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Business Overview: Track Key Business Metrics in a Single Place

Business owners juggle multiple hats. Due to this time crunch, they often overlook one of the most critical aspects of running a business a.k.a measuring business performance.

In this article, I will provide you an easy solution that is custom-made for business owners. It tracks critical metrics, provides real-time reports, and helps keep a tab on all important aspects of every business – sales, orders, products, customers and website traffic.

Continue reading the discover this magic tool…

Go to place to get your business overview: Putler’s Home Dashboard

Pulter is a tool made by business owners for business owners. We understand all the key metrics that a business owner needs to have access to at any point in time. They need to have a complete business overview in order to make sound and profitable decisions for their business.

So we make all these critical KPIs available in a single place. Putler’s Home Dashboard is a great example of all the key metrics that a business owner must track. Take a look at how it looks here –

Putler's Home Dashboard
Putler’s Home Dashboard

Critical Sales KPI’s

Sales is the yardstick for business success. Putler recognises this and displays all important sales numbers on the Home dashboard.
Here are some critical sales KPI’s

Critical Sales KPI's
Critical Sales KPI’s
  • Current month’s sales
  • Today’s sales
  • Yesterday’s sales
  • Daily average
  • Last month’s sales
  • Sales 3 months’ prior
  • Sales 6 months’ prior
  • Sales 12 months’ prior

Sales Analytics Graphs

This graph gives you an overview of the sales and orders in the selected date range.

It also gives important sales KPI’s like;

  1. Recurring sales
  2. Revenue/day
  3. Refunds
Sales Analytics Graph
Sales Analytics Graph

Customer Analytics Graphs

This graph gives you an overview of your customer base for the selected date range in the date picker.

You can easily find out 3 main customer KPI’s for your business:

  1. New customers
  2. Returning customers
  3. Refunded customers

Here’s how this graph looks:

Customer Analytics Graph
Customer Analytics Graph

Transaction Activity

Every business owner is interested in knowing what is happening in their business at any point in time.

Putler’s Transaction Activity gives you a complete list of transactions that takes place in your business in the selected date range.

It provides information about the customer and his corresponding transaction activity – (refund, payment completion, order cancellation)

Transaction Activity
Transaction Activity

Product Leaderboard

This feature is specially dedicated to products.

It gives a complete idea of how your products are performing during the selected date range.

The Product leader board features the top 10 products on your store.

Now, what if you have less than 10 products on your store?

No issues, Putler will still process all your products and make a list of the best performing product to the least performing product.

Take a look at the Product Leaderboard now;

Product Leaderboard
Product Leaderboard

Practical ways to use the Home dashboard

  • Know the pulse of your business by viewing the critical sales KPI’s
  • Create product strategies like upsells, downsells, bundles based on their performance on the product leaderboard.
  • Keep an eye on the transaction activity and act on transactions like refunds, cancellation etc.
  • Take a look at your customer growth and formulate strategies to grow these numbers.

Over to you!

I hope you found this article useful. I encourage you to use Putler or any other tool of your preference to get a complete overview of your business. It will help you stay on top of your numbers, spot opportunities, tackle threats and grow your business overall.

Feel free to leave a comment if you feel we missed out on an important metric in the comment section. Your feedback is most welcome.

Get a complete overview of your business in under 5 minutes

Take Putler’s 14 day free trial. No coding or credit card required.
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2 thoughts on “Business Overview: Track Key Business Metrics in a Single Place

  1. Is it possible to make the graphs smaller? I prefer the older look as it’s more compact. With the new home display the graphs take up a lot of room so I have to scroll down.

    Also some info is missing like conversion rate and total traffic to site (now just shows customers).

    I also prefer the menu at the left to go to different screens as it takes one click. The new one takes 2 since it uses a drop down.

    Cheers,

    Jesse

    1. Hi Jesse,

      Thanks for the feedback. We have improved the Home Dashboard and are making it look more compact. We have also added the conversion and traffic info. Our main goal is to retain as many features as possible and also provide new useful ones. Feel free to give feedback on the other dashboards as well.

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