Shopify Monthly Reporting (The exact template I use for clients)
Track Sales, Sessions & Revenue vs Targets Easily
If you’re running a Shopify store, you probably check your numbers regularly - revenue, sessions, conversion rate, AOV, the usual suspects.
But it can feel overwhelming.
Are we up or down compared to last month or last year?
How do we look versus target?
Did a recent change have the impact we expected?
In today’s article, I’m sharing the exact reporting template I use for all my clients.
It helps you quickly spot the good, the bad, and the ugly - and then dig into the specifics behind those results.
The template works for all kinds of users: if you prefer looking at:
numbers
visual graphs
or simple red/amber/green colour coding
You/your team can easily see what’s happening in your store.
Most of this data is coming directly from your Shopify store and below, I’ve included step-by-step instructions on building out the reports, so you can simply copy and paste the data each month.
Additional data is pulled from Google Search Console and Google/Meta ads - but entering everything should take no more than 15 minutes per month, while the insights you gain far outweigh this effort.
What’s included in the template
The Monthly Reporting Template is built to be practical and easy to use.
It includes:
MoM and YoY performance for key metrics
Clear visual charts to highlight trends
Charts showing performance vs targets
Auto-summed rows (with built-in warnings) to prevent errors
Tips and insights on key metrics to guide you on what’s normal
Rows that are auto-summed are clearly marked with a Σ symbol, so you always know what shouldn’t be touched.