Ecommerce Profit and Finance Review

This lesson helps you: Build a DTC profit model sheet and use an order profit breakdown calculator to separate revenue, discount, COGS, fulfillment, payment fees, refund reserve, ad cost, contribution profit, and cash rhythm. Use complete order profit breakdown, contribution break-even, affordable CPA / CAC, 20-order / 6-SKU drill, field evidence status, and copyable lesson notes before trusting ROAS, offers, or scaling.

Start here if you're new to this series. Then read: "Cash Flow, Inventory, and Ad Spend Rhythm".

This lesson helps you: Define cash flow, payout, inventory coverage, and ad payment threshold, then use the Cash rhythm planner, four-week cash rhythm calendar, inventory cash and ad-spend weekly plan, cash low-point drill, cash release gate, and copyable lesson notes before scaling budget.

Best after "DTC Profit Model Basics". Then continue with "Channel Profitability and Cohort Quality".

This lesson helps you: Use a channel profit and cohort quality sheet to compare Google, Meta, SEO, email, and referral by first-order contribution profit, SKU margin, refund rate, support cost, and 30/60/90-day repeat margin, then run the Channel cohort comparator, 20/50/100-order drill, incrementality boundary, reading definition, and budget migration evidence gate to decide budget action.

Best after "Cash Flow, Inventory, and Ad Spend Rhythm". Then continue with "COGS, Shipping, Payment Fees, and Refund Costs".

This lesson helps you: Build a true order cost sheet with product cost, inbound and outbound shipping, payment fees, payout timing, refunds, restock status, reshipments, and support credits. Use a Cost stack builder to trace purchase-to-refund costs, separate gross margin, attribution, shipping margin, and post-refund contribution profit, then use the refund restock cost gate, 20-order starter sample, and 6-SKU focus set before scaling.

Best after "Channel Profitability and Cohort Quality". Then continue with "Weekly Business Review and Variance Routing".

This lesson helps you: Use a WBR variance routing table, Weekly variance router, previous action closure gate, and 30-minute decision ledger to turn revenue, gross margin, ad efficiency, inventory, refunds, and fulfillment into first evidence, one primary lead, this-week action, blocked move, next-week acceptance, and copyable lesson notes.

Best after "COGS, Shipping, Payment Fees, and Refund Costs". Then continue with "Monthly Finance Review and Decision Rules".

This lesson helps you: Use a monthly finance rulebook, Finance decision board, monthly rule council, Rule Conflict Lab, and next-month rule release gate to turn profit, cash, inventory, channel, AOV, SKU margin, offer, cohort quality, and open variances into five or fewer executable rules and copyable lesson notes.

Best after "Weekly Business Review and Variance Routing". Then continue with "Promotion, Discount, and Offer Profit Guardrails".

This lesson helps you: Build an offer profit guardrail matrix for welcome offers, free-shipping thresholds, bundles, discount codes, and sale prices. Use an Offer guardrail simulator to compare a discount code, automatic discount, and free-shipping threshold, then check checkout path, stacking rules, post-refund contribution profit, a 30-minute approval drill, and copyable promotion guardrail notes.

Best after "Monthly Finance Review and Decision Rules". Then continue with "SKU Margin and Contribution Profit Analysis".

This lesson helps you: Use a 6-target SKU drill, 20-order sampling, a SKU profit ladder, sales rank vs hero rank, field evidence status, variant ID, product set, and a SKU scale portfolio router to build a SKU contribution ladder and copyable lesson notes.

Best used as the closing lesson after "Promotion, Discount, and Offer Profit Guardrails".