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Insights turns your store’s analytics into dashboards: traffic, engagement, and sales, laid out so you can see what is working. It opens to your headline metrics, comes with starter report templates, lets you re-slice any report by date and segment, and can build a brand-new report for you when you describe what you want to see in Agent chat. Open Insights from All apps in the sidebar, or search for it with Cmd+K (Ctrl+K on Windows).

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Your home screen

Insights opens to a single, scannable read on your store, with a date range at the top that drives the whole view:
  • Headline metrics: revenue, conversion rate, sessions, and average order value, each compared against the previous period.
  • Daily performance: a revenue trend across the date range you have selected.
  • Your reports: the reports you have created, grouped by who can see them (team, private, or shared with you), with a toggle between Cards and Table layouts.

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Report recipes

Report recipes are available when ROI reports are enabled for your account. Otherwise, use the Overview and Sessions templates on the home screen; report creation offers Describe what you want, Guide me through it, and Use a reference. A recipe is a reusable report template. Click Create report, then Browse recipes under Start with a recipe. Search the gallery or filter by Replo and Workspace. Click a recipe card to review its report format and configure a report. Existing starter reports are available there alongside recipes saved by your workspace:
  • Overview: sessions, pageviews, purchases, and revenue, plus a sessions trend, where your sessions come from, and your top landing pages.
  • Sessions: every visit as a row, with where it started, how long it lasted, and what it was worth, alongside average duration and bounce rate.
Choose Create report to create an independent, editable copy under Your reports. Live data can load in the preview, but missing connections or failed queries do not prevent creation. Configure sources or ask Replo to adjust queries in the new report. The built-in SEO ROI starter still asks for the inputs needed to generate its initial report. To reuse a report, open Share, then select Recipe. Give it a name and description, then save it to your workspace. Every valid dashboard can be saved. Recipes keep the report definition as saved: SQL, source IDs, calculations, filters, date settings, text, and layout. Live query results are not saved. When you open a recipe, its integrations show Connect or Manage controls. For GA4 and Search Console, a picker appears when multiple sources are available. The saved source stays selected when accessible; otherwise, a single available source is selected automatically. Source selections apply to the preview and new report, leaving the saved recipe unchanged. Normal access checks apply when queries run. Custom queries with source settings calculated inside SQL can be adjusted in the new report. Workspace owners and members can save and delete workspace recipes. To revise a recipe, edit a report and save it as a new recipe. To remove one, open its ellipsis menu in Your workspace, choose Delete report, then confirm with Delete. This removes the saved recipe for your workspace; reports already created from it are kept. Built-in Replo recipes cannot be deleted.

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Reading a dashboard

A dashboard pulls together a few kinds of tiles:
  • Headline metrics for the period you are viewing, each compared against the previous period so you can see the direction of travel at a glance.
  • Trend charts for traffic, revenue, and orders, with the current period plotted against the one before it.
  • Breakdowns that rank your top pages, referrers, and traffic sources.
Charts and metrics show placeholders while their data loads. Refreshing keeps the current results visible. If a refresh fails, a message lets you know that some results could not refresh; use Refresh to try again. Changing filters loads results for the new selection.

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Fix a failed card

If a card says This card needs a hand, click Fix it to ask Replo to investigate in chat. The request includes the affected report, query, error, and your current filters. Failed cards keep their normal header and styling, while the body shows only the recovery illustration, message, and button. Period details, filters, and other controls stay hidden until the query recovers.

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Slice it yourself

Every dashboard has a control bar at the top so you can change what you are looking at without asking Replo:
  • Date range with a comparison period, so “this week vs last week” or a custom window are a click away.
  • Filters to narrow the data down to a segment.
  • Breakdown to group the results by a dimension.
  • Reset to return to the report’s defaults.

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Create a custom report

You are not limited to recipes. Click Create report to choose a starting point: describe what you want, start with a recipe, or use an existing report as a reference. Choosing Describe my report or Upload a report hands your request to Agent chat with the prompt ready to send. Replo assembles a dashboard and saves it as a new report you can reopen and re-slice like any other. From inside a report, Ask or edit report continues in Agent chat with that report’s context.
Reports you create are saved under Your reports, so you can come back to them anytime. Pair Insights with Tasks to have a report run and summarized on a schedule.

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Choose what revenue means

When you ask for a revenue report, Replo may ask which question you want it to answer:
  • Session revenue shows the full purchase value of visits that touched a selected page or domain. The same visit can appear under several pages, so those rows cannot be added together. A combined total counts each visit once.
  • Attributed revenue splits purchase value equally across eligible pageviews. Checkout and cart views receive no credit. Selecting fewer domains does not increase a page’s share.
For example, a visit to one landing page followed by a 48checkoutcanshow48 checkout can show 48 of session revenue for both pages, but 48ofattributedrevenueforthelandingpageand48 of attributed revenue for the landing page and 0 for checkout. The combined session total is still $48. Ask for the definition, currency and reporting window to appear on the report. The shared calculation includes views and purchases within the selected UTC dates; changing those dates can change page credit. Existing saved reports keep their queries until you ask Replo to update them.

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Where the data comes from

The foundation is your store’s own Replo analytics: the page views, add-to-carts, checkouts, and purchases tracked automatically on every site you publish with Replo, with nothing to install. That’s the on-page funnel, and it’s what the headline metrics and starter reports run on. Connecting your other tools in Integrations widens what a report can know, because each one answers a question Replo’s own tracking can’t:
  • GA4 knows your traffic across your whole domain, not just Replo pages.
  • Triple Whale and Northbeam know which ad actually gets credit for a purchase.
  • Klaviyo knows which emails went out and to whom.
  • Microsoft Clarity, PostHog, and Amplitude know what visitors did on the page before they left.
  • Google Search Console knows what people searched before they landed.
GA4, Google Search Console, Triple Whale, Contentsquare, and Intelligems can feed live report cards and charts. Ask Replo to use your connected property or site; changing the report date range updates the query. Identical requests can use cached results for up to eight hours. The SEO ROI recipe also combines live Google data into monthly results. For other sources, ask Replo which data it can use in your report. The reason to bother: these systems don’t talk to each other. Your attribution tool doesn’t know what the email campaign said, and your analytics tool doesn’t know which page variant the ad pointed at. Replo reads all of them in one place, so it can connect what each one knows into a recommendation none of them could make alone: which campaigns to repeat, where a funnel leaks, which traffic source deserves more spend. Act on Your Analytics shows this loop end to end, with prompts. Revenue and conversion figures come from tracked purchases, so give a new site a little time to collect real orders before you lean on those numbers.

Integrations

Connect the analytics tools that feed your dashboards.

Tasks

Get a report summarized on a schedule.