Documents

Current media buying directives for Canopy — Meta, Amazon, and Google campaign-level instructions, budget pacing, and performance feedback.

Four-quarter performance breakdown of all 45 active flows — revenue, conversion rates, open rates, and trend signals for Q2 2025 through Q1 2026.

Formal creative and campaign brief for Canopy — brand voice, audience definitions, seasonal calendar, and channel strategy reference.

Response to Katelyn's dashboard feature requests — what's built, what's planned, and what's out of scope with rationale.

Live P&L, COGS & BOM, cash flow, G&A, inventory, and labor — wired to DuckDB data via Nikita's QB exports. Trend vs. Target framework.

Per-SKU true margin: Gross - BOM - Discounts - Shipping - Fees. 198 SKUs across Shopify + Faire. Sortable, filterable, CSV export. Shopify avg: 51.3%.

Grow targets vs. DTC industry benchmarks across all 22 KPIs — six departments, with Green / Yellow / Red health ratings.

Cross-validation between DuckDB, Shopify Analytics, and QuickBooks — revenue bridges, gap analysis, and confirmed reconciliation status.

Marketing Efficiency Ratio analysis — MER trends, anomaly audit, channel attribution, and 2026 target framework.

Master data health report — every source field, Green/Yellow/Red quality rating, drift %, and verification status.

Per-fragrance scorecard — revenue, margin, reorder rate, trend, and composite health score across the full product catalog.

Deep-dive on customer reorder behavior — cohort LTV, reorder windows, fragrance loyalty, and gateway product analysis.

Six-tab forecast model — Spring, Summer, Fall, Holiday, Classics, and Packs. Full revenue and unit projections by collection.

Turnaround strategy deck — exposure gap analysis, channel-level action plans, pricing levers, and the path from $3.8M to $5.0M run-rate.

Independent validation of the forecast engine — backtest accuracy, bias analysis, confidence intervals, and Dave's quality-gate sign-off.

Strategic analysis queue, open decisions, GRP design spec, and datahub development roadmap.

ShipStation vs. PirateShip carrier assessment — $81K annualized savings opportunity, rate comparison, and implementation plan.