Templates
View the reports you need the most, the way you need them most.
Resources
This is a list of spreadsheet templates you can request and automate with us. Some are reports, and some are automated operational workflows.
To request, click on Request Custom Report in the app, or ping us on the in-app chat.
Financial Model
Monthly Financial Tracker [Consolidated]
Inventory Forecasting Model
Weekly Marketing Tracker [Consolidated]
Email Marketing Performance Report [Klaviyo]
Monthly Email Marketing Performance Tracker [Consolidated]
30 Day Sales and Marketing Dashboard [Shopify]
30 Day Sales and Marketing Dashboard [Amazon]
BFCM Sales Dashboard
Order Export with Custom Fields
Split Bundles into Units Sold
