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Ecommerce

Store Health Weekly Overview

One weekly Slack message: sales, conversions, stockouts, returns, and support backlog.

Saves about ~1 hr per week

What it does

  • Aggregates core store metrics weekly
  • Covers sales, conversion, stockouts, returns, support backlog
  • Compares against the previous week
  • Posts a scannable Monday digest to Slack

How it works

  1. Store data pulled Monday morning
  2. Metrics computed vs prior week
  3. Digest formatted and scored
  4. Posted to #store-health

What's included

  • Data connectors
  • Metric definitions
  • Monday Slack digest

Set it up yourself

Follow these 4 steps in order. You will need accounts for: Shopify, Slack.

Step 1: Connect the data sources

  1. Shopify admin API token with read_orders, read_products, read_inventory.
  2. Support backlog: your helpdesk API or the support sheet.
  3. Add a 'goals' row per metric (weekly sales target).
  4. Test the reads return numbers.

Watch out: Define the metric definitions once (e.g. conversion = orders ÷ sessions from the analytics export) so weekly numbers are comparable.

Step 2: Define the metrics

  1. Pick 5 numbers: revenue, orders, conversion, stockouts count, return rate, open support tickets.
  2. Compute week-over-week change for each.
  3. Add a simple health color per metric (green/amber/red vs target).
  4. Test the math on last week's data.
  5. Keep the metric list stable — changing metrics weekly kills trend readouts.

Watch out: Five tracked numbers beat twenty assembled ones — a scannable digest is the goal.

Step 3: Build the digest format

  1. Structure: header week, 6 metric lines (name, value, vs last week, color), one AI one-line takeaway.
  2. Add the takeaway: 'Conversion dipped while traffic grew — check the landing page'.
  3. Build the AI summary from the raw numbers (no invented metrics).
  4. Test rendering in Slack formatting.
  5. Post on Mondays 9am.

Watch out: Let the AI only comment on the numbers given — a hallucinated 'inventory issue' in the digest undermines trust fast.

Step 4: Review and act

  1. Use the digest to decide this week's ops focus.
  2. Red metrics → action: stockouts → reorder; conversion dip → check pages.
  3. Keep a trend sheet so you see the direction across months.
  4. Adjust goals quarterly.
  5. Invite the whole team to the channel (visibility = accountability).

Watch out: The Monday digest only helps if it feeds a decision — tie red metrics to a task in your ops tool the same morning.

Frequently asked questions

What does the Store Health Weekly Overview automation do?

One weekly Slack message: sales, conversions, stockouts, returns, and support backlog. Aggregates core store metrics weekly

How much time does Store Health Weekly Overview save?

It is estimated to save ~1 hr per week. Actual savings depend on your volume.

Which tools does Store Health Weekly Overview use?

It works with Shopify and Slack.

What does Store Health Weekly Overview include?

Data connectors, Metric definitions, Monday Slack digest.

Can I set up Store Health Weekly Overview myself?

Yes. The do-it-yourself guide on this page walks through 4 steps, from getting access to testing the finished automation.