CartOS Analytics gives you insight into how your store is performing. The dashboard provides a quick snapshot of key metrics, while Reports offers detailed analysis for deeper dives into your data.
The Dashboard
Your admin dashboard is the first thing you see when you log in. It's designed to give you a quick pulse check on your store without clicking through multiple pages.
Key metrics
The top of the dashboard displays your most important numbers at a glance:
- Total Sales – Revenue generated in the selected time period
- Orders – Number of orders placed
- Average Order Value – Mean revenue per order
- Conversion Rate – Percentage of visitors who made a purchase
Each metric shows the current value along with a comparison to the previous period, so you can quickly see if things are trending up or down.
Sales chart
Below the key metrics, a sales chart visualizes your revenue over time. Toggle between daily, weekly, or monthly views depending on the timeframe you're analyzing. Hover over any point to see exact figures for that day or period.
Date range
Use the date picker in the top right to change the time period. Common presets include Today, Yesterday, Last 7 Days, Last 30 Days, This Month, and Last Month. You can also set a custom date range for specific analysis.
When you change the date range, all dashboard metrics and charts update to reflect that period. Comparison percentages adjust to compare against the equivalent previous period.
Recent activity
The dashboard also shows recent orders and activity, giving you a live feed of what's happening in your store. Click any order to jump directly to its detail page.
Quick Actions
Quick Actions is your shortcut menu for common tasks and deeper tools. Access it from the Quick Actions button in your admin header or sidebar. From here you can jump to frequently used pages, create new products or orders, and access Reports.
Reports
For in-depth analysis beyond the dashboard overview, go to Quick Actions › Reports. Reports provides detailed breakdowns across every aspect of your store, with filtering, comparisons, and export options.
Sales reports
Dive deep into your revenue data with sales reports:
- Sales over time – Detailed revenue breakdown by day, week, or month with trend analysis
- Sales by product – See which products generate the most revenue and units sold
- Sales by channel – Compare performance between online store, POS, and other sales channels
- Sales by discount – Track how discount codes impact revenue and order volume
- Sales by traffic source – Understand which marketing channels drive the most sales
Order reports
Analyze order patterns and fulfillment performance:
- Orders over time – Order volume trends and patterns
- Fulfillment times – Track how quickly orders move from placed to shipped
- Shipping methods – See which shipping options customers choose most
- Returns and refunds – Monitor return rates and refund amounts
Customer reports
Understand your customers and their behavior:
- Customer acquisition – New customers over time and acquisition sources
- Returning customers – Repeat purchase rates and customer retention
- Customer lifetime value – Average revenue per customer over their relationship with your store
- Geographic distribution – Where your customers are located
Product reports
Identify your winners and underperformers:
- Top products – Best sellers by revenue or units
- Product views – Which products get the most attention
- Conversion by product – View-to-purchase rates for each product
- Inventory value – Current stock levels and their cost value
Traffic reports
See how visitors find and interact with your store:
- Sessions over time – Visitor traffic trends
- Traffic sources – Direct, organic search, social, referral, and paid channels
- Landing pages – Which pages visitors enter your store through
- Device breakdown – Desktop vs. mobile vs. tablet usage
Working with reports
Filtering
Most reports support filters to narrow down the data. Filter by date range, product, collection, customer segment, sales channel, or other dimensions depending on the report. Combine multiple filters to answer specific questions about your business.
Comparisons
Enable comparison mode to see how a metric performs against a previous period. This makes it easy to spot growth, seasonality, or the impact of changes you've made to your store.
Exporting data
Export any report to CSV for further analysis in a spreadsheet or for sharing with your team. Click the Export button to download the current report with all applied filters.
Saving custom reports
If you frequently run the same report with specific filters, save it as a custom report. Configure the report how you want it, then click Save Report. Your saved reports appear in the Reports menu for quick access.
Real-time data
Dashboard metrics update in near real-time—new orders appear within seconds. Reports may have a slight delay (usually a few minutes) as data is processed for accurate aggregation.
For live monitoring during sales events or launches, keep your dashboard open. It will automatically refresh to show new activity.
Connecting external analytics
CartOS analytics focuses on commerce data. For broader website analytics—bounce rates, session duration, detailed user flows—you may want to connect Google Analytics or another analytics platform.
Go to Settings › Integrations to add your Google Analytics tracking ID. Once connected, CartOS sends e-commerce events to GA, giving you the best of both: commerce-specific insights in CartOS and comprehensive web analytics in Google Analytics.