Dashboard Overview
Navigate the CheckoutOS dashboard and understand key metrics at a glance
Last updated: 2025-01-16
The CheckoutOS dashboard is your command center for managing checkout optimization. After installation, you'll access the dashboard from your Shopify admin under Apps → Chargezen → CheckoutOS.
Quick Access
Bookmark your dashboard URL for quick access:https://app.chargezen.com/dashboard/checkoutos
Dashboard Sections
The dashboard is organized into four main sections:
Performance Overview
Real-time metrics including AOV lift, upsell acceptance rate, and revenue impact
Active Campaigns
Manage your upsell offers, checkout extensions, and bundle configurations
A/B Tests
Monitor running experiments and review statistical significance
Settings
Configure store settings, branding, and integration options
Performance Overview
The performance section displays your key checkout optimization metrics:
- Total Revenue Lift — Additional revenue generated by CheckoutOS features
- AOV Increase — Percentage increase in average order value
- Upsell Acceptance Rate — Percentage of customers accepting upsell offers
- Conversion Impact — Change in checkout completion rate
Use the date picker to view metrics for specific time periods. Compare performance week-over-week or month-over-month to track growth.
Data Freshness
Dashboard metrics update every 15 minutes. For real-time data, use the Analytics Dashboard which provides live updates.
Active Campaigns
The campaigns section shows all your active checkout optimization campaigns:
- Post-Purchase Upsells — One-click offers displayed after checkout
- Checkout Extensions — Trust badges, progress bars, and custom fields
- Dynamic Bundles — AI-powered bundle suggestions
- Subscription Upsells — One-time to subscription conversion offers
Click any campaign to view detailed performance metrics or edit its configuration. Use the toggle to quickly enable or disable campaigns without deleting them.
A/B Tests
Monitor your running experiments from this section. Each test shows:
- Test name and variants
- Traffic allocation percentage
- Current conversion rates per variant
- Statistical significance indicator
- Estimated completion date
Statistical Significance
Wait for tests to reach statistical significance (typically 95% confidence) before declaring a winner. Ending tests early can lead to false conclusions.
Getting Started Checklist
When you first access the dashboard, you'll see a getting started checklist to guide your setup:
Configure Store Settings
Customize Branding
Create Your First Upsell
Enable Checkout Extensions
Set Up Analytics
Next Steps
Need more help? Contact support