Cedar & Coast
Catch stock, campaign, and finance problems across every store in one queue.
Orders, stock, ads, email, and finance stay in their current tools. The team gets one clear list of problems to fix.
Example business
- Stores
- 3 storefronts
- Team check
- Twice a day
- Orders stay in
- Shopify
Realistic example, not a client claim. The company name, team size, people, and records are fictional.
How it works
The new workflow, step by step
See what moves between tools, what stays private, and what happens when something fails.
- 01
Store activity
Orders, refunds, products, and stock changes arrive with the correct store attached.
- Shopify
- 02
Marketing activity
Ad spend and email performance are matched to the right products and dates.
- Google Ads
- Klaviyo
- 03
Problem queue
Rules flag low stock, failed fulfilment, and unusual sales or campaign changes, then assign an owner.
- PostgreSQL
- 04
Fix and record
The operator records the fix once. Slack and finance receive the same final update.
- Slack
- QuickBooks
What was going wrong
The tools worked. The process between them did not.
Orders, ads, email, and stock lived in separate tools. When sales changed, the team had to compare tabs and spreadsheets to learn whether the cause was a campaign, tracking, fulfilment, or stock problem.
The team checked low stock separately from the campaigns still spending money on those products.
Finance received exports with orders and refunds that did not always match.
Slack alerts showed a problem but did not say who owned it or whether it was fixed.
A typical request
What happens from start to finish.
- 01
Operations lead
Opens an alert showing ad spend rising on a product with only two days of stock left.
The system shows the campaigns, product, current stock, and recent order rate together.
- 02
Inventory manager
Adds the incoming purchase order and pauses the affected campaign.
The problem stays open until the new stock actually arrives.
- 03
Finance operator
Reviews the day’s orders and refunds before sending them to QuickBooks.
Matched records are ready to send. Anything that does not match stays visible for review.
Rules and safeguards
Rules your team no longer has to remember.
- Every record keeps the correct store and currency.
- Opening an alert does not mark the problem as fixed.
- Unmatched refunds and duplicate orders cannot enter the finance export.
- Every rule change records who made it and when it started.
What gets easier
- 1
The daily review starts with problems that need action, not a tour of dashboards.
- 2
Every alert has an owner, the relevant data, and a clear fixed or open status.
- 3
Finance receives checked records instead of a raw export.
Connected tools
- Shopify
- Google Ads
- Klaviyo
- Slack
- QuickBooks
- PostgreSQL
Try the workflow
Try the reporting hub yourself.
Open a fictional Acme workspace and try the main actions yourself. Nothing you change is saved.