Sales Diagnostic

Sales Diagnostic
VS
Online Revenue *
Orders
Avg Order Value
New Customers
Refunds
Refund Revenue
* Online sales only — wholesale/draft orders excluded from all revenue figures

WHY REVENUE IS UP/DOWN

HOW THE GAP BROKE DOWN (VOLUME VS AOV)
WHO'S BUYING (NEW VS RETURNING CUSTOMERS)
EMAIL ENGAGEMENT

WHICH CHANNELS MOVED (TOP 4)

2026 Goals

2026 Revenue Goal — 2× Sales
of goal
0% calculating…
Target = 2× your 2025 full-year revenue. Switch range to "Year to Date" to see YTD progress.
Monthly Email Revenue Goal — $3,500
of $3,500 this month
0% calculating…
$3,500/mo email revenue ≈ covers your salary. Tracked from Klaviyo "Placed Order" attribution.

Priority Actions

    Funnel & Abandonment

    Based on orders vs abandoned checkouts in selected period
    Reached Checkout
    100%
    Abandoned Checkout
    —% abandoned
    Completed Purchase
    —% converted
    Abandoned Value
    lost revenue at checkout
    Checkout Abandonment Breakdown
    Total reached checkout
    Completed orders
    Abandoned checkouts
    Abandonment rate
    Lost revenue
    Recovery Opportunities
      Browse Abandonment — Klaviyo Flow
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      Revenue by Channel

      Based on order source data from Shopify
      Channel Revenue Orders AOV New Cust Rev Prior Period Gap % Gap
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      New Customer Revenue by Channel
      Total Revenue by Channel

      Customer Retention

      Repeat Purchase Rate
      % who ordered 2+ times
      Returning Customer %
      Orders per Customer
      Avg Time to 2nd Purchase
      days
      90-Day LTV
      365-Day LTV
      New vs Returning Revenue Split
      New customer revenue
      Returning customer revenue
      % from returning customers
      Retention Actions

        Unit Economics & LTV

        What you earn per order and what you can afford to spend on ads
        Customer Lifetime Value by Cohort
        30-Day LTV
        60-Day LTV
        90-Day LTV
        Primary benchmark
        180-Day LTV
        365-Day LTV
        Per Order Breakdown
        Gross Revenue / Order
        COGS / Order
        Platform Fees / Order
        Net Revenue / Order
        Net Margin %
        Max CAC — What You Can Spend to Acquire a Customer

        Based on 90-day LTV at your net margin. 3× ROAS target.

        max spend per acquired customer
        Ad Scaling Guide — Stay Under Your CAC
        Daily SpendCustomers/DayBreak-Even DaysVerdict

        Email / Klaviyo — Last 30 Days

        Emails Sent
        Open Rate
        avg ~20–25%
        Click Rate
        Revenue Attributed
        Total Subscribers
        Recent Campaigns
        CampaignSentStatus
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        Active Flows
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        List Sizes
        ListSubscribers
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        Top Products by SKU

        #Product / SKUUnitsRevenueCOGSGross Margin
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        Orders by Hour of Day

        Best times to send emails and launch campaigns