Profit Margin Analysis

Revenue is exciting. Profit is what you keep.
Our Profit Margin Analysis service builds a system that reveals the true profit behind every product and order by tracking COGS, discounts, shipping, transaction fees, packaging, and marketing spend per sale. You’ll gain clear insight into gross and net margins, allowing you to confidently adjust pricing, promotions, and product strategy.

We integrate data from Shopify, your accounting software (QuickBooks/Xero), and ad platforms (Meta/Google) using Looker Studio, Airtable, or custom Google Sheets dashboards, creating a profit control center for smart decision-making.
Because visibility into margins is the first step to scaling profitably.

Grow

Included:

  • Initial consultation (up to 1 hour) to assess margin analysis requirements.
  • Integration of Shopify data with one accounting tool (QuickBooks or Xero).
  • Setup of basic COGS and fee tracking for up to 20 products.
  • Creation of one profit dashboard (Google Sheets or Airtable) for gross margin visibility.
  • Configuration of one automated monthly report summarising overall gross profit performance.
  • Email & CRM-based support with standard priority (response within 3–4 business days).

Not Included / Limitations:

  • No ad platform cost integration or multi-channel marketing spend tracking.
  • No advanced net margin breakdown by customer segment or campaign.
  • No historical data correction or deep auditing of past records.
  • Solutions are delivered online only; no on-site implementation or in-person training.

Advanced

Included:

  • Consultation (up to 2 hours) for comprehensive margin analysis planning.
  • Integration of Shopify with accounting software (QuickBooks/Xero) and one ad platform (Meta or Google Ads).
  • Setup of detailed COGS and expense tracking for up to 50 products and discount/shipping calculations.
  • Creation of two dashboards (gross and basic net margin views) in Looker Studio or Airtable.
  • Configuration of two automated reports (monthly and quarterly) for leadership review.
  • Email & CRM-based support with priority response (1–2 business days).

Not Included / Limitations:

  • No unlimited product coverage or multi-region tax adjustments—requires custom scope.
  • No investor-ready financial statements or tax filing support.
  • No on-site workshops or direct bookkeeping services.

Plus

Included:

  • In-depth planning session (up to 3 hours) for multi-channel, multi-region margin analysis.
  • Integration of Shopify with accounting software (QuickBooks/Xero) and two ad platforms (Meta and Google Ads).
  • Setup of advanced COGS, discount, shipping, transaction fee, and marketing spend tracking for up to 100 products.
  • Creation of three dashboards (gross margin, net margin, and product-level margin breakdown) in Looker Studio or Airtable.
  • Configuration of three automated reports (monthly, quarterly, and annual) tailored for executive use or audits.
  • Email & CRM-based support with high priority (response within 24 hours).

Not Included / Limitations:

  • No unlimited integrations, advanced predictive modelling, or tax compliance services—custom agreements required for these features.
  • No direct accounting, auditing, or in-person financial consulting.
  • Solutions are delivered online only; no on-site implementation or in-person meetings.
Service Plans:
$580.00
$580.00
Tax included.
8 Slots Available
Expert Consultation
All-In Solutions
Timely Support
Flexible Options
Professional Expertise
Happy Assurance
Focus on Efficiency & Growth

Unlock Key Benefits & Accelerate Your Growth

Save Valuable Time

Delegate complex tasks to our experts and free up your internal resources to focus on core business activities.

Increase Efficiency

Streamline your operations with optimized processes and reliable solutions, reducing manual effort and potential errors.

Drive Sustainable Growth

Leverage our expertise to enhance your store's performance, improve customer experience, and unlock new revenue opportunities.

Gain Peace of Mind

Rest assured knowing your Shopify store is managed and supported by certified professionals, minimizing risks and downtime.

Getting Started is Simple & Secure

Our Streamlined Process

1

Select Your Plan

Choose the service plan above that best aligns with your current needs and business goals.

2

Complete Secure Checkout

Easily finalize your service activation through our secure and encrypted payment gateway.

3

Grant Store Access via Shopify Partner

You'll receive an official request through Shopify to grant us secure, limited access to the necessary areas of your store. No password sharing is ever required, ensuring your store's security.

4

Work Commences Promptly

Once access is confirmed, our expert team immediately begins working on your request or implementing the service according to the agreed-upon scope and timeline.

5

Track Progress in Real-Time

Stay informed every step of the way. You'll receive access to our client CRM portal where you can monitor the status and progress of your tasks.

6

Receive Your Detailed Report

Upon completion, you will receive a comprehensive report detailing the work performed, key findings, results achieved, and any recommendations for future actions.

7

Resolution & Confirmation

We will notify you as soon as the service is completed or the issue is fully resolved to your satisfaction.

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