Swell on Vortex IQ

Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Swell.

Monitor store performance, find catalogue and operational problems, and safely apply approved changes to Swell.

Connect or manage this source · View setup guide · Create a workflow

46

performance signals

8

automated checks

1

prepared fixes

0

proven workflows

7

API operations

Overview

What you can achieve

Capabilities are grouped around merchant outcomes, not API terminology.

Protect revenue

Find failures, leaks and risks before they cost sales.

Grow revenue

Improve discovery, conversion, campaigns and repeat purchase.

Run operations

Monitor orders, fulfilment, delivery and settlement.

Control risk and change

Keep tracking, access and change under governed control.

Catalogue quality

Identify missing, inconsistent or outdated product data.

From connection to verified outcome

The controlled sequence every capability follows. Nothing changes a connected system without the approval step.

1. Connect

   Authorise the source. Scopes are shown before access is granted.

2. Monitor

   Watch the signals against your own baselines, not universal defaults.

3. Detect

   Run checks and gather evidence specific to your store.

4. Recommend

   Explain what happened, why it matters and the proposed action.

5. Approve

   You review scope, risk and reversibility before anything changes.

6. Execute

   Apply through governed connector operations.

7. Verify

   Confirm the intended result and keep the receipt.

No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.

Monitor (46)

Monitor performance

46 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.

Protect revenue (22 signals)

Signal	Alert behaviour	What it tracks
Active Ad Spend on Out-of-Stock SKUs	Merchant rule	Spend on SKUs that can’t convert because they’re OOS. Pause immediately - pure waste.
Billing Failure Rate	Merchant rule	Declined / errored recurring payments as % of attempts. Expired cards + gateway errors silently bleed MRR before churn even shows. Dunning trigger.
Billing Failure Spike	Merchant rule	Sudden rise in declined recurring charges = gateway outage or a card-network event. MRR bleeding now - dunning + alert.
Bundle SKU Stock Check	Merchant rule	Bundle products still sellable when a component SKU is out of stock = oversell risk. Swell-distinctive: bundle stock derives from components.
Cancellation Rate	Alert band 1 / 3	Description pending editorial review; the signal is live.
Cancelled Subscriptions (30d)	Merchant rule	Subscriptions with date_canceled in window. When cancelled outpaces new, MRR is shrinking - the leading churn signal.
Churn-Risk Customers	Merchant rule	High-value accounts whose gap since date_last_order exceeds 2x their median reorder cycle = lapsing. Win-back targets.
High-MRR Subscribers Unengaged on Email	Merchant rule	The subscribers most expensive to lose, going dark on email. Trigger a retention flow before they cancel.
Low-Stock Products	Merchant rule	Products in stock_status=low_stock. Pair with velocity to flag stockout-imminent SKUs before they hit zero.
Orders → Email Campaign Attribution	Merchant rule	Email share of revenue. Low attribution despite an active ESP = under-utilised lifecycle channel - the cheapest growth lever for subscription brands.
Out-of-Stock Products	Alert band 0 / 5	Description pending editorial review; the signal is live.
Overdue B2B Invoices	Merchant rule	Sum of grand_total on invoices where paid=false and date_due < now. Working-capital leak - chase before it ages further. Only meaningful when Swell
Past-Due Subscriptions	Merchant rule	Subscriptions in status=past_due|unpaid. Each is MRR at imminent risk - recoverable with dunning if caught early.
Payment Decline Rate	Merchant rule	Declined payments / payment attempts. High decline rate on checkout = gateway config or fraud-filter over-tuning; recoverable revenue.
Refund Rate	Alert band 2 / 5	Refunded orders / total orders. Above 5% signals product-quality or expectation mismatch - and on subscriptions, predicts churn.
Refund Value (30d)	Merchant rule	Description pending editorial review; the signal is live.
Revenue at Risk (live)	Merchant rule	Sum of failed payments + past-due subscription MRR + OOS-attributed demand. Live $ exposure across the store.
Revenue at Risk / Min (active incidents)	Merchant rule	Live $/min loss while a connected monitoring incident is open. Headless storefronts fail silently - this is the dollar cost of the outage.
Subscription Cancellation Burst	Merchant rule	A cancellation burst usually signals a billing bug, a price-change backlash, or a delivery failure. Investigate root cause fast.
Subscription Churn Rate	Alert band 20 / 50	Cancelled subscriptions / active at period start. Above ~8% monthly is unsustainable for most subscription economics.
Swell Inventory vs Active Marketplace Listings	Merchant rule	Marketplace orders for SKUs OOS on Swell = cancellations + dissatisfaction. Highest-priority cross-channel diagnostic.
Top Accounts by Revenue	Watch only	Ranked by order_value. Concentration view - reveals if revenue leans on a handful of accounts (dependency risk).

Grow revenue (12 signals)

Signal	Alert behaviour	What it tracks
Active B2B Accounts	Watch only	Business-type accounts with an order in the last 90d. The B2B revenue base for Swell merchants running configurable pricing.
Active Subscriptions	Merchant rule	Count of subscriptions in status=active|trial. The base of recurring revenue - the single most-watched number for a subscription brand.
Catalogue Completeness	Alert band 90 / 80	% of active products with image, description, SKU and price all populated. Gaps suppress conversion on a headless storefront where the API is the only
Discount Dependency	Alert band 20 / 40	Share of orders (30d) carrying a code-based coupon (Order.coupon_code). Distinct from the dollar-discount-vs-revenue metric other platforms carry unde
Monthly Recurring Revenue (MRR)	Alert band 0 / -5	Sum of recurring_total normalised to a monthly cadence across active subscriptions. The north-star metric for recurring economics.
Products Missing SEO Meta	Alert band 10 / 30	Active products with no meta_title or meta_description set - the dedicated SEO fields, distinct from the storefront description.
Repeat Purchase Rate	Alert band 25 / 10	Description pending editorial review; the signal is live.
Revenue Trend	Watch only	Daily revenue over 90 days. Shows seasonality and the long arc of subscription compounding.
Revenue by Currency / Region	Watch only	Revenue grouped by order currency. Swell merchants frequently sell multi-currency from one store via the storefront framework.
Revenue by Store	Watch only	Per-store revenue split for merchants running multiple Swell stores under one team. Reveals which storefront is pulling weight.
Top Customers by Lifetime Spend	Watch only	Top Customers by Lifetime Spend.
Total Revenue (30d)	Alert band 0 / -5	Sum of grand_total on paid orders across 7/30/90d windows. Top-line pulse for one-off + subscription revenue combined.

Run operations (9 signals)

Signal	Alert behaviour	What it tracks
Average Account Spend	Merchant rule	Description pending editorial review; the signal is live.
Average Order Value	Alert band 0 / -5	Description pending editorial review; the signal is live.
Fulfillment Rate	Alert band 95 / 90	Share of orders (30d) with Order.delivered = true - Swell’s own field for a completely-fulfilled order (see the Order entity’s delivered help text for
New Subscriptions (30d)	Watch only	Description pending editorial review; the signal is live.
New vs Returning Customers	Watch only	New vs Returning Customers, shown by share.
Order Processing Backlog	Alert band 10 / 50	Alerts for Order Processing Backlog.
Order Volume (30d)	Alert band 0 / -10	Description pending editorial review; the signal is live.
Pending / Unfulfilled Orders	Alert band 10 / 50	Description pending editorial review; the signal is live.
Total Customers	Watch only	Description pending editorial review; the signal is live.

Catalogue quality (2 signals)

Signal	Alert behaviour	What it tracks
Products Missing Description	Alert band 5 / 20	Active products with an empty description. The same field sw_catalogue_completeness folds into its composite %, broken out standalone so it can carry
Total Active Products	Watch only	Description pending editorial review; the signal is live.

Control risk and change (1 signals)

Signal	Alert behaviour	What it tracks
Swell API Failure Rate Spike	Merchant rule	Headless storefronts read live from the Swell Backend API - a failure spike means the storefront itself is degraded, not just the dashboard.

Audit (8)

Audit risks and opportunities

A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.

Fulfillment rate below 90%

Severity critical · Outcome Protect revenue · Fix status Candidate remediation

When more than 1 order in 10 is failing to reach fulfilment, customers have paid for goods that are not shipping on time; refunds, chargebacks and support load follow quickly.

A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

Reference: ECOM-FULFIL-001

Cancellation rate above 10% over 30d

Severity high · Outcome Protect revenue · Fix status Report only

More than 1 in 10 orders is being cancelled. Unlike a return, a cancellation often means the customer changed their mind or hit a problem before the order even shipped, checkout friction, a payment failure, an unexpectedly long delivery estimate, which usually points to a fixable step in the order f

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: ECOM-CANCEL-001

Refund rate above 5% over 30d

Severity high · Outcome Protect revenue · Fix status Candidate remediation

More than 1 in 20 orders is being refunded. Beyond the direct revenue loss, this rate also carries payment-cost consequences, processors and payment gateways watch refund and dispute rates, and a sustained high rate can affect processing terms independent of the lost sale itself.

A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

Reference: ECOM-REFUND-001

Discount > 20% of revenue (margin erosion)

Severity medium · Outcome Grow revenue · Fix status Report only

Discounting above roughly 20 percent of revenue erodes margin quickly, often without lifting volume enough to pay for itself, and trains customers to wait for codes.

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: ECOM-DISCOUNT-001

Products with zero or negative stock

Severity medium · Outcome Grow revenue · Fix status Candidate remediation

Every product at zero or negative stock is a page a customer can still find, still add to cart in some storefront setups, and still be disappointed by. Zero-stock listings that stay live also keep spending any ad budget or SEO ranking pointed at them, driving traffic to a product nobody can actually

A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

Reference: ECOM-INVENTORY-001

Repeat-customer rate below 20%

Severity medium · Outcome Grow revenue · Fix status Report only

Fewer than 1 in 5 customers comes back for a second order. Acquiring a first-time customer is almost always the most expensive part of earning their business, so a repeat rate this low means the store is paying that acquisition cost repeatedly instead of earning a second (cheaper) sale from customer

Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.

Reference: ECOM-CUSTOMER-001

Products missing SEO title

Severity low · Outcome Grow revenue · Fix status Prepared fix

Products without SEO titles compete in search under their bare product names; pages that could rank for buying keywords stay invisible.

A prepared, approval-gated fix exists: the proposed change, affected records, risk, reversibility and verification are shown before execution.

Reference: ECOM-CATALOGUE-002

Products missing description

Severity low · Outcome Grow revenue · Fix status Candidate remediation

A product with no description gives a shopper nothing to evaluate beyond a photo and a price. It also gives search engines almost nothing to index, so these products are simultaneously converting worse for visitors who do find them and ranking worse in organic search for anyone who has not.

A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.

Reference: ECOM-CATALOGUE-001

Automate

Automate approved work

Vortex IQ is integrated with 7 read and 0 write operations across accounts, invoices, orders, payments, products, refunds on Swell. Combine them with anything from the over 13,000 operations across more than 200 connectors to automate the work in your own words.

Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.

Create a workflow

Ready to build your first Swell workflow

Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.

Browse the operations you can build with

Resource	Read operations	Write operations
accounts	1	0
invoices	1	0
orders	1	0
payments	1	0
products	1	0
refunds	1	0
subscriptions	1	0

Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.