Shopify inventory management, with a daily sales dashboard.
Competitor prices, stock cover and profit in one place. Purchase orders go out only when you approve them.
Shopify inventory management and reporting come together in one daily view, with sales, stock and ad spend pulled in every morning. Public competitor prices are checked on a schedule, stock is forecast against recent sales, and a draft purchase order is prepared when an item runs low. You decide what to change and what to order.
- Sales, profit and ROAS daily
- Public competitor prices only
- POs sent after you approve
No upfront consultation fee. Free discovery and a free tailored proposal.
The numbers live in five tabs and a spreadsheet.
Sales sit in Shopify, ad spend in Meta and Google, product costs in a spreadsheet, and competitor prices in the owner's head. Restocking is decided when a best seller is already nearly gone.
Before: running the store by feel
- Export orders and ad spend each week
- Work out profit in a spreadsheet
- Check competitor stores by hand
- Notice low stock when an item sells out
- Write and email the supplier a PO
After: the store intelligence workflow
- Sales, costs and ad spend pulled daily
- Public competitor prices checked on a schedule
- Stock forecast against recent sales
- Price moves and POs reviewed by the ownerYour team
- Approved PO sent to the supplier
The owner opens one view and a short list of decisions, instead of building the numbers first.
Stock forecasting and price checks, each with a next step.
Shopify store intelligence is a set of signals checked every morning. Each one leads to a suggestion or a draft, and the owner decides what happens.
Match, hold or bundle, with your margin at each price. You choose.
AIQuantity from recent sales and supplier lead time, waiting for approval.
AutomatedStock age and margin shown, with a discount or bundle idea to consider.
AIA missing feed, odd spike or failed price check is held, not acted on.
Your teamThresholds are yours: days of cover, which competitors to track, and how far a price moves before you hear about it.
The workflow watches the numbers. You make the calls.
Collecting, combining and forecasting run on their own. Pricing, promotions and spending money stay with the owner.
- Pulling orders, refunds and stock from Shopify
- Combining ad spend with sales for ROAS
- Checking public competitor prices on a schedule
- Forecasting stock cover from recent sales
- Drafting purchase orders from supplier details
- Changing prices and running promotions
- Approving every purchase order
- Supplier negotiation and terms
- Choosing which competitors to track
- Checking data that looks wrong
Decisions for todayExampleNothing is ordered or repriced without the owner's approval.
- Sends a purchase order without approval
- Changes your store prices on its own
- Collects competitor data from behind a login
How the pieces connect.
Your store and ad accounts stay where they are. The workflow reads from them, adds public competitor prices and your costs, and brings decisions to you.
Shopify
MetaPublic competitor pages
Google SheetsPurchase order PDF
Gmail
WhatsAppCompetitor prices come only from publicly available pages, collected within each site's terms, and store and ad accounts are connected with read-only access wherever the platform allows.
Dashboard development →What shapes a Shopify analytics build.
Every store tracks different products and competitors. These factors shape the workflow and the effort involved.
- Data sources
- Shopify, ad accounts, marketplaces and where product costs are kept.
- Competitors
- Which stores and products, and whether their terms allow price checks.
- Product matching
- Linking your SKUs to competitor listings, set up by hand at first if needed.
- Forecast rules
- Days of cover, supplier lead times, seasonality and minimum order sizes.
- Purchase orders
- Supplier list, PO template and who approves before anything is sent.
- Dashboard access
- Which KPIs, how often data refreshes and who can log in.
Guides on this
Shopify inventory management questions.
Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.
What does this Shopify inventory management setup include?
A daily Shopify dashboard with sales, gross profit and ROAS, stock forecasts with restock alerts, public competitor price tracking for the products you choose, and draft purchase orders. You can start with one part, such as the dashboard, and add the rest later as more of your data is connected.
How does stock forecasting work for a Shopify store?
It estimates days of cover for each product from recent sales, trends, supplier lead times and the seasonal peaks you flag, such as Raya or 11.11. Each forecast is shown with the numbers behind it, and you can adjust the rules as your sales history grows.
How does competitor price monitoring work?
Prices are read from publicly available product pages on a schedule you set, within each site's terms and robots rules. Nothing behind a login is collected. If a site doesn't allow automated checks, it is left out or its prices are added by hand, and you choose which competitors are tracked.
Can it order stock from suppliers automatically?
No. It drafts the purchase order with quantities from the forecast and your supplier details. You can edit it, and it goes out from your own email only after you approve it. The workflow doesn't change the prices in your store either; every price move is your decision.
How are profit and ROAS calculated?
Profit uses the product costs you provide plus Shopify fees, discounts and refunds. ROAS combines ad spend from Meta and Google with Shopify sales. Ad platforms attribute sales differently, so the dashboard shows which method it uses and you can compare it with each platform's own report.
Who can see the Shopify dashboard and our data?
Only the people you choose, behind a login, and each person can be given access to the views they need. Store and ad accounts are connected with read-only access where the platform allows, and the dashboard works from sales totals rather than customers' personal details, in line with PDPA.
How much does a Shopify dashboard and forecasting build cost?
It depends on how many data sources you connect, how many competitors and SKUs you track, and how purchase orders are approved. A private quote follows a free discovery session. Timelines turn on the same factors, so most stores start with the dashboard, then add forecasting and price checks.
Is this better than a Shopify inventory management app?
It depends on what you want to see. An off-the-shelf app handles stock counts inside Shopify well. This build joins Shopify with Meta and Google ad spend, your product costs, public competitor prices and supplier lead times, so one view shows both profit and what to reorder. An inventory app you already use can stay as a data source where it has an API.
More showcases you might like.
Other workflows we have mapped, starting with the ones closest to this one.
E-Commerce
AI product photography for e-commerce
A few product photos in, a consistent set of store, marketplace and banner images out, approved before publishing.
See the workflow →
E-Commerce
WhatsApp customer service for e-commerce returns
Return requests matched to the order, checked against your policy and sent a label, with refunds approved by staff.
See the workflow →
E-Commerce
Shopify WhatsApp integration for order tracking
Status questions answered from live order and courier data, with delivery updates and delays passed to support.
See the workflow →
Sales Teams
Google Maps scraper for B2B lead lists
One sentence in, a list of local businesses with business contacts out, de-duplicated and reviewed before import.
See the workflow →
Finance & Accounting
Bank reconciliation automation for AutoCount and Xero
Bank lines matched to invoices and ledger entries by your rules, with exceptions queued for finance to approve.
See the workflow →
Marketing Agencies
Marketing dashboard and automated client reporting
Ad and analytics data pulled on schedule, KPIs and anomalies ready, and a draft report for the account manager.
See the workflow →Map your store's numbers.
Tell us where your sales, costs and stock live and which competitors you watch. We'll show you what a daily store view and approval-first restocking would look like. No obligation.