A record before month-end.
Supported sources record activity as it happens. Add the work your team handles outside those tools, and keep agreed deliverables beside completed tasks.
Ecommerce agencies
Tell the store’s story beyond the ad accounts.
Another month of screenshots from the store, ad accounts, and email tool should not take another day to assemble. Bring those results beside the merchandising and campaign work, then send one report under your agency’s name.
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Explore an illustrative report from Fieldwork Commerce for Alder Home.
October 1–31, 2026Alder Home
Illustrative dataMore starts. A smaller share completed.
Completed orders divided by checkout starts in each month.
checkout completion
September50.0%
625 orders / 1,250 startsOctober48.0%
720 orders / 1,500 startsCompletion fell 2 percentage points. The extra orders came alongside more checkout starts, not a better completion rate.
The store, viewed as one business
Net product sales from the store export. This total is independent of the separate sales that advertising platforms might claim.
net product sales · USDOctober 1–31, 2026
Jul
Aug
Sep
Oct
Store sales grew faster than media spend. Review that blended result alongside the margin and repeat-order figures before increasing the budget.
How Monthwrap helps
Your team does the work.
Your client sees it.
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One count for the same lead.
Match repeat contacts by phone or email within a 30-day window, then record which leads became booked work.
Your brand and your approval.
Choose the widgets, use optional AI chat for a draft, and review every section. Approve the report, send its link, and see when the client opens it.
The question behind the numbers
More people started checkout. Why did a smaller share finish?
The ecommerce example shows sales growth alongside a lower checkout completion rate. It gives the agency a reason to review delivery information and the basket experience before recommending more traffic or another discount.
Show the work between the click and the order.
Product pages, creative, catalog fixes and checkout changes all shape the customer’s experience. Give that work room in the monthly alongside orders and sales.
Start with the store total
State how orders, refunds, discounts, tax and shipping are treated. Keep the store’s sales figure distinct from the sales attributed by advertising and email platforms.
Make the buying experience visible
Pair completed work with the measures it was meant to affect. Bring prepared checkout totals or other custom numbers into the report when they add useful context.
Connect the plan to the catalog
Ask for the stock, photography or product information the next test needs. Make the client’s contribution as clear as the agency’s next deliverable.
Start with the right sources
Your store, media, and email numbers.
Connect your store with read access and add the advertising and email accounts you manage. The example’s collection and checkout views use prepared illustrative figures. Recorded order value from an email platform is not necessarily email-attributed revenue.
Explore all connection options
Shopify
Orders, sales and supported store activity through the store’s own app credentials and read access.
Available
WooCommerce
Orders and sales through a read-only API key and secret for the client’s HTTPS store.
Available
Klaviyo
Supported email events, recorded orders and order value through a private API key with the required read access.
Available
Google Ads
Advertising spend and reported conversions. General Connect through Google with access to the client’s account.
AvailableBring the store’s month into one report.
Use the sample for ideas. Shape your report around the client and the work you do.
Set the store’s reporting rules
Agree on the sales definition, currency, date range and treatment of refunds. Use the same basis when comparing one month with another.
Add the missing context
Connect the available store and marketing sources. Prepare dated numeric totals for checkout or other measures that need to come from a file, and record the work your team completed.
Write the next commercial decision
Choose the charts and report sections, explain the change and list the next actions. Review the report with the store’s definitions in mind before sharing it.
Complete sample report
Read the report Fieldwork CommerceAlder Home
Results, completed work, the next plan, and the source notes behind the figures.
Before you start
Ecommerce reporting questions.
Can I report on Shopify and WooCommerce clients?
Both have credential-based connection routes. Shopify uses the store’s own app credentials; WooCommerce uses a read-only API key and secret. Check the connection guide for the access required by each client’s store.
Does the example’s sales-to-spend ratio mean advertising ROAS?
The example’s blended ratio compares total store sales with media spend. It includes sales from returning customers and other channels. Channel ROAS needs that platform’s attribution definition, and neither ratio is a measure of profit.
Can I include checkout results or other store-specific measures?
Yes, as your own dated numeric results when you have the source figures. Prepare named columns in a CSV or Excel file, review the import and choose the numbers in the report builder. Explain the definition and source beside the chart.
Working with a different kind of client?
In your agency’s voice
A monthly with
your perspective.
Start with your client’s numbers. Add the work, the explanation, and the next step.
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