Default data source dashboards

When you integrate a data source with Ortto, we automatically create a dashboard to help measure and track the data source’s metrics.

Some data source integrations have additional options to choose from when creating a new dashboard, such as shop analytics for an overview of you store’s performance including conversion rate and traffic.

The dashboards added in Ortto when you connect the relevant data source are described in the table below.

Dashboard type

Data source



Stripe, Chargebee, Pipedrive, Shopify, WooCommerce, PrestaShop, BigCommerce

Overview of key metrics, campaign performance and revenue attribution by campaign.


Shopify, WooCommerce, PrestaShop, BigCommerce, Magento, HelpScout, Zendesk, Gorgias

A complete overview of your store performance including store conversion rate and traffic, or new tickets over time, tags and satisfaction results.


Recurly, Stripe, Chargebee, Salesforce

Overview of key SaaS metrics including monthly recurring revenue (MRR) summary, trials and conversion funnels.



Overview of deals, revenue and won deals by salesperson. Helps you track all of your important metrics.