How to Use the Performance Overview dashboard
How to understand the Performance menu, read key metrics, and analyse your AI results across widgets, bundles, and segments.
Overview
The Performance Overview dashboard gives you a complete picture of how your AI experiences are contributing to engagement, conversions, and revenue across your store.
It brings together data from:
- Personalisation widgets
- Smart Bundles
- Smart Content
- Segments and visitor behaviour
The Overview tab shows high level performance metrics so you can quickly understand the impact of your AI tools without diving into individual widgets or bundles.
The dashboard helps you:
- Measure the total influence of AI on your store
- Identify top performing experiences
- Spot underperforming areas
- Compare performance across features
- Understand how shoppers interact with your AI
- Export data for deeper analysis
The Overview tab is the best place to see the total impact of your AI tools at a glance.
Navigating to the Performance menu
To access the Performance dashboard:
- Open the left navigation
- Click 'Performance'
- You will land on the 'Overview' tab
From here, you can switch between:
- Overview
- Widget Performance
- Bundle Performance
- Segment Behavior
Each tab provides a different level of detail.
The Performance menu is your central hub for all analytics.
How Performance data works
Understanding how performance data is tracked helps you interpret the numbers correctly.
Impressions
An impression is counted when a widget, bundle, or Smart Content block is shown to a shopper.
Clicks
A click is counted when a shopper interacts with an AI experience.
Conversions
A conversion is counted when a shopper who interacted with an AI experience completes a purchase.
Revenue attribution
Revenue is attributed when:
- A shopper interacts with an AI experience
- They purchase an item influenced by that interaction
AOV lift
AOV lift shows how much higher the average order value is when AI is involved.
Revenue attribution helps you understand the real financial impact of your AI tools.
Understanding the Overview tab
The Overview tab provides a high level summary of your AI performance.
You will see:
- Total impressions
- Total clicks
- Click through rate
- Conversions
- Revenue influenced by AI
- Average order value lift
- Engagement trends over time
These metrics help you understand both engagement and revenue impact.
Example:
If impressions are high but clicks are low, your placements may need adjustment.
The Overview tab helps you spot trends without diving into individual widgets or bundles.
Key Metrics explained
Each metric tells you something different about shopper behaviour.
- Impressions - how often your AI experiences were shown
- Clicks - how often shoppers interacted
- CTR - how engaging your experiences are
- Conversions - how many orders were influenced
- Revenue - total revenue generated from AI interactions
- AOV lift - how much AI increases order value
What good performance looks like
- High impressions + high clicks = strong placement and relevance
- High clicks + high conversions = strong product fit
- High AOV lift = bundles and recommendations are increasing order size
What poor performance looks like
- High impressions + low clicks = placement or relevance issue
- High clicks + low conversions = product mismatch
- Low impressions = not enough visibility
AOV lift is one of the strongest indicators of AI effectiveness.
Filtering Performance data
Filters help you analyse performance more precisely.
You can filter by:
- Date range
- Widget type
- Bundle type
- Segment
- Device type
- Page type
Filtering helps you identify patterns that are not visible in the default view.
Example:
Filter by mobile to see how your AI performs on smaller screens.
Filters help you understand how performance changes across different contexts.
Using the 'View' button for deeper insights
The 'View' button appears next to widgets, bundles, and segments in the Performance menu.
When you click 'View', you can see:
- Detailed impressions
- Clicks and CTR
- Conversion paths
- Revenue breakdown
- Product level performance
- Segment level engagement
This helps you diagnose issues and identify opportunities.
Example:
If a widget has high impressions but low conversions, the View screen may show that certain products are underperforming.
The View screen provides the most detailed analytics for each experience.
Using the Summary report
The Summary Report gives you a consolidated view of your performance data.
When you click 'Summary Report':
- You see a breakdown of impressions, clicks, conversions, and revenue
- Data is grouped by feature type
- You can compare performance across time periods
- You can identify which experiences drive the most value
The Summary Report is ideal for:
- Monthly reviews
- Team reporting
- Performance comparisons
- Strategic planning
The Summary Report is perfect for understanding overall performance trends.
Exporting data for deeper analysis
You can export your performance data as a CSV file.
To export:
- Click 'Export CSV'
- Choose your date range
- Download the file
Exporting allows you to:
- Analyse data in spreadsheets
- Share results with your team
- Build custom reports
- Combine AI data with Shopify analytics
Example:
Export data to compare AI influenced revenue with your total store revenue.
Exporting data is useful for advanced analysis or reporting outside the app.
Final checklist for understanding Performance
Before making decisions based on performance data, confirm:
- Impressions match expected traffic
- Clicks and CTR reflect strong engagement
- Conversions and revenue are tracking correctly
- AOV lift is positive
- Widgets and bundles are placed correctly
- Segments are receiving traffic
- No unexpected drops in performance
- Filters are set correctly
- Summary Report aligns with your expectations
A quick review helps ensure you are interpreting your data correctly.
