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Understand your customers with metrics like new vs. returning customers, customer lifetime value, and average order value. Get insights with a cohort analysis to track customer retention and purchasing patterns over time.
By Porter
+40,000 marketers have downloaded our dashboards
Follow these steps:
Customize the template’s metrics and dimensions as you like. See all available Shopify fields
Date
Customer type
Utilize functions like SUMIF
, VLOOKUP
, IF
, and ARRAYFORMULA
to calculate key metrics like CPA, ROAS, and CTR, automating calculations and combining data fields.
Pull your historical marketing data automatically using our Google Sheets marketing extension.
A Shopify customer & cohort analysis dashboard report should include key metrics such as Total Customers, New Customers, and Returning Customers to provide insights into customer acquisition and retention. Metrics like Customer Lifetime Value (CLTV) and Average Order Value (AOV) for first-time vs. returning customers are essential for understanding the long-term value of different customer segments. Cohort analysis, which groups customers by the time of their first purchase and tracks their purchasing behavior over time, is crucial for identifying trends in customer retention and repeat purchases.
Additionally, the dashboard should feature metrics like Customer Retention Rate and Churn Rate to measure the effectiveness of your retention strategies. Visualizations like cohort behavior charts and month-over-month customer trends help track changes in customer activity over time.
Also, include an auto-sync feature for real-time data updates from Shopify using Porter Metrics Google Sheets extension.
Can I integrate data from other marketing platforms into this template?
While this template is designed specifically for Shopify you can use Google Sheets’ multichannel connectors such as LinkedIn Ads, GA4 to integrate data from other marketing platforms. By combining insights from different sources, you can create a unified view of your overall marketing performance.
To set up email alerts, use the built-in notifications feature in Google Sheets. You can create custom rules to trigger email alerts based on specific conditions, such as when your actual spend exceeds the budget or when pacing percentages hit certain thresholds.
Can I customize the charts in the dashboard?
Yes, you can fully customize the charts in the dashboard. You can choose different chart types, adjust colors, fonts, and styles, add data labels, legends, and trendlines, and customize axes and gridlines to match your reporting needs.