Hub/Finances/Build Revenue Dashboard
Task IntentFinances

Build Revenue Dashboard

Create a comprehensive revenue tracking dashboard with multi-period comparisons, channel breakdowns, and growth trend analysis.

What This Sidekick Query Does

Create a comprehensive revenue tracking dashboard with multi-period comparisons, channel breakdowns, and growth trend analysis.

Prompts

Copy, adapt, and run this directly in Shopify Sidekick.

Build a detailed revenue dashboard for my Shopify store:

Store Context:

  Store name: [YOUR STORE NAME]
  Reporting period: [THIS MONTH / THIS QUARTER / CUSTOM DATE RANGE]
  Comparison period: [PREVIOUS MONTH / SAME PERIOD LAST YEAR]


Revenue Overview Metrics:

  Total gross revenue and net revenue (after returns and discounts)
  Revenue growth rate vs comparison period (percentage and dollar change)
  Average daily revenue and median daily revenue
  Best revenue day and worst revenue day in the period
  Projected monthly revenue based on current run rate


Revenue Breakdowns:

  Revenue by sales channel (online store, POS, wholesale, marketplaces)
  Revenue by product category or collection: [LIST YOUR TOP COLLECTIONS]
  Revenue by customer type (new vs returning)
  Revenue by geography (top 10 countries or regions)
  Revenue by traffic source (organic, paid, direct, social, email, referral)
  Revenue by device type (desktop, mobile, tablet)
  Revenue by day of week and hour of day (heatmap style)


Growth Analysis:

  Month-over-month growth trend for the past [6 / 12] months
  Identify seasonal patterns and revenue peaks
  Compare revenue growth vs order count growth (are you growing AOV or volume?)
  Revenue per visitor trend (is traffic quality improving?)


Revenue Alerts:

  Flag any day with revenue drop greater than [30]% vs average
  Identify products with declining revenue contribution
  Highlight channels with fastest revenue growth


Format:
Present as a structured dashboard report with executive summary, key metrics, and three specific actions to grow revenue next period.

Expected Output

Create a comprehensive revenue tracking dashboard with multi-period comparisons, channel breakdowns, and growth trend analysis.

Tips to Improve Results

Copy the prompt above
Open Shopify Sidekick in your Shopify admin
Paste the prompt and replace the bracketed placeholders with your details
Review Sidekick's response and apply the suggestions