Analytics Dashboard: CheckoutOS docs

The Analytics Dashboard provides a comprehensive view of your checkout performance. Track key metrics like AOV lift, conversion rates, and revenue attribution to understand the impact of CheckoutOS on your business.

Real-Time Data

Dashboard data updates in real-time, so you can see the impact of changes immediately. Historical data is available for trend analysis and reporting.

Dashboard Overview

The main dashboard displays:

Dashboard Sections

Revenue summary — Total revenue, CheckoutOS-attributed revenue
AOV metrics — Average order value with/without upsells
Conversion funnel — Checkout started → completed → upsell accepted
Feature performance — Revenue by feature (upsells, bundles, extensions)
Trend graphs — Performance over time
Recent orders — Latest orders with CheckoutOS features

Key Metrics Cards

The top of the dashboard shows your most important metrics at a glance:

Dashboard Metrics

{
  "metrics_cards": {
    "total_revenue": {
      "value": "$127,450",
      "change": "+12.3%",
      "period": "vs last 30 days"
    },
    "checkoutos_revenue": {
      "value": "$28,190",
      "attribution": "22.1% of total",
      "change": "+18.7%"
    },
    "average_order_value": {
      "value": "$94.50",
      "baseline": "$78.20",
      "lift": "+20.8%"
    },
    "upsell_acceptance_rate": {
      "value": "18.4%",
      "offers_shown": 4250,
      "accepted": 782
    }
  }
}

Date Range Selection

Filter data by time period:

Available Ranges

Today — Real-time performance
Last 7 days — Weekly trends
Last 30 days — Monthly performance (default)
Last 90 days — Quarterly analysis
Custom range — Any date range you need
Compare periods — See growth vs previous period

Feature Performance

See how each CheckoutOS feature contributes to revenue:

Feature Breakdown

{
  "feature_performance": {
    "one_click_upsells": {
      "revenue": "$15,420",
      "orders": 412,
      "acceptance_rate": "18.4%",
      "avg_value": "$37.43"
    },
    "dynamic_bundles": {
      "revenue": "$8,230",
      "orders": 156,
      "attachment_rate": "12.1%",
      "avg_value": "$52.76"
    },
    "checkout_extensions": {
      "conversion_lift": "+4.2%",
      "abandoned_carts_recovered": 89,
      "revenue_impact": "$4,540"
    }
  }
}

Conversion Funnel

Visualize your checkout flow from start to finish:

Funnel Data

{
  "funnel": {
    "stages": [
      { "name": "Checkout Started", "count": 15420, "rate": "100%" },
      { "name": "Contact Info", "count": 12850, "rate": "83.3%" },
      { "name": "Shipping", "count": 11200, "rate": "72.6%" },
      { "name": "Payment", "count": 10100, "rate": "65.5%" },
      { "name": "Order Completed", "count": 8750, "rate": "56.7%" },
      { "name": "Upsell Shown", "count": 4250, "rate": "48.6%" },
      { "name": "Upsell Accepted", "count": 782, "rate": "18.4%" }
    ],
    "overall_conversion": "56.7%",
    "industry_benchmark": "52.1%"
  }
}

Funnel Insights

Large drop-offs between stages indicate optimization opportunities. If checkout completion is low, focus on checkout extensions. If upsell acceptance is low, test different offers.

Trend Charts

Visualize performance trends over time:

Revenue trend — Daily/weekly revenue with CheckoutOS attribution
AOV trend — Average order value over time
Conversion trend — Checkout and upsell conversion rates
Feature adoption — Usage of different CheckoutOS features

Recent Orders

View recent orders that included CheckoutOS features:

Order number and customer info
Which CheckoutOS features were used
Upsell products accepted
Total order value and CheckoutOS contribution

Dashboard Customization

Customize your dashboard view:

Customization Options

Rearrange cards — Drag and drop to prioritize metrics
Hide/show sections — Focus on what matters most
Set default date range — Start with your preferred view
Create saved views — Switch between different configurations
Set up email reports — Get dashboard summaries in your inbox

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Key Metrics

Understand what each metric means

Learn more

Custom Reports

Build detailed performance reports

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