Upsell Funnel Statistics
The Statistics available for your Upsell Funnels are broken down by the offer types:
Product Page Upsell
Pre-Purchase
In-Checkout
Post-Purchase
TY Page Offer
To see statistics for each offer type, click the > button next to each funnel:
A Date Range selector is available so you can define statistics from a particular time period. The last 30 Days are the default. Click on the date selector to choose from a list of pre-defined ranges or to choose a custom one from the calendar.
Click the "Apply" button after you've made your selection:
The following Statistics are available for each offer type in each Upsell Funnel:
| Views | Conversion | Revenue | Rev./Visit |
Product Page Upsell | 1 'View' will be recorded for each unique display of the widget, independent of how many products were viewed in the widget. | Calculated as a percentage of accepted offers. | A sum of all offer products revenue. |
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Pre-Purchase (single) | Total number of views for the pre-purchase offer for completed orders. | CR = | Total/$ is a sum of all offer sales in the funnel. |
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Pre-Purchase (multi) | Tracked when at least one product from the offer is shown and an order is completed in the same session. Only fully visible products (e.g. first two before scrolling) are counted. |
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Post-Purchase | Total number of views for all post-purchase offers | CR = | Total/$ is a sum of all offer sales+taxes+shipping in the funnel. |
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You can sort your Upsell Funnels and Statistics in ascending/descending order by any of the above statistics by clicking the statistic name at the top of the respective column:
In-Funnel Offer Statistics
OCU shows Total statistics for each individual offer within the Funnel Builder, so you can quickly gauge how well each one is performing. At-a-glance information is available for the following statistics on the offer card:
Views - The total number of times the offer was viewed in this funnel.
📝Views for pre-purchase offers will only be counted for completed checkouts regardless of how the customer interacts with the offer (accept, decline, or exit). Abandoned checkouts are not counted as pre-purchase views.
📝Views for In-Checkout offers are only counted for completed checkouts. As with pre-purchase offers, abandoned checkouts are not counted towards In-Checkout views.
Conversion - The conversion rate for this offer in this funnel. Calculated using the following formula: Conversion Rate =
(Offer Purchases ÷ Offer Views) × 100Revenue - The total revenue generated by the offer in this funnel.
* For pre-purchase taxes + shipping are not taken into account, but discount code that was redeemed on the checkout is subtracted from the pre-purchase offer revenue.
* For post-purchase taxes + shipping are included in the revenue.Rev./Visit - Total revenue from the offer divided by the number of offer Views I.e. on average, how much extra $ is this offer making you per view.
You can also view these stats for Desktop and Mobile devices separately!
To do that, simply click on the dropdown arrow to see the stats separated by device type:
Dynamic AI Offers: Product-level statistics
When an offer uses the Dynamic AI type, OCU chooses which products to show your shoppers automatically, based on what is likely to perform best. That means the offer card shows you the overall numbers, but not which individual products the AI put in front of shoppers. Product-level statistics close that gap: you can open any Dynamic AI offer and see every product the AI has shown, along with how each one performed.
On any Dynamic AI offer card, click View products (N) →, where N is the number of products the AI has shown so far.
📝 If the offer hasn't shown any products yet, the link reads View products → with no number. It still opens, so you can check back once the offer starts getting views.
The Products in this AI offer popup opens with the full list. Each product shows its image and name, the same stats you see on the offer card (Views, Conversion, Rev./Visit, and Revenue), plus the number of units bought. Products the AI showed but never sold stay in the list with $0 revenue and 0 bought, so you can spot picks that aren't landing.
To find a specific product, type its name in the Search box at the top. The list filters as you type. To reorder the list, use the Sort by dropdown. Pick a metric (Revenue, Bought, Views, or Conversion) and a direction (Highest first or Lowest first). The list opens sorted by Revenue, Highest first by default.
If the AI has shown more than 100 products, click Show More at the bottom of the list to load the next batch. To dig deeper in a spreadsheet, click the "Download full CSV" button at the bottom of the window. This exports the complete per-product data for the offer and isn't affected by your current search or sort.
📝 The per-product numbers add up to the offer's overall totals on the card: Views, Revenue, and units bought for all products sum to the offer's Views, Revenue, and orders, so the list is a full breakdown of the stats you already see (Conversion and Rev./Visit are recalculated per product, not added up). A product that was deleted from your store still appears as Deleted product with a placeholder image so those totals stay complete, though it won't turn up in search.
Orders With Offers
Orders which contain a Product Page, Pre-purchase, In-Checkout, Post-purchase and/or Thank You page offer(s) can easily be found in your Shopify admin Orders area by searching for the following tags there:
OCU Zipify Product Page Upsell Bought
OCU Zipify Pre-Purchase Upsell Bought
OCU Zipify In-Checkout Upsell Bought
OCU Zipify Post-Purchase Upsell Bought
OCU Zipify TY Upsell Bought
