Dashboard

The dashboard is usually the first page that appears when you log in to the Admin and can provide a real-time overview of sales and customer activity. Dashboard data provides a snapshot of lifetime sales, average order amount, recent orders, and search terms. The chart shows completed orders and amounts for the selected date range, and can be generated from either dynamic, real-time data, or historical aggregated data. The tabs at the bottom provide quick reports of your best-selling products, most viewed products, new customers, and customers who have purchased the most.

If you have a lot of data to process, the chart can be turned off to improve performance. The dashboard in the following example is configured to use real-time data and shows completed orders by the hour for the last twenty-four hours. The chart is updated for each completed order.

Dashboard

Advanced Reporting displays a personalized dashboard based on your product, order, and customer data. For more extensive analysis, see Magento Business Intelligence.

Advanced Reporting

Configure the dashboard

  1. On the Admin sidebar, go to Stores > Settings > Configuration and complete any of the following settings.

  2. When the configuration is complete, click Save Config.

  3. After saving the changes, click Cache Management and refresh every invalid cache.

Enable charts

If you have a large amount of data to process, you can turn off the display of the chart to improve performance. When not enabled, the message “No Data Found” appears in place of the chart, although the summary totals below are still generated.

  1. In the left side panel under Advanced, choose Admin.

  2. If necessary, expand the Dashboard section.

  3. To change the default value, clear the Use system value checkbox.

  4. Set Enable Charts to Yes.

    Advanced configuration - Dashboard settings Enable Charts

Change the startup page

The dashboard is the default startup page for the Admin, although you can configure a different startup page.

  1. Continuing in the Advanced > Admin section, click to expand the Startup Page section.

  2. Clear the Use system value checkbox and choose the Startup Page that you want to appear when you log in to the Admin.

    Admin dashboard - startup page setting Startup Page

Choose the starting dates

  1. In the left side panel under General, choose Reports.

  2. In the Dashboard section, clear the Use system value check boxes for the date settings. Then, do the following:

    • Set Year-To-Date Starts to the Month and Day.

    • Set Current Month Starts to the Day.

    Admin Dashboard - date settings Starting Dates

Configure the data source

The dashboard chart can be generated in real-time or by using historical, aggregated data. If performance is an issue, you can speed things up by using aggregated data.

  1. In the left side panel, click to expand Sales and choose Sales.

  2. In the Dashboard section, clear the Use system value checkbox and set Use Aggregated Data to one of the following:

    • For historical, aggregated data, choose Yes.
    • For real-time data, choose No.

    Admin dashboard - data source setting Dashboard Data Source

Chart sections

Section Description
Orders The Orders tab displays a real-time chart of all completed orders for the current store view and specified time period.
Amounts The Amounts tab displays a real-time chart of all completed order amounts for the current store view and specified time period.
Time Range Determines the data that is represented in the chart and summary totals below. Options: Last 7 Days / Current Month / YTD / 2YTD
Summary Totals The revenue, tax, shipping, and quantity totals below the chart are based on the chart data and current time range setting.

Snapshot data

Section Description
Lifetime Sales The aggregated total sales during the lifetime of the store.
Average Order The average order amount during the lifetime of the store.
Last Orders A summary of the last five placed orders.
Last Search Terms The last five search terms.
Top Search Terms The five most commonly-used search terms.

Report tabs

Section Description
Bestsellers The five best-selling products during the specified time period.
Most Viewed Products The five products viewed the most during the specified time period.
New Customers The most recent five customers who registered for an account during the specified time period.
Customers The last five customers with an order that completed processing during the specified time period.

Dashboard buttons

Button Description
Reload Data Refreshes dashboard data.
Go to Advanced Reporting Displays a personalized dashboard of dynamic charts and reports based on your product, order, and customer data. For more extensive analysis, see Magento Business Intelligence.