← Back to portfolio Email me →
Analytics · Summit Rx

The whole business, on one screen.

Answering "how are we doing?" used to mean opening Shopify, Meta, the subscription app, and GA4, then reconciling them in your head. I built one dashboard the CEO opens every morning. It shows revenue, customers, retention, and where buyers come from, refreshed hourly and accurate to the cent.

In 20 seconds
  • One screen the CEO checks daily: ten data sources joined every hour, eleven pages organised around the questions he actually asks.
  • Every number explains itself, with a "why this number?" note and a Verified or Estimated label, so nobody needs to ask the analyst.
  • Audited before anyone relied on it: 9 root-cause data issues fixed, revenue reconciled to Shopify to the cent.
  • The weekly conversation moved from "what do the numbers say?" to "what do we do about them?"
RoleSolo: design, pipeline, audit
TimelineSpring – Sep 2026
AudienceCEO + leadership, daily
StatusLive, refreshes hourly

The question

A CEO running a young subscription brand needs three answers, fast: Is it growing? Where do customers come from? Do they stay? Every tool had a piece of the answer, and each one told a slightly different story. The job was to give him one place to look, and a reason to trust it.

Designed for a CEO, not an analyst

Principle 01

Questions, not tables.

Every page answers one question in plain English: "Where the money actually comes from", "Billing cycles reached", "Does the channel that won them predict whether they stay?"

So: The CEO reads the dashboard like a briefing, not a spreadsheet.

Principle 02

What needs a decision comes first.

The front page leads with a short queue of what needs attention today, such as a payment issue or a data source that has gone stale, instead of a wall of totals.

So: Important things get handled the same week instead of being discovered a month later.

Principle 03

Every number explains itself.

Each figure has a "why this number?" note and a label: Verified, Estimated, Corrected, or Partial. Each data source shows its real health and turns red when it stops updating.

So: Trust without a meeting. The CEO knows what he can act on without asking.

What’s inside

Eleven pages in four groups. Each one opens with the single figure it is judged on, and whether that figure is where it should be:

Overview

Briefing

The whole business in one read: headline figures, an "across the business" line for every page, what bills next, what needs doing today, and what a trial customer is worth.

Sales

Revenue, orders & fulfilment

A searchable order book. Open any order to see how it happened: every ad and visit that led to it, which one gets the credit, and whether it started a subscription.

Growth

Traffic, email & ads

Traffic and customer journeys, email performance, total ad spend, and separate Meta and Google Ads pages, all judged on store-verified orders.

People & data

Subscribers, customers & data health

Who is subscribed and what bills next, customer history, and a data-health page confirming all 10 sources are answering, updated every hour.

What became obvious at a glance

Why he can trust it

A good-looking dashboard that’s wrong is worse than none. Before anyone relied on it, I reconciled it order by order against Shopify's payment records and Meta's billing, and traced every gap to a root cause:

01

Money collected, not list price

Revenue now reflects discounts and what was actually paid.

02

No double-counting

Multi-item orders are counted once.

03

Refunds handled properly

Refunds and chargebacks come off revenue.

04

Shipping included

Shipping income is part of revenue.

05

Test orders excluded

Internal tests never count as customers.

06

Correct dates

Orders are bucketed in the store’s own timezone.

07

Ad data that can’t go quiet

A missing API permission was fixed, with an alert if spend ever stops updating.

08

One source of truth for orders

The store’s ledger, not the ad pixel, owns the order count.

09

Clean campaign tags

Blank UTMs no longer push paid traffic into "direct".

What changed

1
screen the CEO checks every day
9
data issues fixed before anyone relied on it
1:1
revenue matches Shopify, to the cent

Business figures (revenue, spend, conversion and retention rates) stay private at my employer’s request. Happy to walk through the real work on a call.

Under the hood

n8n pipeline, hourly · Shopify Admin API (payments, refunds, attribution field) · Seal Subscriptions · Meta Marketing API · GA4 · Brevo and more (10 sources) → 11-page dashboard: decision queue, unit economics, eligibility-adjusted cohort retention, first/last-touch attribution, creative performance, lifecycle segments, and a sample-data preview mode for sharing the design safely.

If I did it again

I'd write the reconciliation check before the first chart. A daily test that dashboard revenue equals Shopify payments would have caught most issues on day one.