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How to use the Shopify analytics dashboard in Wati

Summary

The Shopify Analytics Dashboard in Wati helps you measure the performance of automated Shopify messages sent through channels like WhatsApp, SMS, and RCS. It gives you visibility into message delivery, customer engagement, spend, conversions, and revenue generated through Wati automations.

This article explains each section of the dashboard, how metrics are calculated, what attribution means, and how to interpret trigger-level performance data correctly.

Instructions

The Shopify Analytics Dashboard is designed to help you understand how your Shopify automation campaigns are performing inside Wati.

The dashboard focuses on Wati-attributed performance. This means the revenue and orders shown are only linked to automations triggered through Wati and may not match your total Shopify store revenue or total order count.

The dashboard supports analytics for multiple Shopify automation triggers, including:

  • Abandoned Checkout

  • Abandoned Cart

  • Cash on Delivery (COD)

  • Order Confirmation

  • Follow-up After Purchase

  • Shipment Tracking

  • Order Fulfillment

  • Return and Exchange

Available dashboard filters

You can use filters at the top of the dashboard to customize the analytics view.

Channel filter

Use the channel filter to view analytics for a specific messaging channel.

Supported channels:

  • All

  • WhatsApp

  • SMS

  • RCS

When you select a channel, the dashboard only shows data related to that channel.

Date range filter

Use the date range filter to analyze performance during a specific period.

When you change the date range:

  • Metrics update automatically

  • Charts refresh based on the selected period

  • Trigger-level analytics are recalculated for that timeframe

Currency filter

Use the currency filter to display spend and revenue in your preferred currency.

The dashboard automatically converts revenue and spend values based on the selected currency.

Overview section

The Overview section provides a high-level summary of your Shopify automation performance.

1. Total spend

Shows the total amount spent on automated messages across all selected triggers and channels.

Formula: Total Spend = Sum of message spend across all triggers

Spend is estimated based on:

  • Number of messages sent

  • Applicable WhatsApp, SMS, or RCS pricing

2. Orders

Shows the number of orders attributed to Wati-triggered automations.

This may include orders influenced by:

  • Abandoned Checkout messages

  • Abandoned Cart messages

  • COD confirmation flows

  • Follow-up campaigns

Formula: Orders = Count of unique orders attributed to Wati automations

Important: This does not represent your total Shopify store orders.

3. Total revenue

Shows the revenue attributed to Wati automations.

Formula: Total Revenue = Sum of order value from Wati-attributed orders

Important: This does not represent your total Shopify store revenue.

4. ROI

Shows the return on investment (ROI) generated from Wati automations.

  • Formula: ROI = Total Revenue / Total Spend

  • Example: If - Revenue = $10,000 and Spend = $1,000

Then: ROI = 10x

Health metrics section

The Health Metrics section helps you understand message delivery and customer engagement performance across your Shopify automations.

Metric

Description

Formula

Sent

Total number of messages triggered or sent.

Sent = Count of messages sent/triggered

Delivered

Number of messages successfully delivered to customers.

Delivered = Count of messages with delivered status

Delivery Rate

Percentage of sent messages that were successfully delivered.

Delivery Rate = Delivered / Sent * 100

Users

Number of unique users or phone numbers that received messages.

Users = Count of unique users/phone numbers messaged

Clicked

Number of tracked clicks on links or call-to-action (CTA) buttons inside messages.

Clicked = Count of tracked CTA/link clicks

Failed

Number of messages that failed to deliver.

Failed = Count of messages with failed status

Important: For some historical data, the Sent metric may represent triggered events if delivery tracking was unavailable at that time.

Trigger performance section

The Trigger Performance section shows analytics for individual Shopify automation triggers.

Each trigger card provides a quick overview of how that automation is performing. You can click View Performance to see detailed metrics for a specific trigger.

Trigger types and metrics

1. Abandoned cart

The Abandoned Cart trigger tracks customers who added items to their cart but did not complete checkout or purchase.

This trigger follows the same reporting structure as Abandoned Checkout.

Metrics

Metric

Description

Formula

Abandoned Carts

Total number of abandoned carts.

Abandoned Carts = Count of abandoned cart events

Unique Carts Retargeted

Number of carts or users who received abandoned cart messages.

Unique Carts Retargeted = Count of unique carts/users messaged

Converted

Number of abandoned carts that later became completed orders.

Converted = Count of orders attributed to abandoned cart messages

Conversion Rate

Percentage of retargeted carts that converted into orders.

Conversion Rate = Converted / Unique Carts Retargeted * 100

Not Converted

Number of retargeted carts that did not convert.

Not Converted = Unique Carts Retargeted - Converted

Revenue

Revenue recovered through abandoned cart automations.

Revenue = Sum of order value from orders attributed to abandoned cart messages

2. Abandoned checkout

The Abandoned Checkout trigger tracks customers who started checkout but did not complete their purchase and were later retargeted through Wati.

Metrics

Metric

Description

Formula

Abandoned Checkouts

Total number of abandoned checkouts during the selected period.

Abandoned Checkouts = Count of abandoned checkout records

Unique Checkouts Retargeted

Number of abandoned checkouts where a recovery message was sent.

Unique Checkouts Retargeted = Count of checkouts where message sent count > 0

Converted

Number of abandoned checkouts that resulted in a completed purchase.

Converted = Count of recovered checkout orders

Conversion Rate

Percentage of retargeted checkouts that converted into completed orders.

Conversion Rate = Converted / Unique Checkouts Retargeted * 100

Not Converted

Number of retargeted checkouts that did not convert.

Not Converted = Unique Checkouts Retargeted - Converted

Revenue

Revenue recovered through abandoned checkout automations.

Revenue = Sum of order value from recovered checkout orders

3. Cash on delivery (COD)

COD analytics track confirmation flows for Cash on Delivery orders.

Metrics

Metric

Description

Formula

COD Orders

Total number of COD orders.

COD Orders = Count of orders where payment method is COD

Confirmed Orders

Number of COD orders confirmed by customers.

Confirmed Orders = Count of orders where COD status = Confirmed

Conversion Rate

Percentage of COD orders successfully confirmed.

Conversion Rate = Confirmed Orders / COD Orders * 100

Not Converted / Unconfirmed Orders

Number of COD orders that remain pending or unconfirmed.

Not Converted = Count of orders where COD status is Unconfirmed or Pending

Cancelled

Number of COD orders that were cancelled.

Cancelled = Count of orders where COD status = Cancelled

Revenue

Revenue from confirmed COD orders.

Revenue = Sum of total price from confirmed COD orders

4. Order completed / confirmation

This trigger sends confirmation messages after an order is placed.

Key metrics

Metric

Description

Formula

Orders Messaged

Number of orders where an order confirmation message was triggered.

Orders Messaged = Count of orders where confirmation message was triggered

Important: Orders Messaged is a coverage metric, not a conversion metric. If attribution is enabled, attributed revenue may also appear for this trigger.

5. Follow-up after purchase

This trigger sends follow-up messages after a customer places an order.

Key metrics

Metric

Description

Formula

Orders Messaged

Number of orders or users who received a follow-up message.

Orders Messaged = Count of orders/users where follow-up message was triggered

Revenue calculation modes

Direct mode: Revenue is calculated directly from orders where the follow-up message was triggered.

Mode

Description

Formula

Direct Mode

Revenue from orders where the follow-up message was triggered.

Revenue = Sum of order value where follow-up message was triggered

Attribution mode: Revenue is calculated from orders placed within the attribution window after the follow-up message was sent.

Mode

Description

Formula

Attribution Mode

Revenue from orders placed after the follow-up message was sent, within the attribution window.

Revenue = Sum of orders placed by the same phone number within the attribution window after the follow-up message was sent

6. Order shipment with tracking URL

This trigger sends shipment tracking updates to customers.

Key metrics

Metric

Description

Formula

Orders Messaged

Number of orders where shipment tracking messages were triggered.

Orders Messaged = Count of orders where shipment message was triggered

Important: This is an informational trigger and does not represent recovered or converted orders.

7. Order fulfilled

This trigger sends messages when an order is fulfilled.

Key metrics

Metric

Description

Formula

Orders Messaged

Number of orders where fulfillment messages were triggered.

Orders Messaged = Count of orders where fulfillment message was triggered

Important: This is an informational trigger.

8. Return and exchange

This trigger tracks return and exchange related communication.

Metrics

Metric

Description

Formula

Orders Messaged

Number of orders where return or exchange messages were triggered.

Orders Messaged = Count of orders where return/exchange message was triggered

Orders Returned

Number of orders marked as returned.

Orders Returned = Count of returned orders

Orders Exchanged

Number of orders marked as exchanged.

Orders Exchanged = Count of exchanged orders

Trend chart

The Trend Chart shows how selected metrics change over time.

The chart updates automatically based on:

Filter

Description

Selected Date Range

Updates analytics for the selected time period

Selected Channel

Filters analytics by WhatsApp, SMS, or RCS

Selected Trigger

Displays analytics for the selected automation trigger

Selected Currency

Updates revenue and spend values based on the selected currency

Example

Trigger Type

Example Trend

Abandoned Checkout

Recovered revenue or conversions over time

Informational Triggers

Orders messaged or delivery trends over time

Attribution logic

Some metrics in the Shopify Analytics Dashboard use attribution logic to measure the impact of messages sent through Wati.

Attribution means that an order or revenue is only counted when it can be linked to a Wati-triggered message.

For example:

  • A customer receives an Abandoned Checkout message and completes the purchase within the attribution window.

  • A customer receives a Follow-up After Purchase message and places another order later.

  • A customer clicks a shipment tracking link and then makes another purchase.

When this happens, the dashboard counts the order or revenue as Wati-attributed.

To improve reporting accuracy and avoid duplicate reporting:

  • Deduplication logic may be applied

  • Attribution priority rules may be used when multiple automations influence the same order

Important: Wati-attributed revenue only represents orders linked to Wati automations. It may not match your total Shopify store revenue.

Direct mode vs attribution mode

Some automation triggers support 2 different ways of calculating revenue.

Direct mode

In Direct Mode, revenue is calculated from orders where the automation message was triggered directly.

Example

A Follow-up After Purchase message is sent after an order is placed.

The dashboard calculates revenue using the same order linked to that message.

Revenue = Sum of order value for orders where the message was triggered

Attribution mode

In Attribution Mode, revenue is calculated from orders placed after a customer receives a message, within a defined attribution window.

Example

A customer receives a follow-up message and places another order 2 days later.

If the order falls within the attribution window, the revenue is counted as attributed revenue.

Revenue = Sum of order value from orders placed after the message was sent

Important: Attribution Mode measures the influence of automation messages on future purchases, while Direct Mode measures revenue directly linked to the original order or triggered event.

Important things to remember

Dashboard does not show total store performance

  • The dashboard only shows Wati-attributed orders and revenue.

  • These numbers may differ from your total Shopify analytics.

Trigger metrics may not equal top-level metrics

  • The same order may interact with multiple automation triggers.

  • To avoid double counting, overall dashboard totals may not equal the sum of all trigger cards.

Orders vs Orders Messaged

These metrics represent different things.

Orders

Represents:

  • Converted orders

  • Recovered orders

  • Attributed orders

Orders Messaged

Represents:

  • Orders where a message was triggered

This is a coverage metric and does not represent conversions or revenue.

Spend may be estimated

Spend values are estimated based on:

  • Messages sent

  • WhatsApp pricing

  • SMS pricing

  • RCS pricing

Historical data may be limited

Some older data may not include full delivery or engagement tracking.

In these cases:

  • Sent may still be available

  • Delivered may be estimated or unavailable

  • Failed, Read, Replied, and Clicked may be unavailable

  • Spend may be estimated using Sent counts

Attribution depends on tracking availability

Attributed revenue and order metrics may show 0 if:

  • Attribution tracking is disabled

  • Required tracking data is unavailable

  • Historical tracking identifiers were not stored properly

Frequently Asked Questions (FAQs)

Shopify analytics dashboard overview

1. What does the Shopify Analytics Dashboard in Wati show?

The Shopify Analytics Dashboard in Wati shows the performance of automated Shopify messages sent through channels like WhatsApp, SMS, and RCS. It includes analytics related to message delivery, customer engagement, spend, conversions, and revenue generated through Wati automations.

2. Does the Shopify Analytics Dashboard show total Shopify store performance?

No. The dashboard only shows Wati-attributed orders and revenue linked to Wati automations. These numbers may not match your total Shopify store orders or revenue.

3. Which automation triggers are supported in the Shopify Analytics Dashboard?

The Shopify Analytics Dashboard supports analytics for:

  • Abandoned Checkout

  • Abandoned Cart

  • Cash on Delivery (COD)

  • Order Confirmation

  • Follow-up After Purchase

  • Shipment Tracking

  • Order Fulfillment

  • Return and Exchange

Dashboard filters and metrics

4. Which filters are available in the Shopify Analytics Dashboard?

The dashboard includes the following filters:

  • Channel filter

  • Date range filter

  • Currency filter

5. What does the Total Spend metric represent?

The Total Spend metric shows the total amount spent on automated messages across all selected triggers and channels. Spend is estimated based on the number of messages sent and applicable WhatsApp, SMS, or RCS pricing.

6. What is the difference between Orders and Orders Messaged?

Orders represent converted, recovered, or attributed orders linked to Wati automations.

Orders Messaged represents orders where a message was triggered. This is a coverage metric and does not represent conversions or revenue.

Attribution and reporting

7. What is attribution logic in the Shopify Analytics Dashboard?

Attribution logic means that an order or revenue is counted only when it can be linked to a Wati-triggered message. For example, if a customer receives an Abandoned Checkout message and completes a purchase within the attribution window, the order is counted as Wati-attributed.

8. What is the difference between Direct Mode and Attribution Mode?

Direct Mode calculates revenue from orders where the automation message was triggered directly.

Attribution Mode calculates revenue from orders placed after a customer receives a message within a defined attribution window.

9. Why might dashboard metrics differ from trigger-level metrics or show limited historical data?

Dashboard totals may differ from trigger-level metrics because the same order can interact with multiple automation triggers, and deduplication logic may be applied to avoid double counting.

Some historical delivery and engagement metrics may also be unavailable if tracking data or attribution identifiers were not stored at that time.

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