Insights Dashboard

Overview

Your Insights Dashboard serves as the primary hub for tracking key success metrics, enabling you to closely monitor the performance of your TryNow program. You can filter by specific time periods and adjust grouping or comparison intervals to review overarching trends.

Each visual includes:

• A tooltip icon that provides a more detailed definition of each metric.
• A clock icon at the top right displays the last time the data was auto-synced.
• The “Previous Period” metric in the top right corner provides comparative data from the designated prior period, based on the comparison setting at the top of the dashboard.

Please note that data from the current day is intentionally excluded; by default, the dashboard only reflects complete days’ worth of orders.

Pre-Trial Insights Metrics

Order Count: Reflects the number of orders processed through TryNow within the specified timeframe, calculated based on order creation date. Hovering over a date will display a breakdown of:

• Pre-trial orders: newly created but unprocessed orders
• Trial orders: orders currently in an active trial phase
• Post-trial orders: orders that have been completed and closed

Shopper Opt-In Rate: Indicates the percentage of your total orders that are TryNow orders.

New vs. Returning Shoppers: Shows the ratio of first-time versus returning shoppers placing TryNow orders, based on Shopify’s "Customer Type" field.

Gross Sales: Represents the gross value of TryNow orders within the time range, calculated on the order creation date. This includes the total order amount after discounts, taxes, shipping, and any applicable fees, as well as values for Buy Now items.

Gross AOV: The average gross sales value per order, calculated as Gross Sales / Order Count.

Gross UPT: Represents the average number of units per transaction in a TryNow order. Note: If a shipping protection SKU is applied, it is factored into this calculation.

Post-Trial Insights

Captured Orders: Number of orders completed and finalized, counted based on the order closure date.

Success Rate: The percentage of orders where the shopper kept at least one item. Estimated by identifying if the net payment on an order exceeds the lowest-priced unit.

Captured Revenue: The final net order value after returns, recorded based on the order’s closure date. This aligns with the “Net Payment” field in Shopify and represents the total amount ultimately paid by the shopper, inclusive of any Buy Now items.

Net AOV: The average order value after returns, calculated as Captured Revenue / Captured Orders, based on the closure date of orders.

ROI: Reflects the return on investment (ROI) from incremental TryNow revenue minus incremental costs, divided by TryNow fees. The ROI calculator enables a clear view of program ROI, factoring in all incremental returns and operational costs. Click "Modify Inputs" to enter in your incremental return costs per order/unit and any additional outbound costs per order. Click here for more details on ROI.

Entrypoint Insights

This table tracks the conversion rate for each TryLink. Our TryLinks feature monitors clicks, carts created, and resulting order placements.

Note: This differs from the landing page conversion rate in Shopify Analytics. Shopify Analytics metrics based on “Landing Page URL” focus only on sessions starting from a specific landing page. If a shopper initially arrives at a product detail page (PDP) and subsequently navigates to the TryNow collection page to complete a purchase, this conversion isn’t reflected in Shopify Analytics but is included in our conversion rate insights, as all sessions are considered, regardless of the entry point.

Shopper Insights

This table automatically compiles unfiltered shopper feedback about their trial experience, including comments on products tried, sizing issues, and suggested improvements. Feedback is sourced from survey responses in transactional emails and interactions with Customer Support. You can export this data via the download icon for further analysis.