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Dashboard Overview: What Each Section Means

Shivam Tiwari avatar
Written by Shivam Tiwari
Updated this week

What is Kefi Bundle Builder?

Kefi Bundle Builder is a powerful, Built for Shopify approved app designed to help store owners increase their sales by offering strategic upsell opportunities to customers. Much like traditional product bundles, Kefi Bundle Builder boosts revenue by encouraging shoppers to add more to their cart with complementary or higher-value product suggestions throughout the shopping experience.

By promoting relevant product recommendations or limited-time offers, Kefi Bundle Builder helps you increase your Average Order Value (AOV)—a key metric that reflects the average amount spent each time a customer places an order on your store. Upselling is an essential technique in eCommerce that not only boosts revenue but also enhances the customer's experience by helping them discover more of what they need.

Getting Started

Once you’ve installed Kefi Bundle Builder on your Shopify store, you can access and view the Kefi Dashboard. This is your command center where you can monitor your store’s upsell performance, create and manage offers, and track overall growth.

Let’s take a deep dive into what each section of the dashboard means and how you can use it to maximize your sales.

Kefi Bundle Builder Dashboard

When you click on Kefi Bundle Builder from your Shopify admin, you’ll be redirected to the main dashboard. This dashboard is divided into key sections, including:

  • Analytics – to track the performance of your upsell offers
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  • Bundles, Slide Cart, and Upsell Offers – where you can create and manage various types of upsell strategies

1. Analytics

The Analytics section helps you monitor how well your upsell offers are performing. It provides key insights through three main metrics:

  • Offer Revenue – The total revenue generated directly from your upsell offers.
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  • Offer Views – The number of times customers have seen your upsell offers across your store.
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  • Offer Conversions – The number of times customers accepted and completed a purchase through an upsell offer.

You can also customize the data view in two powerful ways:

  • Filter by Offer Type – Use the Category option to view analytics based on specific offer types, such as Bundle, Cart, Thank You, or Post-Purchase offers.
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  • Select a Date Range – Choose a custom time period to analyze performance trends over days, weeks, or months.
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2. Offers Configuration

Now that you're familiar with your analytics, it's time to configure the upsell offers available through the Kefi Bundle Builder app. These offers are organized into different sub-sections, making it easy to manage and tailor your strategy based on where and how you want to present the upsell.

Here’s a breakdown of each category:

All

This is the default view and shows all offers, including Bundles, Slide Cart, Thank You, and Post Purchase upsells in one place.
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Bundle Builder

This section includes advanced bundling options designed to let your customers create personalized product combinations:

  • Build Your Own Box – Allow customers to select a set number of items from different product categories to create a fully customized bundle.
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  • Mix and Match (Sectional) – An advanced version of Mix & Match that displays products in organized sections or categories for a more guided bundling experience.

These tools are ideal for offering high-flexibility bundle options and improving customer engagement through customization.
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Product Page

This section includes a variety of bundle and upsell types designed to be displayed directly on the product page:

  • Standard Bundle – Offer a group of related products together at a discounted price.
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  • Quantity Breaks / Volume Discount – Give discounts based on how many units of a product are purchased.
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  • Mix & Match – Let customers choose from a selection of products to build their own bundle.
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  • BXGY Bundle (Buy X Get Y) – Offer a free or discounted product when a certain quantity is bought.
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  • Frequently Bought Together – Suggest commonly paired products with the item being viewed.
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  • Product Add-ons – Display related add-on products that customers can include in their order.
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  • Product Add-ons (Popup) – A popup version of the above for better visibility.

Slide Cart

Create upsell offers that appear in the slide-out cart, giving customers last-minute suggestions before checkout. These are highly visible and can significantly boost AOV.
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Thank You Page

Configure upsell offers that appear on the order confirmation page. Great for promoting related products or limited-time deals post-purchase.
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Post Purchase

These offers appear immediately after checkout but before the final thank-you page—perfect for catching customer attention with one-click upsells.
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3. Offers Panel

This section is located on the left panel of your Kefi Bundle Builder dashboard and gives you a centralized view of all upsell and bundle offers.

Here’s what each sub-section includes:

  • All – A complete list of all created offers (active, drafts, AI-generated).
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  • Active – Offers currently live and visible to customers.
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  • Draft – Offers that are saved but not published yet.
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  • AI Suggestions – Ideas generated by Kefi’s AI Bundle Suggestions tool, which can be customized or activated.

This area keeps your upsell strategy organized and easy to manage.
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4. AI Suggestions

This section shows you all the bundle ideas generated by Kefi’s smart recommendation engine. These are based on your store’s product data and sales patterns.

You can:

  • View all AI-suggested bundles
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  • Publish offers directly
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  • Preview how they appear to customers
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  • Edit before publishing
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  • Delete unwanted suggestions
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At the top, the “Create New Suggestions” button lets you prompt the AI to analyze your catalog and offer fresh ideas based on current data.

This is an excellent way to create bundles if you're unsure where to start or want to speed up the process.
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6. Billing

The Billing section shows your current subscription plan and lets you manage or upgrade it as your store grows.

Kefi Bundle Builder offers three flexible plans:

  • Basic – $9.99/month
    Ideal for small stores (up to 50 orders/month).
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  • Starter – $19.99/month
    For growing stores (51–500 orders/month).
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  • Unlimited – $39.99/month
    For high-volume stores (500+ orders/month).

Upgrade anytime based on your store’s needs.
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7. Settings

In the Settings section, you can:

  • Customize the display of your upsell widgets
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  • Redirect users to Shopify Checkout if you’re using third-party checkout apps or wallet buttons

To enable the redirect:

  • Check the box to activate Shopify Checkout redirect
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  • Click Save Changes

This helps ensure a smoother checkout experience across devices and payment methods.

Swatch Options

This section lets you preview and manage how swatch styles (such as color or size options) appear on your product bundles or upsell offers.

  • Preview swatch styles applied to your products
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  • Ensure your visual styling matches your storefront branding

This feature helps provide a clean and user-friendly product selection experience.
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Need Help?

If you have any questions or need support, we’re here to help:

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