Core Intelligence
Operating Dashboard
Real-time view of revenue, margin, and pipeline
Margin Intelligence
Know which channels and SKUs make money
Forecast Confidence Engine
Revenue forecasts you can actually trust
Advanced Analytics
Blended ROAS Dashboard
True return on ad spend across every channel
Cohort LTV Tracker
Lifetime value by acquisition cohort and channel
SKU Profitability
Profit and loss at the individual product level
More Features
Pipeline Health Monitor
Spot deal risks before they hit revenue
Weekly Operating Report
Auto-generated briefs for your Monday review
All 14 features
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Data Connection Layer
Connect HubSpot, Stripe, Shopify and 10+ tools in minutes. No code, no CSV uploads.
Learn moreCRM
HubSpot
Sync CRM deals, contacts, and pipeline data
Salesforce
Pull opportunities, accounts, and forecasts
Pipedrive
Connect deals and activity data
Finance & Commerce
Stripe
Revenue, subscriptions, and payment data
Shopify
Orders, products, and store analytics
QuickBooks
P&L, expenses, and accounting data
Marketing
Google Ads
Campaign spend, clicks, and conversions
Meta Ads
Facebook and Instagram ad performance
All 14 integrations
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See all integrationsIndustries
eCommerce
Unified margins, ROAS, and LTV for online stores
D2C Brands
True contribution margin across every channel
B2B SaaS
Pipeline-to-revenue visibility for operators
Use Cases
Find Profit Leaks
Spot hidden costs eating your margins
Weekly Operating Review
Run your Monday review in 15 minutes
Replace Manual Reporting
Eliminate 4-6 hours of spreadsheet work
More
True ROAS
Blended return on ad spend across all channels
Revenue Forecast
Data-backed forecasts your board trusts
All industries & use cases
Popular use case
Find Profit Leaks
Most operators discover 8-15% of revenue leaking through hidden costs within the first week.
See how it worksLearn
Blog
Operating insights for founders and COOs
Glossary
Key terms in operating intelligence
What is Operating Intelligence?
The category explained in plain English
Use Cases
Weekly Operating Review
Run your Monday review in 15 minutes
Replace Manual Reporting
Eliminate 4-6 hours of spreadsheet work
Margin Visibility
Know which channels and SKUs make money
New on the blog
How to run a Weekly Operating Review without 3 hours of prep
The exact process operators use to arrive briefed — without touching a spreadsheet.
Read the postThe category
Profit intelligence connects your e-commerce revenue, ad spend, and cost data into one view — so you see what you actually keep, not just what you sell.
What dashboards show
$500K
Monthly revenue
What profit intelligence shows
$127K
True profit
The problem
Revenue goes up, profit goes down
Scaling revenue without tracking margin means you can grow your way into a loss. A 3x increase in ad spend does not guarantee a 3x increase in profit.
Platform ROAS is inflated
Google Ads reports a 4x ROAS. Meta reports a 5x ROAS. But your total ad spend is $100K and total revenue is $400K. Both platforms are over-attributing conversions they share.
Data lives in five places
Orders in Shopify. Costs in QuickBooks. Ad spend in Google and Meta. Payments in Stripe. No single tool connects them — so operators build spreadsheets that go stale in days.
LTV is a single number
Most brands calculate one average LTV across all customers. Without cohort tracking, you cannot tell which acquisition channels bring repeat buyers and which bring one-time discount shoppers.
The definition
D2C profit intelligence is the practice of connecting e-commerce revenue, advertising spend, and cost-of-goods data into a single system that shows true profitability by channel, product, and customer cohort. It replaces the spreadsheet reconciliation that most operators do manually every week — and keeps the numbers current automatically.
Pillar 1
True ROAS
Blended return on ad spend calculated from actual Shopify revenue and total spend across Google Ads and Meta Ads — not the inflated number each platform reports individually.
Pillar 2
Margin by SKU
Contribution margin calculated at the product level by connecting Shopify order data with cost-of-goods from QuickBooks or Xero. See which products generate profit and which ones erode it.
Pillar 3
Cohort LTV
Customer lifetime value tracked by acquisition month, channel, and campaign. See which cohorts produce repeat purchases and which ones churn after the first order.
The difference
Revenue analytics
Profit intelligence
Who needs it
D2C Founders
$1M-$20M revenue
You run the business and make the spend calls. You need to know which products, channels, and campaigns are profitable — not just which ones generate revenue. Profit intelligence replaces the spreadsheet you rebuild every Monday.
Heads of Growth
Owns acquisition + retention
You own CAC and LTV targets, but your CAC calculation does not include COGS or shipping. And your LTV is one average across all cohorts. Profit intelligence gives you the real numbers by channel and acquisition month.
Media Buyers
Google + Meta spend allocation
You optimize inside ad platforms every day, but platform ROAS is inflated by shared attribution. Profit intelligence shows blended ROAS with real revenue data so you allocate budget to the channels that generate actual margin.
FAQ
What is D2C profit intelligence?
D2C profit intelligence connects e-commerce revenue data, ad spend, and cost of goods into one view — so operators see true profitability by channel, SKU, and customer cohort instead of relying on gross revenue dashboards.
How is profit intelligence different from revenue analytics?
Revenue analytics shows top-line numbers — total sales, orders, average order value. Profit intelligence subtracts COGS, ad spend, shipping, and returns to show what you actually keep. It answers which products, channels, and customers are profitable — not just which ones generate revenue.
What data sources are needed for profit intelligence?
At minimum: an e-commerce platform (Shopify) for order data, an accounting tool (QuickBooks or Xero) for cost data, and ad platforms (Google Ads, Meta Ads) for spend data. A payment processor like Stripe adds revenue reconciliation. All connections via native OAuth.
Can I build profit intelligence in a spreadsheet?
You can, and many operators do. The problem is that spreadsheets require manual updates, do not normalize data across platforms, and go stale within days. Profit intelligence tools automate the data connection and keep the view current without weekly rebuild effort.
Who needs D2C profit intelligence?
D2C founders, heads of growth, and media buyers at brands doing $1M-$20M in revenue who currently rely on platform-reported ROAS and gross revenue dashboards — and suspect the real numbers are different. If you spend more than an hour a week reconciling data across Shopify, ad platforms, and your accounting tool, profit intelligence is built for you.
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