understanding the dashboard

When you log in to Portfolytics, the dashboard is built to give you a quick overview of what’s happening in your store – and where your products are performing (or not).

No digging through reports or searching for hidden data. Everything updates automatically.

The top bar: what you’ll use most

The menu at the top lets you switch between different ways to look at your store’s performance:

• Hierarchy
• Collections
• Tags

Start with Collections if you’re not sure where to begin. The default report is called Sales which is a great place to start. We’ll cover Sales vs Inventory in more detail here but everything here applies to all the dashboards. We’re trying to keep things simple.

Key numbers (KPIs)

Just under the menu you’ll see big numbers – those are your Key Performance Indicators. These update based on the date range and other filters (totally optional) you choose.

Some of the things you’ll see:

• Total sales €
• Number of Collections online
• AOV and average product price

It’s a quick pulse check. You don’t need to click anything to see what’s going on.

filtering

In the top right, you can choose which time period you want to analyze. You might want to look at just the past 30 days, or see how your store did during a specific campaign. Every view in the app updates to reflect your selected date range.

You can optionally also filter by the client country or the product vendor. Up to you.

Drill down by clicking

Portfolytics is built so you can click on (almost) anything and dig deeper.

• Click a collection to see which products in that collection sold
• Click a main category in your hierarchy to open subcategories
• Click a tag or product type to update the product table below

The product table always responds to your selection. No need to refresh or reapply filters.

The product table

At the bottom of most views is the product table. Depending on the report you might see:

• name of the product
• sales for the product
• Product type

If you’ve selected a tag, collection, or category, the table will only show products from that group.

You can sort by sales, orders or name by clicking the column header.

No setup needed

Even if you haven’t created a hierarchy or added custom tags, the dashboard still works.

You’ll get even more value once you organize your products into groups – but nothing breaks if you don’t.