Free checklist

Store Data Intake Checklist

Use this checklist before analysis starts. It is designed for Shopify brands that want cleaner exports, fewer missing fields, and a faster path to usable reporting.

What to check before analysis

Most teams do not struggle because the store has no data. They struggle because the exports are scattered. Costs are incomplete, inventory fields are missing, and order data is not ready for a clean operating report.

  • Do you have clean Shopify order and product exports?
  • Are product costs tracked in a usable format?
  • Can inventory levels be matched to SKUs consistently?
  • Do you know which date ranges matter for the analysis?
  • Have you checked the obvious gaps before sending data?

What this page is for

This page is for teams that want a lightweight starting point. If the checklist is enough, great. If it reveals deeper gaps, that is when the full Profit Leak Audit or Inventory and Repeat Purchase Pack becomes useful.

Need more than a checklist? The full packs include structured outputs for profit leaks, stock risk, and repeat purchase reporting.

See the full pack