Configuration

Now that SortLab is installed and you've sorted your first collection, it's time to get familiar with the full app. This guide walks you through the dashboard, shows you how to navigate each section, and helps you configure SortLab for your store's specific needs.

Understanding the dashboard

The dashboard is your home base in SortLab. It gives you a real-time overview of how sorting is impacting your store.

Metrics cards

At the top of the dashboard, you'll see four key metrics:

• Revenue — Total revenue generated from collections managed by SortLab
• Orders — Number of orders containing products from managed collections
• Units Sold — Total units sold across managed collections
• Collections Managed — How many of your collections have an active sorting strategy

These metrics update as new order data comes in, so you can track the impact of your sorting strategies over time.

Collection Health

The Collection Health section gives you a quick status check across all your collections. It highlights collections that:

• Are actively sorted and performing well
• Haven't been sorted recently and may need attention
• Have issues that need resolving (for example, a collection with no products)

This is the fastest way to spot collections that might benefit from a strategy change.

A/B Tests

If you have any active experiments, they appear here with their current status. You can click through to see detailed results or create a new test.

Collections Coverage

The pie chart shows what percentage of your collections are managed (have a sorting strategy) vs. unmanaged (no strategy applied). Your goal should be to get as close to 100% coverage as possible — every unsorted collection is a missed opportunity to optimize product placement.

Plan & Limits

A quick reference showing your current plan and how much of your collection allocation you're using.

Navigating SortLab

SortLab is organized into four main sections, accessible from the navigation sidebar:

Setting up collections

Once you're familiar with the dashboard, the next step is to set up sorting strategies across your collections. Here's a practical approach:

1. Start with your highest-traffic collection. Apply the Revenue Maximizer strategy and let it run for a few days. This gives you a baseline to compare against.

2. Expand to 2-3 more collections. Try different strategies on different collections to see what works. For example, use New Arrivals Boost on a seasonal collection and Best Sellers on an evergreen collection.

3. Review your analytics after a week. Check the dashboard to see which strategies are driving the most improvement.

4. Run an A/B test. Once you have a feel for the strategies, set up an A/B test on your most important collection to find the optimal approach.

Simple Mode vs. Advanced Mode

SortLab offers two ways to configure sorting for each collection:

Simple Mode

Simple Mode is designed for speed and simplicity. You pick one of seven goal-based presets, toggle a few options, and you're done. It's the right choice when you want proven strategies without manual tuning.

Available on all plans.

Learn more in the Simple Mode guide.

Advanced Mode

Advanced Mode gives you full control over your sorting logic. You can:

• Create custom sorters — Define your own weighted combination of metrics (revenue, views, conversion rate, inventory age, and more)
• Build segments — Group products by tag, vendor, type, or other attributes and apply different sorting rules to each segment
• Pin products — Lock specific products to specific positions in the collection (for example, always keep a hero product in position 1)
• Copy strategies — Duplicate a strategy from one collection to another to save time

Custom sort weights available on the Enterprise plan.

Learn more in the Advanced Mode guide.

Understanding plan limits

Each plan is designed for different stages of growth:

For full plan details, see the Plans & Pricing page.

Getting help

SortLab offers several ways to get support, all accessible from the Help section on your dashboard:

Next steps

Now that you're set up and know your way around, it's time to dive deeper:

• Sorting Strategies — Understand the data behind each strategy
• Scheduling — Automate your sorts so they run on their own
• A/B Testing — Run experiments to optimize your approach
• Analytics — Track revenue impact and collection performance