# How to build a Shopify dashboard

Learn how to build a real-time Shopify dashboard.

Updated over 3 weeks ago

In this guide, we'll cover the basics of building a Shopify dashboard to monitor all your stores’ key data in one place. We'll show you how to start building a dashboard focused on Orders and Sales metrics.

# **Get connected**

To begin, we’ll start by connecting your Shopify account to import your data with these steps:

1. Click the **\+ Add widget** button on your dashboard.
2. Search for and select **Shopify** from the list.
3. Choose the **Start from scratch** option or select a pre-built widget configuration.
4. Follow the prompts to create the connection.
   
   1. In the modal that appears, click Install.
      
      
   2. Log in to your Shopify account when prompted.
   3. Select the store you want to connect with.
   4. Then click Install again to complete the connection.

Now that you’ve connected, we’ll start importing your data. Depending on the volume of data, this may take some time to complete. During this import, you can continue to configure your dashboard or build widgets using other data sources.

# **Create your first widget**

With your Shopify account connected, you can start configuring your widgets:

1. Hover over the top right of your widget, click the ellipsis, then click **Edit**.
2. In the panel that opens, select the metric you wish to display.
   
   1. We’ll select **Net Sales**.
3. In the **Visualization** field, select the option that works best for your data.
   
   1. We'll select Number.
4. Next, click **Set a goal** to add a secondary visualization.
   
   1. Set your goal target value.
   2. Leave the Starting from field set to zero.
   3. Then **click** **Apply**.
5. Hover below the numbers and **add a label** to the widget.
6. Click **Save**.

# **Expand your dashboard**

## **Duplicate widgets to quickly build out the dashboard**

Now that your first widget is built, continue adding more widgets for the same data source quickly with the Duplicate feature:

1. Find the widget you want to copy, hover over the top right corner, click the ellipsis, then click **Duplicate**.
2. On the new copy that appears, hover over the top right of your widget, click the ellipsis, then click **Edit**.
3. Make any necessary changes to the configuration.
   
   1. In the Display field, switch to **Average order value**.
   2. Leave the Visualization type as **Number** and the Time period set for **Today**.
   3. Select **Comparison to Previous Period** and set it to Previous day and Amount for the type.
4. Hover below the numbers and **add a label** to the widget.
   
   1. Add a label for the comparison value as well, e.g., _from yesterday_.
5. Click **Save**.

**Repeat this process** for any other widgets that you’d like to create or add a new widget and select from the pre-built widget options.

## **Arrange the layout of your widgets**

To change the layout of widgets on the dashboard, we can [move and resize widgets or group them together](https://support.geckoboard.com/en/articles/6055766-arrange-widgets-on-a-dashboard) to make the relationship between data clearer.

- Move widgets with drag-and-drop, and as you do, a box will appear indicating where you can drop the widget.

- Resize widgets by hovering, then clicking and dragging one of the sides to change the height or width.

- Group widgets by dragging and dropping a widget onto another to create a group.

# **Explore advanced features**

## **Build a multi-series chart**

A multi-series chart can help you visualize trends across different metrics or properties. There are two types of multi-series charts you can create:

- The [Compare metric](https://support.geckoboard.com/en/articles/6055747-compare-different-metrics-within-the-same-line-chart) option is available within the **Display** field. This can be used, for example, to compare Total Sales versus Net Sales within the same widget.

- The [Split by feature](https://support.geckoboard.com/en/articles/6055724-use-split-by-to-break-up-data-within-the-same-chart) can be used to compare properties within a single metric. Use the **Split by** option to select a Property for which you’d like to see a breakdown, such as Total sales split by sales channel.

## **Drilldown and Source data view**

You can use [Drilldown and Source data](https://support.geckoboard.com/en/articles/7203792-use-drilldown-and-source-data-to-investigate-the-data-behind-your-widgets) to see what’s driving your metrics. Quickly review the root cause behind changes in your data so you can take action.

## **Status indicators and Alerts**

[Status indicators](https://support.geckoboard.com/en/articles/6055745-create-visual-alerts-with-status-indicators) let you create visual alerts on your number and gauge widgets so you can quickly spot important changes in your metrics.

If your team uses Microsoft Teams or Slack for internal communication, you can also [configure alerts to be sent to specific channels](https://support.geckoboard.com/en/articles/8677060-get-notified-in-microsoft-teams-or-slack-when-important-changes-happen-to-a-key-metric) any time your metrics reach a warning or success state. For example, you can configure a widget to notify you in Slack when the number of unfulfilled Shopify orders reaches a level that requires immediate attention.

# **Next steps**

- [Invite users to](https://support.geckoboard.com/en/articles/6055695-invite-new-people-to-your-geckoboard-account) build or view dashboards.
- Share your dashboard with sharing links or [Snapshots for email](https://support.geckoboard.com/en/articles/6055740-email-scheduled-dashboard-screenshots) or [Slack](https://support.geckoboard.com/en/articles/6055749-send-scheduled-dashboard-screenshots-to-slack).
- Use [Send to screen](https://support.geckoboard.com/en/articles/6055746-use-send-to-screen-to-display-your-dashboards) to pair a display to Geckoboard and show your dashboard on screen.