A representative retailer replaces manual Shopify exports with clearer margin, inventory, and campaign reporting for the owner and store managers.
Representative example based on common small-business retail reporting needs. It is not a public client testimonial or audited performance claim.
Client typeRepresentative multi-store retailerTypical timeline4 weeksOutcome focusTarget outcome: reporting in minutes, not days
The Challenge
A multi-store retailer lacked centralised reporting for margin analysis and campaign ROI. The team relied on manual Shopify exports, which delayed decisions and made it hard to compare store performance.
What Changed
Manual Shopify exports are replaced with a repeatable reporting workflow that can support same-day review.
Campaign and margin decisions can be reviewed from one operating view instead of scattered spreadsheets.
Store managers gained a single daily view of sales, margin, and underperforming promotions.
What We Delivered
Automated ingestion of orders, customers and product catalogues from Shopify using secure API connectors.
Daily ELT pipelines that normalise sales data into Bronze/Silver/Gold tables and dbt models for business metrics.
Role-based dashboards showing daily P&L, cohort LTV and campaign ROI with alerting for margin erosion.
Representative Impact
Representative target: reduce multi-day spreadsheet reporting into a same-day dashboard workflow for sales, margin, inventory, and campaign review.
