Mate provides product-specific dashboards to help you understand performance across Enrichment, Targeting, and Audiences.
Accessing your dashboard
Navigate to the Enrichment tab under the Checkmate app in your Shopify store.
Understanding your dashboard — overview
Each product has its own dashboard tab, along with a combined overview. Here's what you'll see:
- Total Sales: total sales, for the filtered time period, that are Mate-attributable
- Orders: total orders, for the filtered time period, that are Mate-attributable
- AOV: average order value of Mate-driven orders
- Active Flows: current number of flows using Mate triggers
- Total Identities Resolved: the total number of customer identities Mate has recognized (both new and existing)
- New Identities Resolved: the number of times Mate added a brand-new user to your CRM
- Maintained Identities Resolved: the number of times Mate identified an existing user in your CRM who was unknown to you at the time
Enrichment insights — expanded
- Total Sales — calculated by: the sum total GMV of Mate-attributable orders
- Orders — calculated by: the number of Mate-attributable orders
- AOV — calculated by: Total Sales ÷ Total Orders
- Active Flows — current number of flows using Mate triggers
- CAC — Customer Acquisition Cost (will show as $0 if on trial); calculated by: Enrichment billed amount ÷ number of enrichment orders
- Open Rate — the percentage of delivered emails that were opened by recipients; calculated by: number of unique opens ÷ number of delivered emails
- Click Through Rate — the percentage of opened emails that had at least one link clicked; calculated by: number of unique clicks ÷ number of unique opens
- Order Rate — the percentage of delivered emails that resulted in a purchase; calculated by: number of unique orders ÷ number of delivered emails
- Total Identities Resolved — calculated by: number of new identities resolved + number of maintained identities resolved
- New Identities Resolved — count of new users added to the brand's CRM by Mate
- Maintained Identities Resolved — count of maintained identities matched to existing CRM records
Resolving discrepancies
If your metrics look off or you're missing events, here are a few things to check:
- Attribution window: Mate uses last-touch attribution unless otherwise agreed.
- Klaviyo integration: Make sure your API key is correctly configured and events are being pushed into your CRM.
- Offer code format: Only codes generated by Mate are tracked for CPA billing.
- Timeframe mismatch: Dashboards default to 7 days; adjust filters to compare longer trends.
Not seeing data? You may be looking at a timeframe outside of our current sync window or may need to complete setup.