Start with the source you can connect
Open a workspace for one business. If your live workspace has been configured, authorize Shopify for the store’s sales or Meta Ads for the ad account’s spend. Shopify needs authorization from someone who can grant access to that store. For Meta, select the ad account the business uses before syncing.
Choose Skip for now if you need to find the right account or wait for access. Reopen setup from the workspace to return to the skipped source. When one provider is available, the dashboard can begin with the figures from that source.
Use the public demo to find the period selector, cost details, and source status before setting up your own store.
Explore the sample dashboardAdd the costs and goals you can verify
Enter product unit costs by SKU or variant. Add fulfillment costs that the store pays, including supplier shipping where applicable. Check payment fees, refunds, and recurring overhead. Customer-paid shipping belongs with revenue when it is tracked separately. Store-paid fulfillment belongs with expenses.
Set the KPI targets that match your decisions. A target CPA gives you an acquisition limit. A target ROAS records the return you want Meta to report. Keep the actual expenses and the goals saved as separate inputs. Leave unknown amounts blank for review, and use zero when you have verified there is no expense.
Calculate break-even ROAS to estimate how much a typical order can cover before you choose an ad goal.
Sync and check the reporting window
Pick the period you want to review. On the first run, a completed day or week is easier to check against source records. When a source is syncing or still awaiting a connection, use the metrics with available coverage and return after the sync to see the rest.
Older Shopify periods depend on the order history the connection can read. Shopify’s standard Orders API access covers orders from the last 60 days, and wider access needs an approved scope. Confirm the returned window before comparing longer periods. Shopify order access documentation.
Read results and plan the next check
Open the profit breakdown to verify the included amounts. A report can show net sales and orders from Shopify, ad spend and attributed purchases from Meta, and tracked expense inputs. Profit is calculated for a reporting window with the relevant revenue, spend, and required costs.
Record any figure you need to recheck when invoices, refunds, or payout adjustments arrive. Use the same scope in your next review and keep a note of any changes. Follow the first profit report blueprint for a worked example.