Dashboard Customization and Layout
Customize your MerchantFlow dashboard layout, configure North Star KPIs, and show or hide widgets to focus on the metrics that matter most.
Dashboard Customization and Layout
Dashboard customization in MerchantFlow lets you configure exactly which metrics and widgets appear on your main dashboard, and in what order. By selecting your North Star KPIs, showing or hiding widgets, and reordering sections, you create a focused view that surfaces the data most relevant to your e-commerce business.
Orders Table Columns
The Orders table has its own column picker, separate from the widget layout on this page. Select Columns above the table to choose which columns appear and reorder them, and click a column heading to sort by date or one of the main money columns.
One difference worth knowing: the dashboard layout below is shared by everyone in your account, while Orders column choices are per person -- you and your teammates each keep your own. See Order Tracking for the full column list.
What Is Dashboard Customization?
MerchantFlow's dashboard is not one-size-fits-all. The customization system lets you tailor the layout to your specific business priorities -- whether you focus on profitability, marketing performance, product metrics, or a combination. Changes persist across sessions and apply to your entire tenant.
How to Configure North Star Metrics
North Star metrics are 3-4 primary key performance indicators displayed prominently at the top of your dashboard, with up to 12 secondary metrics for additional context. You can choose from 38 metrics across financial, marketing, and operational categories.
Plan requirement: editing your North Star selection requires Pro or Plus. Starter workspaces see the default set (Revenue, Net Profit, Blended MER, AOV) and cannot change it. See Pricing Plans.
To configure:
- Click Customize next to the North Star Metrics heading on the dashboard
- Browse metrics by category, or search for one by name
- Select 3-4 primary metrics on Top Metrics, and optionally up to 12 more on Detailed View
- Reorder the pinned metrics using the up/down arrows under Pinned Order
- Click Save
Learn more about North Star Metrics
How to Use the Dashboard Layout Editor
Accessing the Layout Editor
- Click Edit Layout in the top-right of the dashboard page header, next to Share P&L
- The Edit Layout modal opens, showing all available widgets
Customizing Widgets
- Show/Hide -- toggle visibility for each dashboard section using the switch next to each widget name
- Reorder -- drag sections by their grip handle to change their position on the dashboard
- Save -- click Save to persist your layout changes, or Cancel to discard them
Available Widgets
Ten widgets make up the dashboard, listed here in their default order:
| Widget | Id | What it shows |
|---|---|---|
| North Star Metrics | north_star_metrics | Your most important KPI cards. Cannot be hidden |
| Monthly Goal | monthly_goal | Progress against this month's revenue or profit target |
| Subscriptions | subscriptions_summary | Renewal revenue, renewal profit and margin, active subscribers and this month's projection, shown on their own |
| AI Insights | ai_insights | Smart observations about your business performance |
| Valuation Summary | valuation_summary | Estimated company valuation |
| Income Tracker & Profit Breakdown | income_tracker_profit | Revenue/profit chart and cost allocation |
| Markets | margin_by_region | Revenue, ad spend and net profit per country, linked to the full markets breakdown |
| Revenue Flow & Unit Economics | revenue_flow_unit_economics | Traffic attribution and per-order metrics |
| Ad Spend Breakdown | ad_spend_breakdown | Platform spend summary and top campaigns |
| Top Selling Products | top_products | Best performing products by revenue |
Every widget except North Star Metrics can be hidden. All ten are visible by default.
Subscriptions only renders on the Pro and Plus plans, once your store has subscription renewals; otherwise it takes up no space. Renewals in it are already counted in your total revenue and profit -- the card shows them on their own so they are easy to follow. It uses the dashboard's selected time range, like the Subscriptions page.
When a new widget is added to MerchantFlow, it appears in its default position in your saved layout -- after the nearest widget that comes before it by default -- rather than at the bottom. Your own order and hidden widgets are kept.
Two widgets change on their own regardless of your layout: Valuation Summary is omitted entirely until your store has positive adjusted annual profit to value, and Revenue Flow & Unit Economics drops its Revenue Flow attribution chart when attribution is not enabled for your workspace -- the Unit Economics card next to it still renders.
Note: Some core widgets (like North Star KPIs) cannot be hidden, as they provide essential performance context.
How Layout Persistence Works
- Layouts are saved per-tenant and persist across browser sessions
- Each team member in the same tenant shares the same layout
- If no custom layout has been saved, the default layout is used
- Resetting to default is available from the layout editor
The Interactive Dashboard Tour
The first time you open MerchantFlow's dashboard, the Welcome tour walks you through the product in about 100 seconds. Its 13 steps cover the main navigation, the global timeframe selector, the live sync status indicator, your North Star KPI cards, Markets, the Profit, Products, and Marketing groups, the Flow AI assistant, the notifications bell, the What's New dropdown, and the help menu.
The tour highlights one section at a time with a short caption explaining what it does. Use Next, Back, Skip tour, and finally Got it; a Don't show this again option stops it returning. Agency and partner workspaces get their own version of the tour built around Portfolio, Clients, reports, and branding.
Restarting the Tour and Section Tours
Open the Help and tours menu in the top-right header. Under Tours you will find:
- Welcome tour -- replays the main walkthrough
- Section tours -- shorter, focused tours for Profit and loss, Products, Marketing, Flow AI assistant, Cohorts, Valuation, Integrations, and Reports
The same menu holds Documentation, Contact support, and Request a feature.
The tours are purely informational and do not change any dashboard settings. They are localised in every supported language (English, Nederlands, Français, Deutsch, Español).
Tips for Effective Dashboard Customization
- Start with the default layout and customize as you learn which sections you check most frequently
- Hide widgets you rarely review to reduce visual clutter and speed up page load
- Place your most-used sections at the top so critical data is visible without scrolling
- Choose North Star metrics that align with your current business goals -- update them quarterly as priorities shift
- Review your layout periodically -- as your business evolves, your dashboard should evolve with it
Frequently Asked Questions
Can different team members have different dashboard layouts?
Currently, layouts are shared per-tenant. All team members in the same workspace see the same layout. Per-user customization is on the roadmap.
How many North Star KPIs can I select?
You can select 3-4 primary metrics and up to 12 secondary metrics, out of 38 available. The primary metrics appear as prominent cards; secondary metrics provide additional context. Editing the selection requires Pro or Plus.
Will customization affect my reports?
No. Dashboard customization only changes the main dashboard view. Reports and other pages are not affected by layout changes.
Can I reset to the default dashboard layout?
Yes. Open Edit Layout and click Reset to defaults to restore the default widget arrangement, then Save.
Does hiding a widget affect data collection?
No. Hiding a widget only removes it from the dashboard view. All data continues to be collected, synced, and available in other parts of MerchantFlow.
Related Guides
- Dashboard Overview -- understand the full navigation structure
- KPI Metrics -- learn about available metrics
- North Star Metrics -- configure your key performance indicators
- Reports -- export and share performance data
Last updated: October 5, 2026
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