The Upsell Strategies page is where you build, manage, and measure the performance of your individual upsell strategies. Unlike the Analytics Dashboard (which gives you a high-level view of all app functions), this page focuses specifically on upsell performance, letting you see exactly how each strategy is contributing to your revenue.
Access it from Order Editing > Upsell Strategies in your Shopify admin.
� Tip: This is the same page where you create and configure upsell strategies. The analytics are built directly into the strategy management view, so you can review performance and make changes in the same place.
Summary bar
The summary bar at the top shows four headline metrics for the selected date range. Click on any metric to see a detailed breakdown of how it is calculated.
Metric | What it measures | How it's calculated |
Upsell Revenue | Total revenue generated from all upsell strategies combined during the selected period. | Sum of all paid upsell transactions |
AOV Lift | The average increase in order value from upsells, calculated across orders that included an upsell transaction. This shows the absolute dollar increase in AOV for orders where customers accepted an upsell. | Upsell Revenue divided by Orders with Upsells |
Conversion | The session conversion rate. This is the percentage of unique checkout sessions that accepted an upsell offer. Industry average is 2-5%. | (Sessions Accepted divided by Sessions Viewed) x 100 |
Impressions | Unique checkout sessions that viewed at least one upsell offer. This counts unique sessions, not individual product views, and includes sessions even if they did not complete checkout. | Count of unique sessions with upsell views |
� Tip: Impressions counts unique checkout sessions, not individual product views. One customer who sees three upsell products in a single session counts as 1 impression. The total view events number (visible in the detailed breakdown) shows the raw count of all product views across all sessions.
Revenue chart
Below the summary bar, a stacked bar chart shows your upsell revenue over time, broken down by placement. Each colour represents a different page or placement:
Chart segment | What it shows |
Product List Upsell | Revenue from Product List Upsell placements, including Checkout Page and Thank You Page placements where enabled. |
Free Shipping Upsell | Revenue from the Free Shipping Upsell placement at checkout (Shopify Plus only). |
One-Click Upsell | Revenue from the One-Click Upsell shown after checkout and before the Thank You Page. |
Order Editing | Revenue from Product Carousel placements inside the main Order Editing block on the Thank You Page and Order Status Page. |
Featured Product Upsell | Revenue from the single highlighted product placement on the Order Status Page. |
Customer Accounts | Revenue from upsell offers in Customer Accounts, where that placement is available and enabled. |
This breakdown helps you understand which pages and placements drive the most revenue and where to focus your optimisation efforts.
Strategy list
The main section of the page is the strategy list, which shows every upsell strategy you have created. Strategies are grouped by page and each row shows real-time performance data.
Strategy statuses
Use the tabs at the top of the list to filter by status:
All: Every strategy you have ever created.
Active: Strategies currently live and visible to customers.
Draft: Strategies you have built but not yet activated.
Archived: Strategies you have deactivated. These retain their historical data but are no longer shown to customers.
System: Default entries created by Order Editing. This tab includes the Fallback Strategy (shown when no targeted strategy matches) and a Self-Service Editing Revenue row that tracks revenue from shipping upgrades and other changes customers make while editing their order.
Per-strategy metrics
Each strategy row displays the following columns:
Column | What it measures |
Views | Unique checkout sessions that viewed this specific strategy. This tells you how many customers had the opportunity to see this upsell offer. |
Upsells | Number of successful upsell conversions for this strategy. |
Revenue | Total revenue generated by this strategy. |
Uptake | The percentage of sessions that accepted an upsell from this strategy. This is the most important metric for comparing strategy effectiveness. |
Rev/Visitor | Revenue per visitor. Total revenue divided by total Views. This tells you the average revenue generated per customer who saw this strategy. |
Strategy groups and coverage
Strategies are organised into groups based on their page and placement. Each group can show a coverage percentage, which estimates how much of your potential audience each active strategy can reach based on the filters you have configured.
The groups you will see match your pages and placements: Product List Upsell and Free Shipping Upsell on the Checkout Page, One-Click Upsell on the Post-Purchase Page, Product Carousel and Product List Upsell on the Thank You Page, Product Carousel and Featured Product Upsell on the Order Status Page, and Customer Accounts if that placement is available for your store.
️ Note: Coverage reporting requires the Shopify reports permission. If you don't have it yet, Order Editing will prompt you to grant access before showing the coverage details.
Reading your strategy data
Here is how to interpret the key metrics and take action:
High Views, low Uptake
Your offer is being seen but is not compelling enough. Try changing the product, adjusting the discount, or improving the copy. This is the most common optimisation opportunity.
Low Views, high Uptake
Your offer converts well but is not reaching enough customers. Check your strategy targeting filters and consider broadening the audience or adding the strategy to additional pages.
High revenue, low rev/visitor
You are generating good total revenue but efficiency is low. This usually means high volume with a low-value offer. Consider testing a higher-value product or bundle.
Comparing strategies
Use the Uptake and Rev/Visitor columns to compare strategies on the same page. Two Product List Upsell strategies running side-by-side will show you which offer resonates better with your customers. Use this data to scale winners and replace underperformers.
� Tip: An Uptake rate above 5% is considered strong. The industry average for post-purchase upsells is 2-5%. If you are consistently above 5%, your strategy is performing well. If below 2%, it needs attention.
Date range
Click the date range selector in the top-right corner to change the time period. All summary metrics, the revenue chart, and per-strategy data update automatically. The number of days in your selected range is shown next to each summary metric.
The page also displays a "Last processed" timestamp so you know how fresh the data is.
Creating and managing strategies
Click Create Strategy in the top-right corner to build a new upsell strategy. Click any strategy name in the list to edit its configuration, targeting filters, products, and copy.
Click Settings to access additional configuration options for your upsell strategies. From this menu, you can open the Fallback Strategy, adjust upselling settings, filter by placement, view logs, or export your strategy configuration.
The page also includes a split tests section. Use this to review any A/B tests you have configured for your upsell strategies.
Frequently asked questions
Where do I find upsell strategy analytics?
Navigate to Order Editing > Upsell Strategies in your Shopify admin. This is the same page where you create and manage your strategies. The analytics are built into the strategy management view.
What is the difference between this page and the Analytics Dashboard?
The Analytics Dashboard (Settings > Analytics) is the central hub for all app analytics, covering self-service edits, support savings, and overall upsell performance. The Upsell Strategies page focuses specifically on individual strategy performance, letting you compare strategies side-by-side and manage them in the same view.
What does Impressions measure?
Impressions (in the summary bar) counts the number of unique checkout sessions that viewed at least one upsell offer. It counts unique sessions, not individual product views. If one customer sees three upsell products in a single session, that is 1 impression. It also includes sessions where the customer did not complete checkout.
What is a good Uptake rate for upsells?
The industry average for post-purchase upsells is 2-5%. Anything above 5% is considered strong performance. One-Click Upsells typically convert at 1-2%, while the Product List Upsell on the Checkout Page can convert as high as 16.7% (approximately 1 in 6 customers). Your target will depend on the placement and your product catalog.
What does Rev/Visitor mean?
Rev/Visitor (Revenue per Visitor) divides the total revenue from a strategy by the number of Views. It tells you the average revenue generated per customer who saw the offer. Higher values mean your strategy is efficiently converting high-value upsells.
What does the coverage percentage mean on a strategy group?
Coverage estimates how much of your potential audience each active strategy can reach based on its filters. Low coverage means your filters are narrow, which can be intentional for highly targeted offers or may indicate an opportunity to broaden your reach. Coverage reporting requires the Shopify reports permission.
How do I know which strategy to optimise first?
Start with strategies that have high Views but low Uptake. These are being seen by the most customers but not converting, which means small improvements will have the biggest impact on revenue. Then look at high-Uptake strategies with low Views and consider broadening their reach.
Can I A/B test upsell strategies?
Yes. Create two strategies on the same page (for example, two Product List Upsell strategies with different products or copy), activate both, and compare their Uptake and Rev/Visitor over the same date range. The strategy list makes side-by-side comparison easy.
What does the warning icon next to a strategy mean?
A warning icon next to a strategy means that strategy is active but not installed on all of its placements. Click the warning to install the strategy on the missing placements so it can reach its full audience.
What happens to data when I archive a strategy?
Archived strategies retain all their historical analytics data. You can still view their past performance by switching to the Archived tab. Archiving simply stops the strategy from being shown to customers.
