Overview
Use hourly roll-ups for performance and export datasets to BI tools.
Prerequisites
None.
Permissions required
Downloads & Templates
Steps (3)
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1
Open Dashboard
Go to Dashboard for revenue, orders, AOV, conversion, shipments, delivered, returns.
Tips
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Validation
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Success criteria
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2
Drill into series
Switch to hourly/daily roll-ups. Filter by channel, payment status, or fulfillment state.
Tips
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Validation
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Success criteria
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3
Export data
Use Exports → Orders/Lines/Shipments to download CSVs or schedule recurring exports.
Tips
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Validation
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Success criteria
- Exports load in BI with correct schema and timestamps.
About this guide
OrderFlow is the operational heart of your store. Create and manage carts and orders, handle quotes/RFQs with approvals for B2B, and orchestrate shipments and returns. Keep teams aligned with timelines, status tracking and fast analytics rollups.
Recovery flows detect abandoned carts and trigger emails. Deep integrations connect ProductCatalog, Access Guard, Payments and ChannelBridge so OrderFlow stays in sync without storing card data. Export/import CSV or JSON, publish webhooks, and automate downstream processes with a secure Bridges layer.