RevLogic dimensions in Shopify Analytics
RevLogic writes churn risk, health, cycle status, value tier, and order attribution onto your own Shopify records, so you can group and filter Shopify's native reports and ShopifyQL by them.
Last updated
The short version
- RevLogic writes its findings onto your own Shopify customer and order records, and Shopify picks them up as report dimensions you can group, filter, and chart by.
- Seven dimensions — churn risk, health, cycle status, value tier, and top category on each customer; source and order taker on each order.
- The three reports B2B teams build first — revenue sitting with at-risk accounts, what phone selling is worth, and sales by order taker.
- Uninstall-safe. The values live on your records, so historical reports keep working — they simply stop updating.
Your reports, your data, your admin
Most apps that compute something interesting keep it inside their own dashboard. You get a chart you cannot combine with anything else, in a tool your finance person does not log into, and it disappears the day you uninstall.
RevLogic takes the other route. It writes its findings onto your own Shopify customer and order records, where Shopify treats them as ordinary report dimensions. From that point on you are not using a RevLogic report — you are using Shopify’s reporting, with a few extra columns to group by.
The seven dimensions
On each customer:
| Dimension | Values |
|---|---|
| Churn risk | high · medium · low |
| Health | strong · steady · slipping · critical |
| Cycle status | on-track · due · overdue · winback |
| Value tier | whale · core · occasional |
| Top category | the customer’s dominant product type |
On each order:
| Dimension | Values |
|---|---|
| Source | marks orders that began as a RevLogic quote |
| Entered by | the staff member who keyed the quote |
Every value is categorical, never numeric, and that is deliberate. A report dimension is a grouping axis. churn_risk = high makes a useful column heading; days_overdue = 43.7 makes 400 columns with one row each. Where RevLogic cannot honestly state a band — a single-order customer has no purchase cadence to be early or late against — it writes nothing at all rather than an empty value that would pollute every report with a blank bucket.
The three reports teams build first
1. How much revenue is sitting with at-risk accounts
Group your sales report by churn risk. This is the number that turns a sales-team concern into a business one: not “some accounts look shaky” but “$340,000 of last year’s revenue came from customers now rated high risk.”
2. What your phone selling is actually worth
Filter by source = quote to isolate orders that began as a RevLogic quote. That is the direct answer to what proactive selling contributes, measured in Shopify’s own revenue figures rather than an app’s self-reported number.
3. Sales by order taker
Group by entered by. Because every quote is credited to the staff member who keyed it — drawn from the self-registering team roster — you get per-person numbers straight out of Shopify. Rename someone in Shopify and their history follows them.
Beyond those three, the dimensions combine with everything Shopify already knows. Sales by value tier and month. Product performance filtered to whale accounts. Which top category correlates with the healthiest customers. It is your data, in your reporting tool.
Staying current, and staying put
Customer dimensions update. As an account drifts past its expected reorder date or its health shifts, the value moves with it.
Order dimensions don’t. Source and order taker are stamped at the time of the order and never change, because who keyed an order in March is a historical fact and rewriting it later would corrupt every report built on it.
Nothing is lost on uninstall. The values live on your Shopify records. Uninstall RevLogic and every report you built keeps working with its historical data intact — the values just stop updating. An analytics feature that voids a year of reporting when you cancel is not one anyone should build a business report on, so this one doesn’t.
Permissions and control
Writing to your own records requires write permissions on customers and orders, plus read access to reports. Those are requested explicitly, and stores that installed RevLogic before this shipped approve them once before the toggle unlocks. The whole feature is controlled by a single card in Settings and is on by default. What each permission is used for is documented in what RevLogic can access.
Frequently asked questions
- What exactly does RevLogic write to my Shopify records?
- Five values on each customer — churn risk (high, medium, low), health (strong, steady, slipping, critical), cycle status (on-track, due, overdue, winback), value tier (whale, core, occasional), and their top product category. And two on each order — a source value marking orders that began as a RevLogic quote, and the display name of the staff member who keyed it. They are deliberately categorical rather than numeric, because a report dimension is a grouping axis: churn risk = high is a useful column heading, days overdue = 43.7 is not.
- Where do these show up in Shopify?
- In Shopify's own reporting. Once written, the values appear as dimensions you can group by, filter by, and chart in Shopify Analytics reports and in ShopifyQL queries, alongside all your normal sales data. You are building reports in Shopify, with Shopify's own tools — RevLogic just supplies the extra columns.
- Do the values stay current?
- Customer dimensions do. As an account drifts past its reorder date or its health moves, the value updates on the next pass. Order dimensions are different by design: source and order taker are stamped when the order is placed and never change afterwards, because the fact of who keyed a given order in March is history, not a current state.
- What happens to the data if I uninstall RevLogic?
- It stays. The values live on your own Shopify customer and order records, not in RevLogic, so every historical report you built keeps working after an uninstall. They simply stop being updated. This is a deliberate design choice — an analytics feature that silently voids a year of reporting when you cancel is not one worth building a report on.
- Is it on by default, and can I turn it off?
- It is on by default and can be switched off from the Shopify Analytics card in Settings. Writing to your records needs write permissions, so stores installed before the feature shipped approve those once before the toggle unlocks.
- How does the sales-by-order-taker report work?
- Every quote built in RevLogic is tagged and stamped with the staff member who keyed it, drawn from the self-registering team roster. Because that stamp lands on the Shopify order, you can group your Shopify sales report by order taker and see each person's numbers using Shopify's own revenue figures rather than a separate scoreboard inside RevLogic.