Financial Hearbeat
Filter Block
Three filters that control the scope of the entire report.
Current Period
A dynamic date filter that defines the window you want to analyze. The default is this month to today — for example, all days in March up to today's date.
Available range options include:
| Option | Description | | -------------------------------------- | --------------------------------------------------------------- | |
This month / today| All days from the 1st of the current month through today | |Yesterday| The previous full day | |In the past…| Rolling window: past N days, weeks, quarters, hours, or minutes | |Hours / Weekdays / Months / Quarters| Granularity options for intra-period views | |Custom| Manually define a start and end date |Compare Period
Defines the reference window used for benchmarking. The default is previous month (same date range, one month prior). Options include:
| Option | Example use case | | -------------------------------- | ------------------------------------------------ | |
Previous month| Compare March performance against February | |Previous week| Compare the past 7 days against the prior 7 days | |Previous year| Year-over-year comparison for the same period | |Previous week of previous year| Combine both for cross-year weekly benchmarking |Channel
Filter data by sales channel. All three are selected by default:
| Channel | Description | | --------------- | --------------------------------------- | | Amazon | Amazon marketplace | | DTC | Direct-to-consumer storefront (Shopify) | | TikTok Shop | TikTok social commerce |
KPI Tile Block
Eight metric tiles showing aggregated values for the current period with a % change indicator versus the comparison period.
Reading a KPI tile
Each tile shows the total value for the selected period. Below it, a colored indicator reflects performance versus the comparison period:
| Indicator | Meaning | | ---------- | ------------------------------------------------------- | | 🟢 Green % | Current period is higher than the comparison period | | 🔴 Red % | Current period is lower than the comparison period |
Transactional metrics Tiles 1–4
Sourced from the transactional data source.
| KPI | Definition | | ----------------------- | ---------------------------------------- | | Net Revenue | Total net revenue for the current period | | Orders | Total number of orders placed | | Average Order Value |
Net Revenue ÷ Orders| | Gross Profit | Revenue minus cost of goods sold |Marketing metrics Tiles 5–8
Sourced from the Smart Model Source.
| KPI | Definition | | ----------------------- | ------------------------------------- | | Direct Advertising | Total direct ad spend for the period | | ROAS |
Net Revenue ÷ Direct Advertising| | Marketing Expenses | Total marketing costs for the period | | Contribution Profit | Gross Profit minus marketing expenses |
Cross-Channel Daily Breakdown Table
A day-by-day view of performance for the current and comparison periods, with static totals on the right.
Column groups
| Group | Columns | Notes | | --------------------- | ----------------------------------------------------- | ------------------------------------------------------ | | Current Period | Net Revenue, Orders, AOV, Gross Profit, % Net Revenue | Reflects the selected current period | | Comparison Period | Net Revenue, Orders, AOV, Gross Profit, % Net Revenue | Reflects the selected comparison period | | Total | Net Revenue, Orders, AOV, Gross Profit, % Net Revenue | Row-level totals — static, always visible on the right |