E-COMMERCE SUITE OVERVIEW
Octoboard E-commerce Suite is an optional data add-on for Stripe accounts and WooCommerce stores. It allows Octoboard clients to receive real-time data and events from e-commerce systems and display sales data, product and customer analytics in dashboards, automated reports, client portals. In addition, the E-commerce Suite offers automated AI insights and data connectors for Google Data Studio.
These are some of the E-commerce Suite features:
- Advanced Ecommerce data analytics based on real-time online purchases
- Product, customer and real-time shopping basket analytics
- Advanced product and customer segmentation
- Coming soon: Email marketing campaigns and automation for client outreach
Below are the key dashboards and reports that are available in the E-commerce Suite data add-on:
- E-commerce Suite overview - Overview of online sales figures
- E-commerce Suite sales dashboard - E-commerce sales by revenue type
- E-commerce Suite sales and orders - Online sales, orders and order values
- E-commerce Suite customers - Online sales customer analytics
- E-commerce Suite refunds - Online sales - refunds analysis
- E-commerce Suite products - Online sales - product analysis
- E-commerce Suite taxes - Taxes and shipping analysis
- E-commerce Suite transactions - Online sales transactions overview
- E-commerce Suite Weekly Sales Report (Report) - Key online sales metrics in a report
- E-commerce Suite sales report (Report) - E-commerce sales by revenue breakdowns in a report
- E-commerce Suite sales and orders (Report) - Online sales, orders and order values in a report
- E-commerce Suite transactions (Report) - Online sales transactions overview in a report
E-commerce Suite dashboards can be located in the left panel.
If the E-commerce Suite option is not visible or if you are not using E-commerce Suite and would like to hide its features, use the Settings > Add-Ons panel to modify E-commerce Suite visibility settings:
There are two ways to connect to Stripe and WooCommerce in Octoboard. You can use our core products (Octoboard for Business or Octoboard for Agencies). Core products use native analytics APIs available from Stripe and WooCommerce. Analytics API provide high level data metrics. Or you can use the E-commerce Suite connections. E-commerce Suite will download all transactional data and will build analytics functionality on top of the detailed data available from Stripe and WooCommerce.
To connect to the standard analytics APIs, use "Add Template" or "Add Widget" options as shown below:
Using core APIs above does not require E-commerce Suite features. With E-commerce Suite, when you connect to Stripe or WooCommerce, Octoboard starts downloading (synchronising) transaction data from online stores. Ecommerce-Suite will build analytics data cubes and real-time event handlers to make sure you see data changes and trends as soon as they occur. Octoboard will continue updating internal datasets by synchronising data with WooCommerce and Stripe.
Connecting Stripe and WooCommerce to E-commerce Suite is very easy. Open any of the E-commerce dashboards and use "Add Store" option at the top as shown here:
Alternatively, go to "Left Panel > E-commerce Suite > Connections" and add new Stripe or WooCommerce connection.
As you add a new store, you will follow simple steps to connect each account:
Once you have connected your stores, Octoboard will start retrieving and synchronising your account data. You will see messages in the interface that will inform you of the ongoing synchronisation process. During the synchronisation, the ecommerce data may still be displayed, but it will be incomplete until the synchronisation process finishes.
The same "E-commerce Suite > Connections" interface can be used to disconnect (remove) Stripe and WooCommerce stores from E-commerce analytics. To remove a connection, move your mouse over "E-commerce Suite" button and select the "DELETE" option.
Once you have configured the connection, you can always check its status by visiting "E-commerce Suite > Data Monitoring" option on the left.
Any dashboard or data view in the E-commerce Suite can be further analyzed by applying filters and selecting data segments. The product comes with over 30 pre-defined segments and filters. For more details on how to use data segmentation in Octoboard, please read this tutorial.
In any E-commerce Suite dashboard or report, you can change the presentation currency and the selection of stores. You can change these settings for the whole dashboard (report), as well as for individual widgets. The following image shows where to find these configuration options:
After you have modified ecommerce settings (currency, store selection and others), you can choose to apply the new configuration to all E-commerce Suite dashboards and reports. Use the following check box to achieve that:
Once you have configured the data displays, you can then share your data in client portals, as reports or embedded dashboards, as well as generate automated AI data insights that can be received in Slack or by email.
For more details on data sharing in Octoboard, please read this tutorial.
You can also connect your E-commerce Suite to Google Data Studio by using Octoboard E-commerce connector. This tutorial explains how to connect E-commerce Suite with Google Data Studio.
E-commerce Suite is priced based on the total number of paid orders in all connected WooCommerce stores and Stripe accounts in the last 30 days. If the number is higher than what is allowed in your subscription, you can either disconnect a store or upgrade your subscription.
Read this WooCommerce tutorial on how to start sending WooCommerce data to the E-commerce Suite in Octoboard.
