How it works
Three steps. Fourteen pages. One decision.
Step 1: Connect.
We plug into whatever you already run: Shopify, Meta, Klaviyo, GA4, Xero, or anything that can export a spreadsheet. Read-only access, granted once.
Step 2: Translate.
Each month we read your numbers against the same eight KPIs, so month six is comparable to month one. Then we find the one move worth making and back it with the math.
Step 3: Decide.
You get a 14-page report ending with three priorities and an Owner's Checklist. Not a dashboard. A decision.
What you get
The Monthly Performance Report: 14 pages built to be read in 5 minutes.
Page 2
The headline move.
One sentence telling you exactly what to do this month, before you read anything else.
Page 3
The 8-KPI scorecard.
Revenue, margin, CAC, LTV, ROAS, AOV, repeat rate, conversion. Benchmarked. The one number that moved the result is highlighted.
Page 4
Money on the table.
The single biggest opportunity, quantified. Includes the math, the work required, and a confidence rating.
Pages 5–7
What the data is telling us.
Three plain-language insights. Each one ends with the implication: what it means for next month.
Page 10
Owner's Checklist.
A printable single-page action sheet. It lives on your desk until the next report lands.
