Blended ROAS
—
revenue / ad spend
Net P&L
$0
revenue − all costs
CAC
—
ad spend / purchases
Blended AOV
—
revenue / customers
Checkout Conv.
—
purchases / sessions
Customers
0
purchases in period
Action Items
- Loading...
Stripe Revenue
Charges
—
0 transactions
Refunds
—
0 refunds
Net Revenue
—
Balance: —
LEARNING <$10 spent — never kill
KILL ≥$25 + 0 purchases · CPA >$15 after $30 · CTR <1% at 1K impr
SCALE CPA ≤$10 & ROAS ≥4x for 3+ days
PAUSE CPA >$20 or freq >3.0 for 3+ days
RUNNING no action needed — keep it running
Ad Performance
| Creative / Ad Set / Campaign | Spend | Impr. | Clicks | CTR | CPA | Purchases | Status |
|---|---|---|---|---|---|---|---|
| Loading ad data... | |||||||
Daily Checklist
Full 21-Day Timeline
Funnel
Checkout Abandoned
—
sessions vs purchases
OTO1: Yellow Belt
—
of front-end buyers
OTO2: Workshop
—
of front-end buyers
DS2: Prompts Only
—
of OTO2 declines
OTO3: Green Belt
—
of front-end buyers
Traffic Sources
| Source | Medium | Campaign | Visitors | Views |
|---|---|---|---|---|
| Loading... | ||||
Bounce Rate
Total Visitors
—
Bounced (1 page)
—
Bounce Rate
—
UTM Campaigns
| Campaign | Source | Visitors | Views |
|---|---|---|---|
| Loading... | |||
Traffic by Hour (UTC)
Devices
Top Countries
Languages
Top Regions
Profit & Loss
Revenue
Gross Revenue
$0
0 front-end + 0 upsell transactions
Stripe Fees (est. 2.2% + $0.30/txn)
—
Gross Profit
$0
Gross Margin: —
Operating Costs
Meta Ad Spend
—
Other Expenses
—
Total Operating Costs
—
Operating Contribution
$0
Operating Margin: —
CAC
—
ad spend / purchases
Blended LTV
—
revenue / customers
LTV:CAC
—
target ≥3.0x
CAC Payback
—
days to recover
Revenue by Product
Cost Breakdown
Projections ⚠ estimate only
If current daily rates continue...
30-Day Net
—
—
60-Day Net
—
—
90-Day Net
—
—
Break-Even
—
daily revenue needed
Daily P&L
Ad spend shown as daily average — Meta API doesn't provide day-by-day breakdown.
| Date | Revenue | Ad Spend (avg) | Expenses | Net |
|---|---|---|---|---|
| Loading... | ||||
Load your actual metrics as the baseline to begin modeling.
Traffic & Ad Spend
Funnel Conversion Rates
Product Prices
Revenue Waterfall
ROAS
—
revenue / ad spend
Blended AOV
—
revenue / customers
CAC
—
ad spend / customers
LTV:CAC
—
target ≥3.0x
Lever Impact Analysis
Which single change moves the needle most? Ranked by net contribution improvement.
| If you change... | +Revenue | +Net | Impact |
|---|---|---|---|
| Adjust inputs above to see lever analysis. | |||
30 / 60 / 90 Day Projection
Cumulative net contribution at current scenario settings vs. baseline.
Current Balance
—
available
Monthly Recurring
—
marked recurring
Burn Rate
—
monthly avg spend
Runway
—
months at burn rate
Cash In
—
period
Cash Out
—
period
Net Cash Flow
—
period
Transactions
| Date | Description | Amount | Category | Recurring |
|---|---|---|---|---|
| Loading transactions... | ||||
Spending by Category
Auto-categorized by merchant keyword matching.
Recurring Subscriptions
| Name | Category | Amount | Last Paid |
|---|---|---|---|
| Loading... | |||
Invoice Management
| Client | Amount | Status | Due Date | Sent | |
|---|---|---|---|---|---|
| Loading invoices... | |||||
Data Privacy: Your business data is sent to Anthropic's API only to generate responses. It is not used for model training under Anthropic's commercial terms. Data is deleted within 30 days. No customer PII is included in AI requests.
Quick Actions
Start a conversation to analyze your business data.
Each message fetches fresh data from your dashboard before responding.
All Lists
| List | Subscribers |
|---|---|
| Loading... | |
Purchase List QC
Klaviyo list count vs. D1 purchase records
| Product | Klaviyo | D1 | |
|---|---|---|---|
| Loading... | |||
List Growth
Campaigns
| Campaign | Sent | Recipients | Open Rate | CTR | Unsub Rate |
|---|---|---|---|---|---|
| Loading... | |||||
Flow Health
| Flow | Status | Trigger | Recipients (30d) | Open Rate | Click Rate |
|---|---|---|---|---|---|
| Loading... | |||||