Launch flow ready

Shopify tells you
what sold.
Traklo tells you what you actually made.

Early-access teams start with a short onboarding review: share your store, connect Shopify during setup, answer a few guided questions, and launch with a margin view your team can actually trust.

Revenue vs true marginOrder classificationOperator insightsSetup completeness

Built for multi-channel Shopify brands that have outgrown top-line dashboards.

launch preview / profit view

Revenue

$287K

+18.4%

True Margin

$94K

32.7%

Classified

2,814

Live rules

Excluded

86

Seeding + team

Revenue vs true margin

30D

Margin mix

DTC41%
B2B24%
Marketplace18%
Excluded0%

Order classification

Applied before reporting
#8421DTC$61Paid social · full-price
#8417B2B$412Wholesale price book
#8412Marketplace$19Referral fee + FBA
#8408ExcludedInfluencer seeding

Trend insights

Revenue is up 18%, but true margin only moved 6% after marketplace fees.
B2B now drives 24% of margin on just 9% of order count.
32 orders were auto-excluded from profit reporting this week.

Setup completeness

Profit visibility score82%
Shopify orders + productsConnected
COGS synced by SKULive
Classification rules12 active
Returns + shippingReviewing

Launch onboarding

The smallest launch-ready flow.

Based on the current product state, Traklo should promise Get early access on the homepage. The product has a strong concept and preview UI, but not a live self-serve onboarding stack yet. This is the exact onboarding flow to ship next with the least friction.

Step 01

Create account

Create account

Start with the lightest possible account creation: work email, password, and store URL.

Fields: Work email, password, Shopify store URL
Inline promise: No credit card required
Success state: Account created. Next up: connect Shopify

Step 02

Connect Shopify

Connect Shopify

One primary integration first. No extra tools before the first useful dashboard.

Screen copy: Pull orders, products, and customer tags from Shopify
Secondary link: I’ll connect this later
Success state: Shopify connected. We’re ready to learn how your business should be classified

Step 03

Answer 4 setup questions

Save and continue

Ask only the questions needed to classify orders and estimate true cost layers for launch.

Q1: Which order types should Traklo separate? DTC, B2B/wholesale, marketplace, internal/test/excluded
Q2: How do you identify wholesale/B2B today? Price lists, customer tags, discount codes, sales channel
Q3: Which orders should be excluded from profit reporting? Team orders, influencer seeding, replacements, other
Q4: Which costs should Traklo include first? COGS, shipping labels, returns, marketplace fees

Step 04

Preview classification

Looks good

Show a fast confidence-building preview before the full dashboard loads.

Preview shows: 3-5 recent orders with proposed class and included costs
Secondary action: Edit answers
Success state: Classification preview confirmed. Building your dashboard

Step 05

Land in dashboard + checklist

Open dashboard

Give the user one useful dashboard and a short checklist instead of a long setup wizard.

First checklist items: confirm classifications, review excluded orders, add missing cost inputs
Primary success message: Your first profit view is ready
Secondary reassurance: You can finish the remaining setup from the checklist anytime

Guided questions

The 4 launch questions

Question 1

Which order types should Traklo separate from day one?

Select all that apply.

DTCB2B / wholesaleMarketplaceInternal / test / excluded

Skip action: Skip for now

Question 2

How do you usually identify wholesale or B2B orders?

Choose the best match.

Customer tagsPrice list / wholesale pricingDiscount codesSales channel

Skip action: Not applicable

Question 3

Which orders should Traklo exclude from profit reporting?

Pick the noisy orders you don’t want in the dashboard.

Internal team ordersInfluencer seedingReplacementsNone for now

Skip action: Skip for now

Question 4

Which costs matter most to include first?

Choose up to two for launch.

COGSShipping labelsReturnsMarketplace fees

Skip action: Use Traklo defaults

Success states

Account created → “You're in. Next, connect Shopify.”

Shopify connected → “Connected. We can now classify your orders.”

Questions complete → “Thanks — your rules are ready for preview.”

Preview confirmed → “Your first classification view is ready.”

Dashboard live → “You can finish setup anytime from your checklist.”

Launch recommendation

Homepage CTA should be Get early access, not Start free. The app has a defined onboarding path and dashboard concept, but this repo currently exposes a landing page plus waitlist capture rather than a working self-serve account and Shopify auth flow.

Product preview

Shopify tells you what sold.
Traklo tells you what you actually made.

The dashboard is built to answer the operator question behind every dashboard screenshot: revenue is nice, but where did margin actually come from, which orders count, and what setup is still missing?

launch preview / profitability

Reported revenue

$287,430

+18.4% vs prior 30d

True margin

$94,120

32.7% blended margin

Orders classified

2,814

DTC · B2B · marketplace

Excluded orders

86

$7,940 removed from P&L

Revenue vs true margin

Thirty-day signal, not vanity top-line

Revenue outpacing profit
Revenue
True margin
Jan 8Jan 19

Margin mix by channel

Where profit is actually coming from

DTC41%
B2B24%
Marketplace18%
Excluded0%

Insight

Marketplace revenue looks healthy, but after fees it contributes less margin than B2B.

Order classification layer

Every order gets business context before it hits reporting

Segment by sales motion, apply your rules, and exclude noise before your team reads the dashboard.

OrderSourceClassRuleRevenueMargin
#8421ShopifyDTCPaid social · full-price$128$61
#8417FaireB2BWholesale price book$1,480$412
#8412AmazonMarketplaceReferral fee + FBA$74$19
#8408ShopifyExcludedInfluencer seeding$96Excluded

Weekly insights

What changed this week

Auto-generated
Revenue is up 18%, but true margin only moved 6% after marketplace fees.
32 orders were auto-excluded from profit reporting based on seeding + internal tags.
B2B now drives 24% of margin on just 9% of order count.

Setup completeness

Know what the dashboard is using

Profit visibility score82%
Shopify orders + productsConnected
COGS synced by SKULive
Channel classification rules12 active
Returns + shipping costsReviewing

Next unlock

Add returns + shipping cost data to tighten margin accuracy before next month closes.

The problem

Running a multi-channel brand is a data nightmare.

If you're selling across Shopify, Amazon, and wholesale — you already know this pain.

01

Your data is everywhere

Shopify reports DTC. Seller Central shows Amazon. A spreadsheet tracks wholesale. Three platforms, three logins, zero unified picture of your business.

02

No channel-level P&L

You know your top-line but not your margins per channel. Selling on Amazon feels profitable until you factor in fees, returns, and ad spend — but where's that number?

03

Spreadsheets at month-end

Your ops team spends 2 days every month manually exporting, cleaning, and reconciling. It's error-prone, slow, and means your numbers are always a month behind.

Platform features

Everything you need to
run a tighter operation.

Purpose-built for multi-channel Shopify brands. Not a generic BI tool.

Core

Revenue vs. True Margin

See the difference between what sold and what you actually kept after COGS, fees, shipping, and returns. Traklo turns topline growth into operator-grade profit visibility.

Reported Revenue

$287K

+18.4% vs prior month

True Margin

$94K

32.7% blended margin

Classification

Order Rules That Match Reality

Auto-classify each order as DTC, B2B, marketplace, or excluded using tags, channels, price books, and internal business logic before it distorts reporting.

#8421

Paid social · full-price

DTC

#8417

Wholesale price book

B2B

#8412

Referral fee + FBA

Marketplace

#8408

Influencer seeding

Excluded
Insights

Operator Trends and Callouts

Surface the things a founder or finance lead would actually act on: margin compression, excluded-order spikes, and channels whose revenue growth hides weak contribution profit.

Margin compression

Marketplace fees up 14% WoW

Live

B2B outperforms

24% of margin from 9% of orders

Live

Excluded orders spiked

32 seeding/internal orders this week

Live
Setup

Setup Completeness You Can Trust

Make data readiness visible. Traklo shows what inputs are connected, what rules are live, and what still needs review before leadership trusts the number on screen.

Profit visibility score82%
Shopify orders + productsConnected
COGS synced by SKULive
Classification rules12 active
Returns + shippingReviewing

Beyond Shopify Analytics

Shopify tells you what sold.
Traklo tells you what you actually made — and why.

Shopify Analytics is a good starting point. But once you're selling across channels, it stops being enough.

Feature

Shopify Analytics

Free

Traklo

Starter+

Total revenue
Revenue by channel (DTC vs B2B vs marketplace)
True profit per order (after COGS)
Logistics cost per order
Marketing spend vs. revenue (CAC, ROAS)
Pro+
Custom business logic (coupon rules, tags, partner tiers)
Multi-store unified view
Scale

Why Shopify Analytics isn't enough

Common gaps that operators hit once they start scaling beyond a single channel.

Shopify lumps all orders together — you can't see if B2B wholesale is profitable vs. DTC.

Shopify has no COGS layer — you see revenue, not margin.

Shopify doesn't know your business rules — coupons, partner tiers, and influencer orders all look the same.

Shopify doesn't track logistics costs — fulfillment is invisible.

If you sell on Amazon, Walmart, or B2B portals — Shopify analytics won't unify that.

Why we built this

Built for operators who've outgrown
Shopify's default reports.

Traklo was built by people who ran e-commerce brands and got tired of opening three tabs to answer one question: “Did we actually make money this week?”

3 tabs

to answer one profitability question

2 days

lost each month to manual reconciliation

0

Shopify reports show true profit margin

Pricing

Launch with a simple setup.
Upgrade once the workflow is proven.

Launch pricing is available by invite while onboarding is still hands-on. The honest public CTA is Apply for access, not Get started.

Free

Join the launch queue and share your store setup.

$0forever
Join early access
1 Shopify store
Basic revenue dashboard
7-day data history
DTC channel only
Email support
COGS & margin tracking
Channel classification (B2B, marketplace)
Logistics cost tracking
MOST POPULAR

Starter

Paid launch access opened after onboarding review.

$19/per month
Apply for Starter access
1 Shopify store
Full revenue dashboard
Unlimited data history
COGS & true margin tracking
Logistics cost per order
Auto-classification (DTC vs B2B vs marketplace)
Custom business logic onboarding
Priority launch support
Marketing spend / CAC tracking
Multi-store view

Pro

For brands that want paid launch access plus acquisition visibility.

$49/per month
Apply for Pro access
Everything in Starter
Marketing spend tracking (CAC, ROAS)
Ad platform integrations (Meta, Google)
Blended CAC by channel
Profitability alerts
Slack notifications
CSV exports
Multi-store unified view

Scale

For operators running multiple stores or brands during launch.

$149/per month
Talk to us about Scale
Everything in Pro
Up to 10 Shopify stores, unified view
Cross-brand P&L consolidation
Dedicated onboarding
SLA support
Custom integrations
API access

We review your setup first, then open the right launch plan and send checkout once Traklo is a fit.

Early access

Get early access.

Traklo is still in early access. Leave your details, store URL, and launch interest, and we'll invite you into the first onboarding flow: store review, Shopify setup, guided classification, and dashboard rollout.

No instant checkout. We review fit first, then reply directly to the email you submit.