Executives need clarity, not clutter. Our Executive Summary Reporting service creates structured, high-level performance reports tailored for busy founders, stakeholders, and board members. These reports highlight key metrics across sales, customer growth, marketing performance, inventory health, and ROI, wrapped into a clean, visual format ready for weekly updates, monthly reviews, or investor meetings.
We design custom summaries using Looker Studio, Google Sheets, Notion Dashboards, PowerPoint exports, or PDF templates, and sync directly from Shopify, Meta Ads, GA4, CRM, or Klaviyo to ensure accuracy and timeliness. Because the right summary drives the right decisions.
Grow
Included:
Creation of 1 executive summary report for one Shopify store using Google Sheets or PDF template exports.
Highlighting of up to 5 core metrics (e.g., sales, marketing spend, customer growth, inventory health, ROI).
Syncing with 1–2 data sources (e.g., Shopify Admin and GA4).
Delivery frequency: monthly or quarterly updates.
Basic visual formatting and brand styling for readability.
Email and CRM-based support with standard priority (responses within 3–4 business days).
Not Included / Limitations:
No multi-store dashboards, multi-channel delivery, or investor-ready presentations beyond simple exports.
Limited to one report, two data sources, and five metrics—expansion requires a new engagement.
No automated scheduling or live data refresh capabilities.
Services delivered exclusively online—no in-person workshops or configuration.
Advanced
Included:
Development of up to 3 executive summary reports for up to 2 Shopify Plus stores using Looker Studio, Google Sheets, or Notion Dashboards.
Inclusion of up to 10 key metrics (e.g., regional sales, customer retention, marketing performance, and inventory levels).
Integration with up to 4 data sources (Shopify, GA4, Meta Ads, CRM, or Klaviyo).
Delivery frequency: weekly or monthly updates with optional Google Drive or Slack delivery.
Branded visuals with basic charts, trend indicators, and commentary sections.
Email and CRM-based support with priority response (within 1–2 business days).
Not Included / Limitations:
No advanced predictive analytics, cross-region segmentation, or automated investor-ready slide decks.
Limited to two stores, three reports, and ten metrics—larger needs require a separate engagement.
No integration with advanced BI pipelines or complex API-based data blending.
Remote-only service delivery—no on-site workshops or training.
Plus
Included:
Creation of up to 6 executive summary reports for up to 4 Shopify Plus stores, tailored for leadership, board members, or investors.
Tracking of up to 20 metrics across sales, customer growth, ROI, marketing performance, and inventory health.
Integration with up to 6 data sources (Shopify, GA4, Meta Ads, CRM, Klaviyo, or accounting tools).
Delivery frequency: weekly, bi-weekly, or monthly updates with multi-channel delivery (Email, Slack, Google Drive, or PDF exports).
Advanced formatting with trend analysis, variance highlights, branded visuals, and ready-to-present PowerPoint slides.
Follow-up consultation within 90 days for metric refinement or layout updates.
Email and CRM-based support with high priority (responses within 24 hours).
Not Included / Limitations:
No unlimited reports, data sources, or metrics—expansion beyond scope requires a new engagement.
No AI/ML-based forecasting or automated investor Q&A features (offered separately under Predictive Analytics or Custom BI services).
All services delivered online—no on-site presentations or training sessions.
Regular price
$640.00
Sale price
$640.00
Regular price
Unit price
/ per
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.
