An ecommerce KPI dashboard for DTC founders, merchandising leads, and ecom operators in Taskade. Tracks AOV, conversion rate, repeat-purchase rate, LTV, gross margin, and inventory turn — live from Shopify, Klaviyo, and ad platforms.
What's Included
- Ecommerce Metrics Database: Table view with AOV, CVR, repeat rate, LTV, margin per SKU and category
- Category Performance Board: Board view where each category is a card with this-week trajectory
- Merchandising Agent: AI agent reads sell-through and proposes the category-mix shift for next month
- Inventory Threshold Automation: When a SKU hits low-stock or overstock thresholds, the automation flags merchandising and ops
- Weekly Ecom Digest: Auto-drafted Monday digest with category winners, losers, and the proposed pricing/promo move
- Cohort LTV: Customer LTV by acquisition cohort
Why This Template Wins
- Shopify writes the numbers: Shopify integration feeds AOV, CVR, repeat rate; the agent narrates them
- Merchandising gets data, not gut: The agent reads sell-through, margin, and stock — proposes the category-mix shift the team can accept or reject
- Inventory drift caught early: Threshold automation prevents both stock-outs and dead stock
How to Use
- Clone this template into your Taskade workspace
- Customize SKU hierarchy and target AOV/CVR
- Connect Shopify, Klaviyo, ad platforms
- Train the Merchandising Agent on your category strategy
- Set up automation triggers for inventory flags and Monday digest
FAQ
Does this work for single-product and multi-SKU stores?
Yes. Single-product focus emphasizes acquisition CAC and LTV; multi-SKU emphasizes category mix and SKU rationalization. The agent adapts its weekly digest to the catalog complexity.
Can the agent recommend pricing changes?
Yes. The agent reads sell-through, margin, and competitive positioning and proposes pricing adjustments per SKU with projected impact.
What plan supports a 1,000-SKU catalog?
Pro ($10/mo annual) handles the catalog. Business ($25/mo) adds extended audit logs and advanced cohort analytics.
CTA
Try this template free in Taskade. For Shopify setup, see /learn/automation/automations-execution. Pair with the E-commerce Templates. Browse ecommerce apps in the Community Gallery.