Makesy
Executive Daily
Day/Day
Week/Week
Month/Month
Revenue
Fulfillment
Inventory
Marketing
Customer
Finance
Watchlist
History
Net revenue — day before snapshot
—
—
Unfulfilled orders
—
NetSuite — Shopify's count is unreliable (years-old sync errors) and should not be used
Site conversion rate (7d)
—
Cash on hand
—
manual, NetSuite/bank
01
Sales & revenue
Shopify · live
Top sellers by gross revenue — 7 days
Snapshot notes
02
Fulfillment & operations
Shopify · live
NetSuite · manual
03
Inventory — top sellers
Shopify · live
Product
On hand
Status
04
Marketing performance
Google/Microsoft Ads · manual
Klaviyo/Attentive · manual
05
Customer experience
Kustomer · manual
06
Finance & cash
NetSuite/Bank · manual
07
Watchlist — selected snapshot
08
Saved snapshots
Date
Net rev (7d)
Orders (7d)
Cash