ROASfinity for Shopify stores

A Shopify store already holds the numbers an agency argues about. The question is whether the ad work can read them, show where they came from and wait for approval.

Stock photos and example labels, not customers.

What the store provides

  • Orders, refunds and order values, which feed MER and average order value.
  • Product costs and shipping, which you enter once per product group to calculate contribution margin and break-even ROAS.
  • The UTM parameters on links from ads, which tell analytics where a visit came from.
How each connection reads and writes is on the Shopify integration page. Connections start read-only.

How the work is organised

  • One client record holds the store, its ad accounts and the approved naming pattern.
  • MER is the headline, with platform figures as support. Each figure carries its source and formula.
  • Budget and status changes are proposed, previewed and approved before they are sent to the ad platform.

Watch for these

  • Currency and time zone differences between the store and the ad accounts. They are the usual reason MER disagrees with the platforms.
  • Refunds: decide whether revenue is net or gross, and use the same rule in every month.
  • Discounts and bundles: the order value you report must match what the store actually charged.

A typical first month

  • Week one: connect read-only, check the order counts against the ad platforms, and write the definitions down.
  • Week two: enter product costs, calculate break-even ROAS for the top product groups, and agree the naming pattern.
  • Week three onward: review creatives weekly, and propose budget changes only with the break-even line in view.

How the first weeks go

  1. Connect read-only

    Nothing changes in a live account at this stage.

  2. Check the numbers

    Compare order counts and spend with the store and the platforms.

  3. Write the definitions

    Revenue, new customer and conversion are written down once.

  4. Review every week

    Propose changes with the break-even line in view; approve before anything is sent.

Your checklist

Tick items as you go. Your ticks stay in this browser only.

This setup in numbers

4connections for this setup
4modules used most
3guides to read first
Built for shop owners, creators and agencies. Stock photos, not customers.

Run the next client review from one screen.

We open one agency at a time, with your own accounts connected read-only first.

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How we plan to price it