Can you defend your client’s margin number?
Upload a Shopify Orders export and get a reconciled margin report — every figure traces to the source file, every coverage gap named.
First report free. Additional reports $399.
What you get, and what stays gated
Each layer is either proven from what you uploaded or held back with the source it needs named. Nothing is estimated to fill a gap.
| Margin layer | Status |
|---|---|
| Revenue TruthNet Sales reconciled · needs Shopify Orders | gated |
| Gross MarginGross Margin (Net Sales - COGS) · needs Shopify Orders, Product Cost | gated |
| CM before MarketingContribution Margin (before marketing) · needs Shopify Orders, Product Cost, 3PL / Carrier, Shopify Payments | gated |
| CM after MarketingCM after marketing · needs Ad Spend | gated |
| Inventory / CashInventory visibility (scenario) | scenario |
Walk the whole ladder first, on sample data
The demo comes pre-loaded with a sample Shopify store, already reconciled. Apply the three sample files below in order and each layer unlocks in turn — every screen and every export stays marked SAMPLE throughout, because the store is synthetic.
- Sample Product Cost — unlocks Gross Margin.
- Sample 3PL / Carrier — unlocks CM before Marketing.
- Sample Shopify Payments — unlocks CM before Marketing.
These three are built from the demo store’s own orders: they unlock the ladder there, and they do not describe your costs. CM after Marketing stays gated even then — it needs Ad Spend, which is not something you can upload yet.
What to upload
Export from Shopify Admin > Orders > Export. A .csv file — no spreadsheets.
Required columns: Name, Financial Status, Subtotal, Lineitem quantity, Lineitem price. Extra columns are fine and ignored, so a full Shopify export works unchanged.
Download sample to compare if you want to check the shape of your file first.
First report free. Additional reports $399. Buy a report credit.
— The ProfitRoot Team