We are looking for an experienced ecommerce analytics and automation specialist to build a fully automated profit & P&L reporting system that supports hands-off operations and clean CPA handoff.
This is not a basic Shopify VA or reporting task. We need someone who understands ecommerce financial logic, COGS, refunds, and automation.
This project may lead to ongoing work if done well.
Scope of Work (Core Deliverables)
1) Central Data Layer
Build a stable backend using:
Shopify order, refund, discount, and fee data
Supplier cost data (Eprolo + CSV/API-based suppliers)
SKU-level cost tracking with effective date versioning
Clear handling of:
Partial refunds
Full refunds
Store credit vs cash refunds
Shipping charged vs shipping paid
Payment processing fees (logic-based)
Preferred tools:
Google Sheets (as normalized data hub)
Shopify API or scheduled exports
Automation via Make.com (or similar)
2) Operations / Owner Dashboard (Looker Studio)
Create a high-level decision dashboard for the business owner that includes:
KPIs
Revenue
Gross profit
Net profit (estimated)
Margin %
Orders
AOV
Views
Daily / weekly / monthly trends
Top products by profit (not just revenue)
Refund rate trends
Supplier performance
Alerts (via Make.com or email/Slack)
Margin below defined threshold
Refund rate spike
Negative-margin SKU
Supplier cost changes
This dashboard must be:
Stable year-round
Fully automated
No bank feeds
Minimal maintenance
3) CPA / Finance Dashboard (Separate View)
Create a second Looker Studio dashboard using the same backend, designed specifically for CPA use:
Includes:
Net sales (after discounts & refunds)
COGS by SKU and supplier
Shipping costs
Payment fees (documented logic)
Monthly P&L structure
Order-level export capability
This dashboard should be:
Read-only
Conservative and traceable
Reproducible month-over-month
Clearly documented
4) Documentation (Required)
Provide:
1–2 page metric definitions document
Explanation of profit calculations
Explanation of what is estimated vs exact
Instructions for basic maintenance / handoff to VA or CPA
Requirements (Read Carefully)
You must have experience with:
Shopify analytics & APIs
Ecommerce COGS & profit modeling
Refund logic (partial/full/store credit)
Google Sheets (advanced formulas)
Looker Studio (or equivalent BI tool)
Automation tools (Make.com, Zapier, etc.)
Not a fit if you are:
A general Shopify VA
A basic data analyst without ecommerce finance experience
Someone who builds dashboards without understanding profit logic
Project Details
Timeline: 5–10 days
Budget: Open (expecting a fair market rate for quality work)
Communication: Clear milestones and check-ins preferred
Future Work: High likelihood if project is successful
To Apply, Please Include:
Brief description of similar ecommerce dashboards you’ve built
Tools you recommend for this project and why
How you handle COGS, refunds, and partial refunds
Confirmation you’ve worked with Shopify + profit/P&L reporting
Final Note
We are intentionally building this once, correctly, to scale cleanly without rebuilding later. We value clean architecture, automation, and reliability over flashy visuals.
If this sounds aligned with your experience, we’d love to talk.
Apply Now
Apply Now