the Show inactive Admin API permissions link to expand the list.Show inactive Admin API permissions in Shopify
  7. From the alphabetical list of API permissions, scroll down to Customers and switch on Read access from the option menu to grant access for the read_customers scope.Switch customers to read access
  8. Next, scroll down further to Orders and again switch on Read access from the option menu to grant access for the read_orders scope.Switch orders to read access
  9. Click Save to return to the Private apps screen. You'll now see your new private app listed.
  10. To access and copy your API key, API password and Shared Secret, click on your private app from the Private apps screen. Your list of created private apps in Shopify Scroll down to the Admin API section and click the copy icons beside the API key and password fields. Copy your Shopify private app's API key and password Now switch back to Geckoboard to paste them in their corresponding fields in the connection panel. Connect Shopify to Geckoboard
  11. Finally, click on the Connect button. You're now ready to configure your first Shopify widget! Any Shopify widgets you create will pull in and display data from this Shopify account.

Note

If you manage more than one Shopify account, you can also connect multiple Shopify accounts to your Geckoboard. However, you can't combine data across Shopify accounts on your dashboard. To do this you'd need to use our spreadsheets data source, or an external service like Integromat or Zapier.

Preset widgets for Shopify

Name
Description
Timeframe
Visualization

Today's orders

Number of orders processed today compared to yesterday

Today compared to previous period

Number widget icon

Today's sales

Value of orders processed today compared to yesterday

Today compared to previous period

Number widget icon

Average order value

Average total sales value of selected orders

Past 7 days

Gauge widget icon

Order volume

Number of orders over time

Past 7 days

Line Chart widget icon

Total sales volume

Total sales over time

Past 7 days

Line Chart widget icon

Sales by discount

Net sales grouped by discount code

Past 7 days

Bar Chart widget icon

Sales by billing location

Total sales grouped by billing country

Past 7 days

Leaderboard widget icon

Sales by checkout currency

Total sales grouped by customer currency

Past 7 days

Column Chart widget icon

Sales by traffic referrer

Total sales by referring site

Past 7 days

Leaderboard widget icon

Orders by channel

Number of orders by channel name

Past 7 days

Column Chart widget icon

Orders by cancel reason

Number of canceled orders grouped by cancel reason

Past 7 days

Table widget icon

Discrepancies between Shopify and Geckoboard

If you've noticed discrepancies between the numbers displaying on your Shopify widgets and within Shopify it's because Geckoboard accounts for refunds on the order processed date, not refund processed date. Read more about this discrepancy between Geckoboard and Shopify.

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