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Navigating the Atlas dashboard

A tour of the Atlas home screen, from the greeting and your metrics at the top to the leaderboard at the bottom, and what every control does.

Written by Eddie Lavandera

The dashboard is the first screen you see when you open Atlas, and it is where you will spend most of your time. It does three jobs: it shows how your store is performing, it launches every build tool, and it lists everything Atlas has made for you.

To reach it, open Atlas from your Shopify admin, or select Home in the Atlas menu in the left sidebar.

In this article:


The header

The greeting reads Good morning, Good afternoon or Good evening with your first name. The notifications bell sits next to it, and the date range and Create new sit on the right. The bell tells you when something Atlas was doing in the background has finished; see Notifications in Atlas.

The date range defaults to Last 30 days. Pick Today, Yesterday, Last 7 days, Last 30 days, Last 90 days, Last 365 days or Year to Date, or set your own dates and select Apply. The range only changes the numbers and charts under Your metrics. The projects table, the leaderboard and milestones do not follow it.

Create new lists everything you can build: Full store, Product page, Landing page, Test a new angle, Bundle upsell and Cart upsell. Some stores also see Ad matched page. If you left a landing page or an angle test unfinished, Atlas first asks Continue your unfinished landing page? or Continue your unfinished angle test?, with Start fresh and Continue. The page builders ask which project the result belongs to on their first step, under Select your project.

ℹ️ Without an active Atlas plan, Create new shows Upgrade to generate instead, and selecting it takes you to choose a plan.


Setup guide

While you are getting started, the Setup guide card sits under the header. It splits four steps into Set up your store and Grow your revenue, shows how many of the four steps you have done, for example 1 out of 4 steps completed, and gives each step its own button: Build your store, Publish your store, Publish your bundle upsell and Publish your cart upsell. Its menu offers Snooze and Dismiss. See Using the Atlas setup guide.


Your metrics

Four numbers for the date range you picked, each with a small trend line:

Metric

What it counts

AI store revenue

Revenue from orders placed through pages Atlas built

Cart upsell revenue

Extra revenue from cart drawer offers, including shipping protection

Bundle upsell revenue

Extra revenue from bundle offers

Revenue per visitor

Revenue from visitors who viewed an Atlas page, divided by those visitors

Hover a number, or tap it on a phone, to open a larger chart of that metric over your date range. Hovering a point on the chart shows that day's value. A one-day range such as Today has no trend line, and Revenue per visitor shows a dash when there were no visitors. Test orders are never counted.

Bundle and cart upsell revenue are incremental, not gross: they measure the lift your offers produced, not the total value of the orders that contained them. For the full definitions, see What each dashboard metric measures.


Create with Atlas

A row of shortcuts to the same six flows as Create new: Full store, Product page, Landing page, Test a new angle, Bundle upsell and Cart upsell.

Select the pencil, Edit quick actions, and tick the shortcuts you want under Show in menu. At least one always stays. The choice is saved in your browser, so another computer starts with all six.


Your projects and content

The table below the shortcuts lists everything Atlas has made, across six tabs: All, Stores, Product pages, Landing pages, Bundles and Cart upsells.

Choosing a project. The dropdown above the table reads All projects with how many you have, for example All projects (4), or the name of the project you picked. It lists every project, and New project at the top creates one. You can have up to 25 projects; past that you will see You can have a maximum of 25 projects.

Search, filter and sort. The search icon opens a search box. Filter narrows the list by Status, to Draft or Published rows. Sort by orders the list by status or by any of the tab's numbers, High → low or Low → high.

The columns change with the tab. Every tab shows the name, the status and the actions, plus:

Tab

Columns

All, Stores, Product pages

Revenue, CVR, RPV

Landing pages

Created

Bundles

Impressions, Click rate, Added rev.

Cart upsells

Impressions, Checkouts, Revenue

The numbers in the table do not follow the date range in the header.

View all. The link under the table, such as View all stores and pages, View all landing pages, View all bundles or View all cart upsells, opens the full list. There you can tick several rows, or Select all, to move them to a project or delete them together.


Row actions

Each row has icons for Move to project, Edit and Delete, and a More actions menu for the rest. On a phone, all of these sit in one menu on the row.

Action

What it does

Edit

A draft page opens in the Atlas editor, where you also publish it. A page you have already published opens in Shopify's theme editor, in a new tab. Landing pages, bundles and cart upsells open their own editors.

View

Opens a published page or landing page. A store you have not published yet shows it greyed out, with Available once published.

Publish again

Re-publishes a published page to your theme

Publish

Publishes a store you have not published yet

Restore original homepage

Puts back the homepage Atlas replaced

Restore Atlas homepage

Puts the Atlas homepage back again

End A/B test

Ends the test running on a bundle or cart upsell

Move to project

Moves the item to another project

Delete

Removes the item from Atlas

When a homepage action affects a theme that is not live, an info icon next to it explains Applies to a theme that isn't your live theme — your storefront won't change. Switching confirms with Original homepage restored or Atlas homepage restored. If it fails you will see Couldn't switch the homepage. Please try again., in which case try once more.

⚠️ Delete removes the item from Atlas only. A page you have already published stays live in your theme, and you must remove it from the theme separately in Shopify. Deleting also does not reduce your published pages count for billing that cycle.

Deleting one item asks you to confirm, for example Are you sure you want to delete this page? This action can't be undone. Deleting several from the full list shows how many, warns This can't be undone., and adds a line saying how many of them are live, for example 2 of these are published and live on your store.


Project settings

Open the projects dropdown and select the gear next to a project, Project settings. New project opens the same window for a project it has just created, named Untitled project until you rename it. Cancelling a brand-new project deletes it.

Setting

What it does

Name

The project's name. Two projects cannot share one.

Customer research

Up to 10 files describing who you sell to, added with Add files. How should we use these documents? decides whether Atlas sticks closely to them or uses them as inspiration.

Saved personas

Personas and angles you saved from the angle wizard or wrote yourself

Color palette

The palette new pages in this project start with

Delete project

Removes the project. Its pages, bundles and cart drawers stay in your store and become unassigned. Not shown for a project you have just created.

Select Save to keep your changes. Uploaded research and saved personas are the exception: each one saves as soon as you add it.


Theme extensions

A permanent card, with no heading, showing whether each Atlas extension is on your published theme. It counts the extensions that are on, for example 2 of 3 extensions enabled, and has a switch for each extension. A switch that is off shows Off.

Switch

Extension in the theme editor

What selecting the switch does

Store builder

Atlas Page Builder app embed

Turns the embed on or off in your published theme directly

Bundle upsells

Atlas Bundler app block

Opens the theme editor on your product template, where you add or remove the block

Cart upsells

Atlas Cart Upsells app embed

Turns the embed on or off in your published theme directly

Turning Store builder or Cart upsells off asks you to confirm first. Hover a switch's name to see what it does. If Atlas cannot read your theme you will see Couldn't check your theme extensions. Re-check in a moment. with a Re-check button.

This card is the fastest answer to "why is my bundle not showing" and "why is my cart drawer missing". See Checking your theme extensions status.


Leaderboard, milestones and affiliate program

At the bottom, Atlas merchant leaderboard shows the top five stores this month, each as an anonymous AtlasUser#ID, and your own position under Your rank. View all opens the full leaderboard in a window. See How the Atlas merchant leaderboard works.

Milestones counts your achievements out of all 21, for example 3 of 21 achieved, and its View all opens Success milestones. See Tracking your progress with milestones.

Both update on a schedule rather than instantly, so a sale you just made will not move either one immediately.

Affiliate program invites you to earn commission for referring other merchants, with a Join link. Its menu offers Snooze and Dismiss. See How does the Atlas affiliate program work?

ℹ️ The dashboard no longer has a revenue chart, an activity log or the Explore Atlas tools cards. Start any build from Create new or from the Create with Atlas shortcuts.


Banners you may see

None of these are permanent.

  • Meet your new dashboard, shown once to stores that used the earlier dashboard.

  • Bundle nudge. Your bundle isn't showing on your store, with Activate, when you built a bundle that is not on your theme yet. Otherwise Add a bundle and earn more per order, with Create bundle, when you have no live bundle; after your first sale it may start with You made a sale instead.

  • Review request, which appears after your first sale through Atlas and asks Congrats on your first sale! How has Atlas been for you?. If your store was already in line for this prompt before the first sale became its trigger, you see How was your experience using Atlas: AI Store Builder? instead. If you see You cannot leave a review this time, Shopify is not accepting a review from your store right now, usually because one was left recently. Nothing is wrong with your account.

  • An invitation based on your results, above the greeting, for some high-performing stores, with Tell us about your business.


Next steps

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