How do I set up customized reports from the Dashboard

Last updated: November 5, 2025

The Custom Dashboard helps you track your most important metrics by letting you organize them into focused, personalized groups for daily reviews, team meetings, or channel-specific performance.

What You Can Customize

1. Starred Metrics (Top Priority Section)

You can pin any metric in StoreHero to your Starred section by clicking the star icon next to it. These starred metrics:

  • Always appear at the top of your dashboard

  • Are automatically included in daily, weekly, and monthly email or Slack reports

  • Help ensure the most important KPIs are always visible

You can star metrics from pages like Ads Overview, Store Overview, and more.

2. Goals (Simple View in Dashboard)

A basic version of the Goals tool is also visible in the dashboard. You can track key goals like:

  • Revenue (e.g., Net Sales or Contribution Margin)

  • Advertising Spend Targets

While this view provides quick insights, StoreHero also offers a more advanced Goals tool covered in a separate KB or video lesson.

3. Custom Metric Groups

You can organize metrics into named groups that suit your workflow or team structure.

Common Examples:

  • Acquisition – Tracks new customer sales, CAC, gross profit per customer, first-order contribution margin

  • Retention – Includes net sales, repeat sales, and Klaviyo metrics

  • Weekly Reports – Custom group for recurring meetings

Each group helps you zero in on metrics relevant to specific strategies or departments.

How to Customize the Dashboard

Step-by-Step Guide:

1. Rearranging Metrics Within Sections

  • You can drag metrics to reorder them within the same section.

  • Metrics cannot be dragged across different groups.

2. Create a Custom Group

  • Click the menu (hamburger) icon on the dashboard

  • Click “Add New Group”

  • Enter a group name (e.g., “Retention KPIs”) and click Save

3. Add Metrics to a Group

  • Click “Add Metrics” in the group

  • Select the metrics you want to include (from all connected channels)

  • Click Save. The group will display in your selected row view or table view.

4. Show, Hide, or Reorder Sections

  • Scroll to the bottom of the dashboard and click “Edit Dashboard”

  • Toggle visibility of any section (except Starred, which is always shown at the top)

  • You can drag to reorder custom groups

  • Click Submit to apply your changes

Why Use the Custom Dashboard?

  • Keeps priority metrics front and center

  • Enables team-specific or meeting-specific metric views

  • Reduces dashboard clutter

  • Boosts decision-making with relevant, real-time data

Best Practices

  • Use Starred for only the most critical KPIs

  • Group metrics by function (e.g., marketing, retention) or meeting cadence

  • Regularly review your dashboard to match shifting goals or campaigns