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Dashboard (Home) + App Overview [OCU]

Learn all about the OCU Dashboard so you can see your most important Statistics and easily Navigate the app!

Written by Jeff Maxfield

Overview

The OCU Dashboard is the Homepage of the OCU app. It's shown when opening the app from the Apps section of your Shopify admin or when clicking the "One Click Upsell" section in the sidebar:

The OCU Dashboard, the app's homepage, as it appears when opening One Click Upsell from the Shopify admin

You can quickly access all sections of the app using the sidebar navigation menu:

The OCU sidebar navigation menu listing the app's main sections

Funnels

  • Create new upsell funnels

  • Add upsell offers to funnels

  • Configure your upsell offer page(s)

  • Create split tests

  • And more!

Zipify PostProfit

An innovative feature that allows you to monetize your store's Thank You and Order Status pages by displaying relevant, targeted ads to your customers after they complete a purchase.

Slide Cart Drawer

Enhance your customers' shopping experience and drive more sales with the OCU Slide Cart Drawer. Designed to increase engagement, reduce abandoned carts and boost sales, making shopping smoother and more enjoyable than ever.

Split Tests Dashboard

A centralized place to view, manage, and compare your split tests. You can track performance, take action on active tests, and review past results. The Split Test History provides a record of each test, so you can see how results progressed over time.

Statistics

Find out how your funnels and offers are performing, how much extra revenue OCU has made you, and other important statistics about your Funnels and Offers.

Settings

Learn about the OCU app Settings and options available there.

AI Assistant

Meet your built-in growth advisor. The OCU AI Assistant reads your store's own data and tells you what's working, what's leaving money on the table, and exactly what to do next.

Dashboard

At the top of the Dashboard (Home) section of the app, you will find the most important statistics about how OCU is performing on your store:

  • Total OCU revenue: The sum of all upsell offer revenue your store has earned for the entire time you've used the app.

  • Today's upsell revenue: The total revenue from OCU upsell offers accepted today.

  • Today's avg. upsell value: The average value of the upsell offer items sold today.

  • Today's Shopify AOV: Shopify's own average order value for today (total sales divided by number of orders), as defined in Shopify's sales report terms.

  • Today's AOV with OCU upsells: Today's average order value including the extra revenue OCU upsells added.

  • Today's AOV without OCU upsells: Today's average order value with OCU upsell revenue removed, so you can see your baseline before upsells.
    📝 All values on the Dashboard include taxes and shipping

The Store Performance stats at the top of the OCU Dashboard showing total and daily upsell revenue and average order value

Your AI Assistant widget

Just below the stats you'll find the Your AI Assistant widget. It surfaces the single highest-impact opportunity the AI Assistant has spotted on your store right now, along with an estimate of what acting on it could be worth. Underneath the recommendation is a prefilled question you can send with one click.

Clicking either the recommendation or the question opens the full AI Assistant page with that topic already loaded, so you can get the full breakdown or ask follow-up questions from there.

The Your AI Assistant widget on the OCU Dashboard showing a recommended opportunity and a prefilled question

Get more from OCU tracker

Below that is the Get more from OCU tracker, a short checklist of four setup steps that help you capture more revenue from every order:

  • Publish your first funnel

  • Launch a Post-Purchase upsell

  • Enable the Slide Cart Drawer

  • Turn on Zipify PostProfit

The progress bar at the top shows how many you've completed, and finished steps are checked off and marked Done. The next step you haven't finished yet is expanded to show a short description and a button that takes you straight to the right place in the app to set it up.

Use the arrow on the right to collapse the tracker, or the X to close it.

The Get more from OCU tracker on the OCU Dashboard showing four setup steps with one completed and a progress bar

What's New

Under the tracker is the What's New section, which highlights the latest OCU releases so you can see what's been added since your last visit. Use the arrows in the top-right corner to move between updates, and the counter next to them shows how many there are to look through.

Each update has two buttons: Try now takes you straight to the feature in the app so you can start using it, and Learn more opens its help article.

The What's New section on the OCU Dashboard highlighting a recent OCU release with Try now and Learn more buttons

Welcome Video

Next, you will find our short Welcome Video featuring a walkthrough with Ezra Firestone which has some high-level information about how the app works on your store:

Blog and Case Studies

Below that we have some Case Studies of some of our successful OCU users and other articles which links over to our Zipify Blog:

OCU case studies and articles on the Dashboard, linking to the Zipify blog

In the footer of the Dashboard, you will find links to our Terms of Service and Privacy Policy pages:

The OCU Dashboard footer with links to the Terms of Service and Privacy Policy pages

Help

Have questions about the app? Check out our awesome help center for help articles and informative tutorials and/or reach out to us using our in-app chat (blue chat bubble at the bottom-right of your screen)!
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Please reach out to us in chat if you have any questions at all!

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