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Find Margin Leaks and Track Budgets

See which orders, products and discount codes really lose your store money after every cost, track spending against budget and model the months ahead.

Find Margin Leaks and Track Budgets agent board

About

Find the sales that look good but lose money, and keep your store's spending and forecast under control.

What it does

  • Works out the true margin of every order: discounts, refunds, product cost, payment fees, shipping and packaging
  • Rolls it up by product, discount code, channel and destination, and explains each loss with the fix and what it is worth per month
  • Spots the rules behind the leaks: free-shipping thresholds checked before discounts, stacked codes, flat shipping on heavy parcels
  • Compares spending with budget line by line and explains the variances that matter
  • Builds base, cautious and ambitious scenarios with every assumption stated, and shows how inflation and exchange rates hit your purchasing costs

What you need

  • Nothing to start: paste an order export and your product costs
  • Shopify to read every order, discount and refund
  • Google Sheets for your budget and cost sheets and a review you can share

How setup works

You see the margin of your own orders in the first minutes. Then it learns where your costs and budget live and what margin you consider healthy, connects your store and runs last month's review.

What stays in your hands

  • It recommends; prices, discount codes and budgets change only when you change them
  • The monthly review only starts once you confirm its date

What you will need

  • Google Sheets

  • Shopify

Coworkers in this template

Financial Controller

Shows where your online store really makes and loses money, tracks spending against budget and models what the next months could look like.

Apps

Skills · 5

Benchmark purchasing KPIs

Use when asked to compare purchasing performance (lead times, prices, supplier concentration, on-time delivery, stock cover) with past results or references.

Compare spending with budget

Use when asked for budget versus actual, spending variances or how the business is tracking against plan, and on the monthly review.

Find the margin leaks

Use when asked which orders, products, discount codes or channels make or lose money, to check true margin after costs, or whether a promotion paid off, and on the monthly review.

Model growth scenarios

Use when asked for a forecast, growth scenarios, a projection of the next months, or what happens if sales, prices or costs change.

+1 more

Scheduled tasks · 1

Monthly margin and budget review

At 09:00 AM, on day 3 of the month

Frequently asked questions

How do I find which Shopify orders lose money?

Connect Shopify or paste an order export with your product costs. The agent computes each order's margin after discounts, refunds, fees, shipping and packaging, and lists the losing ones with the reason.

Are my discount codes profitable?

It rolls margin up by discount code and shows which codes, on which baskets and destinations, turn sales into losses, with the change that fixes it.

Can it compare my spending with my budget?

Yes. Line by line, with the variance in amount and percent, its cause and whether it is timing or permanent.

Can it build a growth forecast?

It builds base, cautious and ambitious scenarios from your own history, states every assumption so you can change it, and shows where cash would run short.

Does it change my prices or discounts?

No. It recommends; you decide and make the change.

How much does it cost to run?

The template is free. Each run uses your Rerun credit.

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