Workbook

Turn Your Shopify Data into Actionable Insights with Pilot’s KPI Dashboard Workbook

The Consumer industry specialists of Pilot’s CFO Services team created this KPI Dashboard Workbook to help you master your business performance. Use it to track weekly performance of important metrics using your existing Shopify data.

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How To Use This Workbook:

  • Just export your sales data from Shopify and drop it into a clone of the workbook to instantly visualize key indicators like average order value, customer loyalty (returning vs. first-time customers), gross sales vs. targets, and more. 
  • Regularly reviewing these metrics is critical. This view not only lets you monitor the health of your business, but allows you to make data-driven decisions to ensure your strategy’s on point and yielding the desired results.
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