How Agencies Use
Infrastructure-First Reporting
Real infrastructure patterns deployed across Shopify agencies.
Profit Reconciliation Across Shopify + Ads + GA4
Problem
Revenue numbers differ across Shopify payouts, Meta Ads Manager, Google Ads, and GA4. Teams debate which source is correct, leading to incorrect profit calculations.
Infrastructure Fix
BigQuery warehouse with dbt models that reconcile Shopify Finances API, ad platform invoices, and GA4 e-commerce events into one unified profit layer.
Deliverable Output
Single Executive Dashboard showing reconciled net revenue, blended ad spend, and cash-real profit with zero variance.
Refund-adjusted Margin & ROAS Truth
Problem
Platform metrics show optimistic ROAS because they don't account for post-sale refunds. Marketing teams scale based on inflated numbers.
Infrastructure Fix
Warehouse layer applies Shopify refund data retroactively to ad platform conversion events. ROAS recalculated on cash-collected revenue only.
Deliverable Output
Refund-Adjusted ROAS dashboard that shows true performance after refunds are applied, preventing overspend on underperforming campaigns.
Multi-client Agency Standardized Warehouse Layer
Problem
Each client has different reporting formats, making it impossible to compare performance across accounts or deliver consistent KPIs.
Infrastructure Fix
Standardized dbt schema applied to all client warehouses. Same data model, same KPI definitions, same reconciliation logic—just different client data.
Deliverable Output
One reporting template that works for every client. Onboarding time drops from weeks to days. Team alignment across all accounts.
Want to see how this applies to your agency?
Book a 15-minute warehouse audit. We'll review your current data sources and show you the reconciliation layer.
Request Live Warehouse Audit