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Shopify client acquisition source dashboard template for Google Sheets

Evaluate your marketing channels by reviewing total sales, customer acquisition cost, return on ad spend, and orders by source. Compare conversion rates and average order value across acquisition channels to optimize your ad spend.

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By Porter

This template is built by the same marketers behind all our tutorials, support, and our template gallery.

Data sources included

+40,000 marketers have downloaded our dashboards

Questions you can answer using this Shopify dashboard template

  • What are the total sales and net sales for first-time vs. returning customers?
  • How many total orders were placed by first-time vs. returning customers?
  • What is the average order value (AOV) for first-time vs. returning customers?
  • How do sales and net sales trend month-to-month?
  • Which acquisition sources (Google, Instagram, Facebook, etc.) generated the most sales?
  • Which acquisition sources have the highest Average Order Value (AOV)?
  • What is the order volume and AOV per acquisition source?
  • Which marketing channels (e.g., CPC, social, email) drive the most total sales?
  • What is the sales breakdown by customer type (first-time vs. returning) across different acquisition sources?
  • Which source (Google, Bing, etc.) generated the highest sales for first-time and returning customers?
  • What is the most effective channel for acquiring new customers based on total sales and order quantity?
  • What is the month-over-month performance comparison of key metrics (sales, net sales, orders)?
  • Which acquisition sources are the most cost-effective in terms of sales vs. AOV?

How to set up this Google Sheets template?

Copy the Shopify client acquisition source dashboard template for Google Sheets in one click and automate your reporting

Follow these steps:


  • Step 1: Make a copy of the template.

  • Step 2: Download the extension and authorize your profile.

  • Step 3: Choose the accounts you want to pull data from.

  • Step 4: Use our prebuilt queries or build one from scratch to automate your data collection. Alternatively, you can input data manually.

  • Step 5: Set up automatic refresh to keep your dashboard updated.


Metrics and dimensions included

Customize the template’s metrics and dimensions as you like. See all available Shopify fields

Metrics

  • Sales

    • Total Sales
    • Net Sales
    • Gross Sales
    • Average Order Value (AOV)

  • Customizable charts

    • Total orders
    • AOV

Dimensions

  • Date

    • Order creation date

  • Customer type

    • New customer
    • Returning customer

  • UTM

    • UTM Source
    • UTM Medium
    • UTM Campaign
    • UTM Content

Features

You can customize your marketing reports directly in Google Sheets with your logo, colors, and branding.
Set up email alerts using conditional notifications when a cell value changes.
Edit all charts and change style values, and then paste them on your Google Slides so they can auto sync.

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.

Filter by date, campaign, channel, and more to get the insights you need.
Set, track, and achieve marketing goals with real-time updates.
Set sync intervals to match your reporting needs, whether daily, weekly, or monthly.
Connect Google Analytics, Facebook Ads, Instagram, LinkedIn, and more to create a unified view of your marketing performance.

FAQs

A Shopify client acquisition source dashboard report should include key metrics such as Total Sales, Orders, and New Customers by acquisition source (e.g., Google, Facebook, Instagram) to provide insights into which marketing channels are driving the most conversions.
Metrics like Customer Acquisition Cost (CAC) and Return on Ad Spend (ROAS) for each source are essential for understanding the efficiency of your marketing efforts. Tracking Average Order Value (AOV) and Conversion Rate by acquisition source helps identify which channels bring in high-value customers.
Additionally, the dashboard should feature metrics like Traffic, Impressions, and Click-Through Rate (CTR) for each channel to measure top-of-funnel performance. Visualizations such as sales and order volume trends by source and a comparison of CAC vs. ROAS across channels will help identify the most cost-effective acquisition sources.
Also, include an auto-sync feature for real-time data updates from Shopify using Porter Metrics Google Sheets extension.

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.

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.

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