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
| Report | What It Shows | Time Range |
|---|---|---|
| Sales Overview | Total revenue, orders, customers | Daily, Weekly, Monthly |
| Product Performance | Best-selling products, revenue per product | All time, Custom range |
| Customer Analytics | New vs. returning customers, geographic data | Monthly, Quarterly |
| Traffic Sources | How customers find your store | Last 30 days |
| Conversion Funnel | Visitor to purchase conversion rates | Last 30 days |
Understanding Your Data
Sales Trends
- 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
| Status | Meaning | Action Required |
|---|---|---|
| Pending | Order received, payment processing | Monitor payment |
| Processing | Order being prepared by Roastify | Track fulfillment |
| Shipped | Order is in transit | Share tracking with customer |
| Delivered | Order completed successfully | Follow up if needed |
| Cancelled | Order was cancelled | Issue 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:
- Check Analytics: Identify where the drop occurred
- Review Products: Ensure popular items are in stock
- Examine Pricing: Compare with competitors
- Customer Feedback: Survey recent customers
- 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 →