Marketing & Inventory Reports
Johnny Z.
Marketing & Inventory Reports
min read
The problem
Performance and inventory data were scattered across Shopify, Google Analytics, and Meta Ads. Weekly manual reporting slowed decisions and often missed key optimization opportunities.
What we built
Source audit & KPIs — Defined a single weekly view: revenue, orders, AOV (Shopify), sessions and conversion rate (GA4), spend and ROAS (Meta), plus stock risk and days of cover (Shopify inventory).
Automated data pulls — Scheduled connectors to fetch Shopify orders/products, GA4 metrics, and Meta Ads campaign data.
Normalize & join — Mapped all datasets by date and UTM attributes, computed blended KPIs, and flagged anomalies.
AI insights layer — Passed the clean table to OpenAI 4o mini with your decision rules. The AI generated a concise weekly summary with insights and recommendations.
Delivery — Each Monday, the report and AI summary were automatically sent to the team via Slack and email for easy review.
Tuning — Prompts and thresholds were refined weekly based on the team’s feedback.
Results (after 6 weeks)
Report prep time cut 90% — reduced from ~2 hours to 12 minutes end-to-end.
Decision speed improved — weekly optimization call shortened from 30 minutes to 10 minutes.
Ad waste reduced by 8% — underperforming ad sets paused faster.
Low-stock issues surfaced 24–48 hours earlier, giving Ops time to react.
Stack
Shopify + GA4 + Meta Ads API + Google Sheets + n8n + OpenAI 4o mini + Slack + Email
Save time and increase your profits with these flows.
