Define your metrics
Specify net sales, discounts, refunded orders, order date, return date, currencies and wholesale channel treatment.
Resolve duplicate transactions
A Faire order mirrored into Shopify must not be counted twice.
Track data freshness
Show whether metrics are current, delayed, estimated or incomplete.
Make exceptions actionable
A spike in return reasons should connect to SKUs, orders and owners—not just a red chart.
Putting the guidance into practice
Start by documenting the process and defining what counts as a successful, reversible and auditable result. Agree on permissions, decision ownership and operational metrics before activating the workflow.
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