Shopify Sales Story

Before we build anything, I dive deep into your Shopify analytics – reviewing your current setup, topline performance trends, data gaps and the hidden money leaks that are costing you sales.

I then present my findings and direct recommendations on a recorded 1.5hr Strategy Call.

You’ll leave knowing exactly what to fix, what to track and what to do next – with total clarity on where your biggest sales opportunities lie.

Using Shopify’s custom reports function, I build you a bespoke dashboard and reports – tailored specifically to your business, your products and your sales goals – live inside your existing Shopify account.

Your performance is visualised in clean charts and tables, giving you instant, actionable data at a glance – no exports, no third party tools, no guesswork.

Just your numbers, finally telling you a clear story.

On this recorded 2hr call, I walk you through your new dashboard and custom reports – mapping out your topline performance, highlighting the key opportunities and training you on exactly how to use it confidently going forward.

You’ll leave knowing not just what your data says – but what it means for your business and precisely what to do next to grow your sales.

The work doesn’t stop when your dashboard goes live. You get:

Email Support: As you start using your new dashboard, I’m right there in your corner – answering questions, sense-checking decisions and making sure you feel completely confident in what you’re seeing.

30-Minute Momentum Call: A follow-up call after two weeks to review your progress, celebrate your wins and ensure the clarity and confidence you’ve gained keeps building.

Full Session Recordings: Both calls recorded and yours to keep – so you can revisit and reference whenever you need to.

A. Standard Shopify analytics give you data – but they don’t tell you the story behind it or what to do about it. Most 6-7 figure founders can see the numbers; they just can’t connect the dots between them to understand what’s really driving or draining their sales.

The Shopify Sales Story goes further in three ways:

Custom Built: I build reports and dashboards tailored specifically to your business, your products and your sales goals – not a generic view that applies to every Shopify store.

Strategic Insight: You don’t just get numbers. you get a comprehensive audit that surfaces your money leaks, hidden opportunities and exactly where to focus first.

Actionable Clarity: I bridge the gap between data and decisions, giving you a clear view of which products and activities will drive sustainable, profitable growth.

A. This is one of the most important questions a founder can ask – and the honest answer is that Shopify’s standard metrics are frequently misread, even by experienced founders.

Some metrics look positive on the surface, but mask underlying problems. Others are routinely confused with each other in ways that lead to costly decisions.

Part of what I do in the Shopify Sales Audit is not just identify gaps, but sense-check how your current data is being interpreted and correct any misreadings before we build your dashboard.

You’ll leave with confidence not just in your numbers, but in your ability to read them accurately.

A. This is a done-for-you service – which means I do the heavy lifting so you don’t have to. Your time investment is limited to three touchpoints:

Your Initial Business & Data Diagnostic: A deep-dive questionnaire completed before we begin – most founders spend around 1-2 hours on this.

Your Shopify Sales Audit & Strategy Call (1.5hrs): Where I present my findings and recommendations.

Your Dashboard Presentation & Training Call (2hrs): Where I walk you through your new dashboard and train you on how to use it.

Outside of these sessions I handle everything – auditing your data, building your custom reports and dashboard, and preparing your insights.

Most founders find the time they save from no longer scratching their head over spreadsheets and exports quickly outweighs their initial investment.

A. Your dashboard is built around what we discover during the Define & Discover phase – so it’s tailored specifically to your business, not a generic template. That said, we typically focus on the metrics that actually move the needle for 6-7 figure Shopify brands:

Topline Performance: Clear visual charts tracking your sales volumes, gross profit, average order value and the activities driving them.

Visitor & Customer Behaviour: How visitors are navigating your store, where they’re converting and where they’re dropping off – plus performance by new versus returning customers.

Product Performance: Your true hero products driving consistent sales, versus the ones quietly draining your resources and tying up your cash.

Marketing & Traffic: Which activities are driving traffic – and more importantly, which are actually converting into sales.

Profitability & Growth: The specific data points that move you from reactive, gut-based decisions to proactive, strategic ones – protecting your margins and driving sustainable profit.

A. Growing sales are a brilliant sign, but they can also mask what’s really driving your performance.

Without a clear view of your data, it’s hard to know which products, activities and decisions are responsible for that growth – and more importantly, how to sustain and scale it.

Many founders find that the period of strongest growth is actually the most dangerous time to be flying blind.

Decisions get bigger, cash flow gets more complex and the cost of a wrong move gets higher.

A custom dashboard doesn’t just tell you that sales are growing – it tells you exactly why, what’s driving them and where your biggest opportunities for sustainable, profitable growth still lie.

A. Whether you’re exporting your data into AI or using Shopify’s built-in AI features, this is a smart workaround – but it has three significant limitations that a custom dashboard solves:

Time: Exporting, cleaning, data-blending and prompting AI with your data takes hours every week. Your custom dashboard gives you the same answers instantly, at a glance, every time you log into Shopify – no export needed.

Accuracy: AI interpretation is only as good as the questions you ask and the data you feed it — and AI frequently misinterprets Shopify metrics, particularly when standard metrics are already being confused or misread. Part of what I do in the audit is sense-check exactly that before we build anything.

Strategy: AI can describe what your data says. It can’t apply 20+ years of retail and ecommerce experience to tell you what it means for your specific brand – and precisely what to do about it.

The Shopify Sales Story gives you a reliable, always-on commercial picture built around your business – without the weekly effort, the risk of misinterpretation or the gap between data and decision.

A. If you’re ready for an ongoing strategic partnership, the Commercial Co-Pilot gives you a trusted commercial brain in your corner every month – using your dashboard as the foundation for proactive, data-driven decision making.

Or if you’re looking for a deeper, longer term commitment, the Commercial Partnership combines the Shopify Sales Story sprint with a 6-month strategic partnership – building your foundations and then sustaining your growth together.

Get in touch and we’ll find the right path for you.

I dive deep into your Shopify analytics reviewing your setup, topline performance trends, data gaps and hidden money leaks.

I then present my findings and direct recommendations on a recorded 1.5hr Strategy Call.

You’ll leave knowing exactly what to fix, what to track and what to do next – with total clarity on where your biggest sales opportunities lie.