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Everything you need to know about Ecom Forward, from first setup to advanced ops. Start with a search, or browse by category.
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Your first 30 minutes in Ecom Forward
The fastest path from a fresh account to same-day clarity. Connect, configure, invite, and set a first goal, all in under half an hour.
Getting started
Your first 30 minutes. Set up, connect, invite.
Your first 30 minutes in Ecom Forward
The fastest path from signup to same-day clarity. Connect, configure, invite, and set a first goal, all in under half an hour.
Finding your way around (the menu)
A quick map of the sidebar so you always know where to find things, and a reminder that you can just ask Ford.
Connecting your Shopify store
Step-by-step: linking Shopify, understanding the permissions, and what happens after you click Connect.
Backfilling your history
Connecting Shopify pulls fresh data, but your past has to be pulled in once with the Backfill button. Here's how, and how far back you can go.
Inviting teammates and choosing roles
Unlimited seats, system roles (Owner / Admin / Member / Viewer), and custom roles you can limit to specific tabs and specific stores.
Command Center & Ford
Your cockpit home and your AI co-founder.
Your Command Center
The cockpit home you start every day on, live numbers, your monthly objective, what needs attention, and Ford in the middle, ready to talk.
Meet Ford, your AI co-founder
What Ford is, what he can do, and the one rule that makes him trustworthy: he reads your real numbers and never invents a figure.
Your AI team, hire and run your specialist agents
Ford runs a team of specialist AI agents, creative, support, email, listings, CRO and research. Hire the ones you want, set what each is allowed to do, and everything they make comes to you to approve.
Brand files, let your AI team read your brand docs
Upload your brand guide, product sheets, or anything that explains your brand, and every AI agent reads it as context, so their work matches your brand by default.
Content, your team's debriefs & notes
The Content tab is your team's written record: Ford's daily board-meeting debrief and any critical notes you ask him to keep, all in one place.
Talking to Ford, voice, chat, Slack & Telegram
Three ways to reach Ford from anywhere in the app, plus voice and connecting him to Slack or Telegram. And yes, asking for help is free.
Create ad images with your AI team (Ad Studio)
Iris, your creative agent, renders finished static ads from your real products, brand colors and reviews. Give her a task, review, then browse and download them all in the Ad Studio.
Your visual brand kit & winning creatives
Set your colors, fonts, logo and style rules once, and every ad your team makes is on-brand by default. Plus: feed in ads that have worked, and your team learns the pattern.
Ford's alerts, what he watches for you
Ford watches your numbers around the clock and tells you the moment something needs a decision, in the dashboard, by email, or by phone. Pick a preset, then fine-tune every alert.
Dashboard & daily use
The daily ritual that keeps you in command.
Your daily Dashboard
Revenue, profit, goal pacing, signals, and live today, all on one screen. How to use it every morning.
The daily morning digest email
A 4-line morning briefing in your inbox at 7 AM UTC. Yesterday's numbers, one priority watch, and a link back to the dashboard.
The mobile peek view (/today)
A phone-first view for on-the-go checks. Revenue, one priority watch, goal progress, all in a single tap.
VAT, revenue and Contribution Profit
Why your revenue excludes VAT by default, why that makes it read lower than Shopify, what Contribution Profit means, and how to switch it.
Performance & data
Editing, aggregating, and trusting your numbers.
Understanding the Performance tab
The daily table where your business actually lives. Day-by-day P&L with click-to-edit cells, toggleable columns, and margin-based row coloring.
Editing daily entries
Three ways to edit a daily entry: ghost cells, row modal, or the entry drawer. When to use each.
Multi-currency handling
How Ecom Forward handles cross-currency businesses: per-store currencies, per-field source currencies, ECB rates, and the conversion log.
The Conversion funnel
Your Shopify storefront funnel, sessions to added-to-cart to checkout to purchase, and a true conversion rate that matches Shopify.
Custom metrics & customizable views
Add CPA and break-even ROAS, build your own metric formulas (like CAC), and show or hide tiles so every screen shows the numbers you actually watch.
Products
Analytics, catalog, COGS, inventory.
Customers & reports
RFM, cohorts, reviews, support, chargebacks, reports.
Customer analytics: RFM, cohorts, LTV
How to use RFM segmentation, cohort analysis, and LTV to understand your customer base beyond averages.
Reviews & reputation
Connect Judge.me, Loox, or Yotpo to see your true average score, watch new reviews, and get alerted the moment a bad one lands.
Support health (Gorgias & Zendesk)
Connect Gorgias or Zendesk to see ticket volume, tickets-per-order, resolution time, and CSAT as operating intelligence, not another inbox.
Reports, cohorts, discounts, returns & custom
Seven deep reports beyond the dashboard: cohort retention, discounts, payment gateways, returns, subscription churn, customers at risk, and your own custom reports.
Financials
P&L, cash flow, balance sheet, goals, expenses.
Reading your Profit & Loss
The auto-generated P&L: revenue, COGS, ad spend, operating expenses, net profit. Plus the % of Revenue column and how to read it.
Ecommerce unit economics: MER, POAS, break-even ROAS
The four numbers that separate a hobby from a business. Learn what they mean, how to read them, and when each matters.
Cash Flow tab, payouts, runway, forecast
Actual bank deposits from Shopify Payments, a 13-week projected forecast, and a runway widget that tells you when money gets tight.
Balance Sheet tab
Auto-derived assets (cash, inventory, pending payouts), liabilities, and retained earnings. Pick any as-of date.
Goals & forecast
Set monthly targets, track live pacing toward them, and project where the month will land, by linear pace and year-over-year shape.
Chargebacks & disputes
Track your chargeback count, your rate against the ~1% threshold that can suspend card processing, money at risk, and your win rate.
Marketing
Ad platforms, Klaviyo, and Google Analytics.
Cross-channel marketing overview
One unified view of Meta, Google, TikTok, Pinterest, Snapchat, and Klaviyo. Total ad spend, blended ROAS, channel comparison.
Connecting ad platforms
Step-by-step for Meta, Google Ads, TikTok, Pinterest, and Snapchat. Two flows: OAuth (click a button) or long-lived token paste.
Connecting Klaviyo
Paste a Klaviyo Private API Key, and Ecom Forward syncs your email and SMS campaigns, flows, and revenue attribution nightly.
Google Analytics (GA4)
Connect GA4 for a traffic-and-attribution deep dive, channel mix, funnel, top products and landing pages, plus why GA4 reads lower than Shopify on purpose.
Viral Hooks, find the angles working in your niche
Ford finds the hooks and angles going viral in your niche right now, from real TikToks, Reels, Pinterest pins, YouTube videos and live ads, each linked to the post it came from. For your organic content and your paid ads.
Social channels, tell Ford where your brand posts
Add your Instagram, TikTok, YouTube, Facebook, Pinterest and Snapchat handles in store settings so Ford tailors content and ad ideas to the platforms you actually use.
Ops & team
Tasks, AI Listings, tools, team roles, audit.
Tasks and the kanban board
Built-in task board with custom columns. Drag tasks, assign teammates, create from signals. Plus a list view if kanban isn't your thing.
AI Listings, generating product content
Generate Shopify-ready product titles + descriptions using Claude. Build templates, upload batches, review, push.
The Audit Log
Every destructive change, stamped with user + timestamp + diff. Essential for governance, investor due diligence, and debugging team work.
Tools, quick profit calculators
Five built-in calculators for fast what-if math, shop profit, break-even ROAS, product profitability, pricing, and dropshipping, without leaving the app.
Account & billing
Subscription, data, privacy, deletion.
Your subscription: trial, upgrading, canceling
How the 7-day trial works, changing plans, canceling, and what happens after.
AI usage, allowances & top-ups
Every plan includes a monthly amount of AI. See your usage on the Account page, buy a one-time top-up if you need more, or connect your own Anthropic key.
Data export, privacy, and account deletion
GDPR Article 20 data export, how your data is isolated, and how to delete your account with a 30-day grace period.
Notifications and settings
Daily digest, monthly recap, signal alerts, reporting currency, dark/light appearance, and how to tune every knob in one place.
Troubleshooting
Common issues and their fixes.
Still need help?
Can't find what you're looking for, or hit a specific bug? Email us, we respond within 24 hours on every plan.
Email info@ecomforward.ioFleet customers get direct founder access + same-day priority.