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Save moneyRuns on a schedule

Know your store's margin every morning, not at quarter end

Every morning Viktor builds yesterday's P&L by channel and product and flags any margin drop with its likely cause.

Viktor asks a few setup questions, shows you a first result, then keeps it running

Already use Viktor? Open in Viktor. Nothing sends until you press enter.

The prompt

Every morning at [7am], build yesterday's P&L for my [Shopify] store by channel and by top [20] products: sales, refunds, discounts, ad spend from [Meta and Google], product cost from [our COGS sheet], fees and shipping. Flag any product or channel whose margin dropped more than [3 points] with the likely cause, and any price or discount that does not match [our price list]. On Mondays add cash on hand. Do not change any price; ask me first.

Words in [brackets] are yours to fill in. Viktor asks for anything else he needs.

What Viktor does

  1. Builds yesterday's P&L by channel and product: sales, refunds, discounts, ad spend, COGS, fees, shipping

  2. Flags any margin drop with the likely cause

  3. Checks prices and discounts against your price list

  4. Mondays: cash on hand and the week ahead

How we count the outcome

Before: at stake is your own estimate of margin lost each month. After: we count each issue caught times its monthly cost, once a person confirms it. Saved reporting hours sit next to it.

Example with typical numbers, not a customer result.

Estimate: a store with $100,000 of monthly sales where one SKU or channel slips 2 points of margin on 20% of sales loses $400 for every month it goes unnoticed. Reporting by hand: 30 mornings x 40 min x 0.5 = 10 hours x $57.47 = about $570 a month.

Proof

TWL set up 12 scheduled workflows in 15 days, replacing about 2 hours a day of work across 5 people, and found 3 unlogged pricing decisions on the first audit.
TWL
Read the case study →

Works with

Needs

  • Shopify or WooCommerce or Amazon Seller Central
  • a COGS sheet or your accounting tool

Also uses

What it sets up

1 daily P&L, 1 Monday cash view, 1 finance skill with your cost rules

Your first result

Yesterday's P&L in the same conversation once sales, ads and costs are connected.

Questions

From the place you keep them today: a Google Sheet, your accounting tool or the cost field in Shopify. He asks during setup.

4.8 on G2G2 rating: 4.8 out of 5 stars

Pick one outcome and
hand it over today.

Paste a use case into Viktor. He asks what he needs and shows you a first result in the same conversation.

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