A powerful Google Sheet for D2C operators and marketers that shows you what ad platforms won't: whether you're actually making money. Setup in minutes.
A powerful Google Sheet based Toolkit for D2C operators and marketers that shows you what ad platforms won't: whether you're actually making money. Setup in less than 10 minutes.
Includes:
Plug-and-play Google Sheet Financial Toolkit for D2C brands
Quick setup guide for easy Shopify export and import.
Preloaded sample data for immediate testing.
BONUS: 5-day Finance 101 course • Beyond ROAS book chapters
How It Works

1. Easy Export/Import from Shopify
You'll see exactly what you need to export.

2. Watch Quick Start Videos
Short videos with full instructions to get you up and running in minutes.

3. See Actual Profit
Start seeing your actual daily profit and key margins. Not just ROAS.
Not Another SaaS Tool 🚫

Google Sheets Based for Simplicity
Some of the best operators make 8 figure decisions using Google Sheets. Google Sheets is reliable as you don't have to worry about integrations breaking or numbers not lining up.

Easy Setup
Takes less than 10 minutes to setup. Short video tutorials show you exactly what to export from your online store and how.

Accurate Profitability Data
Have you ever used Lifetimely, By the Numbers or other SaaS tools and been frustrated that the numbers didn't match with Shopify? This Google Sheets tracker uses data exported from Shopify and will always match your true profitability.

One-time $7 Payment
No ongoing subscription! $7 one time payment gets you the Toolkit PLUS access to exclusive Move the Needle Community resources.
What You Get:
Plug and play profit tracking tested with 7-9 figure D2C brands and designed by a CFO. Turns marketing metrics into profit decisions in minutes.
What It Does For You:
Set targets based on profit, not ROAS.
Segment by new, repeat or all customers
Check overall business health with four key margins
Easy export/import from Shopify or automate with 3rd party tools.
Also comes with the BONUS resources shown below.

What You get
Plug-and-play toolkit for margins, CAC, contribution profit, and LTV - refined with CFO feedback.
Audit before onboarding (spot waste, set expectations).
Set KPI targets by contribution profit & CAC payback (not ROAS)
CFO-friendly outputs you can take into strategy calls.

5 Day Finance 101 Email Course
Get foundational finance concepts delivered to your inbox.
Covering Unit Economics, P&L fluency, Pricing, and more.

Beyond ROAS Book Sample
Paradigm shifting chapters from the Beyond ROAS book
Includes full D2C Metrics glossary and 8-figure brand transformation case study

Marketing <> Finance Assessment
Anonymous assessment to identify where you are in marketing <> finance alignment.
Get insight into WHERE you can focus to up-level.

Not for you if:
Profit doesn't matter and you have an unlimited media budget
You'd prefer an expensive SaaS tool or complex dashboard vs a simple, Google Sheets based solution
You'd prefer to close your eyes and hope that you're driving profit without really knowing
You're perfectly happy using metrics like ROAS as your KPIs

Perfect for you if:
You're a D2C Operator. Agency Owner or Growth Strategist
You’re an experienced Performance Marketer, Media Buyer, Creative Strategist, or Email/Retention Specialist
You work with $1M-$20M D2C brands and want to track profit without becoming an accountant
You value simple, effective solutions.
The only community for aligning D2C finance with marketing.
For even deeper insights into profit-led marketing.
After applying the insights in this Google Sheet and the frameworks in the Move the Needle Community, marketers are:
Getting hired in Heads of Growth Roles
Successfully raising their rates
Adding finance-led growth strategy to their services

Easy setup, no need for another SaaS tool. You can even automate the data pull if you want to.
Yes - the toolkit can work with any platform that can export the required data including WooCommerce, Big Commerce and even Magento (new/repeat data may not be available with Magento without a 3rd party tool).
What’s the catch? None. It’s $7. You’ll also get access to select spaces in our community.
10 minutes. Comes loaded with example data so you can see it in action immediately.
You’ll get an email with a link to the Toolkit and land on a page where you can access the Bonus Resources in the community.

Get The Peace Of Mind Of True Profit Tracking
100% Satisfaction Guarantee. If you're not happy, email us to request a refund. No questions asked.
Get a D2C KPIs Cheatsheet
Enter your best email to get immediate access to a D2C KPIs Cheatsheet to up-level your finance knowledge
Enter your best email to get access to 30+ metrics to up-level your D2C finance knowledge
Includes full D2C metrics cheat sheet
8-figure brand case study using the Google Sheet on this page
Anonymous Finance <> Marketing alignment quiz
5 Day Email Finance 101 Course
Sneak peak inside the Move the Needle Community
We HATE spam. Your email address is 100% secure