RevLogic in Shopify Analytics

RevLogic works out a lot about your customers — who’s slipping, who’s overdue, who’s worth the most, what each one mainly buys. Normally you’d read that inside RevLogic. This feature puts the same intelligence into Shopify’s own reports, so you can slice the numbers you already look at by the things RevLogic knows.

Once it’s on, RevLogic writes its findings onto your customer and order records in Shopify. Shopify picks those up as report dimensions — the things you can group by, filter by, and break a chart down by. Nothing else changes: your reports, your data, your admin.

What gets added

Seven dimensions in total — five describing a customer, two describing an order.

A few notes on how they behave:

• They keep themselves current. As a customer drifts past their reorder date or their health moves, RevLogic updates the value. You don’t re-sync anything.
• A value RevLogic can’t state honestly is left blank rather than guessed. A customer with a single order has no reorder cycle yet, so they get no cycle status.
• Order dimensions are set once, when the order is placed. They describe what happened at the time, so they never change afterwards — and orders placed before you turned this on aren’t backfilled.
• cycle status explained: on-track means comfortably inside their normal reorder gap, due means they’re in the last stretch of it, overdue means they’ve passed it, and winback means they’re far enough past it to have moved to your Winback list.

Three reports worth building

These are the ones B2B teams reach for first. Build them in Shopify’s report editor by picking the RevLogic dimension from the Group by or Filter list, or type them straight into the ShopifyQL editor.

1. How much of my revenue is sitting with at-risk accounts?

Sales, grouped by RevLogic churn risk.

FROM sales
SHOW total_sales
GROUP BY customer.metafields.revlogic.churn_risk
SINCE -90d UNTIL today

If a third of your revenue comes from customers marked high, that’s your week’s call list and the argument for making those calls, in one chart.

2. What is our phone selling actually worth?

Sales, filtered to RevLogic source = quote.

FROM sales
SHOW total_sales, orders
WHERE order.metafields.revlogic.source = 'quote'
SINCE -90d UNTIL today

This separates the orders your team built on a call from everything that came in on its own — the clearest measure of what proactive selling is contributing.

3. Who on the team is selling?

Sales, grouped by RevLogic entered by.

FROM sales
SHOW total_sales, orders
GROUP BY order.metafields.revlogic.entered_by
SINCE -30d UNTIL today

Every order that began as a RevLogic quote carries the name of the person who keyed it, so this is a straight leaderboard built from real orders rather than anyone’s notes. Orders that didn’t come through RevLogic have no order taker and simply don’t appear.

You can combine them too — sales through quotes, grouped by churn risk, tells you whether your team is actually reaching the accounts that need reaching.

Turning it on and off

Open Settings in RevLogic and find the Shopify Analytics card.

It’s on by default once your store has approved the permissions (see below). The first time it switches on, RevLogic fills in the dimensions for every customer it already has a profile for — that runs in the background and can take a little while on a large store, so give it some time before the first report looks complete.

Turning the switch off stops RevLogic from updating anything further. The values already written to your customers and orders stay where they are, so any report you’ve built on them keeps working — it just stops reflecting new changes. Turning it back on picks up where it left off.

Permissions

Filling in these dimensions is the first thing RevLogic does that writes to your customer and order records, so it needs two permissions the app didn’t originally request: permission to write to customers, and permission to write to orders.

Because these are new, Shopify asks your store to re-approve RevLogic’s permissions — you’ll see a standard Shopify approval screen the next time you open the app after the update. Until that happens, the Shopify Analytics card explains what’s missing and the switch stays off. There’s nothing to do but approve it when Shopify asks; the feature switches itself on afterwards.

These permissions are used only for the RevLogic dimensions described here. RevLogic still never edits an order’s contents, a customer’s contact details, your products, or your prices — see What RevLogic can access.

If you uninstall RevLogic

The values RevLogic wrote stay on your customers and orders. They belong to your store, not to the app, so historical reports built on them keep working. They simply stop updating, because nothing is computing them any more.

If you’d rather clear them out, the dimensions appear in your Shopify admin under your store’s custom data settings, where you can remove them like any other custom field.

Next steps

• Understanding health scores — how the health and churn values are worked out in the first place.
• Churn risk and winback — what overdue and winback mean, and what to do about them.
• Creating quotes — where the quote source and order taker come from.