Understanding your dashboard

Dashboard overview

Your dashboard shows how substitutions are performing across your store and gives you quick access to manage your rules.

Summary bar

At the top, you'll see key metrics:

  • Substitution total sales — Revenue from orders that included a substitution

  • Substitution orders — Number of orders where at least one item was substituted

  • Performance change — Comparison to the previous period of equal length

Date ranges

Use the date picker to switch between:

  • Today

  • Last 7 days

  • Last 30 days

Metrics update automatically when you change the range.

Performance indicators

  • Green arrow → Increase from previous period

  • Red arrow → Decrease from previous period

  • Grey arrow → No change

Substitution list

Below the summary bar, you'll see all your substitution rules. From here you can:

  • Filter by Active, Inactive, or All

  • Click any rule to view or edit it

  • Create a new substitution

  • Select one or more rules to deactivate or delete in bulk

New to the app?

If you haven't had any substitutions trigger yet, your metrics will show zero—that's normal. Once orders start flowing and substitutions activate, your dashboard will populate automatically.


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