Ira Bodnar·November 11, 2026·Updated November 11, 2026·12 min read

Shopify dashboard: metrics, template and AI prompt

Quick answer: A Shopify dashboard needs 13 metrics on 5 panels. Ryze AI is the best option for asking questions about a Shopify store in plain language from chat or Claude, with one caveat: the default connection reads only the last 60 days of orders.

Below: metrics with API field names, a 5-panel template, the native and ShopifyQL options, prompts and a weekly routine.

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Shopify dashboard at a glance

5 panels, read top to bottom once a week.

1Sales and ordersLast 7 days vs prior 7
Metrics: Order total, order count, a 30-day daily line
Question it answers: What did the store sell?
2Order valueLast 7 days vs prior 7
Metrics: Average order value, discounts, shipping, tax
Question it answers: Is each order worth more or less?
3Refunds and returnsLast 7 days vs prior 7
Metrics: Refunded amount, refund rate, return status
Question it answers: How much came back?
4ProductsLast 7 days
Metrics: Line items by title and quantity
Question it answers: What is selling?
5Order sourcesLast 30 days
Metrics: Orders by source name
Question it answers: Where do orders come from?

#	Panel	Range	Metrics	Question it answers
1	Sales and orders	Last 7 days vs prior 7	Order total, order count, a 30-day daily line	What did the store sell?
2	Order value	Last 7 days vs prior 7	Average order value, discounts, shipping, tax	Is each order worth more or less?
3	Refunds and returns	Last 7 days vs prior 7	Refunded amount, refund rate, return status	How much came back?
4	Products	Last 7 days	Line items by title and quantity	What is selling?
5	Order sources	Last 30 days	Orders by source name	Where do orders come from?

The next section maps each metric to its Admin GraphQL field.

The 13 Shopify dashboard metrics and their API fields

13 metrics answer 3 weekly questions: what sold, what each order was worth, and what came back.

Field names come from Shopify's Order object reference and the ordersCount query in the GraphQL Admin API. A query or an AI agent can pull the exact field when it knows the name.

Order count
Plain definition
Orders matching a search filter
API field
ordersCount.count
How to read it
Default cap is 10,000; check precision for exact or estimated
Order total
Plain definition
The order's total price
API field
Order.totalPriceSet
How to read it
A MoneyBag: pick shopMoney for the store currency
Current order total
Plain definition
The order's total price after edits and refunds
API field
Order.currentTotalPriceSet
How to read it
Use it when you want the amount after changes
Subtotal
Plain definition
Order price before shipping and tax
API field
Order.subtotalPriceSet
How to read it
Can be null
Discounts
Plain definition
Discount amount on the order
API field
Order.totalDiscountsSet
How to read it
Divide by subtotal for a discount rate
Shipping
Plain definition
Shipping charged on the order
API field
Order.totalShippingPriceSet
How to read it
Watch it against the order total
Tax
Plain definition
Tax on the order
API field
Order.totalTaxSet
How to read it
Can be null
Refunded amount
Plain definition
Amount refunded on the order
API field
Order.totalRefundedSet
How to read it
Sum it for the period
Return status
Plain definition
Where returns on the order stand
API field
Order.returnStatus
How to read it
Count orders by value
Order date
Plain definition
When the order was created
API field
Order.createdAt
How to read it
Group by day for the 30-day line
Line items
Plain definition
The products on the order
API field
Order.lineItems
How to read it
A paginated connection; ask for title and quantity
Order source
Plain definition
Where the order was created, as a name
API field
Order.sourceName
How to read it
Can be null
Average order value
Plain definition
Order total divided by order count
API field
Calculated from totalPriceSet and ordersCount
How to read it
Compute it yourself in a query-based dashboard

Metric	Plain definition	API field	How to read it
Order count	Orders matching a search filter	ordersCount.count	Default cap is 10,000; check precision for exact or estimated
Order total	The order's total price	Order.totalPriceSet	A MoneyBag: pick shopMoney for the store currency
Current order total	The order's total price after edits and refunds	Order.currentTotalPriceSet	Use it when you want the amount after changes
Subtotal	Order price before shipping and tax	Order.subtotalPriceSet	Can be null
Discounts	Discount amount on the order	Order.totalDiscountsSet	Divide by subtotal for a discount rate
Shipping	Shipping charged on the order	Order.totalShippingPriceSet	Watch it against the order total
Tax	Tax on the order	Order.totalTaxSet	Can be null
Refunded amount	Amount refunded on the order	Order.totalRefundedSet	Sum it for the period
Return status	Where returns on the order stand	Order.returnStatus	Count orders by value
Order date	When the order was created	Order.createdAt	Group by day for the 30-day line
Line items	The products on the order	Order.lineItems	A paginated connection; ask for title and quantity
Order source	Where the order was created, as a name	Order.sourceName	Can be null
Average order value	Order total divided by order count	Calculated from totalPriceSet and ordersCount	Compute it yourself in a query-based dashboard

3 things that trip up a first dashboard

The 60-day window. Per Shopify's Order reference, only the last 60 days of orders are accessible by default; older records need the read_all_orders scope, which Shopify says an app must request access to. A 90-day trend will be cut short without it.
Money bags. Price fields return a MoneyBag with shopMoney and presentmentMoney. Pick one and keep it for the whole dashboard so currencies do not mix.
Pagination. A count or a list stops at a cap. Shopify documents pagination limits of 25,000 objects, and ordersCount stops at 10,000 by default.

Refund rate and average order value are not fields: divide the refunded amount or the order total by the right base yourself. For definitions of the same ideas inside Shopify admin reports, see Shopify's own report pages.

The Shopify dashboard template: 5 panels

Put the 13 metrics on 5 panels, ordered from sales to sources.

1. Sales and orders
Tiles or chart
Order total, order count, plus a daily line of order total
Date range
Last 7 days; line: last 30 days
Compare with
Previous 7 days
2. Order value
Tiles or chart
Average order value, discounts, shipping, tax
Date range
Last 7 days
Compare with
Previous 7 days
3. Refunds and returns
Tiles or chart
Refunded amount, refund rate, orders by return status
Date range
Last 7 days
Compare with
Previous 7 days
4. Products
Tiles or chart
Table of line item titles with quantity sold
Date range
Last 7 days
Compare with
Previous 7 days
5. Order sources
Tiles or chart
Orders by source name
Date range
Last 30 days
Compare with
None

Panel	Tiles or chart	Date range	Compare with
1. Sales and orders	Order total, order count, plus a daily line of order total	Last 7 days; line: last 30 days	Previous 7 days
2. Order value	Average order value, discounts, shipping, tax	Last 7 days	Previous 7 days
3. Refunds and returns	Refunded amount, refund rate, orders by return status	Last 7 days	Previous 7 days
4. Products	Table of line item titles with quantity sold	Last 7 days	Previous 7 days
5. Order sources	Orders by source name	Last 30 days	None

These 3 GraphQL sketches feed panels 1 to 4. We have not run them against a store, so check each in Shopify's GraphiQL app or your own store before you rely on it. Change the date to the Monday that starts your week.

GraphQL: panels 1, 2, 3 and 5, recent orders

query WeeklyOrders { orders(first: 50, query: "created_at:>=2026-11-03", sortKey: CREATED_AT, reverse: true) { nodes { createdAt totalPriceSet { shopMoney { amount currencyCode } } totalDiscountsSet { shopMoney { amount } } totalShippingPriceSet { shopMoney { amount } } totalTaxSet { shopMoney { amount } } totalRefundedSet { shopMoney { amount } } returnStatus sourceName } pageInfo { hasNextPage endCursor } } }

GraphQL: panel 1, order count

query WeeklyOrderCount { ordersCount(query: "created_at:>=2026-11-03") { count precision } }

GraphQL: panel 4, line items

query WeeklyLineItems { orders(first: 50, query: "created_at:>=2026-11-03") { nodes { lineItems(first: 20) { nodes { title quantity } } } } }

For the previous week, repeat each query with a created_at range for the week before. For account totals, add the amounts and then divide; averaging per-order values by hand drifts when orders are few.

Option 1: the Analytics dashboard inside Shopify admin

Shopify admin has its own Analytics dashboard and 11 default report categories, inside admin.

Per Shopify Help Center, the Analytics dashboard shows key sales, sessions and fulfillment metrics across all sales channels for any date range, with comparison across periods. Cards can be added, removed, rearranged, grouped into labeled sections and resized, and metrics update within about 1 minute.

The default reports are grouped into acquisition, behavior, customers, finance, fraud, inventory, marketing, orders, profit, retail sales and sales.

Shopify's help page also notes a September 2026 change to how sessions are measured, which can shift session and conversion rate figures without a change in real traffic. Check it before you compare conversion rate across that date.

This option is live and has the most complete store data, including traffic. It shows Shopify data only, and a fixed weekly layout needs you to open it and read it yourself.

Option 2: ShopifyQL, Shopify's query language

ShopifyQL is a SQL-like language that returns a table for a store question such as total sales last month.

According to the ShopifyQL overview, queries use FROM to choose a dataset, SHOW for metrics, and optional GROUP BY, SINCE, UNTIL, COMPARE TO, WHERE and ORDER BY. Common metrics named there include total_sales, orders, average_order_value and conversion_rate. It runs in the ShopifyQL editor in Shopify admin and through the GraphQL Admin API.

GraphQL: shopifyqlQuery, example from Shopify's docs

query { shopifyqlQuery(query: "FROM sales SHOW total_sales GROUP BY month SINCE -3m") { tableData { columns { name dataType displayName } rows } parseErrors } }

Per the shopifyqlQuery reference, it needs the read_reports scope and level 2 access to protected customer data, and it returns tabular data only. We did not test it through the Ryze AI connector, so treat ShopifyQL through shopify__read as unverified.

Pick ShopifyQL when you want Shopify's own metric definitions, including sessions and conversion rate, in a table you can chart elsewhere.

Option 3: the Ryze AI prompt that reads your store

Ryze AI reads a Shopify store through a read tool that runs Admin GraphQL queries, so you describe the 5 panels and ask for tables back.

In Ryze AI, open Integrations, click Connect on the Shopify card, type your .myshopify.com domain (not your custom domain) and approve the access prompt in Shopify admin. No API keys are needed. The Ryze AI Shopify guide has the screens. The same prompt works in Claude or ChatGPT once you add https://connector.get-ryze.ai/mcp as a custom connector; the Shopify MCP page lists the 5 tools.

Prompt: Ryze AI chat or Claude with the Ryze AI connector

Use my Shopify store [store name]. Read only: change nothing. Build a weekly dashboard as 5 tables, last 7 days vs the 7 before, using the store currency: 1. Sales and orders: order total and order count, plus a daily line for the last 30 days. 2. Order value: average order value (order total / order count), discounts, shipping and tax. 3. Refunds and returns: refunded amount, refund rate (refunded / order total) and orders by return status. 4. Products: the [10] line item titles with the highest quantity sold. 5. Order sources: order count by source name for the last 30 days. Tell me if the 60-day order window cuts any panel short.

What comes back depends on what the store holds and on the scopes of the connection. Ask the agent to name the fields it used so you can compare them with the table above.

What the default connection cannot show

Orders older than 60 days stay hidden unless a custom app connection has the read_all_orders scope.
Customer records are not requested by the default connection; they need a custom app with that scope.
Traffic, sessions and conversion rate are not among the documented tools, so read them in Shopify Analytics.
Full-catalog bulk exports are not downloadable through the tools; the agent pages through the Admin API instead.

A custom app is set up on the Custom app tab with your store domain, Client ID and Client secret from the Shopify Dev Dashboard. The custom app guide has the steps.

Check approvals first. In Ryze AI chat, the Tool approvals picker starts on Skip all approvals; switch it to Approve write & delete (reads run freely, changes need approval) or Manual approve. In Claude, set write and delete tools to Needs approval under Customize > Connectors > Ryze AI > Tool permissions. Every prompt here says read only because the Shopify tools can also write and delete.

For the wider picture of Shopify with an AI agent, see the Ryze AI marketing agent for Shopify and the best MCP servers for Shopify.

A weekly routine for the dashboard

Review the dashboard once a week, on the same day, for the last full week, and re-read the week before.

1. Refresh
Check
Open or re-run the data before reading
Panel
All
Act when
Numbers are older than the last order
2. Sales
Check
Order total and count against the week before
Panel
1
Act when
Order count fell while the order total held
3. Value
Check
Average order value, discounts, shipping
Panel
2
Act when
Discounts rose faster than orders
4. Refunds
Check
Refunded amount and return status
Panel
3
Act when
Refunds cluster on one product
5. Products
Check
Top line items
Panel
4
Act when
A top product has low stock or a thin page
6. Sources
Check
Orders by source name
Panel
5
Act when
One source dropped sharply

Step	Check	Panel	Act when
1. Refresh	Open or re-run the data before reading	All	Numbers are older than the last order
2. Sales	Order total and count against the week before	1	Order count fell while the order total held
3. Value	Average order value, discounts, shipping	2	Discounts rose faster than orders
4. Refunds	Refunded amount and return status	3	Refunds cluster on one product
5. Products	Top line items	4	A top product has low stock or a thin page
6. Sources	Orders by source name	5	One source dropped sharply

Write each change you make next to the date. Refunds are booked after the order, so last week's refunded amount can grow after your review.

If a dashboard panel points to a product, you can ask Ryze AI to edit that product's content or SEO fields. Ryze AI chat starts on Skip all approvals, so set Tool approvals before you ask for changes on a live store.

Shopify Analytics vs ShopifyQL vs Ryze AI

Shopify Analytics suits a fixed view you open yourself; Ryze AI suits questions you put to the store in a sentence.

Price
Shopify Analytics
Inside Shopify admin; plan availability not checked
ShopifyQL
Inside Shopify admin and the Admin API; plan availability not checked
Ryze AI
Paid Ads plan, $89 a month, 7-day free trial
How you build it
Shopify Analytics
Arrange metric cards
ShopifyQL
Write a query
Ryze AI
Describe the panels in chat
Traffic and sessions
Shopify Analytics
Yes
ShopifyQL
Yes, in its datasets
Ryze AI
Not among the documented tools
Order history
Shopify Analytics
Per Shopify's reports
ShopifyQL
Per Shopify's datasets
Ryze AI
Last 60 days on the default connection
Several stores
Shopify Analytics
One store admin at a time
ShopifyQL
One store
Ryze AI
Several stores per workspace, one primary
Changing the store
Shopify Analytics
Through admin pages
ShopifyQL
Read only
Ryze AI
Product, collection, page and blog edits under your Tool approvals setting
Other platforms in one chat
Shopify Analytics
Shopify only
ShopifyQL
Shopify only
Ryze AI
Google Ads, Meta Ads, GA4 and Search Console tools from the same connector URL, when connected in the same workspace

Question	Shopify Analytics	ShopifyQL	Ryze AI
Price	Inside Shopify admin; plan availability not checked	Inside Shopify admin and the Admin API; plan availability not checked	Paid Ads plan, $89 a month, 7-day free trial
How you build it	Arrange metric cards	Write a query	Describe the panels in chat
Traffic and sessions	Yes	Yes, in its datasets	Not among the documented tools
Order history	Per Shopify's reports	Per Shopify's datasets	Last 60 days on the default connection
Several stores	One store admin at a time	One store	Several stores per workspace, one primary
Changing the store	Through admin pages	Read only	Product, collection, page and blog edits under your Tool approvals setting
Other platforms in one chat	Shopify only	Shopify only	Google Ads, Meta Ads, GA4 and Search Console tools from the same connector URL, when connected in the same workspace

Shopify's own AI and MCP options

Sidekick is Shopify's AI assistant inside admin, which Shopify says can summarize, compare or forecast store data. Shopify's Dev MCP server runs locally with no authentication and covers developer docs and code validation, not store data. Shopify's store-facing MCP endpoints (catalog, cart, checkout, order tracking) sit at https://{shop}/api/ucp/mcp and serve shopping agents, not merchant reporting. The Ryze AI connector at https://connector.get-ryze.ai/mcp is the one in this list that reads orders for reporting.

Which Shopify dashboard to use

Match the tool to what you need to see and how you want to ask for it.

Sessions and conversion rate matter most
Use
Shopify Analytics
Why
Traffic data lives there
You write queries and want Shopify's metric definitions
Use
ShopifyQL
Why
Same definitions as the reports
You want orders, refunds and products in plain language, plus edits to products
Use
Ryze AI
Why
One chat reads and, if you allow it, edits the store
You already work in Claude or ChatGPT
Use
The Ryze AI connector
Why
Same tools in your client

Your situation	Use	Why
Sessions and conversion rate matter most	Shopify Analytics	Traffic data lives there
You write queries and want Shopify's metric definitions	ShopifyQL	Same definitions as the reports
You want orders, refunds and products in plain language, plus edits to products	Ryze AI	One chat reads and, if you allow it, edits the store
You already work in Claude or ChatGPT	The Ryze AI connector	Same tools in your client

Ryze AI limits for this job: it is paid after the trial, the default connection sees 60 days of orders, and the connector needs an active plan or trial. For the tool list and setup per client, see the Shopify MCP page.

Shopify API limits that shape a dashboard

Three documented limits matter most: the order window, the count cap and the rate limit.

Orders: 60 days by default; read_all_orders for more, per the Order reference.
Counts and pages: ordersCount stops at 10,000 by default, and pagination tops out at 25,000 objects, per Shopify API limits.
Rate: the GraphQL Admin API uses a leaky bucket with query cost set by plan tier, per Shopify rate limits. We did not record the per-plan numbers; check that page.

A throttle error means the query was too heavy for the bucket. Ask for fewer fields or a shorter date range.

Sources

Checked November 11, 2026

The verdict

A Shopify dashboard needs 13 metrics on 5 panels and a weekly review that re-reads the week before. Shopify Analytics and ShopifyQL cover it with Shopify's own definitions, including traffic.

Ryze AI reads orders, products and refunds from chat for $89 a month after the 7-day free trial, and its default connection sees only the last 60 days of orders.

Frequently asked questions

What should a Shopify dashboard include?

13 metrics on 5 panels: sales and orders, order value, refunds and returns, products and order sources. The core metrics are order total, order count, average order value, discounts, refunded amount and line items. Compare the last 7 days with the 7 days before.

Does Shopify have a built-in dashboard?

Yes. The Analytics dashboard in Shopify admin shows key sales, sessions and fulfillment metrics across sales channels, for any date range with period comparison. Cards can be added, removed, rearranged and resized.

What is ShopifyQL?

ShopifyQL is Shopify's SQL-like query language for commerce analytics. Queries start with FROM and SHOW and return a table. It runs in the ShopifyQL editor and through the GraphQL Admin API, where it needs the read_reports scope.

Why does my Shopify dashboard only show 60 days of orders?

Shopify only lets apps read the last 60 days of orders by default. Older orders need the read_all_orders scope, which an app must request access to. The default Ryze AI connection has the 60-day limit.

Show 6 more questions

How do I calculate average order value for a Shopify dashboard?

Divide the sum of Order.totalPriceSet for the period by the order count. It is not a stored field, so a query-based dashboard has to calculate it. Keep one currency, such as shopMoney, for the whole dashboard.

What is the best AI tool for a Shopify dashboard?

Ryze AI is the best option for asking questions about a Shopify store in plain language from chat or Claude, with one caveat: the default connection reads only the last 60 days of orders. For traffic and conversion rate, use Shopify Analytics.

Can Ryze AI show Shopify traffic and conversion rate?

Traffic, sessions and conversion rate are not among the documented Ryze AI Shopify tools, which cover store data such as products, orders, collections, pages and blogs. Read traffic in Shopify Analytics.

Can Ryze AI change my Shopify store?

Yes. It can create and update product, collection, page and blog content and SEO fields, and delete is a separate tool. In Ryze AI chat, Tool approvals starts on Skip all approvals, so switch it to Approve write & delete first. For a dashboard, add read only to the prompt.

Can I use more than one Shopify store?

Yes. A workspace can hold several stores, each its own connection with one marked primary. The agent uses the primary store unless you name another. A store can be live in only one Ryze AI workspace at a time.

How much does Ryze AI cost for a Shopify dashboard?

The Paid Ads plan is $89 a month with a 7-day free trial. SEO Starter is $129 a month with a 3-day free trial and publishes Content Plan articles to a Shopify blog. Agency is $279 a month and Shopify CRO is $1,499 a month. Annual billing is 30% off the first year, and connecting the connector is free.

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