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Shopify sales & orders dashboard template for Google Sheets

Track your Shopify store’s performance by monitoring total sales, net sales, orders, and average order value. Analyze sales trends by customer type, source/channel, and product category to identify growth opportunities

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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 the period?
  • How does Average Order Value (AOV) vary month to month?
  • How many total orders were placed in each month?
  • What is the trend of sales and orders month over month?
  • What are the total expenses related to shipping, returns, and discounts?
  • How many orders came from new customers versus returning customers?
  • What is the sales contribution of new customers versus returning customers?
  • How much did returns impact total net sales?
  • Which months had the highest number of orders and total sales?
  • What is the breakdown of shipping costs, returns, and discounts by customer type?
  • How much was spent on shipping for new and returning customers?
  • How do sales and AOV compare across different months?
  • Which customer group (new or returning) generated more revenue?

How to set up this Google Sheets template?

Copy the Shopify sales & orders 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

  • Costs

    • Shipping
    • Refunds
    • Discounts

Dimensions

  • Date

    • Order creation date

  • Customer type

    • New customer
    • Returning customer

  • Order breakdown

    • Order name
    • Order is confirmed

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 sales & orders dashboard report should include key metrics such as Total Sales, Net Sales, Orders, and Average Order Value (AOV) to provide a comprehensive view of store performance. Metrics like Sales by Customer Type (first-time vs. returning) and Orders by Source/Channel help in understanding customer behavior and identifying the most effective marketing channels. Including visualizations like sales trends and order volume by month can help track performance over time.
Additionally, the dashboard should feature metrics like Shipping Costs, Discounts, and Returns to offer insights into operational efficiency and profitability. These financial metrics, combined with sales and order data, provide a well-rounded understanding of store health, allowing for data-driven decisions to optimize revenue and reduce costs.
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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