What do you want to know?
Every toolkit answers one business question, using data you already have. Pick the question that's costing you the most: buy the template and run it yourself, or send the export and we'll run it for you.
Core
Start here. The three toolkits every seller needs: what you really earn, whether your ads pay, and what to restock next.
Profit Ops / Margin Intelligence Template
Want to know which of your SKUs are secretly losing you money?
Rebuilds true net profit per SKU and per order after every fee: commission, transaction fee, service fee, seller-funded vouchers, shipping subsidy, COGS, packaging.
- SKU Net Margin Waterfall
- Loss-Making Order Detection
- Break-Even & Target Price
- +3 more
Delivered as: Google Sheets workbook with a live per-SKU margin waterfall
Growth Marketing & Ad Performance Template
Want to know which ad campaigns are actually profitable?
Measures paid performance against profit, not just revenue: ACOS, ROAS, break-even ROAS, and incremental contribution by campaign, keyword and SKU.
- Break-Even ROAS Calculation
- Campaign Profitability
- Keyword-Level Efficiency
- +3 more
Delivered as: Google Sheets workbook: campaign dashboard plus a same-day keyword kill/scale action list
Smart Inventory & Demand Planning Template
Want to know what to reorder this week before you run out?
Forecasts demand and converts it into reorder points, cover days and dead-stock exposure across every channel holding the same pool of stock.
- Demand Forecast
- Reorder Point & Safety Stock
- Days of Cover
- +3 more
Delivered as: Google Sheets workbook: a weekly reorder sheet backed by a demand-forecast tab
Scale
For growing stores: more channels, a bigger catalog and more orders, where getting it right is worth the most.
Buyer Intelligence Suite Template
Do you know your revenue concentration, how much of your sales comes from your top 10–20% of buyers?
Segments your customer base by value, recency, frequency and geography. Turns raw order history into named buyer segments with distinct behavior and worth.
- RFM Segmentation
- Cohort Retention Analysis
- Customer Lifetime Value
- +4 more
Delivered as: Google Sheets workbook: named buyer segments plus a "who your buyers are" summary tab
Fulfillment Excellence & Ops Health Template
Want to know where your orders are quietly slipping through the cracks?
Tracks operational health against platform SLAs: ship-out time, late shipment rate, cancellation and return-to-seller rates, and pinpoints where breakdowns happen.
- Ship-Out SLA Compliance
- Courier Performance Comparison
- Cancellation Root-Cause
- +3 more
Delivered as: Google Sheets workbook with a distance-to-penalty gauge front and center
Competitor Pricing Intelligence Template
Want to know if you're priced right?
Benchmarks your prices against the competitive set and models elasticity: where you're leaving money on the table and where you're priced out.
- Price Index vs Competitor Set
- Price Elasticity Estimation
- Discount Depth Payback
- +3 more
Delivered as: Google Sheets workbook: a one-page price index table, color-coded by how off-market you are
Channel Mix & Cannibalization Template
Want to know which sales channel is actually worth your effort?
Compares every marketplace and your own site on a like-for-like net basis, and tests whether channels are growing the pie or splitting it.
- Net Margin by Channel
- SKU-Channel Fit
- Buyer Overlap Test
- +3 more
Delivered as: Google Sheets workbook: normalized cross-channel reporting tab plus a channel-overlap view
SKU Portfolio Rationalization Template
Want to know which products are worth keeping?
Classifies the entire catalog into keep / fix / harvest / kill using combined profit, velocity, stock and operational-burden signals.
- ABC-XYZ Classification
- Product Lifecycle Staging
- Long-Tail Cost-to-Serve
- +3 more
Delivered as: Google Sheets workbook: 9-box matrix plus a ranked discontinuation shortlist, released capital totalled
Add-on
Go deeper on one specific area: promos, reviews, livestreams, creators, big sales events or COD.
Content Commerce & Livestream Analytics Template
Want to know which livestream actually made you money?
Measures video, livestream and short-form content as a sales channel: GMV per session, conversion by content type, and the revenue decay curve after posting.
- Livestream Session P&L
- GMV per Live Hour
- Video Attribution & Decay
- +3 more
Delivered as: Google Sheets workbook: session-by-session scorecard, ranked by GMV per live hour
Customer Experience & Retention Ops Template
Want to know what's really driving your bad reviews?
Connects service quality to revenue: chat response times, rating drivers, complaint themes, return reasons, and links them to repeat purchase behavior.
- Rating Driver Analysis
- Review Theme Mining
- Chat Response SLA vs Conversion
- +3 more
Delivered as: Google Sheets workbook: themes tab with verbatim review quotes as evidence, plus a 3-item fix list
Promo & Voucher ROI / Discount Leakage Template
Want to know how much your discounts are really costing you?
Isolates the true cost and return of every discount mechanic: seller-funded vouchers, bundle deals, flash sales, free-shipping programs, and finds margin quietly leaking away.
- Voucher Redemption ROI
- Promo Incrementality Test
- Discount Stacking Detection
- +3 more
Delivered as: Google Sheets workbook: ranked promo ROI table with total "discount leakage" up top
Campaign Event Performance Template
Want to know if your last big sale actually paid off?
A dedicated read on major sales events and holiday peaks: pre-event build, peak-day performance, post-event slump, and what to do differently next time.
- Event Lift vs Baseline
- Pre-Event Stock & Budget Plan
- Pull-Forward / Post-Event Dip
- +3 more
Delivered as: Google Sheets workbook: a pre-event planning tab delivered weeks out, plus a post-event review
COD Risk Analytics Template
Want to know how much COD refusals are really costing you?
Quantifies the cost of cash-on-delivery refusals, a structural margin drain in COD-heavy markets, and profiles exactly where the risk concentrates, by buyer, SKU and region.
- COD Refusal Risk Scoring
- Repeat Refuser Detection
- COD vs Prepaid Margin Delta
Delivered as: Google Sheets workbook: COD risk scorecard plus a repeat-refuser blocklist you can act on immediately
Affiliate & Creator Performance Template
Want to know which creators are actually driving profitable sales?
Evaluates affiliate and creator-driven sales: commission efficiency, creator-level ROI, content-to-order attribution, and which partnerships deserve renewal.
- Creator ROI Leaderboard
- Commission Rate Optimization
- Seeding / Sample Payback
- +3 more
Delivered as: Google Sheets workbook: creator leaderboard ranked by net peso contribution after commission