Three months ago, an e-commerce brand doing $450K/month was flying blind. Their founder couldn’t answer basic questions like:
- What’s our actual profit margin today?
- Which products are trending this week?
- Are we on track to hit this month’s target?
- Why did that customer churn?
- Which marketing channel is performing best?
Data lived in 7 different systems. Pulling a report took 3-4 hours. By the time they had answers, the data was already outdated.
Then we built them an operations dashboard using Stripe, Airtable, and Slack.
Now every metric updates in real-time. The team gets instant alerts on important events. And decision-making went from reactive guesswork to proactive strategy.
Revenue increased 34% in 90 days—not from working harder, but from having clarity.
The E-commerce Visibility Problem
Most e-commerce brands are data-rich but insight-poor.
Data Lives Everywhere:
- Sales: Shopify
- Payments: Stripe
- Inventory: Multiple warehouses/3PLs
- Marketing: Google, Facebook, TikTok, email platforms
- Support: Zendesk/Gorgias
- Analytics: Google Analytics, Mixpanel
- Shipping: ShipStation/EasyPost
Each system has its own dashboard. But no single view of the business.
The Questions That Go Unanswered
Financial Questions:
- What’s our real-time P&L?
- What’s our cash position?
- Which products are most profitable?
- What’s our customer acquisition cost by channel?
Operational Questions:
- Are we about to run out of stock on hot products?
- Which orders are delayed?
- What’s our actual fulfillment time?
- Where are the bottlenecks?
Strategic Questions:
- Which customer segments are most valuable?
- What’s our repeat purchase rate trending?
- Which products should we discontinue?
- Where should we invest marketing budget?
The Cost of Not Knowing:
Our client was making expensive mistakes:
- Ran out of stock on their best seller (3 weeks of lost sales: $87K)
- Overstocked a product that wasn’t selling ($42K tied up in inventory)
- Continued spending on a Facebook campaign that wasn’t profitable ($18K wasted)
- Missed a churn trend until 200 customers had left
Total cost of poor visibility: $147K in 90 days
The Solution: A Real-Time Operations Dashboard
We built a centralized system that consolidates data from all sources and delivers insights in real-time.
Why This Stack?
Stripe:
- Central payment system
- Comprehensive API
- Subscription billing data
- Customer lifetime value tracking
- Payment analytics
Airtable:
- Flexible database
- Custom views for different roles
- Easy to maintain and iterate
- Powerful formulas and rollups
- Beautiful interface
Slack:
- Where the team already works
- Real-time notifications
- Minimal context switching
- Easy to integrate
- Mobile-friendly
Total Cost: $82/month
Compare to enterprise BI tools ($500-2,000/month) with longer setup times and less flexibility.
The Dashboard Architecture
Layer 1: Data Collection
We connect every data source to a central pipeline:
Payment Data (Stripe):
- Charges, refunds, disputes
- Subscription events
- Customer information
- Payment method data
- Balance and payout info
Order Data (Shopify):
- Orders created, fulfilled, canceled
- Line items and variants
- Customer purchase history
- Discount codes used
- Shipping information
Inventory Data (3PL APIs):
- Current stock levels
- Inbound shipments
- Warehouse locations
- Stock movement history
Marketing Data (Google/Facebook/etc.):
- Ad spend by campaign
- Conversions and ROAS
- Attribution data
- Email campaign performance
Support Data (Zendesk):
- Ticket volume and categories
- Response times
- Customer satisfaction scores
- Common issues
Shipping Data (ShipStation):
- Shipment tracking
- Delivery times
- Shipping costs
- Carrier performance
Layer 2: Data Transformation (n8n)
We use n8n to:
- Poll APIs on schedule (every 5-15 minutes)
- Transform data into consistent format
- Calculate derived metrics (margins, LTV, etc.)
- Detect anomalies (sudden drops, spikes)
- Update Airtable with fresh data
- Send Slack alerts on important events
Example Workflow:
Every 15 minutes: → Fetch new Stripe charges → Enrich with Shopify order data → Calculate profit margin (revenue - COGS - fees) → Update Airtable "Orders" table → If profit margin < 20%: Alert team in Slack → Update daily/weekly rollup tablesLayer 3: The Dashboard (Airtable)
Airtable becomes our central operations hub with multiple views:
View 1: Executive Dashboard
Daily Metrics:
- Revenue (today, MTD, vs. target)
- Orders (today, MTD, vs. last month)
- Average order value
- Profit margin
- Top products by revenue
- Marketing spend and ROAS
- Cash balance
Weekly Trends:
- Revenue trend (last 12 weeks)
- Order volume trend
- AOV trend
- Customer acquisition cost trend
Alerts Section:
- Low stock warnings
- Delayed shipments
- High refund rate products
- Underperforming campaigns
- Cash flow concerns
View 2: Product Performance
Each product shows:
- Units sold (today, week, month, all-time)
- Revenue
- Gross margin
- Current stock level
- Days of inventory remaining
- Reorder point
- Average rating
- Return rate
- Trend indicator (🔥 hot, ⬆️ growing, ⬇️ declining, ⚠️ concern)
View 3: Customer Insights
Segmented by:
- First-time customers
- Repeat customers (2-5 purchases)
- VIP customers (5+ purchases)
For each segment:
- Count and growth rate
- Average order value
- Lifetime value
- Churn rate
- Most popular products
- Preferred channels
View 4: Operations
Order Fulfillment:
- Orders pending fulfillment
- Orders shipped today
- Average fulfillment time
- Delayed orders (>48 hours)
Inventory:
- Products below reorder point
- Products with excess stock
- Inbound shipments expected
- Stock-out history
Support:
- Open tickets by priority
- Average response time
- CSAT score (daily)
- Common issues this week
View 5: Marketing Performance
By channel (Google, Facebook, TikTok, Email):
- Spend (today, MTD)
- Revenue attributed
- ROAS
- CAC
- Conversion rate
- Best performing campaigns
- Worst performing campaigns
Layer 4: Real-Time Alerts (Slack)
The team gets instant notifications in dedicated channels:
#revenue (for founders/execs):
- ”🎉 Daily target hit! $18,247 today”
- “⚠️ Revenue tracking 23% below yesterday”
- ”🔥 Record hour: $2,847 (2-3pm)”
- ”📊 Weekly summary: $94,330 (+ 18% vs. last week)”
#inventory (for operations):
- “⚠️ Black T-Shirt (Medium) below reorder point. 47 units left.”
- ”📦 Inbound shipment arriving tomorrow: 500 units Premium Hoodies”
- ”🚨 Best-seller out of stock: Blue Jeans (32x32)”
#orders (for fulfillment team):
- ”📦 23 orders pending fulfillment (>24 hours old)”
- ”⚡ Priority order from VIP customer: Order #45829”
- “⚠️ Shipment delayed: Order #45721 (customer notified)”
#support (for CS team):
- ”🎫 Ticket volume spike: 47 tickets opened today (avg: 28)”
- ”⭐ CSAT dropped to 82% (target: 90%)”
- ”🔴 Angry customer: Ticket #8832 needs attention”
#marketing (for growth team):
- ”💸 ROAS dropped on Facebook Campaign ‘Summer Sale’: 1.8x (target: 3x)”
- ”🚀 Google Shopping ROAS: 5.2x (Best performer this week)”
- ”📧 Email campaign ‘Win-back’ converted 12 customers today”
#wins (for celebrating):
- ”🎉 $500K revenue milestone hit!”
- ”⭐ 5-star review from Sarah: ‘Best purchase ever!’”
- ”🔥 Black Friday record: $42,394 in one day”
The Technical Implementation
Step 1: Stripe to Airtable Connection
What We Sync:
Charges Table:
- Charge ID
- Customer email
- Amount
- Fee
- Net amount
- Status (succeeded, failed, refunded)
- Created timestamp
- Payment method
- Description
- Metadata (campaign source, etc.)
Customers Table:
- Customer ID
- Name
- Created date
- Total spend (calculated)
- Order count (calculated)
- Last purchase date
- Lifetime value
- Segment (new, repeat, VIP)
Subscriptions Table:
- Subscription ID
- Customer
- Status
- Plan
- Current period start/end
- MRR
- Churn risk score
n8n Workflow:
Trigger: Every 5 minutes
1. Fetch new Stripe charges (created > last_sync_time)2. For each charge: a. Check if customer exists in Airtable b. If not, create customer record c. Create charge record d. Update customer total_spend and order_count e. Classify customer segment3. Update last_sync_time4. Calculate daily totals5. If significant events, send Slack notificationStep 2: Shopify to Airtable Connection
What We Sync:
Orders Table:
- Order ID
- Order number
- Customer email
- Line items (linked to Products table)
- Total price
- Subtotal
- Tax
- Shipping
- Discounts applied
- Order status
- Fulfillment status
- Payment status
- Created date
- Shipping address
- Source (web, mobile, POS)
Products Table:
- Product ID
- Title
- Variant SKU
- Price
- Cost (for margin calculation)
- Inventory quantity
- Orders (linked to Orders table)
- Revenue (calculated)
- Units sold (calculated)
- Margin (calculated)
Workflow:
Trigger: Shopify webhook (order created)
1. Receive order data2. Link to existing customer or create new3. Link to products4. Calculate profit margin (price - COGS - Stripe fee - shipping)5. Create order record in Airtable6. Update product sales counts7. Check if product below reorder point → Slack alert8. If high-value order (>$500) → Slack celebration9. Update daily revenue rollupStep 3: Marketing Attribution
We track every order’s source using UTM parameters.
Attribution Flow:
1. User clicks ad with UTM parameters2. UTM data stored in cookie3. On purchase, UTM passed to Shopify4. Shopify order includes UTM in metadata5. Synced to Airtable with attribution6. Rolled up by campaign for ROAS calculationMarketing Performance Table:
- Campaign name
- Platform (Google, Facebook, TikTok, Email)
- Date
- Spend
- Clicks
- Orders
- Revenue
- ROAS (revenue / spend)
- CAC (spend / new customers)
- Status (🟢 profitable, 🟡 break-even, 🔴 unprofitable)
Real-Time ROAS Calculation:
For each campaign: Total spend (from ads platform API) Total attributed revenue (from orders) ROAS = revenue / spend
IF ROAS < target_roas: Send alert to marketing team Flag campaign in redStep 4: Inventory Management
Inventory Table:
- Product variant
- Current stock
- Reorder point
- Optimal stock level
- Days of inventory remaining
- Inbound quantity (on order)
- Expected arrival date
- Supplier
- Cost per unit
- Status (🟢 healthy, 🟡 low, 🔴 critical, ⚫ out of stock)
Automated Reorder Alerts:
Every hour: For each product: days_remaining = current_stock / avg_daily_sales
IF days_remaining < 7: Send alert: "Product X critically low"
IF days_remaining < 14 AND no_inbound_order: Send alert: "Time to reorder Product X"
IF current_stock == 0: Send urgent alert: "Product X OUT OF STOCK" Notify fulfillment team Update product page (show as sold out)Step 5: Customer Lifetime Value
CLV Calculation:
For each customer: total_revenue = SUM(all orders) order_count = COUNT(orders) avg_order_value = total_revenue / order_count days_since_first_purchase days_since_last_purchase purchase_frequency = order_count / days_active
predicted_future_orders = purchase_frequency × 365 predicted_LTV = predicted_future_orders × avg_order_value
churn_risk = (days_since_last_purchase > 90) ? "high" : "low"Segmentation:
IF order_count == 1: segment = "New Customer"ELIF order_count < 5: segment = "Repeat Customer"ELIF total_spend > $1000: segment = "VIP"ELSE: segment = "Loyal Customer"Step 6: Automated Reports
Daily Summary (sent at 9 AM):
📊 Daily Summary - August 12, 2025
💰 Revenue: $18,247 (↑ 12% vs yesterday)📦 Orders: 147 (↑ 8%)💵 AOV: $124.13 (↑ 3.7%)📈 Margin: 42.1% (target: 40%)
🔥 Top Products:1. Black T-Shirt: $2,847 (23 units)2. Blue Jeans: $2,134 (14 units)3. Premium Hoodie: $1,923 (9 units)
⚠️ Alerts:- Low stock: Black T-Shirt (Medium) - 34 units- Delayed shipments: 3 orders >72 hours- ROAS below target: Facebook Campaign A (1.9x)
🎯 MTD Progress: $94,330 / $150,000 (63%)Days remaining: 19Needed per day: $2,930 (tracking: $3,121/day)Forecast: $153,299 (✅ On target)Weekly Deep Dive (sent Monday morning):
Comprehensive analysis:
- Revenue trends and patterns
- Product performance winners/losers
- Customer cohort analysis
- Marketing channel performance
- Operational efficiency metrics
- Recommendations for the week
The Results: From Chaos to Clarity
Before the Dashboard
Decision Making:
- Based on gut feel
- Data pulled manually (3-4 hours)
- Reports always outdated
- No real-time visibility
Problems:
- Stock-outs on best sellers (regular occurrence)
- Continued spending on unprofitable campaigns
- Missed revenue targets (no early warning)
- Reactive problem solving
Team Coordination:
- Information silos
- Repeated questions
- Email overload
- Meetings to share data
Financial Performance:
- $450K/month revenue
- 38% gross margin
- 18% net profit margin
- $147K wasted (poor visibility)
After the Dashboard (90 days)
Decision Making:
- Data-driven
- Real-time information
- Proactive problem spotting
- Confident forecasting
Operations:
- Zero stock-outs on top products
- Unprofitable campaigns paused within 24 hours
- Hit revenue targets 11/12 weeks
- Proactive optimization
Team Coordination:
- Self-service data access
- Automatic notifications
- Fewer meetings
- Faster responses
Financial Performance:
- $603K/month revenue (↑ 34%)
- 43.2% gross margin (↑ 5.2 points)
- 24% net profit margin (↑ 6 points)
- $147K waste eliminated
Specific Wins
Inventory Optimization:
- 47% reduction in stock-out incidents
- 23% reduction in overstock
- $87K cash freed from excess inventory
- Improved cash flow significantly
Marketing Efficiency:
- 3 underperforming campaigns identified and paused
- $18K monthly waste eliminated
- ROAS improved from 2.8x to 3.9x average
- Better budget allocation
Customer Retention:
- Identified VIP segment (4% of customers, 31% of revenue)
- Created targeted retention campaigns
- Reduced churn in VIP segment by 34%
- Increased repeat purchase rate from 28% to 39%
Operational Efficiency:
- Average fulfillment time: 18 hours (was 38 hours)
- 89% of orders shipped same-day (was 34%)
- Customer satisfaction: 93% (was 81%)
Team Impact
Founder/CEO: “I can finally make strategic decisions based on data instead of guessing. I know our numbers in real-time, and I can course-correct immediately.”
Operations Manager: “No more scrambling to pull reports. Everything I need is in Airtable, updated automatically. And the low-stock alerts have saved us countless times.”
Marketing Manager: “I know within 24 hours if a campaign isn’t working. We’re not wasting money anymore, and our ROAS has never been better.”
Customer Support: “When a customer has an issue, I can see their entire history instantly. It makes support so much better and faster.”
Advanced Enhancements
1. Predictive Analytics
Sales Forecasting:
Based on:- Historical sales patterns- Seasonality trends- Current trajectory- Marketing spend plans
Predict:- Expected daily revenue- Monthly revenue forecast- Confidence intervals- When targets will be hitInventory Prediction:
For each product:- Current sales velocity- Seasonal adjustments- Trend analysis- Lead time from supplier
Predict:- When to reorder- Optimal order quantity- Stock-out risk date2. Cohort Analysis
Track customer cohorts by acquisition month:
August 2024 cohort (312 customers):- Month 0: $38,892 revenue- Month 1: $14,223 (36.6% retained)- Month 2: $8,947 (23.0% retained)- Month 3: $6,234 (16.0% retained)- LTV projection: $218 per customerCompare cohorts to identify improving/declining retention.
3. Anomaly Detection
Automatically flag unusual patterns:
IF today_revenue < (avg_last_7_days × 0.7): Alert: "Revenue unusually low today"
IF refund_rate > (avg_refund_rate × 2): Alert: "Refund rate spike detected"
IF conversion_rate < (avg_conversion_rate × 0.8): Alert: "Conversion rate dropped significantly"4. Customer Win-Back Automation
IF customer hasn't purchased in 90 days: Calculate: expected_repurchase_date IF days_overdue > 30: Add to win-back email sequence Offer personalized discount Track results in Airtable5. Dynamic Pricing Recommendations
For each product: current_margin = (price - COGS) / price sales_velocity = units_sold / days_active inventory_level = current_stock / avg_daily_sales
IF inventory_level > 90 AND sales_velocity declining: Recommend: Price reduction to clear stock
IF inventory_level < 14 AND sales_velocity high: Recommend: Price increase (high demand)Implementation Guide
Week 1: Setup
Day 1-2: Airtable Base Creation
- Create tables (Orders, Customers, Products, Inventory, Marketing)
- Define fields and relationships
- Create views (Executive, Products, Operations, etc.)
- Set up formulas and rollups
Day 3-4: API Connections
- Connect Stripe API
- Connect Shopify API
- Test data pulls
- Verify data accuracy
Day 5: n8n Workflows
- Build sync workflows
- Set up error handling
- Test end-to-end
- Schedule automatic runs
Week 2: Enhancement
Day 1-2: Slack Integration
- Create channels
- Set up notification workflows
- Define alert conditions
- Test notifications
Day 3-4: Marketing Attribution
- Implement UTM tracking
- Build attribution logic
- Connect ad platform APIs
- Calculate ROAS
Day 5: Inventory Management
- Import current inventory
- Set reorder points
- Build alert logic
- Test notifications
Week 3: Testing and Refinement
Day 1-3: Parallel Running
- Run new system alongside current
- Compare data accuracy
- Fix discrepancies
- Gather team feedback
Day 4-5: Optimization
- Refine alert thresholds
- Improve visualizations
- Add requested features
- Document usage
Week 4: Launch and Training
Day 1-2: Team Training
- Walk through each view
- Explain alert system
- Answer questions
- Create documentation
Day 3-5: Monitoring
- Watch for issues
- Collect feedback
- Make quick improvements
- Celebrate wins
Cost Breakdown
Tools:
- Airtable Pro: $20/user/month (3 users = $60)
- n8n Cloud: $20/month
- Slack (already using): $0 additional
- Total: $80/month
One-Time Setup:
- Initial configuration: 40 hours
- At $150/hour: $6,000
- Or DIY: Your time
Compare to Alternatives:
- Tableau: $840/year per user
- Looker: $3,000-5,000/month
- Mode Analytics: $800+/month
- Custom development: $50,000+
ROI in First 90 Days:
- Revenue increase: +$153K/month × 34% = $52K additional
- Waste eliminated: $147K one-time
- Total value: ~$200K in 90 days
Against $6,080 total cost (setup + 3 months), that’s a 3,190% ROI.
The Bottom Line
You can’t improve what you don’t measure. And you can’t measure what you can’t see.
Most e-commerce brands have all the data they need. It’s just scattered across 7+ systems with no unified view.
Building a centralized operations dashboard isn’t complicated. It’s just three components:
- Data collection (APIs and webhooks)
- Central database (Airtable)
- Real-time alerts (Slack)
The result: Going from blind guessing to data-driven decisions.
For our client, that meant 34% revenue growth and $147K in waste eliminated in just 90 days.
The technology exists. The ROI is proven. The question is: how long will you fly blind?
The e-commerce brands that will win in 2025 aren’t the ones with the biggest budgets. They’re the ones with the clearest visibility.
When will you build your operations dashboard?