Open Upsell Strategies, then open a strategy. Its analytics appear above the strategy configuration after the strategy has recorded eligible activity.
Use this page to understand one strategy and its market-specific versions. Use the main Upsell Strategies page to compare several strategies, and use Analytics for the broader Order Editing business picture.
If the strategy has no recorded impressions or paid results for the selected period, the analytics section can remain hidden rather than showing empty charts.
Two controls determine which results you are reading:
Control | What it changes |
|---|---|
Market | Shows the combined strategy family or one market-specific strategy. |
Date range | Changes the period used for the headline metrics, trends, charts, and Top products. |
The Revenue card labelled Last 7 days always uses the most recent seven calendar days. It does not change to the last seven days inside a historical date range.
Where permissions and range length allow, trend badges compare the selected period with the previous period of the same length. A long or unsupported range can show No comparison for this range.
Metric | Meaning |
|---|---|
Total Revenue | Revenue from completed payments attributed to this strategy. |
Paid Transactions | Paid upsell transactions recorded for the strategy in the selected period. |
Avg. Upsell Value | Total Revenue divided by Paid Transactions. |
Impressions | Unique checkout sessions that viewed the strategy, including sessions that did not complete checkout. |
Conversion Rate | Paid Transactions divided by unique sessions that viewed the strategy. |
Average order increase | Average upsell revenue added to an order that accepted an upsell. |
Select a metric row to open its full-range chart. Select it again, use the close action, or collapse the chart to return to the overview. The information control beside a metric explains its formula and supporting values.
The page can automatically open the first metric with data. A dash means the value is unavailable or has no usable denominator; zero means a recorded result of zero.
Revenue uses completed-payment data. An accepted offer can appear in the customer journey before its payment becomes part of strategy revenue.
This distinction matters when:
an added product still has an outstanding balance;
a one-click or post-purchase payment has not settled;
the edit is reversed or the added product is removed;
you compare current activity with order-level financial reporting too quickly.
Use the Shopify order and payment status when investigating one transaction. Strategy analytics are for performance analysis, not a replacement for Shopify financial reconciliation.
When the strategy is connected to Klaviyo or Postscript and uses a supported Order Status event surface, the analytics can include customers messaged and a messaging chart.
The metric counts the supported strategy event sent through the currently connected channel. If both channels are active, the combined result avoids counting the same customer twice where the data supports that distinction.
Messaging can exist without an impression because the post-purchase event can be sent before the customer returns to an Order Status surface. A sent message does not mean the customer opened it, clicked it, viewed an upsell, or completed a purchase.
Broad product strategies can show a Top products panel beneath the metric summary. It appears only when:
the strategy can offer more than five distinct products;
the strategy has been Active for more than one full day; and
the selected period contains upsell revenue.
The panel ranks the top three products by upsell revenue and can show units sold, orders, customers, average price, revenue, and change versus the previous period. Select View all products to open the full strategy-specific product report.
Small product groups and single-product strategies do not show this panel because it would repeat the strategy configuration rather than provide a useful ranking.
The strategy page formats revenue in the store currency. When the underlying sales use more than one currency, product results sum the numeric value recorded in each order currency without converting every sale first, then display the total with the store-currency format.
Treat a mixed-currency ranking as directional. It is exact for a single-currency store but should not be used as an accounting reconciliation across currencies.
The strategy is receiving traffic, but few viewed sessions produce a paid upsell. Check product relevance, price, discount, offer copy, quantity or variant friction, and whether the placement suits the offer.
The offer performs when shown, but the opportunity is narrow. Check market coverage, targeting, installation, and whether a more specific strategy often wins. Do not broaden a strong niche strategy automatically; precise targeting may be why it performs well.
Check outstanding payments, removed products, reversals, and the average value of the offered products. Acceptance and completed payment are different stages.
Confirm the same strategy family, market, and date range are selected. Older or server-recorded transactions can exist without the client-side view history expected for a complete funnel.
Confirm the strategy is Active, has been live for more than a day, can offer at least six distinct products, and has positive revenue in the selected period.
Compare similar placements, markets, price points, and customer opportunities. Checkout, One-Click, Thank You, Order Status, and messaging journeys do not receive the same traffic or intent.
Use a split test when you want a controlled comparison between two versions of the same strategy. Choose one primary metric before launch and allow real traffic to reach a useful sample. Use How to Optimize Upsell Performance for optimization guidance rather than treating one metric change as proof by itself.
