Ecommerce and D2C

One customer view across channels

Ecommerce stacks grow quickly. Storefront, payments, subscriptions, email and ad platforms all describe the same customer in different ways. We build the model that lets those numbers be compared.

Common sources

Commerce
Shopify · Stripe · Recharge
Marketing
Klaviyo · Meta Ads · Google Ads
Data layer
Snowflake · dbt · Tableau

The problem

What ecommerce teams usually notice first

The store, finance report and marketing platform can all be right in their own terms. That does not mean they can answer the same question.

  1. Customers are counted more than once

    Guest checkout, subscription accounts and email profiles often create several records for one buyer.

  2. Channel spend is hard to compare

    Each platform claims credit in its own way, so marketing decisions are made from numbers that do not share a base.

  3. Retention depends on manual exports

    Cohorts, repeat purchase and subscription health often live in ad hoc spreadsheets that are hard to repeat.

The approach

Build the customer grain first

We start by agreeing what a customer, order, subscription and return mean for your business. The reporting then reads from that shared model instead of from whichever platform was easiest to export.

Customer identity rules

The model says how records are joined, where the limits are, and which source wins when systems disagree.

Cohorts and retention

Repeat purchase, churn, subscription health and product behaviour can be measured on the same base.

Spend and revenue in one view

Paid, email and onsite activity are compared against agreed revenue and margin measures, not each platform's own answer.

What the work can include

Start with one reporting pain, then build only the data layer needed to make it reliable.

Customer model

One grain for customer, order and subscription analysis, with the rules written down.

Marketing performance

Spend, revenue and attribution inputs brought together so channel choices use the same definitions.

Trading dashboard

A small set of trading measures that explains what changed and where to look next.

What clients say

How an engagement usually starts

Choose the decision

We name the decision the reporting must support, such as stock, spend, retention or trading performance.

Agree the customer rules

Identity, order, refund and subscription definitions are written before the dashboard is designed.

Model the sources

Commerce, marketing and finance data are joined in the warehouse with tests around the key assumptions.

Hand over the repeat path

Your team gets the docs and checks needed to update the work as the channel mix changes.

Questions commerce teams ask early

Do we need perfect identity matching?

No. We need useful, stated rules and a clear view of what they can and cannot answer.

Can you work around platform attribution?

Yes. Platform attribution still has a role, but it should not be the only way the business judges spend.

Can this start with one channel or product line?

Yes. A narrow start is often better, because it proves the rules before the model grows.

Next step

Which number do you not trust?

Bring the report nobody trusts. We will tell you what is actually wrong underneath it.

Thirty minutes, straight to the problem. No deck, no pitch, and a written summary afterwards either way.