In this article, we'll show how to use our Shopify data source to track Sales and Order related metrics from your Shopify store on your Geckoboard dashboard.
Which metrics and visualizations are available for Shopify?
- Sales/Order total
Display the number of orders or revenue from sales for a given time period. This can be filtered by payment and fulfillment statuses. Optionally, a secondary stat. can be displayed as well. - Order/Sales status
Display the RAG (Red, Amber, Green) status of orders or sales for a given time period. These are split out by abandoned, pending, paid payment statuses. - Order/Sales breakdown
Display a RAG status of orders or sales for a given time period. These are split out by unshipped, partially shipped and shipped fulfillment statuses.
Create a new Shopify widget
To create a Shopify widget for your dashboard, follow these steps:
- Click , located in the top right of your dashboard.
- Search for Shopify using the Search sources field.
Alternatively, you can also scroll down the alphabetical list of integrations until you reach the Shopify integration. - Click on the Shopify integration.
Note
Is this is your first Shopify widget? You'll need to connect your Shopify account to Geckoboard.
If not, you can skip to our example Shopify widget.
Create a connection with Shopify
When adding your first Shopify widget, you'll be asked to create a connection and authenticate your Shopify account so that we're able to collect your data and display it on the dashboard. You only need to create this connection once – we'll take care of the rest.
To connect your Shopify account with Geckoboard, follow these steps:
- The authentication box will ask you to enter your Shopify company URL.
Example
This would be the name of your Shopify account. For
gecko.myshopify.com, it'll begecko.
- You'll then need to enter your API key and password. These are required by Geckoboard to access your Shopify store and display metrics. You'll first have to create a new Private App for your Shopify account.
Note
When you create your Private App, make sure to grant it accesss for read_orders scope as this is how we'll collect your data.
- Pick up the API key and password.
- Click on the 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.
Configuring an example Shopify widget
Use the Sales/orders total widget to display the number of orders that have been paid for and shipped today. As a secondary stat, we can also see how we compare with yesterday's performance.
This widget can be created using the following configuration:
- Title: Paid & Shipped Orders Today (can be set to anything of your choice)
- Metrics: Orders
- Base data on: Date Created
- Payment Status: Paid
- Fulfillment Status: Shipped
- Period: Today
- Secondary Output: Change from prior period
