New Release: Your Shopify Dashboard Is Here!

Dasheroo Shopify DashboardWe’ve been working hard on rounding out our billing-payments-ecommerce dashboards for those of you who have been asking about tracking these metrics on your Dasheroo business dashboards. Makes sense right? Who wouldn’t want to see their marketing dollars well spent on how much money is coming in the door.

So without further adieu, here is what you can now see in your awesome Shopify dashboard!

Sales over time

  • Trending insight of sales per day over the given time period represented as a line graph
  • Average & Median Sale value by cart

Orders over time

  • Trending insight of orders per day over the given time period represented as a line graph

Recent Activity

  • Most recent sales from your storefront with the appropriate status represented as a table

Most Sales

  • Transactions ranked in the order of $ sales, highest to lowest in the given time period represented as a table

Refunds Over Time

  • Trending insight of refunds per day over the given time period
  • Total refunds and total $ amount in refunds are represented as a line graph

Orders Received vs Fulfilled

  • This is an insight that will compare the number of orders to the number of orders fulfilled in the given time period represented as a pie chart
  • This tells you of all of your orders, how many remain to be fulfilled and the rate at which you are fulfilling orders

Orders vs Abandoned Checkout

  • This is an Insight that will compare the number of orders to the number of checkouts that were abandoned represented as a pie chart

Top Products

  • Leaderboard of the products that contributed most to the revenue in the given time period represented as a table

Customers Over Time

  • This is a trending insight of customers the storefront has acquired per day over the given time period represented as a line graph.
  • Total number of customers and total revenue

Sales by New and Repeat Customers

  • This insight compares the sales generated by new and returning customers in Shopify represented as a pie chart

Top Customers

  • Leaderboard of customers that generated most sales in the given time period represented as table

Top Sources

  • This is a leaderboard of traffic sources that contributed to maximum sales represented as a line graph
  • Traffic source include direct, referral , social, search engine represented as a table

Ok! If you use Shopify we’d love to hear your thoughts on what’s great, what’s not and what you need!

New Release: Google Analytics Ecommerce Dashboard

Many of you have been asking about tracking your ecommerce metrics in your Dasheroo business dashboards. So we’ve been working hard to provide you with PayPal and Stripe which have been released and now we get to add to that with a Google Analytics Ecommerce dashboard.

Here’s what you’ll get:

Dasheroo's Google Analytics Ecommerce DashboardRevenue

  • Trending insight of revenue per day over time for the given time period.
  • Stats like total revenue, average revenue per order, conversion rate & number transactions

Top Products

  • Leaderboard insight listing the products that generated the most revenue by product name
  • A tabular insight

Conversion Rate

  • Trending insight of conversion rate for your storefront.This is the percent of visits in Google Analytics that resulted in an ecommerce transaction
  • Total conversion rate for the time period and the total number of transactions in the specified period of time

Recent Transactions

  • Tabular insight of the most recent transactions in your storefront during the given time period. This will include the transaction details like amount, customer details and date.

Revenue by Source

  • Breakdown of your revenue by source represented as a bar graph

Revenue by Medium

  • Breakdown of your revenue by medium represented as a bar graph

Revenue by product category

  • Leaderboard insight listing the product categories that generated the most revenue represented as a tabular insight

Revenue by Product SKU

  • Leaderboard insight listing the product categories that generated the most revenu represented as a tabular insight

Quantity

  • Trending insight of the number of units sold by your storefront in the given time period.
  • Total quantity sold and total revenue are metrics shown in the insight.

Best Selling Days

  • Leaderboard insight of days when your storefront made the most revenue represented as a tabular insight with date and $ amount of revenue.

Mashups

  • Transactions vs Sessions
  • Revenue vs Sessions
  • Revenue vs Transactions

So if you’re in the business of selling, you can have your own Google Analytics ecommerce dashboard!

Startup Lessons Learned – Considering a Probationary Period Hiring Policy

Should you have a 45 day probationary hiring period?Based on our recent experience having to fire a newly hired employee, it got me thinking…should we establish a probation program for all new hires?

The idea immediately resonated with me. Maybe because it was my idea;) Don’t get me wrong, it’s not an original idea, as a few companies out there do have formal probationary periods prior to hiring.

The program would be similar to what our friends at Buffer do with their Buffer Bootcamp:

  • 45-day probationary period
  • An established plan of what success means during at at the end of the probation period.
  • Meet with a senior team member (in our case, each of the 5 co-founders) for a 1:1 during that time.
  • There would be no benefits granted during this time.
  • And, during the probation period the employee gets paid as a 1099 (consultant).
  • The action at the end of the probation period; either get hired as a FTE or we part ways.

What Are The Pros?

  • It may weed out some folks that know they are ‘talking the talk but can’t walk the walk’, as they say.
  • It could save the time and expense of bringing them onto benefits and payroll.
  • There is no employee-employer relationship, meaning we may lessen the need for any type of severance and of litigation.
  • And most importantly, have more confidence that there is a mutually beneficial business relationship.

What Are The Cons?

  • We could lose some very strong candidates who don’t want to jump through the hoops and leave a full-time job to “maybe” get a job. Or just take another job offer that doesn’t have this hoop.
  • We may be on the hook to pay them for the full 45 days even if they don’t stick around that long.
  • Any more?

After a call with our legal guys and doing some other research, I learned a few things:

  • You really have to look at where your employees reside; there are state-by-state regulations to consider.
  • In CA if they’re doing the job of a full time employee they should be paid as such. Uber is having a huge issue with that ruling. One way around this could be to set the probationary period up as a set ‘project’ with a specific start and end date (the length of your probationary period).
  • A contractor relationship doesn’t guarantee less of a obligation to the worker, nor does it shield you any more from potential litigation. In California, a company like Dasheroo actually has as much, if not more, rights in employer-employee relationships by hiring folks.

So what are we going to do?

It’s always a little murky. Bottom line is we always want to do right by, and respect people. But it’s a two-way street and we take our business very seriously. The difference between hiring an A-player and someone else who may not ‘cut it’ has huge negative affects: the cost of on-boarding, and the lost time you’ll never recover in the productivity you expected.

So, we’re probably going to take a hybrid approach to the situation: continue to hire on a traditional full time employee basis, but start to follow a 45-day plan that mirrors most of Buffer’s probation program. A 45-day on-boarding process with weekly 1:1s with senior team members, a very clear action and progress plan by week, and at the end of the 45 days a meeting with the hiring manager to make sure there’s a mutually beneficial working relationship. Will we go as far as Zappo’s, who we really admire? They actually offer to pay people $2000 to go away after the first few weeks. That practice is ballsy and I love it! But it can also take an HR infrastructure that we, and most other startups don’t have. And it can get costly and abused.

So like I said, it’s a 2-way street, it is incumbent upon our folks to properly vet potential new team members prior to hiring, so many times you can find yourself in a ‘hair on fire’ moment when you just need to fill that gap. Fight that temptation, take a little more time to get to know your potential newest A-player and you’ll win in the end.

VIDEO: Set Up a Dashboard Using Dasheroo Dashboard Templates

If you haven’t seen our dashboard templates in action yet you won’t believe your eyes! You can have a complete dashboard depending on what metrics you want to start with in minutes using our templates. Alf is here to tell you just how, in a 1-minute 45-second video.

VIDEO: How to use Dasheroo's business dashboard templates.

Check out our other amazing videos…

Track Our Startup: Dreamforce ’15 Countdown is ON

We’re in release heaven here in Dasheroo. In just a month we’ve released PayPal, Stripe, an iOS app plus a TON of under-the-hood much needed stuff that you don’t see but it makes the expectation you have the things should just work, happen.

Dasheroo's Dreamforce booth 2015.15 Days to Dreamforce 15 (#DF15)

We selected our booth (ok “pod”) right next to MixPanel and VistaPrint at Salesforce.com’s annual event here in San Francisco! And you can bet we’re wearing our orange! We’ll be demoing something pretty nifty at DF15 so stop by if you’re there. You can get free expo hall passes here we’re told.

Upcoming Dashboards and Insights

We’re hoping to add to our ecommerce-billing-payments dashboards with a Shopify dashboard in the coming weeks. So those of you selling stuff and using this great tool for your shopping cart will be able to see your metrics.

We’re diving back into our Google Analytics Dashboards and coming up with insights for Google Analytics E-commerce Insights. We’re sticking with the question “how much am I making off of my marketing” dashboards. Following onto that will be Google Analytics Campaigns and Goals insights. Now you’ll be able to see right from Dasheroo if all of those efforts you’ve been working on are paying off in terms of sign ups or cold hard cash!

My new scintillating business.com article is out entitled Who Are You? Why Ignoring Your About Page is a Terrible Idea and Janine wrote her new Inc.com article, 3 Ways to Move Your SEO Needle.

Talk to you in a week for more of your business analytics updates!

VIDEO: Commenting & Collaboration With Your Dasheroo Business Dashboard

If you work on a team and you’re all tracking metrics this feature is for you! Dasheroo offers the ability to comment on an insight or on a dashboard. Perhaps you see a huge spike in your Google Analytics dashboard and you don’t know why? Simply add a comment to the insight that shows the spike and anyone who your dashboard is shared with will get an email. They can click to respond directly on that email. Super easy and super cool. Let’s watch Alf’s 1 minute 13 second video!

Commenting and collaborating on a Dasheroo business dashboard.

Don’t miss our other videos:

Startup Lessons Learned – Cutting The Cord Always Sucks

Donald Trump - The Apprentice

What would The Donald do? Should you do the opposite?!

Let go, dismissed, terminated, sacked, fired. For simplicity, I’m going stick with the tried and true ‘fired’ when it’s ‘that time’ in this post. Plus, ‘terminated’ really seems too personal. This action should not be about personal feelings, it’s all business.

You know it. It’s just not working out with one of your employees. It can happen with folks you’ve worked with for years, but often times it’s with new hires. What are you to do?

As much as the chemistry and talent match may seem to be there during the interview process, you’re just never going to know if there’s a true fit until they’re hired, given goals and measured on them. It’s similar to the disclaimer mutual funds make when touting their above-market returns: “past performance cannot be guaranteed in the future”, meaning as much success as your newbie may have had in the past, no matter how glowing their references are, you never know how they’ll do in the situation you need them for.

And the sooner you catch it, work on it and act on it, the better.

It’s always the same. So often, when you finally fire someone you look back and tell yourself “I wish I would have done this 3 weeks, or 3 months ago”. It’s human nature, I mean unless your employee is downright mean, lazy or dishonest it’s not pleasant to fire someone.

How long do you give it? There’s no hard and fast rule in my book, you have to trust your gut. Often, you and your new employee need at least a few months to see if you get into a good, productive working groove.

But other times, you know more quickly, as in weeks. And in those cases, it’s best to address your concerns in very concrete terms, establish an action plan for rapid improvement and then take action immediately.

Case in point, we recently hired only our second ‘out of network’ team member. By ‘out of network’, I mean outside of the circle of folks we’ve worked with, trust and just ‘know’ over the long haul, as well the people they respect and refer to be part of the team. It’s a great way to build a team, and we prefer that approach whenever possible. But it’s not always possible in certain situations due to timing or plain ‘ol availability. And hey, fresh personalities and experience and perspectives can be a great addition to any growing team.

But in this case, it was clear from the start that there were serious issues and we had to let this person go within 1 month of joining Dasheroo. And it’s never a pleasant experience, although it did reinforce much of what I’d learned in the past.

First, do your part; it’s a 2-way road and the hiring (and firing) process is a significant investment:

Have a good on-boarding process. Provide information that brings your new hire into the fold. This includes information over and above their individual responsibilities, and should include things like the background of the company, why it was founded, what the vision is, and who the founders are. You should also include a glossary of terms that may be specific to your company or industry, and contact information and brief backgrounds of all, or key, team members. At Dasheroo, we created what we think is a great on-boarding package, complete with all the above, plus actual how-to training videos specific to the new hire’s job.

Set clear expectations: The more senior the position, the less point-by-point specific you should have to be regarding exact task deliverables. But for more junior to mid-level hires, set specific, task-level goals that are easy to measure against, like meeting a specific schedule, or the quality of work in a given discipline whether it be coding, writing or speaking to people.

Be honest: There is no room to slip into passive aggressive behavior. If your employee doesn’t know that you are disappointed, or plain pissed off, with their performance it’s your fault. You have a responsibility to address it head on. Be direct and factual, and provide specific examples of the performance or behavior at issue.

Be constructive: Show your employee a path to success. A way to improve, with specific examples of what they need to do in order to meet your expectations. Again, at the most specific level possible. Are they using all the tools available to them? Are they prioritizing their tasks effectively?

Take action! If you have devoted your time to the above actions, and it’s just not working, or looking like it’s not going to work anytime soon, cut the cord and fire that person. Be factual and direct and do not apologize. In my experience this meeting should be no more than 5 minutes and, it really shouldn’t come as a surprise if you have followed the steps above.

My startup lessons learned? It’s a business, not personal decision, and the quicker you take decisive action the better – for your team’s moral & productivity, your respect, and your investors.

What’s your experience and thoughts on this subject? Let me know!

Track Our Startup: iOS Mobile App Released + Stripe + Dreamforce!

Dasheroo's mobile app for business dashboard

Go to the Apple Store and download your free Dasheroo iPhone app now!

Releases abound here at Dasheroo! The all-new Stripe dashboard feature released and we couldn’t be happier. Our Dasheroo iOS business dashboard mobile app is finally released as well. Now you can easily view your dashboards on your iPhone. Android to come soon. Get to the Apple Store and download it free! I told you about the 6 new projects we’re working on and we’re still working those. I can’t even keep up…

Sales are starting to roll in since we launched billing a short time ago, while Mimi closed a few larger deals.

We’ve been writing like crazy. My new business.com article is out: How The Power of Conversation Can Grow Your Business. It’s a great example of how actually talking to people makes great sales. Startup Lessons Learned: Be Fluid and Pivot! is out. I talk about the importance of being able to change on a dime in any business, especially startups. Janine writes another good one for Inc.com; When To Inject “Fun” Into Your Customer Experience.

WOneCon Constant Contact partner evente’ll be exhibiting at Dreamforce in a few weeks, that’s Salesforce.com’s annual event. Josh and I are busy getting together our presentation since we’ll be demoing theatre style at the conference!

We’re going to Las Vegas for OneCon, a three day event in October where Constant Contact Solution Providers and Authorized Local Experts from all over the world are invited to network and learn from each other, Constant Contact executives, and small business experts. And since we’re an integrated partner where you can get your Constant Contact dashboard free right in your Dasheroo account.

In our never-ending attempt to gain placements in the SERPS we’ve got a new landing page for the keyword “small business dashboard”. We’re making pages for all of the keywords we want to be found for.

John at Dasheroo

New Release: Free iOS Business Dashboard Mobile App

Yep, wDasheroo's mobile app for business dashboarde’ve been talking about it for a long time and it’s finally here. You’ll be able to easily scroll through your Dasheroo business dashboard on your iPhone with our iOs mobile app! No more fat-fingering your insights all around only to find that you’ve pissed off the marketing person and moved all of her insights all over the place! Nope, just simply choose your dashboard and you’ve got all of your data in an easy to read format, on the go!

So head on over to the Apple store and get your Dasheroo mobile app free!

New Release: Your Very Own Stripe Dashboard!

We are super excited for this release (partially because Stripe is our billing system) because many of our users have asked us for this and we feel we did a GREAT job at this all-new Stripe dashboard. Check out all of the amazing payment insights you now have access to!

Average Revenue Per User – ARPU is a valuable metric for subscription businesses to track revenue growth. It is the average revenue the business makes from one customer.

Monthly Recurring Revenue – Monthly Recurring Revenue is an important metric for every subscription business to track.It is considered to be a measure of predictable and recurring revenue for a subscription business. We calculate MRR as total recurring revenue in a month minus the refunds.Dasheroo Stripe Dashboard

Revenue vs. Refunds – This insight compares your revenue your business generated with the amount of refunds in the given time period. You will want to maintain a good balance between these two.

Stripe Fees – Stripe charges you a certain fee so that you can accept payments and use their services. This trending line graph shows you how much you spend in stripe fees in a given time period. This is a cost your business incurs and is a good metric to keep track of.

Refunds – Refunds issued by your Stripe account are represented as a trending line graph in this insight. This gives you an overview of how many refunds you have issued and whether it is trending up or down.

Recent Activity -The recent activity insight lists the most recent transaction in your Stripe account along with the Dasheroo Stripe dashboardstatus of the transaction and the $ amount involved. Activity can be a payment, a subscription, an upgrade, a downgrade, a refund etc

Refunds By Plan – Refunds issued by your stripe account are represented as a trending line graph in this insight. This gives you an overview of how many refunds you have issued in specific plans and whether it is trending up or down. You can choose up to 5 plans to view this insight.

Net Revenue – Net Revenue is the revenue your business generates after accounting for refunds, Stripe fees etc. This insight shows a trending line graph of your business’s net revenue in the given time period. The net revenue in this insight is calculated across all your stripe plans.

Net Revenue By Plan – Net Revenue is the revenue your business generates after accounting for refunds, Stripe fees etc. This insight shows a trending line graph of your business’s net revenue in the given time period for specific stipe plans. You can choose up to 5 plans to view this insight.

Customers – This insight shows you a trending line graph of the number of new customers who sign up for your business. In the given time period you can see how this number trends. This will include customers across all your Stripe plans.

Customers By Plan – This insight shows you a trending line graph of the number of new customers who sign up for specific plans your business offers. In the given time period you can see how this number trends. This will tell you what your popular plans are how many users sign up for them.

Upgrades – View the number of customers who have upgraded to a higher plan and how it is trending in the given time period.

Downgrades – This insight shows a trending line graph of the number of downgrades in the given time period. In a subscription business upgrades and downgrades happen. It is important to keep track of upgrades and downgrades as they affect your revenue numbers.

Failed Transactions – This insight provides a list of recent transactions that failed along with reasons why.

So get on in to your Dasheroo account and add a Stripe dashboard if that’s what you use for your payment solution!