Shopify Process (For 'Yesterday')

  • 1
    Once in Shopify, on the right hand side of the Home screen, you will see a series of metrics. Choose "Yesterday" (if not already chosen) and copy the metric listed "Other." The dollar amount that you see will be pasted in the KPI spreadsheet for "Shopify Recurring Orders."
  • 2
    Within Shopify navigate to Online Store
  • 3
    In the 'Overview', on the right-hand side click the dropdown menu and select "Yesterday" for the day
  • 4
    Under the 'Sales' box, see the dollar amount for 'Total Sales.' Add this number to 'Other" sales dollar amount. Put this number in the KPI spreadsheet next to 'Shopify Total Sales.' So to clarify: 'Sales' dollar amount + 'Other' dollar amount = 'Shopify Total Sales'
  • 5
    Next, repeat the process above for the # of orders from both the 'Sales' box and 'Other' box. So to clarify: 'Sales' order number + 'Other' order number = 'Shopify Total Orders'
  • 6
    Scroll down to the 'Conversion' box. Under the 'Purchased' column copy the percentage and paste it within the KPI spreadsheet next to 'Shopify Purchased Rate'
  • 7
    Under the 'Top Products' box, for each item, copy the metric next to it and paste it into the corresponding field within the KPI spreadsheet. There is a formula in place that will automatically add these numbers together into the 'Total Products Sold' field.
Where to find the "Shopify Recurring Order" metric.

Facebook process (For 'Yesterday')

  • 1
    Within Facebook Business Manager, open up the Ad Manager link found in the left-hand column
  • 2
    On the top right-hand side there are three drop down menus. Click the far right drop down menu and select 'Yesterday'
  • 3
    On the right side below the first three drop down menus there are three more drop down menus. Click the first in the group; 'columns.' Select 'Main Dashboard' from this menu.
  • 4
    Scroll to the right to the 'Amount Spent' column. Take the metric from the bottom of that column 'Total Spent' and paste it into the KPI spreadsheet next to 'Facebook Advertising Total'
  • 5
    Find the 'Cost per Purchase' column and copy and paste the 'Per Action' metric into the KPI spreadsheet next to 'Facebook CPA'
  • 6
    Finally, find the 'Total' under the column called 'Checkouts' and copy and paste the metric next to 'Total Checkouts' within the KPI spreadsheet

Shopify Process (For 'Last 7 Days')

  • 1
    Within Shopify navigate to the 'Online Store' and click 'Overview'
  • 2
    Select 'Last 7 Days' from the drop down menu at the top right of the window
  • 3
    Insert the metric for 'Total Sales' into the field within the KPI Spreadsheet
  • 4
    Insert the metric for 'Order count' into the field within the KPI Spreadsheet
  • 5
    Under the 'Conversion' box, view the metric for 'Purchased rate' and insert it into the field within the KPI Spreadsheet
  • 6
    To get the metrics for 'Total Units Sold' navigate to the 'Top Products' box and click the 'View Report' link
  • 7
    Look at the 'Units Sold' column and for each item, insert the metric into the field in the KPI Spreadsheet in the field next to the item name
  • 8
    In the second column next to the item name, insert the dollar amount found in the 'Gross Sales by Product' report next to each item name into the correct field within the KPI Spreadsheet
  • 9
    To find metrics for the 'Inventory on Hand' section of the KPI Spreadsheet, navigate to 'Products' within Shopify
  • 10
    Then select 'Inventory' from the left-hand side
  • 11
    Sort by highest quantity of products and enter each number for each item into the KPI Spreadsheet

Facebook Process (For 'Last 7 Days')

  • 1
    Using the top right-hand dropdown menu to select 'Last 7 Days'
  • 2
    On the right side below the first three drop down menus there are three more drop down menus. Click the first in the group; 'columns.' Select 'Main Dashboard' from this menu.
  • 3
    Scroll to the right to the 'Amount Spent' column. Take the metric from the bottom of that column 'Total Spent' and paste it into the KPI spreadsheet next to 'Facebook Advertising Total'
  • 4
    Find the 'Cost per Checkout' column and copy and paste the 'Per Action' metric into the KPI spreadsheet next to 'Facebook CPA'
  • 5
    Finally, find the 'Total' under the column called 'Checkouts' and copy and paste the metric next to 'Total Checkouts' within the KPI spreadsheet

Amazon Process (For 'Last 7 Days')

  • 1
    Within Amazon Seller Central, at the bottom of the 'Sales Summary' box, click 'View more of your sales statistics'
  • 2
    Select 'Sales and Traffic' from the left-hand side of the window
  • 3
    Select '7D' to only view the past seven days of sales activity
  • 4
    Insert the totals for 'Ordered Product Sales,' 'Total Order Items,' and 'Order Item Session Percentage' into the KPI Spreadsheet into the correct fields
  • 5
    In Amazon's 'Campaign Manager' within the Seller Central, using the right-hand drop down menu select 'Week to Date' to view the past 7 days of activity
  • 6
    Insert the totals for 'Spend,' 'Sales,' and 'ACos' into the KPI Spreadsheet into the correct fields
  • 7
    To find metrics for the 'Amazon Inventory', navigate to 'Inventory' towards the top right-hand side of Amazon's Seller Central and select 'Manage Inventory'
  • 8
    Find the 'Available' column and insert the metric shown here into the correct field within the KPI Spreadsheet

Video Instructions (For Reference):

Video walkthrough of each update: DropBox Link

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