Track Weekly, Monthly, and Yearly Performance of Conversion Stages

Conversion > Conversion Funnel > KPI Table

Summary

The report provides a detailed breakdown of different stages of the customer journey across different timeframes—week-to-date, month-to-date, and year-to-date allowing users to assess short-term and long-term performance trends. It uses color coding (green, red, yellow) to highlight areas of growth, decline, or stagnation and helps identify which areas are performing well and which require attention.

Questions the report answers

• How are different stages of the customer journey performing in the short-term (week-to-date) and in the long-term (month-to-date, year-to-date)?
• Which areas of the customer journey require attention or improvement based on short-term and long-term trends?

How to read the report

• Metrics Column: Metrics are organized according to their placement in the conversion funnel, from Sessions to Orders, along with supporting percentages for each stage.
• Assess the short-term performance using the Week-to-Date (WTD). Month-to-Date (MTD) helps you assess the mid-term trends and understand how the month is progressing. Year-to-Date gives a long-term view of business performance.
• Color Coding
  • Green indicates positive performance— an increase in the metric.
  • Red indicates negative performance—a decline in the metric.
  • Yellow indicates no change in performance—neither growth nor decline
• A consistent positive performance across both short-term and long-term periods suggests that the business is performing well in this area, and any strategies or tactics in place are likely effective.
• A consistent negative performance across both the short-term and the long-term periods suggests that immediate attention is needed to address the issues in the particular area.
• If the metric is positive in the long-term (MTD, YTD) but negative in the short-term (WTD), suggests that while performance has been strong over the longer term, there has been a short-term dip in that area. You can assess the reasons behind the temporary fluctuation is it because of external factors or internal factors. You can use the supporting metrics to understand the why behind the short-term change.
• If the metric is negative in the long-term (MTD, YTD) but positive in the short-term (WTD), indicates that there has been underperformance, and the business is seeing recent improvements. The short-term positive performance suggests that actions taken recently have started to yield positive results, but there is still work to be done.

Glossary

Add to Cart

The total number of shopping carts created during the sessions tracked in Shopify. It is calculated by summing the total number of carts created.

Cart to Checkout Rate

The percentage of carts that reached the checkout stage. It is calculated by dividing the number of checkouts by the number of shopping carts created.

Checkouts to Order Rate

The percentage of checkouts that result in a successful order. It is calculated by dividing the sessions converted by the total number of sessions reached at checkouts.

Sessions (Shopify)

The total number of sessions tracked in Shopify.

Session Converted

The total number of orders created during the sessions is tracked in Shopify.

Session Converted Rate

The percentage of sessions tracked by Shopify that resulted in an order. It is calculated by dividing the number of sessions by sessions converted.

Session to Cart Rate

The percentage of sessions that resulted in the creation of a shopping cart on Shopify. It is calculated by dividing the number of add-to-cart by the total number of sessions

Session to Checkout Rate

The percentage of sessions that result in a checkout being initiated. It is calculated by dividing the reached checkout by the total number of sessions.