Understanding the Analytics Dashboard
What you will achieve in this guide
Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.
Review Shopify registration form views, step progress, submissions, traffic sources, and approval statistics in Rivio Analytics.
Before you begin
Select the form and reporting period you want to inspect. Use a known storefront visit and application as a test, and keep visit, submission, approval, and sales counts separate when interpreting results.
Read different metrics separately
Analytics includes per-form views, multi-step progression, submissions, conversion, traffic sources, review outcomes, and A/B results where data exists. The form and time filter determine the scope of the report.
Views describe tracked storefront activity, submissions describe completed applications, and approval rate describes review outcomes. None is an order or revenue metric. Compare like-for-like selections before deciding that a form change improved performance.
Example
Select Demo Wholesale Application and a 7-day window after generating real storefront test visits and submissions.
Expected result
Views, progression, submissions, and review outcomes are read for the same selected form and period.
Limits and important behavior
- Tracking runs independently and does not block submissions if it fails.
- A view is not an application, and approval rate is not form conversion rate.
- An empty report can mean no tracking data exists for the selected form and range.
Troubleshooting and verification
If figures seem inconsistent, compare the same form and period and confirm that the tested page uses that form’s slug. Tracking can fail without blocking submission, so the inbox and analytics do not have to match exactly.
Screenshots to add
Screenshot placeholder: Capture the app screen or test result described in “Understanding the Analytics Dashboard”. Include the relevant saved settings and the example outcome so readers can connect the explanation to the interface. Use dummy applicant details and mask any secrets.
Related guides
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