Monthly Overview

Track performance against your targets

Revenue This Month

Subscription Breakdown

Value split

Target Progress

Historical Data

Month-on-month and year-to-date trends

Amazon Revenue Trend

Shopify Revenue Trend

Cost of Returns Trend

Subscription Count Trend

Subscription Value Trend

Data Table

Month	Amazon Rev.	Shopify Rev.	Returns Cost	Sub. Completed	New Subs	Paused/Cancelled	Backorder

Enter Monthly Data

Add or update data for any month — changes are saved and tracked

Year

Month

Revenue

Amazon Gross Revenue ($)

Shopify Gross Revenue ($)

Returns

Cost of Returns ($)

Subscription Values ($)

Planned Value (start of month)

Completed Value (so far)

Cancelled / Failed / Skipped

Remaining (rest of month)

Subscription Counts

New Subscriptions

Cancelled Subscriptions

Inventory

Products on Back Order No

Notes (optional)

Set Monthly Targets

Configure your performance targets for each month

Targets are used to calculate progress on the Dashboard. Set them at the start of each month.

Year

Month

Revenue Targets

Amazon Revenue Target ($)

Shopify Revenue Target ($)

Returns Target

Max Returns Cost ($) — Keep Under This Amount

Subscription Targets

Completed Value Target ($)

New Subscriptions Target

Max Cancellations — Keep Under

Your Default Target Rules

+10% per month — Amazon & Shopify revenue (auto-calculated from previous month)
Under $1,400 — Monthly cost of returns
+15% per month — Subscription completed value
+50 new — New subscriptions per month
Under 35 — Subscription cancellations per month
Zero backorder — No products on back order