📶Overview - Dashboard
The Overview dashboard provides a high-level snapshot of your store’s financial performance, designed to help you quickly understand how revenue flows through costs and margins to arrive at profit.
This page brings together key business metrics across revenue, costs, marketing, customers, and products, allowing you to identify trends, inefficiencies, and growth opportunities at a glance. Rather than focusing on individual metric definitions, the Overview emphasizes relationships between metrics and how changes in one area impact overall profitability.
What you’ll find on the Overview page
Revenue to Profit A step-by-step view of how Net Revenue is reduced by product costs, fulfillment costs, marketing spend, and operating expenses to arrive at Net Profit. This section highlights where money is being spent and how each cost component affects profitability.
Margin Overview (CM1, CM2, CM3) A summary of contribution margins that shows profitability at different stages—after product costs, fulfillment costs, and marketing spend—helping you assess business health beyond top-line revenue.
Marketing Metrics / Marketing Performance Trend Key indicators that evaluate marketing efficiency and effectiveness, showing how well advertising spend translates into revenue and profit.
Customer and Revenue Metrics Insights into customer behavior, including acquisition and retention trends, help you understand how customers contribute to revenue growth.
Product Overview A high-level view of product performance, allowing you to quickly identify top-performing and underperforming products from a revenue and profitability perspective.
Revenue to Profit
The Revenue to Profit section provides a high-level view of how your store’s revenue flows through various cost layers and ultimately results in Net Profit. This section is designed to help you quickly understand where money is being spent, how costs impact profitability, and which areas offer the greatest opportunity for improvement.
Watch the video below to learn how to analyze this section in detail and interpret each metric effectively.
Revenue to Profit Summary Cards
This section displays key financial totals for the selected date range, starting from Net Revenue and progressively subtracting costs to arrive at Net Profit.
The flow follows this logic:
Each card reflects the total value for the selected period and shows the percentage change compared to the previous period, helping you quickly identify trends and shifts in performance.
In addition to the cost breakdown, this section also includes:
Total Revenue Represents the total sales value and matches Shopify’s Total Sales metric.
CM2 (Contribution Margin 2) Shows the profit remaining after deducting product and fulfillment costs, providing insight into profitability before marketing and operating expenses.
Together, these metrics give a concise snapshot of your business’s financial health.
Revenue to Profit % Chart
Below the summary cards, the Revenue to Profit % chart visualizes how revenue is distributed across different cost categories as a percentage of Net Revenue.
This chart allows you to:
Understand how much of your revenue is spent on:
Product costs
Fulfillment costs
Customer acquisition
Operating expenses
See how these percentages change over time
Observe how cost fluctuations impact Net Profit Margin
By viewing costs in percentage terms rather than absolute values, it becomes easier to:
Compare performance across time periods
Identify cost categories that are growing disproportionately
Spot opportunities to optimize expenses and improve profitability
Margin Overview
The Margin Overview section provides a consolidated view of your store’s profitability at each critical stage of the revenue lifecycle. It focuses on Contribution Margins (CM1, CM2, and CM3) and their corresponding percentages, helping you understand how much profit remains after each major cost layer is applied.
This section is designed to answer a key question: “How much profit do I have left at each stage, and where is it being consumed?”
At the top of the section, Bloom displays summary cards for all three contribution margins along with their percentage values for the selected date range.
Watch the video below to learn how to analyze this section in detail and interpret each metric effectively.
Margin Summary Cards
At the top of the section, Bloom displays summary cards for all three contribution margins along with their percentage values for the selected date range.
The margins follow this progression:
CM1 (Gross Profit) Profit remaining after deducting product costs (COGS) from Net Revenue.
CM2 (Contribution Margin 2) Profit remaining after deducting product costs and order fulfillment costs.
CM3 (Contribution Margin 3) Profit remaining after deducting product costs, fulfillment costs, and marketing spend.
Each margin is also shown as a percentage of Net Revenue, making it easy to assess margin efficiency regardless of revenue scale.
Profit Margins Trend Chart
Below the summary cards, the Profit Margins chart visualizes both the absolute values and percentage trends for CM1, CM2, and CM3 over time.
The chart shows:
CM1, CM2, and CM3 values (bars)
CM1%, CM2%, and CM3% (lines)
At any point in time, you can hover over the chart to view:
The exact margin values
Their corresponding percentages
Because each margin is calculated by subtracting additional cost layers, the gap between CM1, CM2, and CM3 visually represents where profit is being consumed.
Marketing Performance
The Marketing Performance section provides a clear view of how efficiently your marketing spend is driving revenue and customer growth. It focuses on return-based metrics (MER, MPR), customer acquisition efficiency (CAC), and new customer contribution, helping you understand whether your marketing efforts are profitable and scalable.
This section is designed to answer a key question: “Is my marketing spend generating profitable growth, and how efficiently am I acquiring customers?”
Before diving into the metrics, a short walkthrough video is available to explain how Bloom calculates marketing performance metrics and how to interpret them effectively.
Marketing Performance Summary Cards
At the top of the section, Bloom displays key marketing efficiency metrics for the selected date range.
These include:
MER (Marketing Efficiency Ratio / ROAS) Measures how much revenue is generated for every unit of marketing spend.
aMER (New Customer ROAS) Shows marketing efficiency considering only revenue from new customers.
MPR (Marketing Profit Ratio / POAS) Indicates how much profit is generated for every unit of marketing spend.
aMPR (New Customer POAS) Measures profit efficiency from new customer acquisition.
CAC (Customer Acquisition Cost) The average cost to acquire a new customer.
New Customers Total number of new customers acquired in the selected period.
New Customers % Percentage of total new customers, highlighting acquisition focus.
BEROAS (Breakeven ROAS) The minimum ROAS required to avoid losses on marketing spend.
Each card shows:
The metric value for the selected period
The percentage change compared to the previous period
This allows you to quickly identify improvements or declines in marketing efficiency and customer acquisition performance.
Marketing Performance Trend Chart
Below the summary cards, the Marketing Performance Trend chart visualizes how marketing efficiency and acquisition costs change over time.
The chart displays:
MER and aMER (lines)
MPR and aMPR (lines)
CAC (bars)
By hovering over any point in time, you can view:
Exact values for each marketing metric
Corresponding CAC for that period
This combined view helps you understand how changes in spend efficiency directly impact customer acquisition costs and overall profitability.
How to Use this for Analysis
You can use the Marketing Performance section to answer key questions such as:
Is my marketing spend efficient? Track MER and aMER trends to understand overall and new-customer efficiency.
Am I acquiring customers profitably? Compare MER and MPR against BEROAS to quickly see if campaigns are above or below breakeven.
Is customer acquisition improving or getting more expensive? Monitor CAC alongside New Customers and New Customer % to assess acquisition quality and cost trends.
Where is performance changing over time? Use the trend chart to identify weeks where efficiency improves or declines and correlate those changes with spend, offers, or channel activity.
This section is best used alongside the Margin Overview and Revenue to Profit sections to ensure that marketing decisions are aligned with overall profitability—not just revenue growth.
Customer & Revenue Metrics
The Customer & Revenue Metrics section provides a snapshot of how your revenue is distributed across new and repeat customers, along with key order-level and discount insights.
This section helps you understand who is driving your revenue, how customer behavior is changing over time, and whether growth is coming from acquisition or retention.
A short walkthrough video is available at the top of this section to explain how these metrics are calculated and how to interpret them together.
Revenue & Customer Summary Cards
This section provides a quick snapshot of how your revenue is distributed between new and repeat customers, along with key order and discount indicators for the selected date range.
At a glance, you can understand:
Overall order volume and customer acquisition
How much revenue is coming from new vs repeat customers
Differences in AOV between new and returning buyers
The impact of discounts and returns on revenue quality
Each summary card displays:
The total value for the selected period
The percentage change compared to the previous period
This makes it easy to quickly identify shifts in customer behavior, revenue mix, and overall demand trends without diving into individual metrics.
Customer Type Trend Chart
Below the summary cards, the Customer Type chart visualizes how revenue and order contribution is split between new and repeat customers over time.
The chart displays:
New Customers and Repeat Customers (bars)
New Customer % and Repeat Customer % (lines)
By hovering over any data point, you can view:
The number of new and repeat customers
Their respective contribution percentages
This trend view helps you understand whether growth is being driven by acquisition, retention, or a mix of both.
Product Metrics
The Product Metrics section highlights your store’s best-performing products for the selected date range.
It displays a visual breakdown of total units sold along with a list of the top 5 selling products, showing:
Units sold per product
Total sales generated by each product
This section helps you quickly identify which products are driving the majority of your revenue, making it easier to:
Focus marketing efforts on top-performing items
Spot winning products to scale
Identify over-reliance on a small set of products
Overall, this view provides a fast snapshot of product-level performance without overwhelming detail.
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