Docs Support Install on Shopify

Creating Cards

~5 min read

A card is a single goal widget on your dashboard. It points at a metric, optionally declares a target, and shows you at a glance whether you’re winning or not.

What Makes a Card

Every card has three parts:

  1. A card type — which Shopify metric to track (Revenue, Orders, Top Products, etc.)
  2. A configuration — time window, goal, visualization, and alert settings
  3. A label — a human-readable name shown at the top of the card on your dashboard

Adding a Card

  1. Open a dashboard and click Add Card.
  2. Select a card type from the gallery, or select Custom to write a SmashGL query from scratch.
  3. Give your card a title (e.g. “Monthly Revenue”).
  4. Configure settings in the Simple tab — or write a SmashGL query in the Code tab.
  5. Click Preview to see how it looks with live data.
  6. Click Save to add it to your dashboard.

Configuration Options

Simple Tab

The Simple tab lets you configure your card using plain controls — no code required.

Setting What it does
Card title The label shown at the top of the card
Visualization How the data is displayed (see Visualization types)
Time Window The period of data to show (e.g. “Last 30 days”, “This month”)
Compare with Which period to compare against for the % change
Goal Optional target value — enables the OKR progress bar
Goal commitment Hard (default, strict bands) or Soft (lenient bands for aspirational/stretch goals — progress bar renders with a dashed border)
Metric type Cumulative (period total, forecast extrapolates linearly), Ratio (running value IS the forecast — uptime %, refund rate, conversion rate), or Level (snapshot count). Usually auto-detected.
Direction Higher is better (default — goal is a minimum) or Lower is better (goal is a maximum not to exceed). Set manually for refund rate, return rate, cost per click, churn. Usually auto-detected.
Number format Auto (default), Percentage (shows 1.80%), Currency (prefixes store currency symbol), or Number (plain count).
Compact notation When enabled (default), large numbers are abbreviated as 1.2k, 3.4M. Uncheck to always show full numbers.
Alert RAG pulse on the card border keyed to goal status (🟢 on track / 🟡 close / 🔴 behind)
Trend Show a sparkline chart of the metric over time
Smooth Smooth the sparkline to reduce day-to-day noise

Code Tab

The Code tab shows the underlying SmashGL query. Advanced users can edit it directly. See SmashGL reference for the full language spec.

Time Windows

Rolling windows (most common):

Option Coverage
Last 7 days Rolling 7 days ending today
Last 14 days Rolling 14 days ending today
Last 30 days Rolling 30 days ending today
Last 90 days Rolling 90 days ending today

Calendar periods — adjust automatically as time passes:

Option Coverage
This week Start of current week to today
This month 1st of current month to today
This quarter Start of current quarter to today
This year January 1st to today

Custom date range — a fixed range you specify by date. Useful for campaigns and seasonal windows.

Calendar periods unlock Forecast and Time Left. Rolling windows have no defined end date, so Forecast shows “—” for those. See Reading Your Card.

Compare With Options

Option How it’s calculated
Previous period (default) An equal-length window immediately before the current one
Previous year Same date range, 12 months earlier
Same day last week Same date range shifted back 7 days
Same period last year (calendar periods only) Same named period last year
Same period last month (calendar periods only) Same weekday-anchored range last month

Goal Types

Goal type How to use it Example
No goal Metric and vs-prior comparison only —
Grow by % Target is N% above the comparison period “Grow 10% vs last period”
Reach a target Fixed number you want to hit “Hit 500 orders this period”
Threshold Binary pass/fail for ratio metrics. Code tab only: use the THRESHOLD clause. “Uptime ≥ 99.98%”
Compound Two or more conditions joined by AND or OR. Code tab only. “Revenue ≥ $15k AND orders ≥ 300”

When a goal is set, the card shows an OKR-style goal statement, a progress bar, and a gap-to-go indicator.

Editing a Card

Click any card on your dashboard to open the editor. Change the card type, query, visualization, or label and click Save. Changes take effect immediately.

Deleting a Card

Open the card editor and click Delete card at the bottom. Card deletion is permanent — there is no undo.

Next Steps

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