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Using the Summary Page & Pinning Metrics πŸ“Œ
Using the Summary Page & Pinning Metrics πŸ“Œ

An overview of your Summary page, and the importance of pinning metrics.

Chaim Davies avatar
Written by Chaim Davies
Updated over a week ago

Overview

All the magic of Triple Whale begins on your Summary page; this is where you’ll see a complete breakdown of all your integrations and metrics organized in a user-friendly way.

Your Summary page provides you with a high-level view of all the metrics your business runs on. Say goodbye to manual spreadsheets and the twenty tabs on your browser -- the Summary page aggregates all your data in one place while creating blends and beautiful visualizations. Unlock new insights by building custom metrics and understand your customers in new ways with custom segments.

Pinning Metrics

Pin the most important metrics here, 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 then clicking the πŸ“Œ icon in its upper-left corner.

You can also hover over the trend graphs on the metric tile to see the detailed value at a given date or time on the tile! If you are viewing the Summary Page on a date range larger than one day, the graphs will be broken up by: day, week or month. However, with a single date selected, the trend graphs will show an hourly breakdown.

Sections

By default, each section on the page displays a set of metrics from one of your data sources: Shopify, Facebook, Google, and so on.

Each of your integrations is displayed with all the core metrics you need to make your business thrive; so you can see the health of your business, your marketing spends, and your profitability, all in one place. One login, one dashboard, and all the metrics.

These sections are totally customizable, so you can rearrange the data in a way that works for you. Move around sections, create new ones, or use some of the pre-built templates we've supplied.

We've already built some sweet templates in there for ya -- check out sections like:

  • πŸš€ Paid Media Performance

  • πŸ‘©β€πŸŒΎ Marketing Ecosystem, and

  • ♻️ Customer Mix

Custom Metrics

You can also create Custom Metrics from the drop-down menu in the upper-right corner. And, if you're working with multiple currencies, you can use the Currency Conversion tool here to set a standard across the dashboard.

Lastly, we now have Benchmarks, to see how your company is comparing to similar companies within your industry! Read more about our Benchmarks here. πŸ“ˆ

Segments

You can now filter and segment your Shopify data based on two criteria: Order Tag and Source. Source is being pulled from the "Channel" field in Shopify.

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