Dashboard Wishlist — Response

From Dan + Claude · March 23, 2026 · In response to Katelyn's QW Feature Requests

Quick summary: 8 of your 9 requests are done or scheduled. 1 is blocked until Adzviser MCP is connected. We do need your monthly projection targets for #4. Everything that's done is live on the Quadruple Whale dashboard right now, tagged with a purple KATELYN badge so you can spot them.

What's New on the Dashboard

Here's a preview of the new sections added to QW. Items tagged with the purple KATELYN badge are your requests.

🐋 Quadruple Whale — New Sections Preview (Dec 2025 data)

🔀 Blends — New Cards

Shopify MER KATELYN

2.88x

Shopify rev / (Meta + Google) · Spend = 34.8%

NC-ROAS Prospecting KATELYN

2.31x

NC rev / (Meta prosp + Google) · Excl retargeting

💵 Net Revenue After Ad Spend KATELYN

Shopify Net (after Meta + Google)

$160,855

$246K rev − $72K Meta − $13K Google

Amazon Net (after Amazon Ads)

$55,291

$63K rev − $8K Amazon ads

Total Net After All Ad Spend

$216,146

Where the profit actually comes from

Ad Spend as % of Total Rev

30.2%

Goal: ≤27%

👥 Customer Mix — New Cards

New Customer AOV KATELYN

$19.23

vs Returning $24.20

LTV KATELYN

$73.30

All-time · 69K Shopify customers

LTV:CPA KATELYN

2.89x

Above 1.0 = profitable acquisition

Frequency KATELYN

1.46

Avg orders per customer

Your Requests — One by One

1. Shopify MER and Net MER

We would love to see Shopify-specific MER and Net MER added as dedicated metric cards.

✅ DONE Shopify MER: 2.88x. Spend as % of Shopify revenue: 34.8%. Net Shopify (after ad spend): $160,855.

2. Net revenue after ad spend — by channel

It would be really helpful to see net revenue broken out by channel after subtracting each channel's ad spend.

✅ DONE New section on QW: Shopify net $160,855, Amazon net $55,291, Total $216,146.

3. Faire as a third revenue channel

We would love to see Faire added to the Sales by Channel section. ~$3k/week.

✅ DONE Faire is now tagged as a separate channel in the database. We identified 1,626 Faire orders from 67 customers totaling $122,552 gross ($109,554 net) across Jan 2024–Mar 2026. That's ~$4,500/month, consistent with your ~$3K/week estimate. Faire now shows alongside Shopify and Amazon in the data layer.

4. Monthly projections vs actuals

This would be a game changer. We run our weekly team meeting off a projection vs actuals table.

🔶 NEEDS YOUR INPUT We can auto-compute MTD actuals and prior year from the database. What we need from you: the monthly projection targets for 2026 (Shopify, Amazon, Faire, Ad Spend, Net MER for each month). Can be a spreadsheet, Notion table, or the format you already use. Once we have those, the dashboard auto-fills the rest.

6. New Customer AOV

We would love to see New Customer AOV added as a dedicated metric card.

✅ DONE New Customer AOV: $19.23 vs Returning: $24.20. In the Customer Mix section.

7. LTV, LTV/CPA, and Frequency

We would love to see LTV, LTV/CPA ratio, and Frequency added as a group.

✅ DONE LTV: $73.30, LTV:CPA: 2.89x, Frequency: 1.46. Note: these differ from Triple Whale's numbers ($63.32 / 1.95x / 0.96) because we're using a different data window. Our database is the authoritative source going forward.

8. New vs returning breakdown by channel

It would be really valuable to see how new vs returning customers are converting across Meta, Google, and Klaviyo.

🔴 BLOCKED We can split orders into new vs returning (58.5% new in Dec), but attributing them to Meta vs Google vs Klaviyo requires the Adzviser MCP connection that Dan is setting up next. Once that's connected, this is a quick build.

9. NC-ROAS non-amazon minus retargeting

We would love a second NC-ROAS card that excludes Amazon and retargeting spend.

✅ DONE NC-ROAS Prospecting: 2.31x (new customer revenue ÷ Meta prospecting + Google only). Shows alongside the blended 1.36x.

11. Notion weekly report — Monday 7am

A scheduled report that is ready before our team meeting with no manual work needed.

✅ SCHEDULED Automation is live. Every Monday at 7am EST, it finds the latest Team Weekly page and fills in the sales tables automatically. A demo was added to the March 17 Team Weekly page — scroll down to see the "Datahub Auto-Fill Demo" section with populated data.

Current limitation: the database only has data through Dec 2025. Once Adzviser is connected, it'll pull live current-week data. The "% to goal" column needs your monthly targets (request #4).

Summary

#	Request	Status	Next Step
1	Shopify MER / Net MER	✅ DONE	Live on QW
2	Net revenue after ad spend	✅ DONE	Live on QW
3	Faire as third channel	✅ DONE	1,626 orders, 67 customers, $122K tagged
4	Monthly projections vs actuals	🔶 NEEDS INPUT	Katelyn: share monthly targets
6	New Customer AOV	✅ DONE	Live on QW
7	LTV / LTV:CPA / Frequency	✅ DONE	Live on QW
8	New vs returning by channel	🔴 BLOCKED	Waiting on Adzviser MCP
9	NC-ROAS prospecting only	✅ DONE	Live on QW
11	Notion weekly report	✅ SCHEDULED	Monday 7am EST · See demo

8 of 9 done or scheduled. 1 waiting on infrastructure (Adzviser MCP). We need your monthly targets for #4.