Dashboard

What is this page?

The Dashboard is your home base in Dashboardly. It gives you a quick, at-a-glance view of how your TikTok Shop is performing right now and over any date range you choose. You can see your most important numbers, track trends over time, and identify your best-selling products and top customers -- all without leaving a single page.

After your overage cap is exhausted

The Dashboard remains available. It continues to show orders that were visible before the cap was exhausted, while newly received post-cap orders stay excluded from the overview cards, charts, and Top Products until they are released. Dashboardly still saves those orders securely, and no additional overage charges accrue while the cap is exhausted.

Held orders remain hidden across billing-cycle renewals and overage-cap edits. They become visible only after you upgrade to a plan with enough capacity, activate an approved custom plan, or support approves a release. Costs that do not come from an order, such as Ad Spend or a Manual Adjustment, may continue to update for the selected date range.

How Dashboard profit is calculated

The overview cards use the financial combination selected in Filters. The applied date basis, accounting basis, and sample-cost choice are shown above the cards. Dashboard, Sales & Profit, Product Overview, and Profit & Loss have the same financial controls. When you apply a changed combination, choose whether it is personal to Dashboard or becomes the shared default for all reporting pages. Shared starting values and your remembered Apply behavior live in Settings > Reporting. The How profit is calculated link beside the label opens this guide.

Your reports use synced TikTok Shop orders, transaction and settlement details, refund data, connected TikTok Ads data, and the costs and Manual Adjustments you configure in Dashboardly. Settlement basis uses TikTok settlement amounts where available and estimates for orders still pending settlement. Your own costs, such as COGS, also affect profit; Net Profit is Operating Profit minus Net Ad Spend. A recent period can therefore contain both finalized and still-updating figures.

The same data can produce different totals when you change how it is grouped or recognized:

For example, an order placed on August 30 and settled on September 3 can fall outside an August 31–September 6 Order date report but contribute settlement activity to that period's Statement date report. Changing the basis changes the question the report answers; it is not just a different label for the same total.

To compare an overview card with another report, use the card's exact start and end dates, the same shop and reporting timezone, date and accounting bases, Sales included scope, sample costs, Figures, and cancelled-sales treatment. Leave product/SKU filters empty for a shop-wide comparison. Check the actual dates, not only preset names: a rolling or completed-day preset may cover different days from Week to date.

Wait for each report to finish loading and check its data-confidence note. Periods including today continue to change as new orders and settlement details arrive, so a screenshot taken earlier is not a frozen total. See Profit & Loss for the detailed reporting controls.

Key Metrics on This Page

The Dashboard displays metrics through four overview cards at the top and Charts below them. All four cards share one set of metrics that you choose, and the Filters button decides which four time periods they cover.

Gross Sales (Revenue)

• What it shows: The total dollar value of all products sold at their original listed price, before any discounts are subtracted. This is your "top-line revenue."
• Formula: Sum of (Original Price x Quantity) for each item sold
• Where you see it: Dashboard overview cards, charts
• Important: This number is BEFORE discounts. If you offered a 20% discount on a 50 item, Gross Sales still shows 50 for that item. To see revenue after discounts, look at Net Sales. This matches TikTok's "subtotal before discount amount" field.

Net Sales

• What it shows: Your actual sales revenue after discounts have been subtracted and including what customers paid for shipping.
• Formula: Product Sales + Shipping Revenue - Discounts
• Where you see it: Dashboard overview cards, charts
• Example: If you sold 1,000 worth of products, collected 50 in shipping fees, and gave 100 in discounts, your Net Sales would be 1,000 + 50 - 100 = $950.
• Important: Only seller-created discounts are subtracted here. TikTok platform discounts (co-funded promotions) are tracked separately as Platform Subsidy. See Revenue Metrics for details.

Gross Profit

• What it shows: How much money you keep after subtracting the cost of the products you sold (COGS), but before any fees or other expenses.
• Formula: Net Sales - Cost of Goods Sold
• Where you see it: Dashboard overview cards, charts
• Example: If your Net Sales are 950 and the products you sold cost you 400 to purchase, your Gross Profit is $550.
• Important: You must set your Cost of Goods (COGS) in the Inventory page for this number to be accurate. If COGS is not set, Gross Profit will equal Net Sales, which overstates your actual profit. See Setting Up COGS for step-by-step instructions.

Operating Profit

• What it shows: Your real operational profit -- what you actually keep from day-to-day operations after all operational costs. Once an order settles, Operating Profit is anchored to your TikTok settlement (the amount TikTok actually deposited, net of every fee it charged), then adjusted for your own COGS and any manual income or expenses. For very recent or not-yet-settled orders it is an estimate built from the individual fee components.
• What's inside it (breakdown): Operating Profit covers Gross Profit plus Manual Income, less Shipping Costs, FBT Fees, Platform Fees & Taxes, Co-funded Promotion Fee, Affiliate Sales & Ads Commission, Sample/Marketing Costs, Refunds & Returns, Manual Expenses, and FBS Manual Shipping. This list explains what kinds of costs are inside the number -- it is a breakdown, not a step-by-step recipe to run against the table.
• Where you see it: Dashboard overview cards, charts
• Important: Because Operating Profit is settlement-anchored, manually subtracting every row you see will not always land exactly on this figure -- the visible line items and Operating Profit can be in different settlement / data-readiness states (estimated vs. settled). Treat the breakdown as an explanation of the components, not an exact reconstruction. If Operating Profit is negative, your costs exceed your gross margin. See the Profit & Loss page for a detailed breakdown of each expense category.

Net Profit

• What it shows: Your final bottom-line profit after your advertising costs are subtracted -- the final cash you keep.
• Formula: Operating Profit - Net Ad Spend
• Where you see it: Dashboard overview cards, charts
• Example: If your Operating Profit is 200 and you spent 30 on ads, your Net Profit is 200 - 30 = $170.
• Important: Platform Subsidy is shown for transparency only. It is TikTok's contribution to your co-funded promotions, and that amount is already included in your sales revenue (and in your TikTok settlement deposits) -- so it is not added to Net Profit a second time. If you have connected TikTok Ads, your Net Ad Spend (ad spend after ad credits) is subtracted here. If TikTok Ads is not connected, Ad Spend will be zero and will not affect this calculation, so Net Profit will equal Operating Profit.

Margin

• What it shows: What percentage of your net sales revenue you keep as gross profit.
• Formula: (Gross Profit / Net Sales) x 100
• Where you see it: Dashboard overview cards
• Example: If your Gross Profit is 550 and your Net Sales are 950, your Margin is 57.9%. That means you keep about $0.58 of every dollar of net sales after product costs.
• Important: Shows as a percentage (e.g., 45%). If your Net Sales are zero or negative, Margin will not display. This metric requires COGS to be set -- without it, Margin will show as 100% which is misleading.

ROI (Return on Investment)

• What it shows: How much operating profit you earn for every dollar spent on inventory.
• Formula: (Operating Profit / Cost of Goods Sold) x 100
• Where you see it: Dashboard overview cards
• Example: If your Operating Profit is 300 and your COGS is 400, your ROI is 75%. That means you earn 0.75 in operating profit for every 1.00 of inventory cost.
• Important: ROI uses Operating Profit (not Net Profit) because it measures the return on your inventory investment before subsidies and ad spend. If COGS is not set, ROI will not display. An ROI of 200% means you earn 2 in operating profit for every 1 of inventory cost.

Units Sold

• What it shows: The total number of individual items sold.
• Where you see it: Dashboard overview cards
• Important: This counts items, not orders. If one customer buys 3 units in a single order, this counts as 3 units. Sample orders (free products sent to influencers) are not included in this count.

Unique Orders

• What it shows: The total number of separate orders placed.
• Where you see it: Dashboard overview cards
• Important: This counts orders, not items. One order with 3 items counts as 1 unique order.

GMV (w/ subs.)

• What it shows: GMV Base plus TikTok's Platform Subsidy contribution. The Dashboard labels this metric "GMV (w/ subs.)" to clarify that the co-funding is added separately.
• Formula: GMV Base + Platform Subsidy. The standard GMV Base is the pre-tax item subtotal plus buyer-paid shipping. A different Seller Center reconciliation basis is used only when Dashboardly Support has explicitly validated and assigned it for that shop.
• Where you see it: Dashboard overview cards, charts
• Important: This metric combines the shop's GMV Base with TikTok co-funding and is not the same as Gross Sales. Expand the Profit & Loss row to see GMV Base separately. Use the same report timezone in both systems for exact monthly comparisons.

Refunds & Returns

• What it shows: The total financial impact of refunds issued, returns processed, and cancelled orders.
• Formula: Gross Sales Refund + Other Refund Costs + Cancelled Orders Value
• Where you see it: Dashboard overview cards
• Important: This includes the refunded product value (based on the item sale price), any shipping costs refunded, and the value of cancelled orders. Refund amounts are attributed to the date the refund was processed (completion date), not the date the customer filed the request. This can cause day-level differences when comparing to TikTok Seller Center. See My Numbers Don't Match TikTok for details.

Features

Sales Scope

Use Filters > Sales included to decide which sales are included in the Dashboard's financial reporting. This sits in the same Filters panel as the overview card periods, and both are applied together when you select Apply filters:

• All sales includes every sale in the selected period.
• Only sales with a cost set gives the most reliable profit view by excluding sales whose cost of goods is unresolved.
• Only sales without a cost isolates products that still need a cost.

The selected financial combination recalculates the preset summary cards, Live Chart totals, main sales charts, and Top Products. Top Customers, order-status, and warehouse widgets remain shop-wide. Dashboardly remembers your Dashboard selection separately when you choose This page only. Choose All reporting pages in the Apply prompt to make the six financial choices the account defaults instead. The four overview-card periods remain personal to Dashboard.

If any Dashboard financial widget cannot apply the selected scope safely, the filter is cleared and every financial widget reloads with All sales. The Filters control explains what happened, so one Dashboard never mixes filtered and unfiltered financial figures under an active badge.

TikTok does not provide a reliable universal temporary-versus-permanent listing classifier. Dashboardly therefore keeps this customer-facing filter focused on the financial condition that can be measured reliably: whether the sale has a cost set. Use Only sales with a cost set when the goal is dependable profit reporting.

The Filters button counts financial choices that differ from your effective account defaults, plus a non-default overview-period selection. The count is shown as a number and read out as text, so it never relies on colour alone. Reset filters restores the financial account defaults and the default card periods in the drawer; choose Apply filters to use them.

Changes inside the Filters panel do not take effect until you select Apply filters, and both halves are applied together. If your period choice cannot be saved, nothing is applied at all — the panel stays open with an explanation so your Sales included setting is never left half-changed. Closing the panel with unapplied changes asks you to confirm first.

Overview cards

The four cards at the top of the Dashboard. All four cards show the same metrics, in the same order — only the time period changes from card to card. That way you can read one row across and compare like with like.

Each card shows:

• The card's period name and its exact date range in the header
• Your first two metrics in large type at the top, with a comparison badge
• Every other selected metric below, two per row, in your chosen order
• A short settlement-status note for the card's data

Data confidence is available for active connected shops. The note uses Final, Provisional, Estimated, Mixed confidence or Checking and is based on the card's exact date range and current Sales included filter. The four cards can cover different periods, so the Dashboard shows confidence on each card instead of one page-wide message. A non-final card also shows a small indicator beside its period; hover it or focus it with the keyboard to read the same explanation.

You do not need to enable it or reimport your shop. The status updates as TikTok supplies transaction and settlement data. It describes order finality, not whether your own product costs have been configured.

• Final means every included order has finalized settlement data.
• Provisional means TikTok has supplied transaction details that can still change before settlement.
• Estimated means at least some values still use Dashboardly estimates.
• Mixed confidence means the card combines more than one of those states.
• Checking means the available records disagree about finality. Values stay visible while Dashboardly rechecks and repairs the affected records.

The comparison badge on the two headline metrics compares that card with the period of the same length immediately before it. Hover the badge to see exactly which dates it is comparing against. When there is no comparable earlier period, you see a dash rather than a misleading 0%.

If a metric has no value for a period you see a dash, never $0.00 — that way a genuine zero is never confused with missing data. Costs and refunds keep their negative sign so they read the same way as on Profit & Loss.

When the newest exact financial snapshot is still being prepared, Dashboardly can show a short-lived provisional value built in the background from the latest validated source activity. The card keeps checking automatically and replaces that value with the exact snapshot as soon as the source watermark closes; opening the Dashboard never starts the heavy calculation. If neither a validated exact snapshot nor a safe provisional snapshot exists yet, the metric uses a dash instead of inventing $0.00. Loading skeletons remain only when none of the requested snapshot is ready. A period-level error appears only when the request cannot be completed, not while the latest synced data is still being finalized.

Dashboardly loads available sales and order activity first. Metrics that depend on finalized settlements, costs, refunds or advertising can keep their own loading skeleton briefly while those exact financial values finish. Applying a product or SKU filter follows the same behavior, so one slower financial metric does not block every available value on the card.

Choosing which metrics the cards show

Select Customise metrics above the cards to open the metric panel.

• Search for a metric by name, or browse by category.
• Tick a metric to add it, untick it to remove it.
• Tick a category heading to add every available metric in that category; tick it again to remove the category. A partially selected category is shown with a mixed-state checkbox.
• Drag a metric, or use the Move up / Move down buttons, to reorder.
• The first two positions are the headline pair shown in large type; everything from position three down is a supporting metric.
• Start from a preset — Recommended, Profitability, Advertising, Cash & costs, Operations / fulfilment or Creator / affiliate — to swap in a whole set at once.
• Reset to Dashboardly default returns the draft to your starting layout. Existing customers keep the familiar Dashboard card set that was in place before metric customisation launched. New accounts start from Dashboardly's curated recommended set. Either group can still use any preset or build a completely custom order.

Nothing changes on your cards until you select Save changes. If you close the panel with unsaved edits, Dashboardly asks before discarding them. After a successful save, the confirmation message gives you 10 seconds to select Undo and restore the metric set you had immediately before the save.

Dashboardly recommends keeping around 12 metrics. Above 12 you see a note that the cards get harder to scan, but you can still save — there is no maximum, and every metric you select is always shown in full. The cards never hide rows behind a "show more" control.

Your metric choices are saved to your user account, not to a shop or merchant. Another collaborator or spy user can therefore arrange the same merchant's cards differently without changing yours. If you manage several shops, the same set follows you as you switch between them. A metric your current shop cannot report is listed but greyed out with the reason; selecting a different shop restores it without you having to set it up again.

Choosing the four card periods

Select Filters above the cards to choose which four periods the cards show:

Weekly and monthly comparisons always cover the same number of elapsed days, so a mid-month figure is never compared against a full month. Where a month or quarter is shorter, Dashboardly stops at its final day rather than spilling into the next one.

Choose Custom range to open the calendar inside Filters. Pick a start and end date, then select the calendar's Apply button. Dashboardly previews the exact four periods: your selected range, the equal-length period immediately before it, the same period one year earlier, and the equal-length period before that. You can select another pair of dates without closing Filters. Future dates cannot be selected.

Select Apply filters to save the range and refresh the cards. The calendar's Apply button only updates the preview; closing Filters and discarding your changes leaves the cards on their previous periods.

These periods apply to the four overview cards only. Your charts, tables and other widgets keep their own date range.

Like your metric choices, your period choice is saved to your user account rather than to a shop, so switching shops keeps it. Relative periods such as "Week to date" are recalculated in each shop's own time zone.

Live Chart

The Live Chart compares today's cumulative result, hour by hour, with one calendar day you choose. The blue line stops at the current time; the comparison line shows the complete selected day. Times and day boundaries follow the connected shop's reporting timezone.

Use the metric dropdown to switch both lines and both totals between ten intraday financial views:

• Live Gross Sales
• Live Net Sales
• Live Gross Profit
• Live Operating Profit
• Live Net Profit
• Live CoGS
• Live Fees & Taxes
• Live Net Shipping
• Live Gross Sales Refund
• Live Net Affiliate Cost

The value beside the metric is today's total. The value beside the date picker is the total for the comparison day. Selecting a different metric or comparison date refreshes both the totals and the hourly lines. Your Sales included filter applies to this chart as well.

All ten choices are currency metrics and use the same formulas and signs as the Dashboard overview and Profit & Loss. CoGS is shown as a positive cost magnitude; fees, affiliate commission and refunds are negative; Net Shipping can be positive or negative. A dash means the value is not available yet, while a genuine zero is shown as zero.

Hourly lines are available with Order date + Settlement basis, all figures, sample costs included, and cancelled sales excluded. Other financial combinations keep today's and the comparison day's totals but show an explicit note that hourly breakdown is unavailable. Use the daily-or-coarser charts below for those combinations.

Top Products

A ranked list of your best-performing products by revenue, shown in a bar chart. Clicking a product takes you to its detail page in Sales & Profit.

Top Products applies the Dashboard's financial filters before selecting the five highest-selling products. Its share of sales uses the complete matching period total, not just the combined sales of those five products.

Top Customers

Shows your highest-value customers ranked by total spending. Clicking a customer opens their detail view with order history. See also Customers.

Order Details Widget

A quick summary of recent orders with key details like status, amount, and fulfillment information.

Warehouse Analytics Widget

If Warehouse Management is enabled, this widget shows inventory levels and warehouse utilization. See Warehouse.

Main Charts (Bottom Section)

Additional charts below the primary dashboard area, allowing you to visualize more metrics over time. These support the same date range and grouping controls as the Live Chart.

How Data Accuracy Improves Over Time

Dashboardly uses a 3-tier data quality system to give you the most up-to-date information possible. A temporary Checking state is shown separately when records disagree about which tier applies:

What this means for you: Revenue figures (Gross Sales, Net Sales) are accurate from the moment an order comes in. Fee-based metrics (Operating Profit, Net Profit, Fees & Taxes) may shift slightly over the first 1-2 weeks as estimates are replaced with exact amounts. Monthly and weekly totals are very reliable once the settlement period has passed.

Common Questions

Why does my Gross Sales number differ from what TikTok shows?

Gross Sales in Dashboardly uses the original price before any discounts (TikTok calls this "subtotal before discount amount"). TikTok's own dashboard may show different numbers depending on which view you are looking at -- some TikTok views show post-discount amounts. Dashboardly matches TikTok's official gross sales definition.

Why is my Net Profit higher than my Operating Profit?

Net Profit is not higher than Operating Profit because of Platform Subsidy. Net Profit = Operating Profit - Net Ad Spend, so it is never higher than Operating Profit -- with zero ad spend the two are equal, and with any ad spend Net Profit is lower. Platform Subsidy is shown for transparency only: it is TikTok's contribution to your co-funded promotions, and that amount is already included in your sales revenue (and in your TikTok settlement deposits), so it is not added to Net Profit a second time. If you expected Net Profit to be higher, it may be that your ad spend is zero (making Net Profit equal Operating Profit). See Profit Metrics for more details.

Why does my ROI or Margin show as blank?

Both metrics require Cost of Goods Sold (COGS) to be set. Go to the Inventory page and enter your COGS for each product, or use the bulk import feature. See Setting Up COGS. Margin also requires Net Sales to be greater than zero.

Why do the numbers change slightly after a few days?

This is the 3-tier data quality system at work (see the "How Data Accuracy Improves Over Time" section above). When an order first comes in, fees are estimated. As TikTok processes the order and settlement data arrives, the exact fees replace the estimates. Revenue figures (Gross Sales, Product Sales) are accurate from the start -- it is primarily fees, shipping costs, and platform charges that refine over the first 7-14 days.

Can I customize which metrics show on the Dashboard?

Yes. Select Customise metrics above the overview cards. You choose one set of metrics and one order, and all four cards use it — so you can read straight across and compare the same metric between periods. Your choices are saved to your user account and stay with you when you switch shops.

Can I set different metrics on each of the four cards?

No, and that is deliberate. The four cards exist so you can compare the same metrics across different time periods. If each card showed different metrics there would be nothing to compare. Use Filters to change which four periods the cards cover.

Why does a metric show a dash instead of a number?

A dash means Dashboardly has no value for that metric in that period — for example a comparison period that starts before your shop's data begins. Dashboardly shows a dash rather than $0.00 so a real zero is never mistaken for missing data.

Do the card periods change my charts?

No. The periods you pick in Filters apply to the four overview cards only. Charts, tables and other widgets keep their own date range.

Why do Dashboard, Sales & Profit, and P&L show different profit?

First check every applied filter, not just the dates. Each page remembers your personal choices when you apply a change to This page only. If you choose All reporting pages, the six financial choices become the shared account defaults; other users keep any personal exceptions they already saved. Different date and accounting bases answer different questions and can show different profit even for the same shop.

For a like-for-like comparison, match the exact dates, reporting timezone, date basis, accounting basis, Sales included, sample costs, Figures, and cancelled-sales treatment; leave product/SKU filters empty. Compare fully loaded reports, and remember that still-updating periods can change between views. If profit still differs with those settings matched, contact Support with the exact range and both views. A remaining difference should be investigated, not explained away as a basis difference.

What happens to cancelled orders in my metrics?

Cancelled sales are excluded by default. On Settlement basis, Include cancelled orders in sales shows their sales and matching refund presentation without changing Operating Profit or Net Profit. Cancelled orders do not add paid Units. A shipped item that was not returned can still carry COGS because that cost was incurred. See Reporting Settings and Filters for supported combinations.