The Overview dashboard presents the general health of your ecommerce business through dynamic graphs.

This screen is split into three panels:

You can set your date range for reporting at the top of this screen:

Note: If you do not select a date range, the information displayed in the overview screen will be pulled from all of the information in your database. 


Choose any of the pre-configured ranges, or apply a ‘Custom Range’ by selecting from the orange drop-down list.

The grey date range is for comparison. 

The data in each of the panels on this screen can be exported to a CSV file by selecting EXPORT.

Ecommerce KPIs

Select the time period for your KPIs (key performance indicators) and the stores you wish to report on using the dropdown lists:

Next, select your KPIs:

Valid ordersNumber of valid orders placed
Valid tracked ordersNumber of valid tracked orders placed
Attempted ordersNumber of tracked orders placed - including invalid orders
Total revenueTotal value from valid orders placed
Total taxTotal amount of tax from valid orders placed
Total shippingTotal shipping costs from valid orders placed
Total discountTotal value of discounts on valid orders placed
Total items soldTotal number of items sold in valid orders
Average order valueAverage revenue per valid order placed
Average items per orderAverage number of items per valid order
Visit conversation rateProportion of visits to your online store that have resulted in an order being placed
VisitsTotal number of visits made to your online store
Page viewsTotal number of page views across all visits

The KPIs you select display as tabs above the graph. 

Select each tab to view the associated graph and hover over the value to see the detail:

The 'Previous value' provides a comparison for the date range preceding the range selected. 

E.g. if you selected the last 28 days as your date range, the 'Previous value' is the value for the 28 days before that. 

Customer health overview

This panel reports on the evolution of your customer base using the following KPIs:

Leads acquiredNumber of new contacts acquired without placing an order
Customers gainedNumber of new customers who placed their first valid order
Customers placed second orderNumber of customers who placed their second order
Customers became at riskNumber of customers who entered 'at risk' status
Customers lapsedNumber of customers who entered 'lapsed' status
Customers won backNumber if customers who placed an order after having lapsed

Mouse-over the graph to view results for each date:

Automation campaigns performance

This panel reports on your Ometria email automation performance using the following KPIs:

SendsTotal number of automation campaign emails sent
Open rateProportion of automation campaign emails sent that have been opened at least once
ClicksTotal number of automation campaign emails sent that have been clicked at least once
Click to open rateProportion of automation campaign emails opened that have been clicked
Revenue from emailTotal value of orders attributed to automation campaign emails
Revenue per emailAverage revenue per email generated from automation campaign emails