CommBilling provides a dashboard with key metrics and graphical representations of your business activity, giving you quick insights into orders, invoices, refunds, and credit notes.
Use these tools to monitor performance and make data-driven decisions.
Follow these steps to explore and utilize these visualizations effectively.
- Step 1: Open CommBilling in Shopify.
- Step 2: Navigate to the Dashboard tab.
- Step 3: Review the key statistics displayed, including:
- Pending orders.
- Pending refunds.
- Total document downloads.
- Total emails sent.
- Step 4: Scroll down to the Graphical Section to access visual charts for:
- Orders.
- Invoices.
- Refunds.
- Credit notes.
- Step 5: Use the Date Filter located at the top of the graphical section to refine the data by daily, weekly, monthly, or custom date ranges.
- Step 6: Analyze the charts to identify trends and gain insights into your business’s performance.
CommBilling’s dashboard provides real-time data visualizations, making it easier for you to track and understand your business activity. By utilizing the graphical section and date filter, you can make informed decisions to optimize your operations and boost performance.