Daily breakdown — pick a store on the left to drill in.
Revenue
—
Ad spend
—
Profit
—
ROAS / POAS
—/—
Date
Gross revenue
Refunds
Disc.
Revenue
COGS
Adspend (Google)
Media buyer
Transaction
Profit
ROAS
POAS
CTR
Profit cum.
Native
Base
Native
Base
Native
Native
Base
Base
%
Native
Base
%
Base
Base
Base
%
Net
Gross
×
%
Base
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Configure fees
Per-store media buyer + payment transaction fee.
Payment transaction fee · default
Used for any gateway that doesn't have its own row below.
Tax
Per-store tax as a percentage of Net Revenue. Applies on the P&L Summary's Tax row to produce Net Profit. Leave blank to skip the tax row entirely for this store.
Per-gateway transaction fees
Auto-detected from orders in the last 90 days. Each gateway has its own (%, fixed/order) — when set, it overrides the default above for that gateway's orders.
Media-buyer periods
The first period's start date = the day you began working with a media buyer. The % is applied to the day's ad spend (not revenue); Fixed/month is a flat retainer prorated per day. Add a new row whenever the rate (or buyer) changes; leave the previous period's End empty for "open-ended" until you set a new one.
Subscriptions
Recurring monthly costs (Shopify plan, Klaviyo, Tinuiti, …). Per-store applies only to this store; workspace-wide applies to every store and is counted once in the combined view. The monthly cost is prorated per calendar day so partial months reconcile cleanly. Shopify doesn't expose the plan price via API, so enter it manually.
For this store
Tip: add multiple rows with different start/end dates to track price changes over time (e.g. Apr: $1, May+: $30).
Workspace-wide
Payroll (workspace-wide)
Salaries / contractor payments managed at the workspace level. Each row is one employee or position. Counted once in the combined view on the P&L Summary — per-store columns render — because headcount isn't allocated to a single store. The monthly cost prorates per calendar day across the active period.
COGS color thresholds
COGS as % of revenue. Below T1 = green · T1–T2 = amber · T2–T3 = orange · above T3 = red.