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Use the Home screen to follow your company’s sales and revenue for the month, see what’s happening on your store right now, and check how your reps are doing.

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Where to find it

In the admin sidebar, under Analytics, select Home.
To open this screen, your role needs View only or Full access for Payment Reports. On the Roles screen, Payment Reports is in the Commerce card. Open the card and set access from the Payment Reports area’s menu, not the card’s.

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What’s on the screen

The screen has three tabs: Overview, Live and Field. It opens on Overview. There’s no date picker. Where a card covers a period, its labels say so, such as Month to date. If your company has more than one country, a country selector sits at the right of the tab bar. It starts at All countries, and your default country is marked (default). The country you choose applies to all three tabs. If the selector shows Country filter failed — try again, click it to reload the list. When there’s no data yet, some cards show a short message and others show zeros. If a card can’t load, click Try again on it.

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Overview

The tab opens with today’s date and three tiles:
  • Yesterday, with the day of the week: yesterday’s revenue, how it compares with a typical day (vs typical), and the number of orders.
  • Revenue MTD: revenue so far this month.
  • Tracking to: the revenue the month is projected to reach.
Below the tiles, a chart shows this month’s revenue as a running total (Actual) inside a shaded Expected range. A dotted line shows last month for comparison. Click vs last year to compare with the same month last year instead, and vs last month to switch back. Under The month’s economics:
  • Revenue by order type: this month’s revenue per day, split into Subscription, Enrollment, Web, Mobile, Backoffice and Admin orders, with each type’s total and percentage above the chart. Click Orders to count orders instead, and the title changes to Orders by order type. Click Revenue to switch back.
  • Revenue by buyer type: the same view split into Member, for orders your reps bought, and Retail, for orders from other customers. It has its own Revenue and Orders switch.
  • Revenue quality: how this month’s revenue splits between Returning and New customers, and between Subscriptions and One-time orders. Below are the average order values: AOV blended, AOV new and AOV returning.
  • Subscription engine: renewals scheduled over the next 4 weeks. The card’s description gives the total, and each week has a bar labeled Week of and its date. Below are Subscribers, with the net change; Recovery, the recovery rate for failed subscription payments; and Cancels, with the usual number after the slash. View subscriptions opens Subscriptions.
  • Payment recovery: payments that failed this month. It shows the amount won back, the percentage recovered against the usual percentage, and how the failed payments split into Recovered, Still retrying and Written off, each with a count and amount. When payments are still retrying, a line below gives their total and number, and the most common reasons when known. Review payments opens the Transactions screen under Payments.
Under Where revenue comes from:
  • Channel economics: revenue by channel (Rep shares, Organic, Direct, Email, Social, Referral and Paid), highest first. $ / visitor is revenue per visitor, and Change is the change from the previous period. The card’s description gives the period and how orders are credited to channels. View traffic opens the Traffic screen.
  • Recent orders: your latest paid orders. Each row shows the customer, the product, the location, how long ago the order came in, the rep (via and the rep’s name) when there is one, and the amount. See all orders opens Orders.
Under Catalogue:
  • Best sellers: this month’s products ranked by revenue, with Price (the average price they sold for), Units, Revenue and a Trend line.
  • Price distribution: how your priced products spread across price bands, with each band’s share as a percentage. The tallest bar is darker. The line below gives your product count and median price or, when your blended average order value is above the median, compares the two. See Why does Price distribution count fewer products than I have?

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Live

The Live tab shows what’s happening on your store right now and refreshes on its own. Its header reads Real time · as of and the time of the last update. Four tiles follow: Visitors now, Revenue today (with vs typical), Orders today and Reps active. Today so far charts today’s revenue hour by hour as a running total. When there’s enough history, a dashed Typical line shows a typical day for this weekday, and the label at the latest point shows how far ahead or behind it you are. Under Happening now:
  • Activity: a feed of orders, shares and milestones. Each row shows who did what, how long ago, where, the rep (via) and the amount, when they apply.
  • In motion: money open right now. It shows Active carts with their potential value, Abandoned carts with the value lost, and Failed payments with the value at risk, each with a count.
  • Top pages: the pages visitors are on right now, with how many are on each.
  • Where they are: a world map and a list of the countries your visitors are in right now, with the total online. While you’ve chosen a country in the country selector, a note replaces this card.
If updates fail or fall behind, the header reads Stale instead of Real time, and the affected cards show Stale · showing snapshot from and a time, or a note that they couldn’t refresh. The numbers you see are from the last successful update.

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Field

The Field tab shows how your reps are doing. Its header, Field momentum, has three tiles:
  • Reps active yesterday, with the typical number for that weekday.
  • Active this month: reps who shared or sold at least once.
  • Rep revenue MTD, with its approximate share of all revenue.
Below them, a chart shows how many reps shared or sold each day over the last 14 days (Reps active) against the Typical number for that weekday.
  • Rising: reps gaining momentum, with a trend line and their revenue per month.
  • Going quiet: reps losing momentum, with how many days each has been silent, such as 12d silent, and their monthly revenue at risk. Send them a note opens Messaging.
  • Leaderboard: top reps this month, with the columns #, Move, Rep, Visitors, Orders, Revenue, Trend and Top asset. Move shows how many places a rep moved up (▲) or down (▼), a dash if unchanged, or NEW for a rep ranking for the first time. Top asset shows the rep’s top shared item, or No shares yet.

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Tasks

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Show one country’s numbers

1

Open the country selector

At the right of the tab bar, open the selector. It reads All countries until you choose one.
2

Choose a country

Choose a country. Every tab now shows that country’s numbers.
3

Go back to all countries

To see every country again, choose All countries.

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Find a rep on the leaderboard

1

Open the Field tab

Click Field and scroll to Leaderboard.
2

Search or filter

Type a name in Search reps. To narrow the list, choose Climbing for reps who moved up or New for reps ranking for the first time. All shows everyone.
3

Sort the list

Choose Revenue, Orders or Visitors to sort by that column, highest first.

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Frequently asked questions

  • For an unusual day, compare Actual with the Expected range on the Overview chart, and check vs typical on the Yesterday and Revenue today tiles.
  • For growth, click vs last year above the Overview chart.
  • For your customer mix, check Returning, New and the AOV figures in Revenue quality.
  • For markets, choose each country in the country selector in turn.
  • For reps, check Going quiet and Rising on the Field tab.
Click See all orders on the Recent orders card, or in the admin sidebar, under Commerce, select Orders. See Orders.
It only appears when your company has two or more countries. To add a country, see Open a country.
It counts only products that are live on your retail store and have an active variant priced above zero in your default country, or in the country you’ve chosen in the country selector. Each product counts once, at its cheapest such price. Products without a price there aren’t counted, so the number can be lower than your product count in Products.
Your role needs View only or Full access for Payment Reports. Home and Traffic both need it, so without it the Analytics group doesn’t appear in the sidebar. Ask an admin who manages roles to update your role. See Roles.