Skip to main content
Shopi5ProRequest a Quote

Automation & Tools

Business Dashboards Built Around Your Decisions.

Standard reports don't always answer the questions your business asks every day. We build tailored dashboards and internal tools that bring useful information and actions into one place: the numbers your team needs, current enough to act on.

Illustrative custom business dashboard for an example store with example data: net revenue of £48,260 for 1 to 28 October, up 12.4% on the previous 28 days, from 612 orders at an average of £78.86; weekly revenue by channel against the previous period; the channel split between online store, marketplace and wholesale; top products with days of stock cover; three low-stock items; and fulfilment counts including three late orders. Not a client's figures.

Illustrative dashboard · example data, not client results
Illustrative dashboard with example data, not client results.

What This Means for Your Team

  • Decisions on current numbers

    Decisions about buying, pricing and promotions are made on current numbers, not last week's export.

  • No more Monday spreadsheet

    Managers stop assembling the same spreadsheet every Monday from three different systems.

  • The right view for each role

    Each person sees what their role needs and nothing they shouldn't, with access that can be withdrawn when staff change.

What We Can Build

Each preview is an illustrative example interface, not a client's.

  • Sales and product-performance dashboards.

  • Inventory and replenishment reporting tools.

  • Customer and order analytics interfaces.

  • Operational task boards and workflow applications.

  • Cross-system reporting and data consolidation.

  • Role-based internal applications with secure access.

Where the Numbers Come From

A dashboard is only as good as the data behind it. We collect from the systems you already use, check it, apply permissions, and show each person the part they need.

Illustrative diagram: data from Shopify, a marketplace, a wholesale spreadsheet, a help desk and an accounting system is collected on a schedule, checked and permissioned in a data layer, and shown in one dashboard, where a buyer, an operations manager and a finance lead each see the part that matters to their role.

Illustrative example · example sources and roles
Illustrative diagram with example sources and roles.

Examples of What We Can Build

These are illustrative examples of the kind of work we can scope and build. They are not descriptions of completed client projects; anonymised completed work is shown in our case studies.

  • Illustrative example

    Replenishment dashboard

    Sell-through by product and variant over the last 30 and 90 days, days of stock remaining at the current rate, and a suggested reorder list your buyer can adjust and export as a supplier order.

  • Illustrative example

    Multi-channel sales view

    Shopify, marketplace and wholesale orders consolidated into one daily and weekly view with returns netted off, so the business sees true revenue by channel without a manual merge.

  • Illustrative example

    Customer service workload board

    Open enquiries, late orders and pending refunds in one queue, assigned to staff, with ageing shown so nothing waits unnoticed.

More Than a Pretty Chart

We start with the decisions you need to make, the data you can access and the actions the tool should support. Then we design the interface around those requirements. This is bespoke work scoped to your business, not a repackaging of Shopify's own analytics.

  1. Understand the decisions

    What you need to decide, how often, and which numbers you check today to do it.

  2. Map the data

    Where each number lives, how we can reach it, how current it can be, and any platform limits.

  3. Design the screens

    Layouts drawn around real tasks and roles, agreed with you before anything is built.

  4. Build and test

    Built in stages against your real data, with figures checked against the source systems.

  5. Hand over and support

    Training, a written guide to how it works, and support as your platforms and needs change.

Built properly, not just built

  • Sign-in and roles

    Staff sign in with their own accounts, and each role sees only what it needs. Access is removed when someone leaves.

  • Your data stays yours

    Data is held where you agree, collected only for what the tool needs, and never shared with other clients.

  • Integration limits, stated early

    Some platforms limit what their APIs expose or how often. We check before scoping and tell you what that means.

  • Looked after afterwards

    Platforms change. A support arrangement keeps the tool working as APIs and your needs evolve.

Frequently Asked Questions

Can a dashboard combine Shopify with other sources?

Potentially, subject to data access and integration feasibility.

Will the dashboard work on mobile?

Responsive layouts can be included in the project scope.

Can staff have different permissions?

Yes, role-based access can be designed where required.

All services
  • Automation & Tools

    Automations & Integrations

    Connect Shopify to the systems your business relies on and reduce repetitive manual work.

    Explore Integrations
  • Automation & Tools

    AI Workflows

    Build tailored AI-assisted workflows with human oversight, clear safeguards and useful outcomes, for Shopify stores and for businesses that don't use Shopify at all.

    Explore AI Workflows

Further Reading

Guides and case studies that explain this work in more depth.

  • Automation & ReportingAnonymised client project

    Scattered Automations Brought Onto One Monitored Platform

    Stock alerts, marketing triggers, multilingual workflows and reporting tools for a growing store, built around its email agency and watched by a run log and alerts.

    View Case Study

Plan a Custom Dashboard

Tell us the three questions you most often answer by digging through spreadsheets. We'll tell you whether a dashboard would answer them, what data it needs and what it would cost to build.

Tell us about your store and what you need. We'll review your enquiry and reply within one or two working days.

Helpful to include

  1. The questions you answer most often by digging through exports or spreadsheets.
  2. Where that information lives today: Shopify, other platforms, spreadsheets.
  3. Who would use the tool, and what each person should be able to see or do.

Enquiry about: Dashboards & Business Tools

Tell us what's happening, what you'd like to achieve and anything relevant about your setup. At least 30 characters.

Please don't include passwords, API keys or sensitive customer data in this form.

Prefer the full form? Use the contact page