BigCommerce store performance analyzed for every client

Ideas to put to work

Store analysis an e-commerce consultant would charge for, ready before the client call.

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  Monthly store review deck

  Sofia reads the month's orders by product, category and channel, builds the tables in Excel, and updates the client's review deck in PowerPoint.

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  Customer segments from order history

  Sofia groups customers by how often and how much they buy and, with your approval, adds each group to a Klaviyo list for targeted campaigns.

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  Product catalog cleanup

  Sofia reviews products and variants for missing details and inconsistent categories, then updates them with your approval.

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  Which promotions brought new customers

  Sofia compares orders that used each coupon with those that didn't and reports which promotions brought first-time buyers.

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  Orders reconciled to the books

  Sofia compares BigCommerce orders with Xero invoices and payments and lists every sale missing from the ledger.

Works well with

• Microsoft ExcelSpreadsheets for numbers, models and trackers
• Microsoft PowerPointSlide decks for pitches, proposals and client updates
• KKlaviyoEmail and SMS marketing for e-commerce brands
• XeroCloud accounting for small businesses
• UUnanetERP and CRM for project-based professional services firms
• AAddeparPortfolio data, performance and reporting for wealth managers
• AAgencyZoomSales and service CRM for insurance agencies
• APAutotask PSAProfessional services automation for managed IT service providers