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This Month Revenue
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This Month Orders
0
via Shopify
Total Customers
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all time
Total Products
0
in Shopify
Open Tasks
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to-do items
Recent To-Dos
Upcoming Marketing
Monthly Cash Flow Snapshot
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Total Income
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Total Expenses
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Net Cash Flow
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Profit Margin
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Income Breakdown
Expense Breakdown
All Entries
| Date | Description | Category | Type | Amount | Actions |
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Upcoming Events
Budget Overview
Monthly Channel Allocation
| Month | Weight | Google Ads | Meta Ads | YouTube | Email / Other | Total |
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Campaign Concepts & Ideas
Advertising Dashboard Coming Soon
Monitor your Google Ads, Meta Ads, and YouTube campaigns. Track spending, impressions, conversions, and return on ad spend all in one place.
Analytics auto-sync coming with NAS server update
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Spending Distribution
New vs Returning Customers (Monthly)
Top Regions
Email Marketing Opt-in
Top Customers by Lifetime Spend
Customer
Email
Region
Orders
Total Spend
Customer Since
Email Mkt
Loyalty Pts
Customer Cohort Insights
All Files
Shopify
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Amazon Seller Central
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ShipStation
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Klaviyo
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Google Calendar
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Connect Google Calendar to show your events on the dashboard. Uses the same Google Cloud project as YouTube — just enable the Google Calendar API.
Setup Instructions
- In Google Cloud Console, enable the Google Calendar API under APIs & Services → Library
- Use the same OAuth Client ID from your YouTube setup (or create a new one)
- Add this redirect URI:
- Enter the Client ID and Client Secret below
More Integrations
Connect additional services to pull data into your dashboard.
Klaviyo
Click to configure
Smile.io
Coming soon
ShipStation
Click to configure
Google Analytics
Coming soon
Claude AI
Connect your Anthropic API key to enable AI-powered features across the dashboard.
Your key is stored locally in your browser and only sent to the Anthropic API. It powers the Ask Claude button on every page and the full Claude AI assistant.
Features Powered by Claude
Ask Claude button on every page (context-aware)
Full conversation assistant (Claude AI page)
Report generation & business insights
Content creation & marketing ideas
Sync History
No sync history yet.
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Team Members
Admin — Full access to all pages and settings |
Editor — Can view and edit data, no settings access |
Viewer — Read-only access to dashboards and reports
Page Access Matrix
Customize which pages each role can access. Admins always have full access.
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Monthly Revenue
Channel Breakdown
Top Products by revenue
Top Customers by spend
Product Performance
| Product ▼ | Category ▼ | Units ▼ | Revenue ▼ | COGS ▼ | Gross Profit ▼ | Margin ▼ | Orders ▼ | AOV ▼ | New / Return ▼ |
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Revenue by Category monthly
Units by Category monthly
Category Totals for selected period
Sales Log
| Date | Order | Product | Channel | Customer | Units | Gross | Disc. | Returns | Net Sales | Ship. | Tax | Total |
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