Roastify

Manage Your Hosted Store

Learn how to monitor sales, view analytics, and manage day-to-day operations of your hosted store

Once your hosted store is live, you'll need to monitor its performance and manage day-to-day operations. This guide covers everything from viewing sales analytics to handling customer service.

Store Dashboard Overview

Your store dashboard provides a comprehensive view of your business:

Key Metrics

  • Total Sales: Revenue generated over selected time period
  • Orders: Number of orders placed and their status
  • Customers: New and returning customer counts
  • Conversion Rate: Percentage of visitors who make a purchase
  • Average Order Value: Typical amount spent per order

Quick Actions

  • View Recent Orders: See latest customer orders
  • Manage Products: Update product information and pricing
  • Check Inventory: Monitor stock levels
  • Access Analytics: Dive deeper into performance data

Viewing Sales Analytics

Accessing Analytics

Go to Stores

Click Stores in the main navigation.

Select Your Store

Click on your hosted store to open the store editor.

Open Analytics

Click on the Analytics tab to view performance data.

Available Reports

ReportWhat It ShowsTime Range
Sales OverviewTotal revenue, orders, customersDaily, Weekly, Monthly
Product PerformanceBest-selling products, revenue per productAll time, Custom range
Customer AnalyticsNew vs. returning customers, geographic dataMonthly, Quarterly
Traffic SourcesHow customers find your storeLast 30 days
Conversion FunnelVisitor to purchase conversion ratesLast 30 days

Understanding Your Data

  • Revenue Growth: Track month-over-month revenue changes
  • Seasonal Patterns: Identify peak sales periods
  • Product Performance: See which products drive most sales

Customer Behavior

  • Visit Frequency: How often customers return
  • Average Order Value: Typical spending per transaction
  • Cart Abandonment: Where customers drop off in checkout

Managing Orders

Order Status Flow

StatusMeaningAction Required
PendingOrder received, payment processingMonitor payment
ProcessingOrder being prepared by RoastifyTrack fulfillment
ShippedOrder is in transitShare tracking with customer
DeliveredOrder completed successfullyFollow up if needed
CancelledOrder was cancelledIssue refund if applicable

Viewing Order Details

Access Orders

In your store dashboard, click Orders or go to the main Orders section.

Filter Orders

Use filters to view:

  • Date range
  • Order status
  • Customer name
  • Product type

View Order Details

Click on any order to see:

  • Customer information
  • Items ordered
  • Payment status
  • Shipping details
  • Tracking information

Order Management Tasks

Customer Communication

  • Order Confirmations: Automatically sent to customers
  • Shipping Notifications: Tracking updates sent via email
  • Customer Inquiries: Respond to questions about orders
  • Issue Resolution: Handle problems and complaints

Inventory Impact

  • Stock Updates: Automatically adjusted when orders are placed
  • Backorders: Handle out-of-stock situations
  • Restocking: Replenish popular items

Customer Management

Customer Profiles

Access detailed customer information including:

  • Order History: All past purchases
  • Contact Information: Email and shipping details
  • Preferences: Product types and ordering patterns
  • Lifetime Value: Total revenue per customer

Customer Communication

Email Templates

  • Welcome Emails: For new customer accounts
  • Order Updates: Status changes and tracking info
  • Marketing Emails: Promotions and new product announcements
  • Re-engagement: For inactive customers

Customer Support

  • Response Times: Aim for quick replies to inquiries
  • Common Questions: Prepare FAQ for frequent issues
  • Problem Resolution: Handle complaints professionally
  • Feedback Collection: Gather customer opinions

Product Management

Monitoring Product Performance

View Product Analytics

In the Products tab, sort by:

  • Sales volume
  • Revenue generated
  • Customer ratings
  • Inventory turnover

Identify Trends

Look for:

  • Best-selling products
  • Underperforming items
  • Seasonal variations
  • Customer preferences

Optimize Product Listings

Update:

  • Product descriptions
  • Pricing strategies
  • Product images
  • Inventory levels

Inventory Management

Stock Monitoring

  • Low Stock Alerts: Get notified when inventory is low
  • Reorder Points: Set automatic reorder thresholds
  • Seasonal Planning: Adjust inventory for peak periods
  • Dead Stock: Identify slow-moving products

Product Updates

  • Price Changes: Adjust pricing based on performance
  • Description Updates: Improve product descriptions
  • Image Refresh: Update product photos regularly
  • Variant Management: Add or remove product options

Store Settings and Configuration

General Settings

Regularly review and update:

  • Store Information: Business details and contact info
  • Legal Pages: Privacy policy, terms of service
  • Tax Settings: Sales tax configuration
  • Shipping Options: Delivery methods and rates

Design and Branding

Keep your store fresh:

  • Seasonal Updates: Holiday themes and promotions
  • Brand Consistency: Ensure all elements match your brand
  • Mobile Optimization: Test on various devices
  • Performance: Monitor page load times

Marketing and Promotion

Sales Campaigns

Planning Promotions

  • Discount Codes: Create special offers
  • Free Shipping: Incentivize larger orders
  • Bundle Deals: Combine products for savings
  • Limited Time Offers: Create urgency

Campaign Tracking

  • Promotion Performance: Measure discount effectiveness
  • Conversion Rates: Track campaign success
  • Customer Acquisition: Monitor new customer growth
  • ROI Analysis: Calculate return on marketing spend

Customer Retention

Loyalty Strategies

  • Email Marketing: Regular newsletters and updates
  • Social Media: Engage with customers on platforms
  • Customer Reviews: Encourage product feedback
  • Repeat Purchase Incentives: Reward returning customers

Troubleshooting Common Issues

Sales Decline

If you notice decreasing sales:

  1. Check Analytics: Identify where the drop occurred
  2. Review Products: Ensure popular items are in stock
  3. Examine Pricing: Compare with competitors
  4. Customer Feedback: Survey recent customers
  5. Marketing Efforts: Review recent campaigns

Technical Problems

For store functionality issues:

  • Clear Cache: Browser and server cache
  • Check Integrations: Stripe and other connections
  • Test Checkout: Verify the purchase process
  • Mobile Testing: Ensure mobile functionality
  • Contact Support: Reach out for technical help

Scaling Your Operations

When to Hire Help

Consider hiring when you:

  • Process >50 orders per month
  • Spend >10 hours per week on store management
  • Need specialized skills (marketing, design)
  • Want to focus on growth rather than operations

Automation Opportunities

  • Email Marketing: Automated campaigns
  • Inventory Management: Automatic reordering
  • Customer Service: Chatbots and FAQ systems
  • Social Media: Scheduling tools

Best Practices

Daily Tasks

  • Check new orders: Review and process overnight orders
  • Monitor inventory: Check stock levels of popular items
  • Customer communications: Respond to inquiries
  • Sales tracking: Note any unusual patterns

Weekly Reviews

  • Performance analysis: Review weekly sales data
  • Product updates: Adjust based on performance
  • Marketing planning: Schedule upcoming campaigns
  • Customer feedback: Review and respond to reviews

Monthly Planning

  • Strategic review: Assess overall business health
  • Inventory planning: Order stock for upcoming period
  • Budget review: Analyze expenses and revenue
  • Goal setting: Plan for next month's targets

Next Steps

Advanced Analytics

Learn how to set up Google Analytics and create detailed reports. Analytics Setup →

Customer Service

Best practices for providing excellent customer support. Customer Support →

Marketing Strategy

Grow your store with effective marketing techniques. Marketing Guide →

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