Online stores
What did we sell—and what did the ads cost?
Review orders, refunds and advertising results. Keep sales and ad-platform outcomes separate so the report does not promise attribution it cannot prove.
A CLEARER WAY TO DO MARKETING
Less guesswork.
More “now I get it.”
Make sense of your marketing numbers—and decide what to do next.
Bring your business context, files, and sales or advertising data into one guided workspace. Get a report you can understand, with the evidence to back it up.
No sign-in needed for the sample. Workspace access is for existing users.
FROM NUMBERS TO UNDERSTANDING
“Are these ads working?”
Start with what
the data actually says.
- 01 See what happened.
- 02 Know what is missing.
- 03 Choose your next step.
01 / SEE IT FOR YOURSELF
A report that shows
its working.
More useful than a wall of numbers. See the result, understand the calculation, and keep its limits in view.
Try the refund slider.
The story changes with the evidence.
This is an interactive illustration, not a customer result or a live AI response. Your workspace uses your imported data.
FIELD NOTES / 001Illustrative data · USD
YOUR WEEK IN REVIEW
A little clarity.
A better next question.
REPORT
Sales after refunds$1,000.00
Average order value$100.00
$0$500
What this tells you Your 10 completed orders brought in $1,100 before refunds. Keep refunds in view when you review your sales.
See the calculation
$1,100 sales − $100.00 refunds = $1,000.00 net sales. Divide by 10 completed orders for average order value.
Sales are not profit. Product, shipping and other costs are still needed.
02 / SAME CLARITY. DIFFERENT QUESTIONS.
Your business.
Your next question.
B2B & services
Where are potential customers getting stuck?
Review imported leads and sales stages. See how the pipeline is progressing, with limits for leads that have not had time to convert.
Agencies
Which client needs our attention next?
Keep each client’s context, reports and approvals in its own workspace. Review client activity without mixing currencies or incompatible results.
03 / A PATH, NOT A BLANK PROMPT
Bring what you have.
Build from there.
No website yet? No problem. Start with what you know about the business.
Start in your workspace ↗- 01
Tell your business story
Set your goals, describe your customers, and review your brand guidelines.
- 02
Add your files and numbers
Upload existing assets, confirm permission to use them, and import sales, advertising or customer data.
- 03
Choose a guided task
Check your setup, review acquisition or pipeline performance, or prepare an email campaign draft.
- 04
Review, decide, keep the record
Read the report, add your notes, and finalize a version. Campaign drafts have their own human approval step.
DESIGNED TO KEEP YOU IN THE LOOP
Helpful intelligence.
Human judgment.
Numbers before narrative.
Calculations come from your data. Optional AI adds interpretation through a configured provider.
Your assets. Your approval.
Use existing files and approved brand versions. Review the exact campaign draft before an external draft can be created.
A record you can revisit.
Saved reports retain their figures. Human notes stay separate. Each client’s work stays in its own workspace.
Where the product stands today CSV imports and guided reports are available. Live service connections need administrator setup and account verification. Creative generation and automatic sending are not included.
A FEW USEFUL ANSWERS
Before you
jump in.
Do I need a marketing background?
No. Start with your business details, add existing files and data, and choose a guided task. Reports explain the numbers and call out what is missing.
Can I start without a website or connected accounts?
Yes. You can enter your business and brand details yourself, upload existing files, and import CSV data. If you have no performance data yet, start with a marketing setup review.
Does AI calculate my sales or spend?
No. Those calculations come from your imported data. An administrator can configure an AI provider to add written analysis. You can create reports without AI.
Will it publish or send campaigns for me?
No. The current campaign workflow prepares a draft for human review. Supported external draft creation requires an exact approval and a configured service connection. Sending and scheduling are outside this MVP.
Which connections are available?
CSV imports are available now. Adapters exist for Shopify, HubSpot, Google Ads, GA4, Customer.io and Google Drive, but account setup and live verification are still required. They are not advertised as ready-to-use connections.
START WITH ONE CLEAR QUESTION
Your next marketing decision
deserves a little clarity.
Open your workspace Existing workspace access required. Just exploring? Try the sample above.