Frequently Asked Questions

The questions prospective customers actually ask — answered without the marketing fluff. If you don’t find what you need here, email us at support@dashboardSMASHBOARD.com.

Data & Metrics

How is revenue calculated — is it net or gross, and are refunds excluded?

The primary revenue metric in dashboardSMASHBOARD is net_sales — gross sales minus discounts and returns. You can also query gross_sales separately to see revenue before any deductions. When you see a "Revenue" card on a dashboard, it shows net_sales by default.

Refunds and returns are excluded from net_sales. The figure you see reflects what your store actually collected, not what was originally charged.

How are returns and partial refunds treated in calculations?

dashboardSMASHBOARD uses Shopify’s reported figures directly — no additional adjustments are applied on top. In Shopify’s data model, returns are recorded as negative transactions that reduce net_sales.

Partial refunds reduce the net figure proportionally. Timing matters: if a return is processed days after the original order, it affects the period in which Shopify records the refund — not the original order date. This is consistent with how Shopify itself reports the data.

Which Shopify data fields are accessible?

dashboardSMASHBOARD connects to Shopify via read-only API access. Available metrics include:

  • From the sales source: net_sales, gross_sales, orders, net_items_sold
  • From the sessions source: online_store_visitors
  • Derived: Average Order Value (AOV) — auto-calculated when both net_sales and orders appear in the same query
  • Inventory: Low-stock and critical-stock levels per product

These are the metrics Shopify exposes through its reporting API. dashboardSMASHBOARD surfaces all of them and adds goal-tracking on top.

What is the data refresh frequency — and is it truly “real-time”?

Data syncs automatically every 15 minutes. When we say “real-time,” we mean your dashboards reflect what’s happening in your store right now — not that data streams live to the millisecond. A sale that just went through will appear on your dashboard within approximately 15 minutes.

On first install, up to 12 months of historical data is pulled in so your dashboards have immediate context — no waiting for data to accumulate.

How are timezones and timestamps handled?

All date windows — Today, This Week, This Month, This Quarter, This Year — are calculated using your Shopify store’s timezone setting. If your store is set to EST, "This Month" starts at midnight EST on the 1st.

You can override the timezone per dashboard in your dashboard settings, which is useful if you operate stores across multiple regions or if your team is based in a different timezone than your store.

Is there an audit trail for metric calculations or dashboard changes?

Not currently. There is no change history for who modified a card definition, goal target, or dashboard layout. If your team makes changes, those changes take effect immediately. There is no rollback or log of prior configurations.

If this is a hard requirement for your team, it’s worth weighing before you buy.

SmashGL & Queries

How does SmashGL differ from ShopifyQL — and can I learn it quickly?

SmashGL is a goal-first query language built on top of Shopify’s data. You declare what success looks like (GOAL), bind to your Shopify data (SOURCE), and choose how to display it (SMASH) — all in one compact query.

For example:

GOAL grow revenue by +5% over last 30 days
SOURCE shopify.sales.net_sales AS revenue, shopify.sales.orders
SMASH metric WITH trend, alert TITLED "Grow Revenue 5% This Month"

If you’re comfortable with SQL or ShopifyQL, SmashGL should feel natural within a day. If you’re not technical at all, the preset cards cover the most common metrics without writing a single query — SmashGL is there when you want to go further. SmashGL is patent pending.

What chart types and customization options are available?

Seven visualization types are available:

  • Metric — hero number with goal progress bar and vs-prior comparison
  • Sparkline — hero number plus a trend line
  • Chart — full-width trend chart (Sparkline without the hero number)
  • Bar — horizontal bars with an optional goal line
  • Gauge — arc dial filling toward a goal (0–100%)
  • Badge — large number, no comparison
  • Table — ranked rows, ideal for top products or top channels

For each card you can set: a name, a goal (percentage-based or absolute), a time window (rolling days, named calendar periods, or fixed date ranges), and a comparison period (previous period, previous year, or same day last week). Goal status drives card color automatically via Red/Amber/Green status.

Can I build custom Cards that pull any data from my Shopify store?

Yes — this is one of dashboardSMASHBOARD’s most powerful features. Every card is backed by a SmashGL query, which gives you complete flexibility to pull any data Shopify exposes: revenue, orders, AOV, sessions, inventory, gross profit, items sold, and more.

Beyond displaying data, you can attach a goal to any card. Set a fixed target, track growth by percentage, or define a threshold (e.g. “keep refund rate below 3%”). The card then shows live progress toward that goal — complete with a progress bar, gap to go, forecast, and probability of hitting the target by end of period.

For example, you could build a card that:

  • Tracks gross profit this month and alerts you when it falls below 85% of target
  • Shows your top 10 products by revenue for the last 90 days
  • Monitors daily order velocity and flags a decline vs. the prior week
  • Compares this month’s AOV against the same month last year
  • Counts items sold during a specific campaign date range and projects whether you’ll hit your volume goal

The Code tab on any card opens the SmashGL editor — write or edit the query directly, preview results, and iterate. The Simple tab handles the most common configurations without writing any code. SmashGL is patent pending.

Pricing & Plans

How is my price determined?

Your price is automatically matched to your Shopify account plan when you subscribe — you never have to pick a tier. The pricing tiers are:

  • Basic — $19/month
  • Grow (Standard) — $49/month
  • Advanced — $99/month
  • Shopify Plus — $249/month

Every tier includes everything: unlimited dashboards, unlimited goals, all visualization types, full SmashQL query language, Query Lab, all Shopify metrics, four pre-built starter dashboards, all future updates, and email support. No seat limits, no query limits, no data caps. A license covers one Shopify store.

What happens if I change my Shopify plan?

If you upgrade or downgrade your Shopify plan, dashboardSMASHBOARD detects the change and sends you an email. You’ll see an in-app prompt to update your subscription to the new price. Your access continues uninterrupted until you choose to update — nothing is cancelled automatically.

Is there a free trial — and when does billing start?

Yes. Every plan includes a 14-day free trial with full access to every feature. Billing begins only after the 14 days end if you choose to continue. Cancel before then by uninstalling from your Shopify admin and no charge applies.

How does billing work — is it through Shopify or direct?

Billing is handled entirely through Shopify’s billing system. You won’t enter any payment details directly into dashboardSMASHBOARD — the charge is authorized through your Shopify account and appears on your regular Shopify invoice. This also means your subscription is tied to your Shopify store; if you uninstall the app, your subscription is cancelled automatically.

Setup & Compatibility

How do I install the app, and how long does setup take?

Install directly from the Shopify App Store and authorize via your Shopify account — no separate account creation required. Once installed, dashboardSMASHBOARD automatically pulls up to 12 months of historical data and creates four starter dashboards (Daily Pulse, Growth Tracker, Operations Health, and Year-Over-Year).

Most merchants are looking at live goal-tracking data within a few minutes of installing. There is no lengthy configuration wizard.

Do I need technical skills or coding knowledge to use dashboardSMASHBOARD?

No. The preset cards and starter dashboards cover the most common metrics out-of-the-box — revenue, orders, AOV, sessions, inventory health — without writing a single query. If you can use a spreadsheet, you can use dashboardSMASHBOARD.

SmashGL unlocks more advanced customization and is available when you want it. It’s optional, not a prerequisite.

Which Shopify plan or store type do I need?

dashboardSMASHBOARD works with any active Shopify store on any Shopify plan.

To install and access the app, you need a Shopify staff account with the “Manage and install apps and channels” permission enabled in your Shopify admin.

How does the app handle multi-currency and international stores?

Currency and locale handling follows whatever Shopify reports. Revenue figures are displayed in the currency Shopify provides for your store. If you run a multi-currency store, the values in dashboardSMASHBOARD reflect Shopify’s reported figures, which typically use your store’s primary presentment currency. No additional currency conversion is applied.

Team & Access

Are there role-based permissions or SSO?

Access is controlled entirely through Shopify’s staff permission system. Any team member with “Manage and install apps and channels” access in your Shopify admin can access dashboardSMASHBOARD. There is no separate SSO, no granular role system within the app itself, and no per-user permissions — access is all-or-nothing at the Shopify staff level.

If your Shopify admin controls who can manage apps, that’s your access control layer for dashboardSMASHBOARD.

Can I share dashboards with my team?

Yes, in two ways:

Internal access via Shopify staff permissions: Any Shopify staff member with “Manage and install apps and channels” access can view and edit all dashboards. Dashboards are a shared workspace — there are no per-user dashboard permissions or viewer-only roles within the app.

Public shareable links: Any dashboard can be shared with people outside your Shopify team — investors, agency partners, contractors, or leadership — using a read-only public link. Recipients can view live dashboard data in a browser without a Shopify login. Links can be set to never expire or to auto-revoke after 7, 30, or 90 days. You can revoke a link at any time from the Share modal.

You can also deliver the link directly from inside the app: select saved notification channels (Email, Slack, or Teams) or type one-off email addresses and click Send now — recipients receive a branded message with a button linking to the live read-only dashboard.

Can I get notified when a goal is at risk or missed?

Yes. The Notifications system (bell icon in the dashboard header) lets you set up rules that send alerts to Email, Slack, or Teams when a card’s status changes. You can trigger on specific band transitions — goal reached, at risk, missed, or any status change — or set up a scheduled digest that delivers a summary of your dashboard on a recurring timetable (daily, weekly, or monthly).

To use notifications:

  • Add a channel (Channels tab) — enter an email address, or a Slack/Teams webhook URL. Slack and Teams webhooks require a one-click test to verify before they can receive alerts.
  • Create a rule (Rules tab) — choose what to watch (a single card or the whole dashboard), when to fire (alert on status change, or a scheduled time), and which channels receive it. A cooldown setting prevents repeat alerts for the same card within a set window.

Channels are account-wide and reusable across any dashboard. Rules are scoped per dashboard. Notification messages include the metric value, status band, vs-prior change, and a link to the read-only live dashboard — no Shopify login required for recipients.

Can I export dashboard data to CSV or Excel?

Yes. Click the Download icon (↓) in the dashboard header to export all card data as local files. Choose CSV or Excel (XLSX) — each card exports as a separate file named after the card title.

What you get per card:

  • Metric / Gauge / Badge — single aggregate row with the period total and comparison value
  • Sparkline / Chart — one row per day (the daily time-series)
  • Table — all ranked rows (e.g. top 10 products by revenue)
  • Bar — the bar chart values as rows

The export uses data already loaded in the dashboard. If a card’s data is stale, click Refresh before exporting. Cards showing an error are silently skipped — the rest export normally.

Does the app support multiple stores and consolidated reporting?

Each Shopify store requires its own dashboardSMASHBOARD license. Dashboards and data are scoped per store and are not shared between stores.

Cross-store consolidated reporting depends on what ShopifyQL itself supports. If ShopifyQL provides multi-store query capabilities, dashboardSMASHBOARD can leverage them — but today, each store is managed and viewed independently.

Features

What pre-built dashboards are included when I install?

Four dashboards are created automatically on install:

  • Daily Pulse — rolling 7-day snapshot of orders, revenue, and sessions
  • Growth Tracker — monthly targets with OKR-style goal tracking
  • Operations Health — inventory alerts, top sellers, and order trends
  • Year-Over-Year — long-horizon annual performance review

All four are fully customizable — add, remove, or reconfigure cards at any time.

Are alerts available and how are they configured?

Yes. Alerts work at two levels:

Visual alerts (on-dashboard): Any card with a goal shows a Red/Amber/Green pulsing border keyed to your goal status. Enable this by adding the ALERT flag to a card’s SmashGL query, or toggling Alert in the Simple tab. The status bands are:

  • Green — at or above your goal (On Track, Exceeding)
  • Amber — approaching but short of goal (Needs Attention)
  • Red — meaningfully behind goal (At Risk, Critical)

Notifications (Email, Slack, Teams): The Notifications system lets you push alerts off-dashboard to your team. Set up a rule to fire when a card enters a specific status band — goal reached, at risk, or missed — and deliver it to any combination of saved email addresses, Slack channels, or Microsoft Teams channels. A cooldown setting prevents repeat alerts within a configurable window (hourly, daily, weekly, etc.).

You can also set up scheduled digests that deliver a summary of a card or your entire dashboard on a recurring timetable — daily, weekly, or monthly — regardless of goal status. Useful for Monday morning revenue summaries or end-of-month OKR reports sent directly to a Slack channel or inbox.

To configure notifications, click the bell icon ( 🔔 ) in the dashboard header. Set up channels first (email addresses or webhook URLs), then create rules that reference those channels.

Can I schedule automated reports or export data?

Scheduled reports: Yes. Use the Notifications system to set up scheduled digests — daily, weekly, or monthly — delivered to Email, Slack, or Teams. Each message includes the metric value, status, vs-prior change, and a link to the live read-only dashboard. Configure these from the bell icon in any dashboard header.

Data export: Yes. Click the Download icon (↓) in the dashboard header to export all cards as CSV or Excel files — one file per card, named after the card title. See “Can I export dashboard data” in the Team & Access section above for full details on what each card type exports.

Can I export my data or dashboards if I decide to leave?

Card data is exportable to CSV or Excel using the Download icon in the dashboard header. Dashboard configurations (the card definitions, goals, and layout) are not currently exportable as a portable file.

Dashboards can also be printed to PDF directly from your browser if you need a visual snapshot to archive or share.

Is there a mobile app or mobile-optimized view?

There is no dedicated mobile app. dashboardSMASHBOARD runs as an embedded Shopify app in your browser and is designed to work on mobile. The experience is optimized for desktop — complex multi-card dashboards and the Query Lab are best used on a larger screen.

Security & Data Handling

Can the app write to, modify, or delete anything in my Shopify store?

No — not now, not ever. dashboardSMASHBOARD requests only read permissions from Shopify:

  • read_orders — revenue, order count, AOV, and items sold
  • read_reports — ShopifyQL analytics queries
  • read_inventory — stock levels for the Inventory Health card
  • read_products — product names for Top Products breakdowns
  • read_customers — customer cohort analysis

No write scopes are requested. Shopify enforces this at the API level — any write request from the app is rejected outright by Shopify’s infrastructure, regardless of what the app code does. The app cannot create, edit, delete, or modify orders, products, customers, prices, inventory, or any other store data.

How does the app authenticate — what stops someone from accessing my account?

dashboardSMASHBOARD never asks for or stores your Shopify password. All authentication flows through Shopify’s own OAuth 2.0 system — the same mechanism used by every major Shopify app.

When you install, Shopify issues an access token scoped to the specific read permissions the app requested. That token is encrypted before it is stored. Access to dashboardSMASHBOARD is controlled entirely by Shopify’s staff permission system — only Shopify staff accounts with “Manage and install apps and channels” access can use it. You can revoke access instantly by uninstalling the app from your Shopify admin, which immediately invalidates the token.

How secure is my data and where is it hosted?

The app is hosted on Render.com infrastructure in the United States with managed PostgreSQL, automated backups, and TLS-terminated HTTPS on every connection.

What we store:

  • Encrypted access tokens — never stored in plain text
  • Dashboard configurations — your SmashGL queries, goals, and card settings
  • Aggregate metrics — cached totals and counts to render your dashboards quickly

What we do not store:

  • Raw order records or individual order line items
  • Individual customer records or customer PII
  • Your Shopify admin password

Data is fetched from Shopify’s API at query time; only the aggregate result is cached. We never mirror a copy of your order history or customer database.

Is data encrypted in transit and at rest?

In transit: All connections between your browser, our servers, and Shopify’s API use TLS 1.2 or higher. HTTPS is enforced everywhere — there is no unencrypted path.

At rest: The database runs on Render’s managed PostgreSQL service with encryption at rest enabled. Shopify access tokens are additionally encrypted within the database before storage.

Session security: Authentication cookies are configured as HttpOnly (not accessible to JavaScript), Secure (HTTPS only), and SameSite=Lax (CSRF protection). Sessions expire after 8 hours of inactivity.

What security testing do you do? How do you know the app is secure?

Every code change runs through a multi-layer automated security pipeline before deployment:

  • Static analysis (SAST) — Semgrep scans for OWASP Top 10 vulnerabilities (SQL injection, XSS, insecure deserialization, hardcoded credentials, and 50+ other patterns). Findings at ERROR severity block deployment.
  • Dependency scanningnpm audit checks every third-party package against the public CVE database. High-severity findings block deployment.
  • Secret scanning — Gitleaks scans the full git history for accidentally committed API keys, tokens, or passwords.
  • Security test suite — Automated tests covering rate limiting, HMAC webhook verification, timing-safe password comparisons, and TOTP logic.
  • Weekly automated scan — The full pipeline runs every Monday on a schedule to catch newly disclosed CVEs, even on weeks with no code changes.

This is not aspirational — these checks are part of CI and block merges that fail them.

How are incoming Shopify webhooks verified?

Every webhook sent by Shopify to dashboardSMASHBOARD is HMAC-SHA256 verified against the app’s Shopify API secret before any payload is processed. Webhooks with an invalid or missing signature are rejected immediately and logged.

This ensures no third party can inject fake events (fake orders, fake uninstalls, fake billing updates) into the system.

How are public share links secured?

Public share links use a unique opaque token embedded in the URL. The token is a randomly generated string — it contains no store name, email address, or other identifying information. Only someone with the exact URL can view the shared dashboard.

Shared dashboards are strictly read-only — recipients cannot edit cards, goals, or settings. No Shopify login is required to view them.

You have full control over link lifetime:

  • Set an expiry of 7, 30, or 90 days, or “never expires”
  • Revoke a link instantly at any time from the Share modal — the URL stops working within seconds

Treat a share link like a password: share it only with people you trust, and revoke it when it’s no longer needed.

Do you sell my data to third parties?

No. We do not sell, rent, or trade your data. Ever.

Your store data is used only to operate the service — to render your dashboards and execute your SmashGL queries. We use aggregate, anonymized usage patterns internally to improve the product. No raw store data, metric values, or account information is shared with or sold to any third party.

What happens to my data if I uninstall the app?

Deletion begins within 30 days of uninstalling. The Shopify shop/redact webhook triggers immediate deletion of customer-linked data within 48 hours. Database backups are purged on a 90-day rolling schedule.

GDPR and PIPEDA data subject access and erasure requests are honored within 30 days. See our Privacy Policy for full details.

Is dashboardSMASHBOARD GDPR and privacy-law compliant?

Yes. Specifically:

  • GDPR (EU/UK): EU and UK merchant data is transferred under Standard Contractual Clauses (GDPR Article 46). All three Shopify-mandated GDPR webhooks are implemented: customer data requests, customer redact, and shop redact.
  • PIPEDA (Canada): Compliant with Canada’s federal privacy law.
  • Breach notification: Affected merchants are notified within 72 hours of a confirmed breach.
  • Data minimization: We store aggregate metrics, not individual customer records. We do not retain raw order data beyond what is needed to operate the service.
  • Shopify App Store: All mandatory privacy and billing webhooks are implemented as required for App Store listing.
Can I connect non-Shopify data sources?

Not currently. dashboardSMASHBOARD is purpose-built for Shopify. Data sources are whatever Shopify’s API and ShopifyQL expose — orders, products, inventory, and store sessions. Google Analytics, Meta Ads, and other third-party integrations are not supported at this time.

Support

Who do I contact for urgent support or incidents?

Email support@dashboardSMASHBOARD.com. You can also reach us through the live chat widget at the bottom of this page. We’re a small team — email gets you to an actual human, not a ticket queue.

For general questions and non-urgent help, the support center and documentation cover most common scenarios.