Tier 3 · Advanced Package

OUR COMPLETE ANALYTICS ENGINE. BUILT ONCE, RUNS FOREVER.

For established stores doing $50K+/mo. Stop relying on scattered spreadsheets. We engineer a custom BigQuery + Looker Studio infrastructure, delivering 90-day forecasts, cohort tracking, and live profit monitoring.

The Upgrade

Everything Included in the Growth Package

This package includes 100% of everything from the Growth Package, plus additional advanced analytics, predictive insights, automation, executive dashboards, and strategic recommendations.

Growth Package Inclusions

  • Includes 100% of everything from the Growth Package
  • All 9 previous analyses included
  • Interactive Dashboard & 30-Day Roadmap included
  • All customer segment exports included
  • Channel LTV:CAC audit included
  • 60-min Strategy Call included

Advanced Package Additions

  • 6 Advanced Analyses (15 Total)
  • Complete Cohort Analysis
  • 90-Day Sales & Demand Forecasting
  • Profit Margin Deep Dive
  • Live Custom KPI Dashboard
  • Discount & Return Pattern Analysis
The Outcome

After This Package, You Will Know

You will know Everything from Growth Accelerator package
You will never make a major business decision without data to back it up.
You will know your most valuable customers, most profitable products, and most efficient marketing channels.
You will have a live dashboard that gives you a clear view of your revenue, profitability, customers, marketing performance, product performance, and key growth metrics in under 5 minutes each morning.
You will have a 90-day roadmap with projected revenue impact assigned to every action.
Your entire team will operate from a single, trusted source of business truth
What We Analyze

15 Deep-Dive Analyses

This package contains the complete business intelligence and growth analysis system designed for scaling e-commerce businesses. Every analysis below includes purpose, explanation, data analyzed, key insights, strategic recommendations, business impact, and an executive takeaway.

1

Sales & Revenue Snapshot

Objective: Identify growth trends

We examine your last 90 days of revenue data, identifying growth trends, unexpected spikes or drops, and your top 10 performing products. You'll know exactly which direction your revenue is moving and why.

Insight: Understand exactly where revenue is coming from. Recommendation: Double down on top 10 products.
Product A
$12K
Product B
$9K
Product C
$6K
2

Conversion Funnel Audit

Objective: Pinpoint drop-offs

We map every step of your customer journey, from landing on your site to completing a purchase, and pinpoint exactly where visitors are dropping off. We compare mobile vs. desktop performance and identify your single biggest conversion leak.

Insight: Identify the single biggest leak. Recommendation: Fix mobile UX if mobile drop-off is high.
Sessions (10K)
Add to Cart (2.5K)
Purchase (500)
3

Top Customer Identification

Objective: Find VIPs

Using a simplified RFM framework, we identify your top 20% most valuable customers, flag those at risk of leaving, and give you a prioritized list of who needs your attention right now.

Insight: 20% of customers drive 80% of revenue. Recommendation: Create a VIP retention program.
Top 20%
Customers
4

Profit Reality Check

Objective: Find margin drains

Revenue is vanity, profit is sanity. We calculate the gross margin on your top 5 products and flag any that look like winners on the surface but are quietly draining your profit.

Insight: Top sellers may have hidden costs. Recommendation: Reprice or bundle low-margin top sellers.
Prod 1 (High)
45%
Prod 2 (Low)
10%
5

Full RFM Customer Segmentation

Objective: Tailor marketing by behavior

We segment your entire customer base into 8 actionable groups: Champions, Loyal, Potential Loyalists, At-Risk, Hibernating, Lost, New, and Promising. Each segment receives a specific marketing strategy tailored to their behavior.

Example Insight: "These 127 customers are responsible for 43% of your revenue. Here's exactly how to keep them."
Champions
127
Loyal
312
At-Risk
89
Lost
410
6

Customer Lifetime Value (LTV) Analysis

Objective: Maximize long-term customer value

We calculate each customer's lifetime value from their purchase history, then compare customers across acquisition cohorts and marketing channels. You'll see who generates the most value, which channels perform best, and how quickly acquisition costs pay back.

Example Insight: “After analyzing 8,420 customers, Google-acquired customers showed an average LTV of $156 vs. $89 from Facebook, with stronger acquisition efficiency.”
Customers Analyzed
8,420
Average Customer LTV
$127
Google LTV
$156
Facebook LTV
$89
Best Cohort LTV
$184 March 2026 Cohort
LTV : CAC
3.1:1 Google Acquisition
CAC Payback: 2.8 Months (Google Acquisition)
Example Customer-Level LTV
Cust #1042
$384
Cust #2187
$92
Cust #3901
$617
Cust #5124
$148
7

Marketing Channel Performance Audit

Objective: True ROAS vs Profit

We bring all your marketing channels into one view: Facebook, Google, Email, Organic, Direct, and calculate the true cost and true return of each. No more ROAS numbers that look good but hide the real profit picture.

Example Insight: True cost vs. true return: across every channel, in one frame.
ChannelTrue ROAS
Email412%
FB Ads85%
8

Cross-Sell & Upsell Opportunity Analysis

Objective: Increase AOV

Using market basket analysis, we identify which products your customers buy together most frequently, which products are most often purchased after a specific item, and where your best bundling opportunities lie.

Example Insight: "Bundling Product A with Product B increases AOV by $X. Here's the post-purchase email sequence to activate it."
BundleUplift
A + B+25%
9

Churn Risk Identification

Objective: Prevent customers from leaving

We identify customers showing strong signs that they may leave your brand based on their purchase and engagement behavior, so you can reach them before they become inactive.

Example Insight: “89 customers are showing high-risk signals this month and may be close to leaving. Here’s who to target and which customers should be prioritized for re-engagement.”
Customer Churn Risk Segmentation
High-Risk
89
Declining
214
Re-engage
120
Priority Target
45
Healthy
850
High-risk and Priority Target customers require immediate outreach.
Advanced Analytics

Cohorts, Forecasts, and the Truth About Your Profit

The 6 advanced analyses that separate scaling brands from stagnant ones.

10

Complete Cohort Analysis

Purpose: Track retention over time

Data Analyzed: 12-24 months of customer acquisition data.
Key Insights: We track every monthly group of customers acquired and measure how each cohort behaves over time: retention, revenue contribution, purchase frequency, and LTV progression.

Executive Takeaway: "Your November 2023 cohort is your most valuable. Here's what you did differently that month, and how to replicate it."

Cohort Retention Heatmap

11

90-Day Sales & Demand Forecasting

Purpose: Predict revenue and inventory

Data Analyzed: Historical sales velocity, seasonality, SKU-level demand.
Key Insights: We build a data-driven revenue forecast for the next 90 days, including SKU-level demand projections for your top 20 products, seasonal adjustments, and three scenarios: best case, expected, and conservative.

Executive Takeaway: "You need to order X units of Product B within the next 10 days. Stockout risk is high going into next month."
Best Case
$90K
Expected
$68K
Conserv.
$45K
12

Profit Margin Deep Dive

Purpose: Reveal true profitability

Data Analyzed: COGS, returns, shipping, ad spend per product.
Key Insights: We calculate the true profit on every product, after deducting all costs. We then map profitability by customer segment and marketing channel to reveal where your real money is being made.

Executive Takeaway: "Your best-selling product is actually your third most profitable. This product deserves your growth investment."
True Profit
$2K
Ad Spend
$1K
COGS
$1.5K
13

Live Custom KPI Dashboard

Purpose: Real-Time Business Pulse

Data Analyzed: E-commerce platform + analytics + marketing + customer data.

Key Insights: We design and build a fully customized dashboard that brings your most important business data into one place. It can connect with Shopify, WooCommerce, BigCommerce, GA4, Meta Ads, Google Ads, Klaviyo, and other relevant data sources depending on your stack.

The dashboard automatically refreshes with your connected data and includes seven tailored views:

  • Revenue Pulse
  • Customer Health Monitor
  • Marketing Efficiency
  • Product Performance Matrix
  • Inventory Alerts
  • Profit Tracker
  • Custom KPI & Insights Matrix

Custom KPI & Insights Matrix: A dedicated view built around the metrics and business questions that matter most to your specific store. No two dashboards need to look the same.

Executive Takeaway: You will never again have to say, “I don’t know what’s happening in my business.”
Live Dashboard Preview
Auto-refresh: ON
Revenue Pulse
$84.2K
12.4%
Customer Health
1,247
8.2%
Marketing Eff.
4.1x ROAS
0.4x
Profit Tracker
$18.9K
15.1%
Custom Matrix
Tailored
Your Metrics
Revenue Trend (30d)
Product Mix
Inventory Alerts
2 CRITICAL
SKU-A001: Vitamin C Serum 12 units left
SKU-B004: SPF 50 Sunscreen 45 units left
14

Discount & Promotion Strategy Analysis

Purpose: Optimize promotional margins

Data Analyzed: Historical promo codes, discount usage, margin erosion.
Key Insights: We analyze the true impact of every promotion you've run, measuring revenue lift against margin erosion and new customer acquisition. We calculate your optimal discount thresholds and build a Q4 promotional calendar with profit projections.

Executive Takeaway: "Your 20% discount events are actually reducing net profit. A targeted 10% offer to specific segments would generate higher returns."
Rev Lift
+40%
Margin Loss
-45%
15

Return & Refund Pattern Analysis

Purpose: Reduce operational waste

Data Analyzed: Return rates by product, category, supplier, and reason.
Key Insights: We analyze return rates by product, category, and supplier, and calculate the true financial cost of returns including shipping, restocking, and lost margin. We then identify the specific fixes (product descriptions, sizing guides, quality improvements) that will reduce your return rate.

Executive Takeaway: "A 2% reduction in your return rate saves $X annually. Here are the three product pages to fix first."
Prod A Ret.
15%
Prod B Ret.
3%
Deliverables

WHAT YOU RECEIVE

Eight deliverables: a complete data engine for your business.

01 / 08

Complete Strategy Report (20-30 pages)

Executive summary + full methodology + all recommendations prioritized by impact.

02 / 08

90-Day Forecast Document

Revenue projections in 3 scenarios + inventory investment plan + cash flow outlook.

03 / 08

Marketing Budget Optimization Plan

Channel-by-channel justification with projected ROI of reallocation.

04 / 08

Live Custom Dashboard (Looker Studio)

Auto-connected to Shopify + GA4, shareable team link, includes training video.

05 / 08

Complete Segmented Customer Database

RFM + Churn Risk labels, ready for Klaviyo/Mailchimp import.

06 / 08

90-Minute Strategy Session (Zoom)

Deep-dive with your full team: prioritize implementation together.

07 / 08

60-Day Priority Email Support

Ongoing implementation guidance and data interpretation.

08 / 08

30-Day Check-In Call

Review results, assess early wins, adjust recommendations as needed.
FAQ

Frequently Asked Questions

Everything you need to know.

Do we need to purchase BigQuery or Looker Studio licenses?
We work within your existing stack. Google Looker Studio is free. BigQuery has a generous free tier, but for enterprise data volumes, a paid tier may be required. We will advise on the exact requirements during onboarding.
How is the live dashboard built?
We use Google Looker Studio connected via BigQuery and the Shopify API. The dashboard auto-refreshes daily. We include a training video so your entire team knows how to read and interact with it.
What is the 90-Day Forecast Document?
It's a comprehensive document containing revenue projections in three scenarios (best, expected, conservative), an inventory investment plan, and a cash flow outlook for the next quarter.
Can you integrate our specific ad platforms?
Yes. We standardize Google and Facebook Ads out of the box. If you use TikTok, Pinterest, or Snapchat Ads, we can integrate those via BigQuery transfer services as well.
Advanced Package

Data-Driven Growth System

$2,000-$4,000

One-time investment · Delivered in 20-30 business days

  • 15 Total Analyses
  • 20-30 Page Strategy Report
  • Live Custom Looker Studio Dashboard
  • 90-Day Forecast Document
  • Segmented Customer DB Export
  • Marketing Budget Optimization Plan
  • 90-min Strategy Session
  • 60-Day Priority Email Support
Build Your System