> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

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.

[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [View setup guide](/integrations/swell)

| **46**              | **8**            | **1**          | **Ready to build yours** | **7**          |
| ------------------- | ---------------- | -------------- | ------------------------ | -------------- |
| performance signals | automated checks | prepared fixes | workflows                | API operations |

## Monitor performance

46 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher.

| Signal                                             | Outcome                 | Alert behaviour    | What it tracks                                                                                                                                                                |
| -------------------------------------------------- | ----------------------- | ------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Active Ad Spend on Out-of-Stock SKUs**           | Protect revenue         | Merchant rule      | Spend on SKUs that can't convert because they're OOS. Pause immediately - pure waste.                                                                                         |
| **Active Subscriptions**                           | Grow revenue            | Merchant rule      | Count of subscriptions in status=active\|trial. The base of recurring revenue - the single most-watched number for a subscription brand.                                      |
| **Billing Failure Rate**                           | Protect revenue         | 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**                          | Protect revenue         | Merchant rule      | Sudden rise in declined recurring charges = gateway outage or a card-network event. MRR bleeding now - dunning + alert.                                                       |
| **Cancelled Subscriptions (30d)**                  | Protect revenue         | Merchant rule      | Subscriptions with date\_canceled in window. When cancelled outpaces new, MRR is shrinking - the leading churn signal.                                                        |
| **Fulfillment Rate**                               | Run operations          | 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 the exact vendor de    |
| **High-MRR Subscribers Unengaged on Email**        | Protect revenue         | Merchant rule      | The subscribers most expensive to lose, going dark on email. Trigger a retention flow before they cancel.                                                                     |
| **Monthly Recurring Revenue (MRR)**                | Grow revenue            | Alert band 0 / -5  | Sum of recurring\_total normalised to a monthly cadence across active subscriptions. The north-star metric for recurring economics.                                           |
| **Order Processing Backlog**                       | Run operations          | Alert band 10 / 50 | Alerts for Order Processing Backlog.                                                                                                                                          |
| **Orders → Email Campaign Attribution**            | Protect revenue         | Merchant rule      | Email share of revenue. Low attribution despite an active ESP = under-utilised lifecycle channel - the cheapest growth lever for subscription brands.                         |
| **Overdue B2B Invoices**                           | Protect revenue         | 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's billing module is in |
| **Refund Rate**                                    | Protect revenue         | Alert band 2 / 5   | Refunded orders / total orders. Above 5% signals product-quality or expectation mismatch - and on subscriptions, predicts churn.                                              |
| **Revenue at Risk (live)**                         | Protect revenue         | Merchant rule      | Sum of failed payments + past-due subscription MRR + OOS-attributed demand. Live \$ exposure across the store.                                                                |
| **Revenue at Risk / Min (active incidents)**       | Protect revenue         | 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**                | Protect revenue         | 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**                        | Protect revenue         | Alert band 20 / 50 | Cancelled subscriptions / active at period start. Above \~8% monthly is unsustainable for most subscription economics.                                                        |
| **Swell API Failure Rate Spike**                   | Control risk and change | Merchant rule      | Headless storefronts read live from the Swell Backend API - a failure spike means the storefront itself is degraded, not just the dashboard.                                  |
| **Swell Inventory vs Active Marketplace Listings** | Protect revenue         | Merchant rule      | Marketplace orders for SKUs OOS on Swell = cancellations + dissatisfaction. Highest-priority cross-channel diagnostic.                                                        |
| **Total Revenue (30d)**                            | Grow revenue            | 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.                                                       |
| **Average Order Value**                            | Run operations          | Alert band 0 / -5  | Description pending editorial review; the signal is live.                                                                                                                     |
| **Order Volume (30d)**                             | Run operations          | Alert band 0 / -10 | Description pending editorial review; the signal is live.                                                                                                                     |
| **Out-of-Stock Products**                          | Protect revenue         | Alert band 0 / 5   | Description pending editorial review; the signal is live.                                                                                                                     |
| **Pending / Unfulfilled Orders**                   | Run operations          | Alert band 10 / 50 | Description pending editorial review; the signal is live.                                                                                                                     |
| **Repeat Purchase Rate**                           | Grow revenue            | Alert band 25 / 10 | Description pending editorial review; the signal is live.                                                                                                                     |
| **Active B2B Accounts**                            | Grow revenue            | Watch only         | Business-type accounts with an order in the last 90d. The B2B revenue base for Swell merchants running configurable pricing.                                                  |
| **Bundle SKU Stock Check**                         | Protect revenue         | Merchant rule      | Bundle products still sellable when a component SKU is out of stock = oversell risk. Swell-distinctive: bundle stock derives from components.                                 |
| **Catalogue Completeness**                         | Grow revenue            | 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 source of truth.       |
| **Churn-Risk Customers**                           | Protect revenue         | Merchant rule      | High-value accounts whose gap since date\_last\_order exceeds 2x their median reorder cycle = lapsing. Win-back targets.                                                      |
| **Discount Dependency**                            | Grow revenue            | 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 under this key - this co   |
| **Low-Stock Products**                             | Protect revenue         | Merchant rule      | Products in stock\_status=low\_stock. Pair with velocity to flag stockout-imminent SKUs before they hit zero.                                                                 |
| **New vs Returning Customers**                     | Run operations          | Watch only         | New vs Returning Customers, shown by share.                                                                                                                                   |
| **Past-Due Subscriptions**                         | Protect revenue         | Merchant rule      | Subscriptions in status=past\_due\|unpaid. Each is MRR at imminent risk - recoverable with dunning if caught early.                                                           |
| **Payment Decline Rate**                           | Protect revenue         | Merchant rule      | Declined payments / payment attempts. High decline rate on checkout = gateway config or fraud-filter over-tuning; recoverable revenue.                                        |
| **Products Missing Description**                   | Catalogue quality       | 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 its own missing\_desc |
| **Products Missing SEO Meta**                      | Grow revenue            | Alert band 10 / 30 | Active products with no meta\_title or meta\_description set - the dedicated SEO fields, distinct from the storefront description.                                            |
| **Revenue Trend**                                  | Grow revenue            | Watch only         | Daily revenue over 90 days. Shows seasonality and the long arc of subscription compounding.                                                                                   |
| **Revenue by Currency / Region**                   | Grow revenue            | Watch only         | Revenue grouped by order currency. Swell merchants frequently sell multi-currency from one store via the storefront framework.                                                |
| **Revenue by Store**                               | Grow revenue            | Watch only         | Per-store revenue split for merchants running multiple Swell stores under one team. Reveals which storefront is pulling weight.                                               |
| **Top Accounts by Revenue**                        | Protect revenue         | Watch only         | Ranked by order\_value. Concentration view - reveals if revenue leans on a handful of accounts (dependency risk).                                                             |
| **Top Customers by Lifetime Spend**                | Grow revenue            | Watch only         | Top Customers by Lifetime Spend.                                                                                                                                              |
| **Average Account Spend**                          | Run operations          | Merchant rule      | Description pending editorial review; the signal is live.                                                                                                                     |
| **Cancellation Rate**                              | Protect revenue         | Alert band 1 / 3   | Description pending editorial review; the signal is live.                                                                                                                     |
| **New Subscriptions (30d)**                        | Run operations          | Watch only         | Description pending editorial review; the signal is live.                                                                                                                     |
| **Refund Value (30d)**                             | Protect revenue         | Merchant rule      | Description pending editorial review; the signal is live.                                                                                                                     |
| **Total Active Products**                          | Catalogue quality       | Watch only         | Description pending editorial review; the signal is live.                                                                                                                     |
| **Total Customers**                                | Run operations          | Watch only         | Description pending editorial review; the signal is live.                                                                                                                     |

## 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.

| Check                                          | Severity | Outcome         | Why it matters                                                                                                                                                                                 | Fix status            |
| ---------------------------------------------- | -------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------- |
| **Fulfillment rate below 90%**                 | critical | Protect revenue | 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.                | Candidate remediation |
| **Cancellation rate above 10% over 30d**       | high     | Protect revenue | 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  | Report only           |
| **Refund rate above 5% over 30d**              | high     | Protect revenue | 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,  | Candidate remediation |
| **Discount > 20% of revenue (margin erosion)** | medium   | Grow revenue    | 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.                          | Report only           |
| **Products with zero or negative stock**       | medium   | Grow revenue    | 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 als | Candidate remediation |
| **Repeat-customer rate below 20%**             | medium   | Grow revenue    | 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 | Report only           |
| **Products missing SEO title**                 | low      | Grow revenue    | Products without SEO titles compete in search under their bare product names; pages that could rank for buying keywords stay invisible.                                                        | Prepared fix          |
| **Products missing description**               | low      | Grow revenue    | 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 conve | Candidate remediation |

## 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 **13,885 operations across 229 connectors** to automate the work in your own words.

Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system.

[Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=swell)

<Accordion title="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.
</Accordion>

### 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.

***

*Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*
