How to Use Reports and Analytics

The Reports and Analytics page gives you a clear view of how your configured products are performing. You can see which products customers are quoting, how your quote process is moving, and how your product setup looks — all in one place.

To get to Reports and Analytics, go to your Shopify admin and click Reports and Analytics in the left sidebar of the NetSource Configurator app.

Choosing a Time Range

At the top right of the page, use the dropdown to pick how far back you want to look:

Last 7 days
Last 30 days
Last 90 days
Last 365 days

The page updates automatically when you change this setting.

Two Report Tabs

The page is split into two tabs:

Quote Reports — shows everything about customer quotes and revenue
Product Reports — shows how your configurations and products are set up

Click either tab to switch between them.

Quote Reports Tab

Quote Operations Dashboard

This is the first thing you see. It shows six live numbers:

Card	What It Means
Quotes Needing Action	Quotes customers have submitted that your team hasn't started working on yet. Click this number to jump straight to those quotes.
In Progress	Quotes your team is currently working on.
Awaiting Customer	Quotes you've sent back to customers for review or approval.
Purchased (This Period)	How many quotes turned into a completed purchase during the selected time range.
Revenue (This Period)	Total dollar amount from quotes that were purchased.
Avg Turnaround (Days)	The average number of days from quote submission to purchase.

Note: Several sections on this tab are marked with a Pipeline badge. These sections use data from the Marketing Automation add-on. If you don't have that add-on, some numbers may be limited.

Quote Pipeline Funnel

This chart shows how many quotes are at each stage of your process:

Saved — customer saved a configuration but hasn't submitted it
Submitted — customer sent in a quote request
Working — your team has started reviewing it
Customer Review — you've sent a finalized quote to the customer
Purchased — the customer completed the purchase

Each bar shows the count and percentage. Below the bars, you'll see the conversion rate between each step — for example, what percentage of Submitted quotes made it to Working.

Quote Revenue Analytics

Five cards show your revenue numbers:

Total Purchased Revenue — all revenue from purchased quotes, with an order count below it
Avg Quote Value — the average dollar value across all quotes
Avg Purchased Value — average value of quotes that actually got purchased
Total Discounts Given — the total dollar amount of discounts applied across all quotes
Configuration vs Default — how much more (or less) customers spent by customizing, compared to the default product price

Quote Activity by Product

A table ranked by which of your configured products get the most quote activity. Columns include:

Product — click the product name to go directly to its configurator settings
Quotes — how many quotes were created for this product
Purchased — how many of those quotes were purchased
Conversion — a progress bar and percentage showing the purchase rate
Avg Value — average dollar value of quotes for this product

Click the arrow (▶) next to a product name to expand it and see which specific configuration options customers chose most often.

Quote Response Times

Three numbers showing how fast your team is working:

Avg Time to Start Working — how many days on average before your team picks up a submitted quote
Avg Time to Finalize — how many days from submission to sending the quote back to the customer
Avg Time: Review → Purchase — how many days customers take to buy after they receive a finalized quote

Below these cards, if any quotes have been sitting in the Submitted stage for a long time without action, they appear in an Aging Quotes table. You'll see the quote number, product, customer email, how many days it's been pending, and when it was submitted. Click the product name to open that quote and take action.

Recent Customer Saved Quotes

A list of up to 10 quotes that customers have saved but haven't submitted yet. These are potential sales you could follow up on.

Use the Sort by options to view either:

Newest — most recently saved quotes first
Highest Value — biggest potential orders first

Each row shows the quote number, product, customer email, quote value, and save date. Click View Quote to open a quote and review or act on it.

Click the arrow (▶) next to a product name to see exactly which options the customer picked.

Popular Configuration Options

A bar chart showing which option was chosen most often in each collection (category). This tells you what your customers prefer. For example, if you sell computers and customers almost always pick a certain processor, that's your most popular option.

Quote Customer Insights

Three summary numbers at the top:

Unique Customers — how many different customers have submitted quotes
Repeat Customers — how many of those came back more than once
Repeat Rate — the percentage of customers who are repeat buyers

Below that is a Top Customers by Total Value table showing which customers have spent the most across all their purchases.

Product Reports Tab

Configuration Overview

Six numbers giving you a snapshot of your setup:

Configurations — how many unique configurators you've built
Active Components — how many individual selectable items (products) are currently available
Archived Components — items you've removed from active use
Collections — how many option categories you've set up
Custom Option Groups — extra option fields you've added (like text fields or dropdowns)
Conflict Rules — rules that prevent customers from choosing incompatible options

Configuration Complexity

A ranked bar chart showing your most complex configured products — meaning the ones with the most components and option groups. More complex configurations take more time to maintain, so this helps you see where most of your setup effort is going. Click a product name to go to its configurator settings.

Pricing & Component Analysis

Six stats about your component pricing:

Avg Retail Price — average price customers see for a component
Avg Wholesale Price — average cost price
Price Range — lowest to highest retail price across all components
Price Overrides — how many components have a custom price (not just the default)
Inventory Tracked — how many components have inventory tracking turned on
Required Categories — how many categories customers must select from (can't skip)

Custom Options Breakdown

Shows how many custom option groups you've set up and what type they are:

Select — a dropdown or list customers pick from
Text — a short text field customers type into
Textarea — a longer text area for more detailed input

Conflict Rule Coverage

Shows how many conflict rules you have and whether they cover all your products:

Total Rules — all rules you've created
Incompatible — rules that prevent two options from being chosen together
Requires — rules that force a second option to be selected when a first one is picked
Product Assignments — total number of times rules are assigned to products
Products With Rules — how many of your configured products have at least one rule
Products Without Rules — products that have no conflict rules set up (options may not have been tested together)

Inventory Adjustments

Tracks what happens to your inventory when a configured product is purchased. When a customer buys a configured product, the app deducts stock from each individual component automatically.

Stats include total adjustments, how many succeeded, how many had errors, the error rate, total quantity adjusted, and how many orders were affected.

Below the stats, you'll see a Most Adjusted Components table — the components whose inventory gets updated most frequently. Click a component name to view it in your Shopify admin.

If any errors happened, the most recent ones are listed so you can investigate.

Storefront Configuration Activity

Tracks what happens when customers use the configurator on your storefront (not through a saved quote):

Configurations Started — how many times a customer opened the configurator
Added to Cart — how many of those resulted in an add-to-cart
Abandoned — sessions where the customer left without adding to cart
Cart Conversion — percentage of started configurations that made it to the cart

Tips

Use Quotes Needing Action as your daily priority list — click the number to jump directly to those quotes.
Check Aging Quotes regularly so quote requests don't go unanswered.
Use Popular Configuration Options to decide which products or options to highlight in your marketing.
A low Cart Conversion rate in the Product Reports tab could mean customers are getting confused during the configuration process — consider simplifying or testing your layout.
The Pipeline badge on some sections means you'll get richer data with the Marketing Automation add-on enabled.