Overview
The Summary report consolidates key metrics from all your integrated channels, providing a single source of truth with real-time insights.
Say goodbye to manual spreadsheets and the twenty tabs on your browser, and hello to a single report that aggregates all your data into one place with beautiful visualizations. Unlock new insights by building custom metrics, and understand your customers in new ways with custom data segments.
Set Your KPIs
Triple Whale provides tons of data, but you may want to highlight a few metrics that are particuarly important to you.
Pin the most important metrics to your Pinned section a so you can instantly see the data that matters most to you the moment you arrive.
You can pin any metric on the dashboard by hovering your mouse over the metric tile and clicking the 📌 icon.
Sections
By default, each section on the page displays a set of metrics from one of your data integrations: Store Metrics, Meta, Google, Klaviyo, and so on. You will also see sections for Web Analytics (including data tracked on your site using the Triple Whale Pixel) and Custom Expenses (including COGs data imported from Shopify and expenses manually input in your Cost Settings).
Sections are completely customizable: drag and drop the data tiles, hide/display specific metrics, or pivot to a table view for a more streamlined look.
Move around entire sections and customize the size of metric tiles by clicking Edit Report.
Dig Into Data
All metrics on the Summary report are based on the timeframe selected. Simply hover your mouse over the trend graph of a given metric tile to see how that value has changed over time. Click on a metric to see a bar graph view and view comparison data with the previous time period.
Custom Metrics
Creating custom metrics has never been easier. Our no-code metric builder makes it simple to blend metrics into complex formulas and save the results directly to your report. Click Edit Report > Create Custom Metric to get started.
Filter Data
Looking to exclude specific data from your Summary report? Create a data filter to ensure you're seeing the numbers your team needs for making decisions.
