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AI-Powered Insights

Get intelligent, data-driven recommendations to grow your store with AI-powered insights.

Overview

The Insights dashboard goes beyond traditional analytics by analyzing your store's performance data and providing actionable recommendations. Instead of just showing raw numbers, Insights tells you what to do next to improve your business.

Access Insights from Analytics > Insights in your store dashboard.

What You'll See

The Insights dashboard provides:

  • Store Health Score - Overall business performance rating (0-100)
  • Key Metrics - Revenue, orders, average order value, and customer growth
  • Actionable Recommendations - Specific suggestions to improve performance
  • Growth Indicators - Week-over-week, month-over-month, and quarter-over-quarter trends
  • Product Insights - Which products are thriving and which need attention
  • Customer Behavior - Understanding your customer segments
  • Peak Times - When your customers are most likely to buy

Time Range Selection

Choose the analysis period that matters most:

RangeUse Case
7 DaysRecent performance and quick trends
30 DaysMonthly performance review
90 DaysQuarterly business review
1 YearAnnual performance and seasonal patterns

Click the time range buttons at the top right to switch between periods. All insights and metrics update automatically based on your selection.

Store Health Score

Your health score is a comprehensive rating from 0-100 that reflects overall store performance.

Score Breakdown

The health score combines multiple factors:

ComponentWeightWhat It Measures
Revenue35%Sales growth compared to previous period
Orders30%Order volume growth
Customers25%Customer acquisition rate
Products10%Number of active products (bonus)

Penalties:

  • High refund rates reduce your score
  • Inactive products may indicate issues

Status Levels

ScoreStatusMeaning
80-100ExcellentStore is thriving
60-79GoodHealthy performance with room to grow
40-59FairAcceptable but needs improvement
20-39PoorSignificant issues requiring attention
0-19CriticalImmediate action needed

Component Scores

Below the main score, you'll see individual component ratings:

  • Revenue - Sales performance trend
  • Orders - Order volume trend
  • Customers - Customer growth trend

Each component shows a percentage indicating its contribution to your overall health.

Key Metrics

Track essential business indicators with period-over-period comparison.

Revenue

  • Current period total revenue
  • Previous period comparison
  • Percentage change (positive or negative)
  • Mini sparkline chart showing daily trend

A positive change (green) indicates growth. A negative change (red) shows decline.

Orders

  • Total completed orders this period
  • Previous period order count
  • Growth or decline percentage

Monitor this to understand demand patterns.

Average Order Value

  • Revenue per order
  • Comparison to previous period
  • Trend indicator

A higher AOV means customers are buying more per transaction. Increase this through:

  • Product bundling
  • Upsells
  • Volume discounts
  • Premium product promotion

New Customers

  • First-time customers acquired
  • Previous period comparison
  • Growth rate

Track acquisition effectiveness. Declining new customers may indicate:

  • Marketing issues
  • Seasonal effects
  • Increased competition

Understanding Recommendations

Recommendations are data-driven suggestions to improve your store. Each recommendation includes:

Priority Levels

PriorityColorMeaningAction Timeframe
HighRedCritical issues impacting revenueTake action today
MediumYellowImportant opportunitiesAddress this week
LowGreenNice-to-have improvementsConsider for future

Common Recommendations

Products Need Attention

What it means: Active products with no sales in the selected period.

Why it matters: These products are visible to customers but generating no revenue. They may have:

  • Uncompetitive pricing
  • Poor descriptions or images
  • Lack of visibility
  • Quality issues

Action: Click "View Products" to review and either:

  • Update pricing
  • Improve product listings
  • Create a promotion
  • Deactivate low-performers

Revenue Declining

What it means: Sales down 20%+ compared to previous period.

Why it matters: Significant revenue decline threatens business sustainability.

Possible causes:

  • Seasonal downturn
  • Competition
  • Market changes
  • Product issues
  • Marketing gaps

Action: Click "Create Sale" to:

  • Launch a promotional campaign
  • Create discount coupons
  • Send email campaigns
  • Engage marketing features

At-Risk Customers

What it means: High-value customers who haven't purchased in 30-90 days.

Why it matters: Losing valuable customers costs more than acquiring new ones.

Action: Click "View Customers" to:

  • Identify at-risk customers
  • Send re-engagement emails
  • Offer special incentives
  • Understand why they stopped buying

Low Conversion Rate

What it means: Less than 70% of checkouts result in completed purchases.

Why it matters: Lost sales at the final step mean revenue is slipping away.

Common causes:

  • Complex checkout process
  • Unexpected fees
  • Payment method issues
  • Technical problems
  • Trust concerns

Action: Click "View Analytics" to:

  • Review checkout analytics
  • Identify friction points
  • Improve payment options
  • Streamline the process

Boost Repeat Purchases

What it means: Low percentage of customers making multiple purchases.

Why it matters: Repeat customers have higher lifetime value and lower acquisition costs.

Strategies to improve:

  • Email marketing campaigns
  • Loyalty programs
  • Exclusive offers for returning customers
  • Follow-up automation

Action: Click "Email Marketing" to:

  • Set up automated campaigns
  • Create loyalty incentives
  • Engage past customers

Store Performing Well

What it means: No critical issues detected. All metrics are healthy.

Why it appears: When your store is running smoothly, we celebrate that.

Action: Maintain current strategies and continue monitoring.

Growth Indicators

Compare performance across different time horizons to understand trends.

Week over Week

Compares the last 7 days to the previous 7 days.

Use for:

  • Spotting immediate trends
  • Campaign impact analysis
  • Quick performance checks

Example:

Current week: $2,500 revenue, 45 orders
Previous week: $2,000 revenue, 38 orders
Change: +25% revenue, +18.4% orders

Month over Month

Compares the last 30 days to the previous 30 days.

Use for:

  • Monthly performance reviews
  • Understanding seasonal patterns
  • Evaluating marketing effectiveness

Example:

Current month: $10,200 revenue, 180 orders
Previous month: $9,500 revenue, 165 orders
Change: +7.4% revenue, +9.1% orders

Quarter over Quarter

Compares the last 90 days to the previous 90 days.

Use for:

  • Long-term trend analysis
  • Strategic planning
  • Business growth evaluation

Example:

Current quarter: $28,800 revenue, 520 orders
Previous quarter: $24,500 revenue, 450 orders
Change: +17.6% revenue, +15.6% orders

Growth Patterns

Consistent positive growth across all three indicators suggests strong business momentum. Mixed results may indicate seasonal effects or recent changes.

Product Insights

Understand which products drive your business and which need help.

Product Summary

Quick overview of your product catalog:

  • Total Active - Products currently available for sale
  • With Sales - Products that sold in the selected period
  • No Sales - Active products with zero sales

A high "No Sales" count suggests you may have too many inactive products or pricing issues.

Top Performers

Your best-selling products by revenue:

  • Product name
  • Total revenue generated
  • Units sold
  • Ranking (1st, 2nd, 3rd)

Strategy: Focus marketing efforts on these proven winners.

Rising Stars

Products experiencing significant growth (20%+ increase).

Shows:

  • Product name
  • Growth percentage
  • Sales comparison

Strategy: These products are gaining traction. Consider:

  • Increasing inventory
  • Creating bundles
  • Featured placement
  • Expanded marketing

Needs Attention (Declining Products)

Products with declining sales (20%+ decrease).

Shows:

  • Product name
  • Decline percentage
  • Sales comparison

Warning signs: Products in consistent decline may need:

  • Price adjustments
  • Description improvements
  • Promotional support
  • Eventual retirement

Product Performance

Products declining for 2+ consecutive periods should be reviewed carefully. Consider running a clearance promotion or discontinuing them.

Customer Insights

Understand who your customers are and how they behave.

Customer Summary

  • Total Customers - All-time customer count
  • Active This Period - Customers who purchased in selected timeframe

Customer Type Distribution

See the split between first-time and returning customers:

First-time Customers:

  • New to your store
  • Acquired in this period
  • Lower average order value typically

Returning Customers:

  • Previous purchasers
  • Higher average order value
  • More loyal

Healthy ratio: 30-40% returning customers indicates good retention. Higher is better.

Customer Segments

Customers are automatically categorized:

SegmentDefinitionCharacteristics
VIP$500+ spent OR 10+ ordersHighest value customers
Loyal5-9 ordersRegular buyers
Regular2-4 ordersEngaged customers
New1 order, recentJust acquired
At-RiskLast order 30-90 days agoMay churn
ChurnedLast order 90+ days agoLost customers

Each segment shows:

  • Count of customers
  • Percentage of total customer base

Strategy by segment:

  • VIP - Special perks, early access, exclusive offers
  • Loyal - Loyalty rewards, appreciation campaigns
  • Regular - Upsell campaigns, engagement
  • New - Onboarding, second purchase incentives
  • At-Risk - Re-engagement campaigns, surveys
  • Churned - Win-back offers, deep discounts

Top Customers

Your highest-spending customers this period:

  • Customer name/email
  • Order count
  • Total spent
  • Ranking

Use this to:

  • Identify VIP customers
  • Personalize outreach
  • Offer exclusive perks
  • Build relationships

Customer Retention

A 5% increase in customer retention can increase profits by 25-95%. Focus on keeping existing customers happy.

Peak Sales Times

Discover when your customers are most active to optimize your marketing.

Best Hour

The hour of the day when you receive the most orders.

Example: "14:00 - 15:00" (2-3 PM)

Use this to:

  • Schedule email campaigns
  • Time product launches
  • Plan flash sales
  • Staff customer support

Best Day

The day of the week with the highest order volume.

Example: "Saturday"

Use this to:

  • Plan weekly promotions
  • Schedule social media posts
  • Prepare inventory
  • Optimize staffing

Orders by Day Chart

Horizontal bar chart showing order distribution across all seven days:

  • Monday through Sunday
  • Order count per day
  • Visual comparison

Patterns to notice:

  • Weekend vs weekday performance
  • Consistent low days
  • Peak shopping days

Hourly Distribution

See order patterns throughout a 24-hour period to understand:

  • Peak shopping hours
  • Slow periods
  • International customer timezones

Timing Marketing

Send marketing emails 2-3 hours before your peak sales time to maximize conversions. For example, if peak time is 2 PM, send emails at 11 AM.

Revenue Trend Chart

Visual representation of your revenue over the selected time period.

Chart features:

  • Daily revenue plotted over time
  • Smooth trend line
  • Interactive tooltips
  • Gradient fill for visual clarity

What to look for:

  • Upward trends (good)
  • Downward trends (investigate)
  • Spikes (campaigns, launches)
  • Valleys (identify causes)

Use this chart to:

  • Visualize growth patterns
  • Spot seasonal effects
  • Measure campaign impact
  • Identify anomalies

Insights vs Analytics

While both provide valuable data, they serve different purposes:

FeatureAnalyticsInsights
PurposeShow what happenedTell you what to do
Data TypeRaw numbers and chartsInterpreted data with recommendations
UsageDeep exploration and researchQuick decisions and action items
Detail LevelGranular, customizableHigh-level, curated
Best ForData analysis, reportingStrategy, improvement

When to Use Analytics

Use Analytics Overview when you need to:

  • Generate detailed reports
  • Analyze specific metrics
  • Create custom date ranges
  • Export data
  • Deep-dive into numbers

When to Use Insights

Use Insights when you want to:

  • Get a quick health check
  • Find actionable improvements
  • Understand trends at a glance
  • Receive data-driven recommendations
  • Make strategic decisions quickly

Best Practice

Review Insights weekly for strategic direction, check Analytics daily for operational details.

Acting on Recommendations

Every recommendation includes an action button that takes you directly to the relevant page. Here's how to act effectively:

1. Prioritize by Impact

Start with high-priority (red) recommendations:

  • These have the most significant impact on revenue
  • Address critical issues first
  • Don't ignore them

Then move to medium-priority (yellow):

  • Important opportunities
  • Can drive meaningful growth
  • Schedule within the week

Finally, consider low-priority (green):

  • Incremental improvements
  • Nice-to-have optimizations
  • Plan for slower periods

2. Take Immediate Action

When you see a recommendation:

  1. Click the action button to navigate to the relevant section
  2. Review the data to understand the full context
  3. Make changes based on the recommendation
  4. Monitor results over the next period
  5. Iterate based on what works

3. Track Your Progress

After acting on recommendations:

  • Return to Insights in 7 days
  • Check if the recommendation is gone
  • Look for improved metrics
  • Monitor health score changes

4. Don't Ignore "Performing Well"

When you see "Store Performing Well":

  • Celebrate the achievement
  • Document what's working
  • Maintain successful strategies
  • Continue monitoring trends

Refreshing Data

Insights are calculated when you load the page. To get the latest data:

  1. Click the Refresh button in the top right
  2. Wait a few seconds for recalculation
  3. Review updated metrics and recommendations

Data Freshness

Insights are based on completed orders. Recent sales may take a few minutes to appear in calculations.

Best Practices

Daily Review

Check Insights daily to:

  • Monitor health score
  • Watch for new recommendations
  • Track short-term trends
  • Stay informed about performance

Weekly Deep Dive

Every week:

  1. Review all recommendations
  2. Act on high-priority items
  3. Compare week-over-week growth
  4. Adjust marketing strategies
  5. Plan upcoming promotions

Monthly Strategy

Each month:

  1. Analyze month-over-month trends
  2. Review product performance
  3. Evaluate customer segments
  4. Plan next month's initiatives
  5. Set growth targets

Quarterly Planning

Every quarter:

  1. Review quarter-over-quarter growth
  2. Assess long-term trends
  3. Evaluate product portfolio
  4. Plan strategic changes
  5. Set annual goals

Common Insights Scenarios

Scenario: Declining Health Score

What you see: Health score dropped from 75 to 55

Recommendations might include:

  • Revenue declining
  • Products need attention
  • Low conversion rate

Action plan:

  1. Investigate revenue decline causes
  2. Review product performance
  3. Check checkout analytics
  4. Launch a promotional campaign
  5. Engage dormant customers

Scenario: High "No Sales" Products

What you see: 15 active products with no sales

Recommendations:

  • Products need attention (high priority)

Action plan:

  1. Review each product listing
  2. Update descriptions and images
  3. Adjust pricing competitively
  4. Create a bundle promotion
  5. Deactivate non-performing products

Scenario: Low Repeat Purchase Rate

What you see: Only 10% of customers buy twice

Recommendations:

  • Boost repeat purchases (medium priority)

Action plan:

  1. Set up abandoned cart emails
  2. Create a loyalty program
  3. Send post-purchase follow-ups
  4. Offer returning customer discounts
  5. Improve product quality/selection

Scenario: Growing Revenue but Declining Orders

What you see: Revenue up 20%, orders down 10%

What it means: Average order value increased significantly

Action plan:

  1. Celebrate AOV growth
  2. Investigate order decline
  3. Balance premium and entry-level products
  4. Consider acquisition campaigns
  5. Maintain pricing strategy

Mixed Signals

Sometimes growth in one metric coincides with decline in another. This isn't always bad - understand the relationship between metrics before reacting.

Troubleshooting

No Recommendations Showing

Possible causes:

  • Store is performing well (you'll see "Store Performing Well")
  • Insufficient data (too few orders)
  • New store (not enough history)

Solution: Continue operating normally. Recommendations appear when issues are detected.

Health Score Seems Wrong

Remember:

  • Scores are relative to previous period
  • Low baseline makes growth look better
  • High refund rates reduce scores
  • Few products limit bonus points

Solution: Review component scores to understand the calculation.

Data Not Updating

Possible causes:

  • Recent orders not yet processed
  • Cache delay
  • Technical issue

Solution:

  1. Click the Refresh button
  2. Wait 30 seconds
  3. Refresh your browser
  4. Contact support if issue persists

Recommendations Not Relevant

Why this happens:

  • Seasonal business (periods naturally differ)
  • Recent changes (recommendations lag behind)
  • Unique business model (not captured by algorithms)

Solution: Use recommendations as guidance, not absolute rules. Apply your business knowledge.

Next Steps

After reviewing Insights:

  1. Act on recommendations - Start with high-priority items
  2. Check Analytics - Deep-dive into specific metrics at Analytics Overview
  3. Monitor Live Activity - See real-time visitor behavior at Live Tracking
  4. Implement Marketing - Use insights to guide Email Campaigns and Promotions
  5. Optimize Products - Improve listings based on Product Insights

Success Formula

Review Insights weekly + Act on recommendations + Monitor results + Repeat = Continuous improvement

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