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.

To connect your Shopify data to Geckoboard, you must be on a Pro plan.

Connect your Shopify store to Geckoboard

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

  1. In the Shopify connection panel, first enter your Shopify company URL into the Your Shopify company URL field. This is the name of your Shopify account. For example, for company.myshopify.com, you'd enter company.Connect Shopify to Geckoboard
  2. Next you'll need your Shopify API key and password. To obtain these you'll need to create a private app within Shopify and grant it access for the read_orders scope. If you've already done this, skip forward to step 11.
  3. Log into your Shopify admin account and click on Apps in the navigation list.Navigation menu in Shopify's store admin
  4. From the Apps screen click the Manage private apps link below the Shopify App store content.Your installed Shopify apps Then click on the Create new private app button to begin creating your private app.
  5. After naming your private app, scroll down to the Admin API section. As the read_orders scope isn't included by default, click the Show inactive Admin API permissions to expand the list.Show inactive Admin API permissions in Shopify
  6. From the alpabetical list of API permissions, scroll down to Orders. Switch on Read access from the option menu to grant access for the read_orders scope.Switch orders to read access Click Save to return to the Private apps screen. You'll now see your new private app listed.
  7. To access and copy both your API key and password, 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.
  8. 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.

Shopify metrics available in Geckoboard

Metric
Description
Visualization type

Sales/Order total

Displays the number of orders or revenue from sales for a given time period. This can be filtered by payment and fulfillment statuses. There's also the option to display a secondary stat.

Number

Order/Sales status

Displays the status of orders or sales for a given time period. These are split out by abandoned, pending, paid payment statuses.

RAG (Red, Amber, Green) status

Order/Sales breakdown

Displays the status of orders or sales for a given time period. These are split out by unshipped, partially shipped and shipped fulfillment statuses.

RAG status

Configuring an example Shopify widget

In this example we'll 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.Shopify_orders_today

This widget can be created using the following configuration:Shopify_setup_widget

  • Title: Sales/orders total (rename 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
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