Why do the numbers in "Store › Overview" differ from the monthly payout amount in my payment provider's dashboard?

There are three main reasons: Payout Time Lag: The store overview is based on the time the buyer "completed payment"; payment providers (e.g., Stripe, PAYUNi, SHOPLINE Payments) usually have a settlement and payout delay of several days (e.g., orders from the last two days of the month are paid out by the provider early the following month). Offline Shipping Costs: If you use services like ezShip, the shipping fee paid by the buyer is included in the order total, but if you pay the NT$60 shipping fee in cash at the convenience store counter, this expense will not appear on your payment provider's statement. Rate Calculation Differences (≈): Some payment providers estimate processing fees at the time of transaction; minor rounding differences are corrected after the provider completes the settlement.

Store Performance

About 7 minBeginner

Overview

Navigate to "Store › Overview" in the left sidebar (keyboard shortcut G then O) to get a snapshot of your store's current tasks, real-time order activity, sales trends, conversion funnels, and financial payout details for a selected period.

Date Range and Time Zone: Click the date picker in the top right to switch between "This Month," "Last Month," "Last 30 Days," or a custom date range. All daily breakdowns are based on the "Store Time Zone" set in "Website Settings › General".
Multi-Currency Order Isolation: Report figures only track completed orders in your current "Store Currency." If you have changed your store currency in the past and have historical orders in other currencies, the system lists sub-totals for each currency separately below the metric cards. Currency conversion is not applied to totals to ensure accounting accuracy.

1. Action Center and Real-time Today Overview

The top of the page displays real-time status updates that require your immediate attention, independent of the date range selected in the top right:

To-Do (Items only appear when there are pending actions; click to jump directly to the filtered order list)

Action Required	Meaning and Recommended Actions
Logistics Pending (Highest Priority)	The convenience store pickup or return location is closed or suspended (items expiring within 24 hours are highlighted). Click to enter the "Shipping Management" tab in the order and reselect a location.
Under Dispute	The customer has filed a chargeback with their bank. Please review immediately and prepare supporting documentation (see ).
Invoice Issuance Failed	An error occurred while issuing an electronic invoice (e.g., the value-added center has run out of serial numbers or there is a certificate abnormality). Click to view the failure reason (see ).
Logistics Exception	The package was returned due to being unclaimed or a delivery exception occurred. Please monitor the return progress.
Pending Shipment	The number of physical orders for which the customer has completed payment and you are waiting to print shipping labels or pack for dispatch.
Pending Pickup	The number of orders where the package has arrived at the pickup location and is awaiting customer collection.
Pending Payment	The number of quasi-orders where the customer has obtained ATM transfer account details or convenience store payment codes and is awaiting payment confirmation.

Real-time Overview (Today)

Updates automatically every minute for today (starting from 00:00), including "Today's Sales," "Today's Orders," "Pending Payment," "Abandoned Checkouts," and "Pending Shipment" counts (if shipping is enabled).

2. AI Insights: Automated Diagnosis of Conversion and Operational Bottlenecks

Once your store has accumulated sufficient traffic and orders, if the system detects anomalies in conversion rates or return metrics, an "AI Insights" card will appear at the top of the page with actionable buttons:

AI Insight Alerts	Trigger Conditions	Recommended Action Button
Low Checkout Completion Rate	Entered the checkout page 5+ times within the period, but the final payment completion rate is below 30%	Click "Check Payment Settings": Confirm that common payment methods (e.g., credit cards, digital wallets) are enabled and ranked 1st, or check if payment options are restricted due to specific logistics bindings.
Low Product Conversion Rate	Product page viewed 10+ times, but purchase conversion rate is below 2%	Click "Edit Product Page": Add more appealing product images, enable reviews, or use AI to generate more comprehensive sales copy and purchase information.
High Refund Rate	5+ completed orders, but the refund amount ratio is above 5%	Click "View Orders": Review refund reasons to confirm if there is a discrepancy between the product description/specifications and customer expectations.
Single Traffic Source	Store visited 20+ times, with over 80% being Direct traffic	We recommend sharing product links more frequently on social media, newsletters, or blog posts to expand your traffic channels.

3. Understanding the 5 Core "Store Performance" Metrics and Best Sellers

In the "Store Performance" section, the system provides 5 core metric cards (each includes the percentage change compared to the previous period of the same length; click "Net Sales" or "Completed Orders" to toggle the trend chart below):

Metric Name	Calculation Formula and Definition
1. Net Sales	`Total Sales (Sum of original product prices) − Promotional Discounts − Refunded Product Amount`. Excludes shipping fees; reflects the actual net sales of the products themselves.
2. Completed Orders	The total number of orders paid within the selected period (includes "Paid" and "Partially Refunded" orders; excludes pending payment, abandoned checkout, and fully refunded orders).
3. Average Order Value (AOV)	`(Total Sales − Promotional Discounts) ÷ Number of Completed Orders`. Measures the average amount spent by each customer per order (per international e-commerce standards, neither the numerator nor denominator deducts subsequent refunds).
4. Repurchase Rate	`Number of customers who placed 2+ orders in their lifetime within the period ÷ Total number of unique customers who placed orders within the period`. Helps you observe the retention rate of repeat customers.
5. Refund Rate	`Refunded Product Amount within the period ÷ (Total Sales − Promotional Discounts)`.

Below the trend chart, you will find a "Best Sellers" ranking, listing the top 5 products by post-discount sales, units sold, and individual product conversion rates.

4. Conversion Funnel: How Visitors Become Buyers (5-Step Sequential Funnel)

The "Conversion Funnel" uses 30-minute sessions to track visitors through 5 key steps, calculating the "Conversion Rate from Previous Step" and the "Overall Conversion Rate" in the top right:

Site Visits: Total sessions entering your website.
Product Views: Visits to individual product pages (/product/...) or opening the "Quick Buy" drawer from the homepage/product catalog.
Add to Cart: Adding items to the cart or viewing the cart drawer.
Begin Checkout: Clicking "Buy Now" or entering the checkout page (/checkout) from the cart.
Complete Purchase: Successfully completing payment and creating a formal order.

Why is the "Begin Checkout" number sometimes higher than "Add to Cart" or "Product Views"? This is a normal "Open Funnel" phenomenon. Buyers do not always add items to the cart first—for example, a visitor might see a "Plan Selection" module on your homepage or open a Quick Buy drawer and click "Buy Now" directly, skipping the cart. The system records actual occurrences at each stage without artificially filtering out buyers who skip intermediate steps.

5. Sales and Payout Details: From Gross Sales to "Actual Payout"

To help you reconcile your accounts, "Sales and Payout Details" uses a financial waterfall structure, subtracting items step-by-step to calculate the final amount that reaches your pocket:

Level	Item Name	Addition/Subtraction and Explanation
Sales	Total Sales	Product price × quantity sum of completed orders (before discounts, excluding shipping).
	Discounts	`−` Product amount offset by promotional activities and discount codes.
	Refunds	`−` Product amount refunded to the customer.
	= Net Sales	The actual net amount of product sales.
	Shipping Revenue	`+` Shipping fees collected from the customer (minus shipping fees refunded to the customer).
	= Total Sales	The total amount actually paid and retained by the customer (Net Sales + Shipping Revenue).
Expenses	Kanorio Platform Fee	The total platform fee calculated per completed transaction based on your website plan (9% / 3% / 0%).

6. Shipping, Invoices, Customers, and Channel Structure

In the lower half of the page, you can monitor fulfillment efficiency and customer distribution through two analysis sections:

Shipping and Invoices (Visible only when shipping or e-invoicing is enabled):
- Shipping Overview: Tracks Pending Shipment, In Transit, Delivered, and Returned counts during the period and automatically calculates "Average Shipping Days" (time from payment completion to the parcel entering "In Transit," helping you monitor fulfillment speed).
- Invoice Overview: Tracks the number and amount of Issued, Voided, and Allowance invoices generated via Kanorio, along with the "Issuance Success Rate."
Customers and Channels:
- Customer Structure: Compares order counts, contribution amounts, and proportions between "New Customers" (first-time purchase) and "Returning Customers" (repeat purchases).
- Payment Methods: Tracks which payment service providers your buyers use most frequently.
- Traffic Sources (Supports switching between "Source Channels" and "Marketing UTMs"): Tracks traffic sources where the store homepage, product page, or checkout page was the first landing page (including Google, Instagram, LINE, ChatGPT, Google Gemini, etc.). You can also toggle to view rankings for ads or posts with ?utm_campaign= (see ).

FAQ

There are three main reasons:

Payout Time Lag: The store overview is based on the time the buyer "completed payment"; payment providers (e.g., Stripe, PAYUNi, SHOPLINE Payments) usually have a settlement and payout delay of several days (e.g., orders from the last two days of the month are paid out by the provider early the following month).
Offline Shipping Costs: If you use services like ezShip, the shipping fee paid by the buyer is included in the order total, but if you pay the NT$60 shipping fee in cash at the convenience store counter, this expense will not appear on your payment provider's statement.
Rate Calculation Differences (≈): Some payment providers estimate processing fees at the time of transaction; minor rounding differences are corrected after the provider completes the settlement.

Yes. Go to "Orders" in the left sidebar, select the same date range, and click "Export" in the top right to download a complete CSV report containing 21 fields (including gross sales, discounts, shipping fees, platform fees, payment processing fees, estimated payout, tracking numbers, and refund amounts).