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Shopify Case Study — Revenue & Marketing Optimization for a D2C Brand

29%

Increase in Marketing ROI

$22,000

Saved monthly

34%

Saved every week

Client Overview

A growing Shopify-based fashion brand in California relied heavily on Meta Ads and Google Ads for customer acquisition. Their data lived in Shopify, Google Analytics, Facebook Ads Manager, and Klaviyo, but they lacked a unified view of marketing performance and profitability.

Business Challenges

1. No single source of truth

  • Marketing ROAS looked different in each platform, confusing the leadership team.

2. Rising Cost per Acquisition

  • They couldn’t track real-time CPA, ROAS, LTV, and conversion rates together.

3. Inaccurate profit margins

  • COGS, shipping, discounts, returns, and marketing spend were not combined.

4. Product performance confusion

  • It was unclear which products were truly profitable VS which were only driving revenue.

Our Solution

We built a complete Power BI Sales & Inventory Management Dashboard using their POS data, Excel files, and supplier information.

Customer Lifecycle Dashboard

Included:

  • Repeat purchase rate
  • Cohort analysis
  • LTV by traffic channel
  • Customer journey funnel

Profitability Engine

Built a custom DAX model calculating:

  • Net Revenue (after refunds & discounts)
  • True Cost of Goods Sold
  • Fulfillment Costs
  • Ad Spend Allocation per Product


  • Net Profit per SKU & per Campaign

Data Integration Across All Channels

We developed a centralized model channel combining:

  • Shopify Orders, Refunds, COGS
  • Meta Ads + Google Ads performance
  • Google Analytics 4 (GA4)
  • Klaviyo email revenue

Marketing & ROAS Dashboard

Included:

  • Ad platform ROAS vs True ROAS
  • CAC vs LTV ratio
  • Funnel performance (Impressions → Sales)
  • Campaign heatmaps

Results Achieved

We built a complete Power BI Sales & Inventory Management Dashboard using their POS data, Excel files, and supplier information.

29% Increase in Marketing ROI

True ROAS exposed non-profitable campaigns.

$22,000 saved monthly

Stopped overspending on high-CAC channels.

34% increase in repeat purchases

Klaviyo performance insights improved retention.

Fully automated reporting

Team stopped exporting CSVs for manual reports.

Client’s Testimonial

Before this dashboard, growing our brand felt like guesswork. Now every marketing decision is backed by real data. We can clearly see which customers return, which products actually make money, and which ads drive real profit. It has changed how we run the business.

Sales & Inventory Optimization for a Multi-Store Retailer
Co-Founder, D2C Lifestyle Brand

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