Shopify’s native dashboards and marketing reports are robust. They’ve gone to extensive lengths to help online store owners understand how marketing performance affects their bottom line.
However, because the options within Shopify to export reports are restricted to spreadsheet and PDF files, options for displaying and sharing your marketing data are limited.
If you need to create visually compelling marketing reports for a Shopify store — whether it’s for clients or upper management — there is a lot of manual work required.
You need to export the data into a spreadsheet, create visualizations, and often incorporate them into a slide deck with screenshots from other platforms (e.g. Facebook Ads, Google Ads, etc.).
This is a time consuming process that has to be done on a recurring basis. And if you’re an agency that has to do this at scale, it can add up to hundreds of hours every month.
Using a Shopify marketing dashboard in TapClicks, you can consolidate all your marketing campaign data in one place. And you can easily analyze and report on Shopify metrics to multiple stakeholders or eCommerce clients.
In this post, we’ll cover:
Want to test out the TapClicks Shopify Marketing Dashboard for yourself? Try our free 14-day trial.
When you create manual Shopify reports, you need to go into various marketing platforms (e.g. Google Ads or Facebook Ads), extract screenshots and data, and drop those into your PowerPoint report.
The first step to solving this time consuming problem is to consolidate your data into one place. We help you do that with our smart connectors, which are live connections that pull in up to date, real-time data.
TapClicks offers over 250+ marketing-specific live API connections to leading platforms. This includes live connections with popular advertising and social media channels (Google Ads, Facebook Ads, LinkedIn, etc.), SEO platforms (MOZ and Google Search Console), CRM tools, and more.
It also includes an API with Shopify so you can integrate directly with your Shopify account and pull real-time data within an hour. Plus, we can pull in up to 12 months’ historical data so you can start making more informed decisions from day one.
When you’re using slide decks for your reports, you have to manually update them every week (or month) — even if you have a template you’ve created.
With TapClicks, you don’t have to do that. Our templates update automatically.
You can create and customize them once, and not have to constantly update them each week or month come reporting time.
Once your Shopify data is pulled into TapClicks, you can sort it into a dashboard template and completely eliminate any manual processes.
The TapClicks Professional Services Team can help you set up exactly what you need.
There are over 30 metrics available (e.g. budget, follows, engagements) so you can customize what you want to look at — giving you complete control of which marketing metrics you focus on.
Each dashboard is made up of highly customizable widgets. These widgets can be removed completely or edited. You can even change the date range of data for individual widgets.
For example, your Shopify dashboard can display the past month of data, while an individual widget that displays sales via Amazon can show the last two months of data. This lets you customize any report to exactly what your client, department, or company needs.
You can also integrate data from multiple platforms into one metric — which is not something currently offered by the Shopify native dashboard.
For example, if you want to show your client the total cost of ad spend across Facebook, Google, and LinkedIn, you can roll those numbers up into one metric and call it: Total Ad Spend. You can then view it against your Shopify sales data, or data from other marketing and sales channels.
If you want to add different widgets, you can easily create a new one.
Just click the plus (+) sign at the top of your Shopify dashboard.
From here, you can select which data sources you want to include in your widget.
Plus, you can pick how you want the data organized (such as by ad groups or date range).
Then, you can pick how you want the data displayed (a table, a chart, a bar graph, etc.).
Once you’re done setting the parameters, just click “Save” and your new widget will display on your Shopify dashboard.
Our dashboard tool allows you to combine Shopify data into whichever format you want — bar graphs, line graphs, pie charts, etc.
You can customize the colors and create attractive visualizations for your clients’ data which they can easily understand (see our examples, below).
Whether you’re using slide deck reports or a lightweight dashboard tool, template edits are not automatically applied to live dashboards. They’ll apply to new dashboards, but you still have to go and make those edits to each of your live dashboards.
But with TapClicks, if you make a change to your template, it can be automatically applied to all of your client dashboards using that template. You won’t have to retroactively go back to each one and make that update.
So, if you have several clients with Shopify accounts, you can update their dashboards in one go.
This is a huge gain in efficiency and optimization that allows you to easily manage more reporting dashboards.
Note: You can also make a change to just one dashboard, if you wish.
Without having a dashboard to grant clients or executives access to, it’s common to receive last minute requests for reports on the fly. These can throw off an entire work day.
We let you set up custom permissions for clients who want to view their performance metrics any time they want.
Plus, a lot of TapClicks customers have different requirements for which clients or teams can see data from different marketing activities. A really convenient feature with TapClicks is that you can set up these permissions at the widget level. You can customize a specific widget so that it doesn’t display any sensitive information that you don’t want the client to see (e.g. mark up costs).
You then give your client permission to access what you want them to see and save yourself having to manually send out custom reports or respond to last minute requests.
Now we’ve seen how the TapClicks solution will help you view your Shopify data alongside your other key metrics, let’s take a look at how a TapClicks Shopify Dashboard might look.
The TapClicks Professional Services Team will help you craft your own Shopify dashboard.
This can be included in your onboarding package when you sign up for TapClicks and our experienced team will ensure that you can get started as quickly as possible.
Here are some examples of the types of widgets we can set up for you:
With these widgets, you can view daily sales figures as well as your web traffic data.
Your TapClicks dashboard provides all the standard sales KPIs (e.g. Orders Count, Gross Sales, Discounts, etc).
In this instance, it’s on a daily basis, but you can adjust this to weekly or monthly, if preferred.
The TapClicks ‘Audience Overview’ widget allows you to include your web traffic insights side by side with your Shopify metrics.
While Shopify does have Google Analytics enablement, it does not have the capability to show this data alongside the sales data where it is most valuable.
TapClicks customers appreciate the benefit of viewing combined data because it allows them to make decisions about future marketing activities.
For example, you might want to redirect traffic to a different landing page or change certain UTM tracking codes based on insights from combined data.
The charts showing Gross Sales and Net Sales show snapshots and high level insights of daily performance. Just choose the type of chart style you want to use.
Bars, lines, pie charts, geos, or combinations are all available with TapClicks.
TapClicks also allows you to view where Shopify sales are generated from by specific source (Source) and overall channel (Medium).
For example, a specific source could be Facebook and the medium (channel) could be PPC.
Looking at them in this way and matching them up with the Shopify sales data gives you deeper insight into exactly where sales are coming from and what the conversion rates are.
This enables you to allocate budget to top performing channels accordingly.
We also offer widgets to display conversion rates and top products sold via Shopify. (i.e. the ones that are generating the most orders and what the gross sales are for those best selling products).
In our Spend vs. Orders widget, you can see how your number of orders change based on your spend on a daily basis. This is an example of a combination chart with a bar and line graph.
By combining metrics together in one visualization you can tell more compelling stories to stakeholders, and gain deeper insights.
This type of capability is not available in the Shopify native dashboard.
With TapClicks, you can also view your sales by geographic location.
The bubble chart allows you to hover over each location bubble where it will give you detailed information on the total sales for that particular country or city.
As a final example, our Average Order Value vs. Order Quantity widget allows you to see the trend of how many orders are going out, what the value of those orders is, and the relationship between the two.
Again, combining metrics is how you gain deeper insights from your Shopify analytics.
Once you have your TapClicks Shopify dashboard set up to capture and analyze your marketing data, it’s easy to generate reports for clients by using our ReportStudio.
Instead of having to pull data from different places and use different tools such as Excel spreadsheets, PowerPoint, and Google Docs, ReportStudio has the ability to create and automate reports to whatever schedule you wish.
With TapClicks ReportStudio, you can set up recurring reports and quickly create last-minute reports.
TapClicks has a professionally designed suite of reporting templates which you can customize.
As with your dashboard, the TapClicks team can help you set up your Shopify report template where data will automatically be pulled in dynamically from your dashboard.
Reports can start with an executive summary to list milestones and contextualize your agency’s performance towards the client’s big picture goals.
By setting up recurring reports, you can significantly cut down on the time your team needs to spend preparing reports, without sacrificing the quality of the report itself.
Once you’re set up, when you want to present custom reports to your client, instead of bouncing back and forth between Excel spreadsheets and PowerPoint slides, the data you need and have pre-selected will automatically transfer from your Shopify dashboard and populate your slides — saving you significant time.
If you have multiple clients with Shopify stores and need to send out marketing reports manually, it’s a laborious process. TapClicks saves you a significant amount of time by letting you schedule recurring reports.
And, unlike other similar marketing platforms, we don’t limit you to specific days.
When creating a recurring report, you can select how often you want reports to be sent out: every day, every week, every other week, on specific days of the month, and so on.
Plus, reports can be scheduled for a set time period (for example, a specific sales period) and can be sent in all the main file types (PDF, PPT and CSV).
This level of customization and automation gives you a significant amount of flexibility which will delight your clients and allow for scalability.
If you have multiple eCommerce clients with Shopify stores, it’s essential to have a scalable reporting solution.
By using a platform like TapClicks, you can provide your clients with detailed, visually pleasing, and insightful analysis that accurately demonstrates the results of your marketing efforts — while alleviating all the challenges involved with creating manual Shopify reports.
Want to see how easy it is to use our Shopify marketing dashboard and ReportStudio features? Try our free 14-day trial.