# Changelog
Source: https://docs.retail-q.com/changelog
Product updates and announcements
Coming soon.
# Components
Source: https://docs.retail-q.com/features/components
Add visualizations, notes and tables to dashboards
Dashboards are collections of data visualizations like graphs, tables, numbers, and components like text blocks and headers.
## Creating and modifying components
You can't edit or create components on mobile
1. With a dashboard open, scroll to the bottom of the page
2. Click the 'Add item' button, and select the type of component you'd like to create
3. By default, the new component is added to the end of the dashboard.
The new component will be opened by default so that you can use the sidebar to edit its contents or title.
### Setting the contents
The new component will be opened by default. You can also click the Pencil button that appears if you hover over the component (next to the drag handle).
The types of data you can select depends on the type of visualization. For example, in a line graph, you'll only be able to select one dimension, but in a table can select multiple.
* **Measures:** these are the numerical 'values' of the visualization, like sales, quantity or conversion percentage
* **Dimensions:** these determine how the measures are broken down. In 'sales by product category', product category would be a dimension
* **Title:** the label of the visualization
### Editing and moving components
The move and edit buttons don't appear on mobile. Use a desktop instead.
When hovering over a component in the dashboard, a movement button and edit button will appear in the top right corner.
Drag and drop the component when the mouse is over the movement button.
Click the edit button to open the sidebar menu on the right.
## Types of components
There are many different components you can add to dashboards:
| Type | Description | Measure | Dimension |
| -------------- | --------------------------------------------------- | ----------------- | ------------------------------------------------- |
| **Line chart** | Time-series chart of a metric over time | Exactly one | Optional. Dimension values become different lines |
| **Number** | Single number displayed as a KPI | Exactly one | None |
| **Table** | Spreadsheet-like data table | As many as needed | As many as needed |
| **Bar chart** | Vertical bar list, useful for showing a ranked list | Exactly one | As many as needed |
| **Heading** | Header text to separate sections of the dashboard | N/A | N/A |
| **Text** | Text to add notes to the dashboard | N/A | N/A |
# Dashboards
Source: https://docs.retail-q.com/features/dashboards
Create and manage dashboards in retailQ
## Creating a new dashboard
From the [dashboards](https://app.retail-q.com/dashboards) page (you need to be logged in):
1. Click the '+ Add Dashboard' button
2. Give your dashboard a name
3. Start adding components and visualizations
### From a template
We've created templates to get you started quickly and help you learn about new types of analysis which could help your store.
From the [dashboards](https://app.retail-q.com/dashboards) page, scroll down to the templates section:
1. Click the 'Use template' button
2. Give the dashboard a name
3. Edit the template to suit your needs
## Renaming a dashboard
1. In the dashboard you'd like to rename, hover over the current dashboard name
2. Click the pencil icon which appears
3. Enter the new name
4. Press the 'Save' button or 'Cancel' to revert your changes
## Adding items to a dashboard
1. With a dashboard open, scroll to the bottom of the page
2. Click the 'Add item' button, and select the type of item you'd like to add
3. By default, the new item is added to the end of the dashboard. It is also opened by default, so that you can give it a name and select measures or dimensions from the sidebar. The item will display information on how many measures or dimensions.
## Sharing a dashboard
Each dashboard has a unique link. Copy the URL from the address bar of your browser to share it with any members of your organization.
At the moment, you cannot share dashboards outside of your organization to protect your data security.
# Filters
Source: https://docs.retail-q.com/features/filters
Use filters to drill-down on what matters
Filters allow you to focus on specific segments of your business, like a store, product category, or customer group.
Use component-level filters to apply different filters within the same dashboard, making it easy to isolate test and control groups and measure the impact of different initiatives in your business.
## Date filters
All dashboards have a date filter which is applied to all components. The default value in a new dashboard is 'Last 7 days'.
You can use date filter presets, like 'Last 7 days' or 'Month to date', or set a custom date range. Using a preset means the data will always stay up-to-date.
If you set a custom date range, the date period is fixed and the dashboard's data will not update day-to-day
Date ranges are always inclusive.
### Comparison period
Dashboards also have an optional comparison period. Values for this period are compared to to the main date period to show increases/decreases over time.
You can also select preset values:
| Type | Description |
| --------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Previous period** | Immediately preceeding period of the same duration. |
| **Last month** | Same dates of the previous month. For example, 3-8 October will be compared against 3-8 September. |
| **Last month (same day of week)** | Same relative dates of the previous month. For example, if 3 October was the first Monday in October, it would be compared against the 5 days following the first Monday in September. |
Comparison ranges are always inclusive.
## Non-date filters
You can filter dashboards by any dimension column, like product category, store, customer segment, or order ID.
1. Press the 'Add filter' button next to the date filters
2. Select the dimension you'd like to filter by
3. Select the values you'd like to include. You may need to wait a few seconds for the possible values to load.
4. Press apply and the filtered data will reload.
## Component filters
To add a component-level filter, hover over the component and press the edit button (pencil icon) to open the sidebar.
In the sidebar filter section, you can select the dimensions you'd like to filter by just like you would for a dashboard filter.
Component-level filters override dashboard filters. For example, if you filter the dashboard to Product Category 'Shirts', and add a component filter to Product Category 'Jeans', the component will only show data for Jeans. Other components will still show only Shirts data.
### Experiment tracking using filters
You can use this to track the performance of different experiments or initiatives. For example, you can track the launch of a new store versus other stores:
1. Create a line chart of average net sales (or whatever metric you'd like to compare)
2. Add a filter for Store, and select the previous stores
3. Copy the component, but change the filter to the new store only
Now, you'll see the charts side-by-side, making it easy to compare the sales performance of the new store against the previous stores.
You can use this approach to track almost anything: changes in product descriptions or price, new marketing initiatives or discount codes, or any other dimension you'd like to track.
Contact [support@retail-q.com](mailto:support@retail-q.com) if you any expert advice on how to set up experiment tracking effectively.
# Templates
Source: https://docs.retail-q.com/features/templates
Connect your Shopify store to retailQ
## Creating a dashboard from a template
We've created templates to get you started quickly and help you learn about new types of analysis which could help your store.
From the [dashboards](https://app.retail-q.com/dashboards) page, scroll down to the templates section:
1. Click the 'Use template' button
2. Give the dashboard a name
3. Edit the template to suit your needs
## Creating a new template
We add new templates every month, but if there's something you'd like to see, please let us know using the Feedback button within the app.
# Connect your data
Source: https://docs.retail-q.com/getting-started/connect-data
Connect your data to retailQ
Follow individual connector guides to add new data sources:
Install our Shopify App to connect your Shopify stores to retailQ
Install our Shopify App to connect your Shopify stores to retailQ
# Invite your team
Source: https://docs.retail-q.com/getting-started/invite-team
Add members to your retailQ organization
Note: these instructions are only relevant to organization **admins**. Organization members cannot add other members. Speak to your organization admin for access.
## Adding new members
It's easy to add team members in retailQ.
Navigate to Settings > Organization
Click the 'Add member' button
Enter the email address(es) of your team members
Press Save
Each new team member will receive an email invitation that will expire in 7 days
To accept the invitation, press the link in the email. Please check spam if you do not see the invitation within a few minutes. Users will be directed to verify their email and create an account. The user must use the email which was invited. If a user needs to use a different email, revoke the initial invitation and send a new one to the new email.
## Creating new admins
**Warning:** Giving a user admin permissions means that they can add other people to your organization (giving them access to your data), and they can provide/revoke admin permissions from other members. Proceed with care!
To create a new admin, first follow the instructions above to create a member account for them.
Then, in Settings > Organization, you should see a dropdown option to change their role to from member to admin:
\[image here]
## Role-based access permissions
Setting up more complex access permissions, including which data different members have access to, is a feature restricted to customers on the Enterprise plan. Please contact support to set this up.
# Introduction
Source: https://docs.retail-q.com/index
retailQ is an analytics platform that connects your data across commerce platforms like Shopify or Square, ad platforms like Google Ads or Meta, and web analytics from Google Analytics.
## What makes retailQ different?
* **No limits.** Individual apps, like Shopify and Google Analytics, are limited in what they let you do. For example, in Shopify you can only have one dashboard.
* **No set up.** Once you connect retailQ to your data, we sync it, create 200+ metrics and dimensions, and allow you to start getting insights immediately. Other tools require your data team to manually connect your data and build all the metrics manually
* **Cross-platform insights.** In retailQ you can easily combine data from multiple sources, such as customer acquisition cost (CAC) or Return On Ad Spend (ROAS).
* **Multi-store support.** Combine data across platforms, accounts or stores and see it all in one place. Some of our customers have connected over 30 different Shopify stores, which they previously managed separately
## Getting started
### Demo
We suggest you book a demo. You don't have to, but we highly recommend it. It's not a normal demo - it's a 1:1 chat with our founder to better understand your business and how analytics can help you on your most pressing issues.
Schedule a demo now
### Sign up
retailQ is now available to everyone. You can [sign up here](https://app.retail-q.com).
1. Enter your email
2. Verify your email
3. You're good to go! Start connecting data and building dashboards
## Connect your data sources
If you want to jump straight in, start connecting your data to retailQ. We'll start loading it so that you can build great dashboards and get the answers you need.
Connect your first Shopify store
### Quickstart
Shopify and Google Analytics are the most used connectors:
Connect your first Shopify store
Connect your Google Analytics properties
## Create dashboards
Once your first data source is up and running, you can start to build powerful dashboards and get the insights you need.
Create your first dashboard
### Or we can do the analysis for you
Stuck with a question but not sure how to answer it with data? Just let us know, and we'll build the analysis for you.
Email [support@retail-q.com](mailto:support@retail-q.com) with a description of what you want to achieve
### Invite the team
You get unlimited seats in retailQ. Once you're set up, invite your team to collaborate and build their own analyses.
Create your first dashboard
# Google Analytics
Source: https://docs.retail-q.com/integrations/google-analytics
Connect Google Analytics properties to retailQ
## Installation
We use the Google Analytics BigQuery connector to get access to events tracked by GA4. This gives you detailed access to how your site performs and how your customers interact with it.
Analytics events are only available to us from the date you install the connector.
You will need admin permissions for the Google Analytics property to install
this connector.
Log in to your [Google Analytics account](https://analytics.google.com).
[Click
here](https://analytics.google.com/analytics/web/#/?pagename=admin-integrations-big-query\&utm_source=gahc\&utm_medium=dlinks)
or navigate to 'Admin' > 'Product Links' > 'BigQuery Links' in the left-hand
menu.
Click '**Link**'
Click '**Choose a BigQuery project**'
Click '**Specify by project ID**'
Enter `retailq-ga4-connector` in the 'Bigquery project ID' field, and then click '**Confirm**'
Ensure 'Data location' is set to '**United States (us)**'. Click '**Next**'.
In the 'Event Data' section, select '**Daily**' and '**Streaming (best-effort)**'. In the 'User Data' section, select '**Daily**'. Click '**Next**'.
Google Analytics should not contain PII data. It does include any PII data by default, and Google policies mandate that you should not send any PII data to GA4 via custom events or dimensions.
Click '**Submit**'. After a short delay, you should see confirmation that the link was created.
It will take at least 24 hours for Google to start streaming data to retailQ, so if you don't see your data after 36 hours, please [contact support](/support).
## Troubleshooting
Even if you have over 1 million daily events, we should receive most of them. Google sends events during the day, which are unlimited. It also sends events at the end of each day, which is limited to 1 million events if you have not upgraded to a GA360 plan.
If you see a warning that you will exceed the events threshold, [contact support](/support) and we can advise you.
We can use a different, less accurate and less granular method to load your data. Please [contact support](/support) and we can advise you, or connect to your existing BigQuery dataset directly.
# Shopify
Source: https://docs.retail-q.com/integrations/shopify
Connect one or more Shopify stores to retailQ
You can add one or more Shopify stores to retailQ via our [Shopify App](https://apps.shopify.com/retailq). Stores can be on the same account, or completely different accounts.
## Installation
Click the install button on our [Shopify App Store](https://apps.shopify.com/retailq) page.
Accept the permissions requested. We need these to access your Shopify data.
You'll be redirected to retailQ. Create or sign into your retailQ account.
If you have not set up your account yet, you'll be prompted for your company name, preferred timezone and currency. These are important for your data to be displayed correctly.
Click the button to finalise the installation. We'll automatically start pulling your data in the background.Depending on the size of your store, the initial data load can take **10 minutes to several hours**. We will notify you when the data is ready.
### Adding multiple Shopify stores
You can add multiple Shopify stores to retailQ by following the same process. To change store within your Shopify account, use the top-right menu when on the [Shopify App Store](https://apps.shopify.com/retailq) page.
Alternatively, if your Shopify stores are on completely different organizations, without a common account, log into each account and start the same process. As long as you stay logged into the same retailQ account, all of your stores will be available in the same retailQ organization.
## Troubleshooting
If your data has not loaded within 3 hours, please refresh the page to check, then [contact support](/support).
Please [contact support](/support) for any other issues.
# Support
Source: https://docs.retail-q.com/support
For all support requests, email [support@retail-q.com](mailto:support@retail-q.com).
Alternatively, click on the 'Feedback' button in the top-right corner of the app to submit your request.
We'll reply back within 24 hours.