Before you start
Open the Opportunities tab and pick a period. The tools need a complete order import, product costs and ad spend for that period. Product findings also wait until all ad spend is assigned to products. If the period has orders in another currency, the plan and leak finder stay empty.
Press ↻ Refresh analysis after you change costs or import new orders.
| Button | What you find there |
|---|---|
| Action plan | Up to 8 ranked things to act on |
| Leak finder | Profit leaks, stock runway, the shipping check and bundle ideas |
| Price simulator | Price, discount, cost and volume scenarios |
| Change journal | Before and after comparisons of changes you record |
| Why profit changed | What moved profit since the previous period |
| Returns | Refunded sales and what affected orders still earn |
Action plan
The plan lists up to 8 actions. Urgent reorders come first, then products losing money, then other findings by amount. Each action has a next step and a button. Model a change opens the product in the simulator.
When you act on one, press Record a change made. It opens the change journal with a note filled in, so you can compare before and after later. The amounts are observed losses, not promised savings.
Leak finder
The Profit leak finder flags up to 12 observations:
- Product is losing money: profit after allocated ads is below zero.
- Advertising exceeds product contribution: its ads cost more than it earned before ads.
- Product margin below 10%: at least 3 units sold.
- You subsidise this shipping choice: across at least 3 orders.
Open Show calculation & next step on a finding. For a product, check its cost and campaign allocation first, then press Test this product ↗. Findings can overlap, so don’t add them together.
Product ad limits
These sit in the Products tab, under How much each product can spend on ads. For each product you see Most it can spend on ads, the amount Per unit sold, its Break-even MER and Room left for ads. A negative room means its allocated ads were higher than what it earned. Use these limits when you set campaign budgets.
Stock runway
Stock runway covers up to 50 best-selling products over the last 28 completed days. Enter your supplier’s Lead time · days and a Safety buffer · days, then press Apply. Open Full stock breakdown to see Days left, Reorder in and Top-up units.
It assumes the recent sales pace continues and doesn’t know about incoming stock. Products need stock tracking turned on in WooCommerce.
Shipping reality check
Below the stock runway, a table compares the shipping your customers paid with your carrier cost. It groups orders by shipping method and basket size. A positive Subsidy means you paid more than the customer did. Free shipping may be a choice you made on purpose. To test a shipping charge, use the simulator.
Bundle ideas
Better together lists up to 15 product pairs bought together in at least three orders. Press Test bundle to load the pair into the simulator, then try a bundle price. A popular pair doesn’t prove a bundle will sell more.
Price simulator
Choose a product under Start with a product, or enter your own numbers. Change the price, discount, costs, ad spend or order count. The result is labelled Scenario · not a forecast and shows:
- What you would keep, and the contribution per order.
- The minimum price for your target margin.
- The maximum discount for that margin.
- The orders needed to cover fixed overhead.
Press Use these values as comparison to save a starting point, then change one input at a time. Nothing here changes your store.
Returns
Returns & refund losses shows sales refunded in the period, the affected orders and the products linked to refunds. For each affected order, it shows what remains after all its refunds and original costs. Refunds don’t reverse product, shipping or payment costs, so a refunded order can end below zero. Look for products that appear again and again.
These are observations, not proof. Opportunities describes what happened in your data. Use the change journal to see what happens after you act.