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MULTI-BRAND DTC · US

Three dashboards plus a finance spreadsheet became one screen — updated every five minutes.

A $12M multi-brand operator described the Monday morning ritual: Triple Whale ($900/mo) said one number, Glew ($350/mo) said another, the part-time analyst's P&L sheet said a third, and the agency's deck claimed the highest of all of them. The founder's actual question — 'how much did we keep last week?' — needed three Slack pings and an hour to answer. So we built one dashboard wired to Shopify, Stripe, the ad platforms and their inventory system. SKU profit after returns, a real cash-flow forecast, and Slack alerts on four KPIs the founder actually watches. No more 'is this right?' before every meeting.

Brand name withheld. Cockpit is a private app on the operator's cloud account. Anonymized read-only walkthrough available on the audit call.

$1.25k
MONTHLY SAAS CUT
90-day
CASH FORECAST
4
DASHBOARDS COLLAPSED
4 wk
PILOT
MULTI-BRAND DTC · USMULTI-BRAND DTC · US · 2026 · DETAILS REDACTED

THE PROBLEM

Every Monday morning needed Slack pings to four people.

Triple Whale showed one CAC. The Glew dashboard showed a different one. The accountant's P&L showed a third because of timing differences with refunds. The COO ended up emailing four people every Monday to ask 'so which week was good?'

Cash flow visibility was a sheet the analyst updated weekly. Real cash position was a guess.

WHAT WE BUILT

One database. One set of definitions. One screen.

Week 1: piped Shopify, Stripe, Meta and Google Ads into BigQuery on a daily schedule. Sat with the accountant for an hour to agree what 'CAC' actually means.

Week 2: built the dashboard. Per-brand views, consolidated view, SKU profit after ads + returns + refunds — the part Triple Whale doesn't show you.

Week 3: cash forecast. 90 days projected from receivables, recurring spend and inventory POs already placed. The COO calls it 'the runway timer'.

Week 4: Slack alert layer. Four thresholds, one channel.

I cancelled Triple Whale and the Glew dashboard the day we shipped. I still pay for Klaviyo. Now I argue with my own numbers, not three vendors'.

THE OUTCOME

Three subscriptions cancelled, one dashboard the founder trusts.

  • SaaS dashboards cancelledTriple Whale + Glew$1,250/mo cut
  • Slack pings to figure out 'how was last week'4 → 0−100%
  • Cash forecast horizonnext Friday → 90 days+13×
  • Metric definitions in dispute3 → 1

WHAT WAS MESSY

What broke in the first three weeks.

Refund timing was the hardest part. Shopify counts refunds the day they're issued; Stripe counts them the day they settle. The accountant's P&L counted neither. We added a 'refund pending' state to the cockpit so all three views reconcile.

Cash forecast first version overshot by 11% because we hadn't modeled return rate seasonality. Two-week calibration fix.

WHAT'S NEXT

Same warehouse now powers an inventory reorder engine and a custom returns dashboard.

Because everything's in BigQuery, every downstream tool became cheaper. The same data feeds a returns dashboard (which products refund most, by SKU and channel) and an inventory reorder engine that the COO is testing now.

YOUR DATA STACK

Three dashboards and you still don't trust the number?

20-min audit. Show us your current stack and your last cash question. We'll tell you whether a Cockpit rebuild pays back in four weeks.

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