> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.upsell.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How do I use and understand the Upsell.com Dashboard? | Shopify Welcome to your Upsell.com dashboard! Here’s a complete walkthrough to help you understand what each section represents, where it leads, and how to navigate effectively. ${youtube}[Understanding the Upsell.com Dashboard - Quick guide](C61o6Ku_KkA) ## Dashboard overview ![](https://storage.crisp.chat/users/helpdesk/website/a78a283618511000/image_pm1tmz.png) This is the bird’s-eye view of your store’s upselling performance using Upsell.com. ### Flow builder access button The **Flow builder** button in the dashboard redirects you to the Upsell.com editor, where you can set up, edit, or optimize your upsell flows. In short, this is where the magic of Upsell.com happens! ###### What you can do: * Create new post-purchase offers * A/B test upsell sequences to maximize effectiveness * Personalize offers for specific customer segments ### Key metrics section * **Revenue generated by the app**: Tracks the total revenue Upsell.com has driven in the selected timeframe * **Accepted offers**: Highlights the number of upsell offers accepted by customers * **ROI**: Displays the return on investment from using Upsell.com * **Conversion rate**: The percentage of customers who accepted upsell offers ###### How to navigate * Use the **timeframe filter** to adjust the reporting period. The filter allows you to choose from preset options like Today, Last 7 Days, Last 30 Days, and more. You can also manually select start and end dates from the calendar view, ensuring precise control over the data you review. ![](https://storage.crisp.chat/users/helpdesk/website/a78a283618511000/image_d5rpec.png) * Click the **Flow builder** button for easy access to building and customizing upsell flows! ![](https://storage.crisp.chat/users/helpdesk/website/a78a283618511000/image_o42fph.png) ### Pages analytics ![](https://storage.crisp.chat/users/helpdesk/website/a78a283618511000/image_1vvth6p.png) Here, you’ll find performance data for each Upsell.com page type. * **Columns explained**: * **Page**: The specific page type (e.g., Checkout, Order Status, Post-Purchase Pages) * **Impressions**: Number of times the page was viewed * **Clicks**: Number of times customers interacted with offers on the page * **CTR %**: Click-through rate, which is the percentage of impressions that resulted in clicks * **Conversions**: Successful upsells completed on the page * **Revenue**: Total revenue generated from the specific page ###### How to use it * Identify high-performing pages to replicate their success across your store * Drill down into underperforming pages to optimize their content or offers ### Activity report ![](https://storage.crisp.chat/users/helpdesk/website/a78a283618511000/image_1iq9ijl.png) This section provides a chronological view of all post-purchase upsell activities. It’s designed to keep you informed about customer actions and outcomes. ###### Columns explained: * **Time**: The exact timestamp of the event * **Order**: Links to the Shopify order page for detailed insights * **Customer**: Provides a direct link to the customer's profile for tracking engagement * **Page**: Indicates where the action occurred (e.g., Thank You Page, Post-Purchase Page 1) * **Event**: Details of what happened (e.g., product purchased or added to cart) * **Value**: The revenue generated or action impact ###### How to use it: * Click on any link under the **Order** or **Customer** column for deeper exploration into specific orders or customer behavior * Use the **Download report** button to export the activity data as a .csv file for further analysis or record-keeping ### Recommended apps section ![](https://storage.crisp.chat/users/helpdesk/website/a78a283618511000/image_1t6e6it.png) At the bottom of your Upsell.com interface, you’ll find the **Recommended apps** section. This showcases our sister tools that can complement your Upsell.com setup to boost store performance. ###### How it works: * Each app listed includes a short description, customer rating, and key features * Use the "Try it for free" button to explore and integrate these apps directly into your Shopify store **Examples of featured apps** * [Minta Social Media Video Maker](https://www.minta.ai/): Automatically generates promo videos for social media to elevate your marketing efforts * [Shippify - Shipping Rates](https://apps.shopify.com/shipping-tags): Helps you implement custom shipping rates and rules to improve your checkout process ### App navigation links On the left sidebar under **Apps**, click **Upsell.com** to expand your options. Here’s what each sub-link provides: * **Checkout**: Access and customize your checkout upsell offers (Shopify Plus merchants only, due to Shopify limitations!) * **Social automation**: set up automations once, and let Minta's powerful technology work in the background * **Activity report**: Review all activity related to your upsell offers, including customer actions (as per the section above, but a dedicated page with no other distractions) * **Referral program**: Set up and manage referral programs to boost customer acquisition - get paid for helping others also maximize their revenues! * **Settings**: Configure app functionality and manage integrations. In **Settings** you can: * **Enable** or **disable** the app ‎ ‎ ‎ ‎ ‎ ‎ ‎  ● **Set Upsell.com as your post-purchase app** ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Select your **store's admin language** ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Integrate **third-party integrations** ‎ ‎ ‎ ‎ ‎ ‎ ‎  ● Configure **order settings**, including: ‎ ‎ ‎ ‎ ‎ ‎ ‎  ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Sending **emails** for upsell updates ‎ ‎ ‎ ‎ ‎ ‎ ‎  ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Adding upsold items to either existing or new orders ‎ ‎ ‎ ‎ ‎ ‎ ‎  ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Managing **payment methods** for upsells ‎ ‎ ‎ ‎ ‎ ‎ ‎  ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Setting **reserve times** for **unpaid upsold items** or **authorized (though funds not transferred) orders** ‎ ‎ ‎ ‎ ‎ ‎ ‎  ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Handling **fulfilled orders** ‎ ‎ ‎ ‎ ‎ ‎ ‎  ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Define **product visibility rules** for **multi-location inventory** ‎ ‎ ‎ ‎ ‎ ‎ ‎  ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ● Add notes, tags, and hold statuses to orders generated by Upsell.com * **Help & pricing**: Access the **Upsell.com Academy**, a resource center where merchants can find: ‎ ‎ ‎ ‎ ‎ ‎ ‎  ● **Help articles and videos** covering **frequently asked questions** and guides ‎ ‎ ‎ ‎ ‎ ‎ ‎  ● **Search functionality** to find answers to specific questions ‎ ‎ ‎ ‎ ‎ ‎ ‎  ● Contact options for **additional support** ### Tips for maximizing the dashboard * Regularly check the **Activity report** for real-time updates on upsell performance * Use **Pages analytics** to test and tweak upsell offers * Build and optimize the **Flow builder** to upsell personalized and dynamic offers, ultimately giving your store the best chance of maximizing its revenue * Keep an eye on **Conversion rate** and **ROI** to ensure your upsell strategies remain profitable By mastering your Upsell.com dashboard, you can unlock the full potential of post-purchase upsells and drive more revenue. Happy Upselling! 🎉 ### Well, that’s a wrap! If this article did not solve your issue, our support team is available for you 24/7, just click the live chat button at the bottom-right corner of this page. | 📢 **Did you know we have a YouTube channel?** Don’t forget to [subscribe to the channel](https://www.youtube.com/channel/UCyhFu9538WtMSUcdFERO4JA) to keep in touch with us and our news and updates | 🙏 **If you find our app useful, help other merchants find it by [leaving us an honest review on the Shopify App Store](https://apps.shopify.com/reconvert-upsell-cross-sell#modal-show=ReviewListingModal)!** It means the world to us ||| 📧 **Please let us know if you spot any typos, mistakes, or omissions via care@upsell.com**