Dashboard Preferences

~4 min read

Each dashboard has its own preferences panel, accessible via the gear icon (⚙) on the Edit Dashboard page. Changes take effect immediately across all cards on that dashboard.

Currency, timezone, and weight units are inherited from your Shopify store settings and cannot be overridden per-dashboard.

Information Bar Style

The Information Bar is the status strip displayed on every card that has a goal or comparison enabled. It shows Status, Forecast, Gap, and Time Left.

Style	What it looks like	When to use it
Table (default)	A compact grid of labeled cells with a color-coded accent bar at the bottom of each cell	Dashboards where you want all indicators visible in a structured, scannable layout
Pill	A horizontal row of small rounded pill tags, color-coded by status	Dashboards where you prefer a lighter, more compact feel — pills wrap to a second line if there are many indicators

Both styles show the same information. Table is the default because it keeps each cell consistently sized and easy to scan at a glance.

In the Table style, hovering over a cell shows the full text in a tooltip — useful for long custom status labels.

Default Query Language

Controls which data source all new cards on this dashboard use by default.

Setting	What it does
ShopifyQL (default)	Cards fetch live data from your Shopify store

This setting can always be overridden at the individual card level using the LANGUAGE clause in the Code tab.

Goal Thresholds

Controls how a card’s current attainment percentage maps to a Status state.

Attainment % = current period value ÷ goal value × 100

Status	Default attainment range	Meaning
Exceeding	≥ 105%	More than 5% above target
On Track / Goal Reached	100–105%	At or just above target
Needs Attention	85–100%	Within 15% of goal
At Risk	75–85%	15–25% below goal
Critical	< 75%	More than 25% below goal

Adjust the threshold percentages to match your business’s tolerance for variance. Changes apply immediately to all cards on the dashboard.

Example: A store that runs flash sales may want to widen the “Needs Attention” band to 70–100% so mid-period dips don’t trigger amber Status constantly.

Status State & Color

Each Status state has a customizable label and color. Click the color swatch next to any label to pick a custom color, or type a new label to rename the state.

State	Default color	What triggers it
Exceeding	Green `#22c55e`	Attainment ≥ 105%
Goal Reached	Green `#22c55e`	Attainment 100–105% — goal is met
Needs Attention	Amber `#eab308`	Attainment 85–100%
At Risk	Orange `#f97316`	Attainment 75–85%
Critical	Red `#ef4444`	Attainment < 75%
Achieved	Green `#22c55e`	Period goal locked as met
Paused	Grey `#6b7280`	Card is paused
No Baseline	Grey `#6b7280`	No prior-period data for a relative goal
Early Window	Grey `#6b7280`	< 20% of the period elapsed

Forecast State & Color

Each Forecast state has a customizable label and color.

Confidence % = projected end-of-period value ÷ goal value × 100

State	Default color	What triggers it
Will Exceed	Green `#22c55e`	Projected to finish ≥ 105% of goal
On Pace	Green `#22c55e`	Projected to finish 100–105% of goal
Slipping	Amber `#eab308`	Projected to finish 85–100% of goal
Off Track	Orange `#f97316`	Projected to finish 75–85% of goal
Will Miss	Red `#ef4444`	Projected to finish < 75% of goal
Insufficient Data	Grey `#6b7280`	Too few data points to project reliably

Tone Colors

Tone colors are the global semantic colors used for Alert pulses (card border glow) and as fallbacks for custom Status/Forecast labels.

Tone	Default color	Used for
Good	`#22c55e` (green)	On Track, Exceeding, Achieved, Will Exceed, On Pace
OK	`#eab308` (amber)	Needs Attention, Slipping
Bad	`#ef4444` (red)	Critical, Will Miss

Changing a Tone color updates the Alert glow for all cards on the dashboard that use that tone.

Next Steps

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