You will get Weekly Ecommerce operations dashboard with KPI tracking & executive summary
Project details
I build automated operations dashboards that replace manual weekly reporting. My dashboards pull from Shopify, ad platforms, and support tools to give you one source of truth. Typical result: 3-5 hours saved per week on manual report compilation.
Industry
Arts, Business, Consumer Goods, Cryptocurrency & Blockchain, Cybersecurity, Ecommerce, Education, Environmental, Financial Services/Banking, Games, Government & Public Sector, Health & Wellness, Hospitality & Tourism, Insurance, Kids & Family, Legal, Logistics & Supply Chain Management, Manufacturing, Media & Entertainment, Medical & Pharmaceutical, Music, News, Nonprofit, Real Estate, Retail & Wholesale, Society & Culture, Sports & Recreation, Technology & Internet, Transportation & AutomotivePlatform
eBay, Shopify, WooCommerceLanguage
EnglishWhat's included
| Service Tiers |
Starter
$245
|
Standard
$445
|
Advanced
$795
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Inventory Management | - | - | - |
Order Management | - | - | - |
Customer Assistance | - | - | - |
Payment Processing | - | - | - |
Product Offers & Promotions | - | - | - |
Reporting | - | - | - |
Optional add-ons
You can add these on the next page.
Additional data source integration
+$150
Custom metric or KPI calculation
+$200
Monthly dashboard optimization retainer
+$300Frequently asked questions
About Ezra
Shopify Operations Specialist | Inventory + Zapier + QuickBooks
Cape Town, South Africa - 2:32 am local time
WHAT MAKES THIS DIFFERENT
I came up through enterprise retail planning before I touched my first DTC Shopify store. 4 years across:
- Truworths (JSE-listed apparel): Merchandise Planner, 15% inventory turnover improvement YoY, 12% forecast accuracy improvement, OTB and WSSI analysis.
- Pick n Pay (2nd largest South Africa's grocery retailer): Supply Chain Planner, 312 stores, 4 distribution centres, 23 vendors, 200+ articles, 98% supply chain performance held weekly.
- Ares Holdings (Crocs SA): Inventory Specialist, 99% alignment between physical inventory and ERP virtual stock across SAP, Shopify, ORP, and POS for 23 retail stores plus e-commerce.
That foundation is the difference between knowing where the buttons are in Shopify and understanding what every click costs the balance sheet.
WHAT I DELIVER
Four quadrants. One operator. One weekly review.
1. SHOPIFY OPERATIONS
- Multi-location inventory, transfers, reorder triggers
- Matrixify bulk catalog operations (imports, exports, field-level updates)
- Product taxonomy, collections, variants, metafields
- Order processing, fulfillment workflows, 3PL coordination
- Shopify Payments, tax, shipping profiles
- Returns and refund workflows
- App stack: Klaviyo, Tidio, PushOwl,
2. ZAPIER AUTOMATION
- Cross-platform workflow architecture (Shopify, ClickUp, HubSpot, Slack, QuickBooks)
- Branch logic for wholesale vs DTC vs internal orders
- Auto-retry error handling and exception alerting
- Documentation built into every Zap
3. QUICKBOOKS BOOKKEEPING (ProAdvisor Level 2 certified)
- Chart of Accounts design aligned with Shopify revenue structure
- Bank and Shopify Payments reconciliation
- COGS analysis by product type
- Monthly close cadence
- Series A diligence prep
4. EXECUTIVE OPERATIONS
- Inbox Zero protocols
- Calendar management across US, UK, AU time zones
- SOP creation
- Investor reporting cadence
- Board pack preparation
REAL CLIENT OUTCOMES (Vora Back Offices)
- DTC skincare brand: built and launched a full Shopify store in 12 days. Saved client thousands vs agency quote. First sale in 4 hours of going live.
- DTC home goods brand: built a 3-way Zapier order pipeline (Shopify → ClickUp + HubSpot + Slack). Running 6 months with zero errors. Eliminated 100% of manual order entry. Multiple hours per week reclaimed.
- DTC fitness brand: cleaned 18 months of QuickBooks chaos in 30 days. Recovered thousands in CPA fees. Month-end close from 5 days to 1 day.
- Multiple founder engagements: 10+ hours per week reclaimed via Inbox Zero and calendar discipline. Investor response time from 24 hours to 2 hours. Client intake collapsed 12 manual touchpoints into a single trigger.
TOOLS I LIVE IN
Shopify Admin, Matrixify, Zapier, QuickBooks Online, HubSpot, ClickUp, Slack, Klaviyo, Tidio, PushOwl, Excel (Power Query, Pivot Tables), Power BI, SAP.
CERTIFICATIONS
- QuickBooks Online ProAdvisor (Level 2)
- HubSpot Marketing & Sales Hub
- Google Prompting Essentials (AI)
- Zapier Expert Workflow Automation
- Shopify Theme Development Fundamentals
INFRASTRUCTURE
Cape Town, South Africa. Fibre 50 Mbps+. UPS 4+ hours. Private home office. I cover US ET/PT, UK GMT, and AU AEDT with 4 to 6 hours of overlap any day of the week.
HOW WE START
- Option 1: Hire by the hour for ad-hoc Shopify support.
- Option 2: Book a paid 30-minute audit (fixed price). Walk away with a written 5-Lever Heat Score on your store and a 30-day fix track. Audit fee credits against any retainer started within 14 days.
- Option 3: Project-based engagement (Shopify build, QuickBooks cleanup, Zapier architecture, catalog restructure).
If you are running a DTC brand on Shopify and your back office is leaking time, accuracy, or money, send a job invite. I will reply within 4 hours during my working window.
Steps for completing your project
After purchasing the project, send requirements so Ezra can start the project.
Delivery time starts when Ezra receives requirements from you.
Ezra works on your project following the steps below.
Revisions may occur after the delivery date.
Data source audit & access setup
Metric definition & alignment