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Get insights into your Shopify inventory: track out-of-stock items, least-sold with excess inventory (liquidate), best-sellers with high stock (promote), and top-sellers with low stock (restock). Monitor key metrics like total sales, orders, inventory levels, and return rates.
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
Costs
Product Name
Product 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 inventory audit dashboard report should include key metrics such as Total Inventory Value, Total Sales, and Stock Levels for each product, giving a clear view of your inventory’s health and sales performance. The dashboard should track metrics like Out-of-Stock Items, Least-Sold Products with High Inventory (for liquidation), and Best-Selling Products with Low Inventory (for restocking) to help manage stock effectively.
Month-over-month trends in Total Inventory Levels and Sales Performance provide insights into inventory and sales fluctuations. Additionally, monitoring metrics like Order Volume and Return Rates by product helps assess product performance and customer satisfaction.
Visualizations such as Inventory Levels by Product, Sales vs. Stock for top-performing items, and a comparison of Fast-Moving vs. Slow-Moving Products help make informed decisions about which products to promote or liquidate. Including actionable insights on Best-Selling Products with High Inventory (for more campaigns) and those with Low Inventory (for restocking) will optimize stock management and marketing strategies.
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.