Sales Performance

Sales Performance

AngularView dashboards provide Shopify merchants with dynamic insights into various aspects of their business performance. These dashboards are designed to highlight actionable data, enabling merchants to optimize sales, enhance customer satisfaction, and make informed decisions. With customizable columns and measures, merchants can tailor the dashboards to suit their unique needs while exploring trends over yearly, quarterly, monthly, and weekly time frames.

Yearly Sales Performance

The Yearly Sales Performance dashboard offers a comprehensive overview of your store’s performance over the last three calendar years. This dashboard provides trends and insights into how your business has evolved, helping you make strategic decisions for long-term growth.

What it offers:

  • Tracks key metrics like Total Discount, Net Payment, and Ordered Quantity to understand overall sales trends.
  • Analyzes yearly patterns to help identify seasonal trends and the impact of specific campaigns.

How it helps:

  • Detects patterns such as growth in customer acquisition or declines in certain product categories.
  • Supports better planning for upcoming years by evaluating the success of past strategies.

Tips for use:

  • Utilize the “YOY” (Year-over-Year) comparison to evaluate how recent strategies have performed.
  • Customize dimensions like Currency Code and Order Financial Status for a clearer financial snapshot.

Example: If your sales dipped in a particular quarter last year, this dashboard helps pinpoint potential reasons, like lower inventory or ineffective campaigns.


Quarterly Sales Performance

The Quarterly Sales Performance dashboard zooms in on three-month periods to provide a more granular analysis. It’s ideal for tracking progress against quarterly goals and adapting to market trends.

What it offers:

  • Key measures like SKU Count and Order Subtotal help monitor product variety and revenue generated per quarter.
  • Highlights trends in customer purchasing habits, enabling targeted marketing efforts.

How it helps:

  • Pinpoints quarters with unusually high or low performance, allowing for adjustments in inventory or promotional strategies.
  • Helps refine quarterly goals by providing data on past successes and challenges.

Tips for use:

  • Use this dashboard alongside sales and marketing calendars to correlate sales spikes with campaigns.
  • Explore the Cancelled Orders metric to understand the reasons behind order cancellations.

Example: A merchant noticed a surge in refunds during Q3 due to a product defect. By addressing this issue, they improved Q4 customer satisfaction and reduced refunds.


Monthly Sales Performance

This dashboard focuses on month-to-month changes, offering an in-depth view of short-term trends. It’s perfect for adjusting strategies in near real-time.

What it offers:

  • Metrics like Total Discount and Net Payment reveal the effectiveness of discounts and campaigns on monthly revenue.
  • Tracks Order Subtotal to gauge the impact of new product launches or promotions.

How it helps:

  • Identifies monthly fluctuations in customer behavior and purchasing trends.
  • Evaluates the success of monthly marketing campaigns and offers.

Tips for use:

  • Regularly review the Refund Item Value and Refundable Quantity to detect potential issues in product quality or delivery.
  • Combine this dashboard with customer feedback to align operations with customer expectations.

Example: A beauty brand used this dashboard to discover that bundling discounts led to a spike in sales in January, prompting them to expand the promotion.


Weekly Sales Performance

The Weekly Sales Performance dashboard offers a detailed analysis of your store’s performance, broken down by weeks. This level of detail is particularly useful for businesses running frequent promotions or monitoring weekly campaigns.

What it offers:

  • Default measures like Ordered Quantity and Net Payment help gauge weekly sales effectiveness.
  • Dimensions like Order Risk Level and Currency Code enable in-depth risk and revenue analyses.

How it helps:

  • Highlights immediate impacts of short-term strategies, like flash sales or social media campaigns.
  • Facilitates prompt action to resolve issues, such as a dip in sales due to operational challenges.

Tips for use:

  • Monitor the dashboard every Monday to review the previous week’s performance and plan adjustments.
  • Leverage the data to refine ad spending and campaign messaging weekly.

Example: A merchant running a one-week free shipping offer found a significant jump in weekly revenue, leading them to incorporate the strategy into monthly planning.


Each of these dashboards is fully customizable, allowing merchants to add or remove dimensions and measures as needed. By leveraging AngularView, Shopify merchants can stay informed and agile in an ever-changing retail landscape.

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