EVERYTHING YOU NEED
Built for merchants who want the truth about their numbers.
Every feature in TrueMargin exists to answer one question: are you actually making money?
REAL PROFIT
Know your real profit — on every order, every day.
Shopify shows revenue. TrueMargin shows what's left after COGS, payment fees, VAT, refunds, and ad spend. Not an estimate. The actual number, per order, live on your dashboard.
- True net profit after every deduction
- Historical COGS versioning — old orders keep their original cost
- Real payment fees from Shopify Payments or your gateway
- VAT-aware margins built for EU stores
AD SPEND
Stop spending on ads that look good but cost you money.
ROAS tells you revenue per ad euro. POAS tells you profit per ad euro. Those are very different numbers. TrueMargin shows you which campaigns are actually building your business — and which ones are quietly draining it.
- POAS = Profit ÷ Ad Spend — not just revenue per ad euro
- Marketing overview: ROAS, POAS en MER side by side
- POAS by day of week — see which days are actually profitable
- Per-campaign ROAS and POAS per platform (Facebook, Instagram, Google)
- Winners (best CTR) and Losers (high spend, low CTR) automatically ranked
- Alerts for CPC spikes, CPM spikes, and POAS below break-even
- Active ads table: spend, clicks, impressions, CTR, CPC, CPM per campaign
ORDERS & INSIGHTS
Every order. Every cost. Every margin — in one table.
Stop opening order after order in Shopify to understand what you made. TrueMargin shows every order with revenue, COGS, shipping, fees, contribution margin, and net profit — all in one paginated table. Plus charts for revenue vs net profit, orders by day of week, AOV trends, and payment method breakdown.
- Per-order breakdown: revenue, COGS, shipping, fees, CM, net profit
- Revenue vs Net Profit line chart over any date range
- Orders by day of week — spot your best and worst days
- AOV trend (weekly) with average baseline
- Payment method split: Shopify Payments, PayPal, Klarna, Bancontact, Mollie
- Fulfillment status overview: Fulfilled, Partial, Unfulfilled
- 1500 orders paginated — scroll through every single one
REFUNDS
Refunds cost more than you think. We show you exactly how much.
The refund itself is just the start. You also lose the processing fee, the COGS, and the shipping you'll never get back. TrueMargin tracks the true cost of every refund — per product, per payment provider, per week — and tells you which products to kill, watch, or scale before they bleed you dry.
- True refund cost: refund amount + processing fee + COGS + shipping lost
- Refund Health KPIs: refunded amount, orders, rate, avg lag, true cost
- Full vs Partial refunds split — count, amount, percentage
- Refunds per payment provider: Shopify Payments, Klarna, Bancontact, PayPal
- 12-week refund trend bar chart — spot patterns before they become problems
- Products to Kill / Watch: SAFE (<6%), WATCH (6-12%), KILL (>12%)
- Today's refund payouts — know what hits your account today
CUSTOMER INTELLIGENCE
Know who's keeping your business alive — and who's drifting away.
799 customers don't all behave the same. TrueMargin segments them automatically by RFM score — Recency, Frequency, and Monetary value. Your VIPs, your loyals, your at-risk, your lost. Each segment gets a verdict and a suggested action, so you know exactly where to focus your retention budget.
- RFM segmentation: VIP, Loyal, Potential loyal, New, Returning, At risk, Lost
- Avg CLV per segment — see where real value comes from
- Returning rate, avg orders/customer, repeat interval
- Top 10 customers by revenue with masked emails (privacy-first)
- Customer segments donut: New vs Returning breakdown
- Suggested action per segment: reward, re-engage, win-back, onboard
- Export RFM data via CSV
P&L & REPORTING
Month-end in minutes. Not hours.
A full P&L statement, filterable by date, with a what-if simulator to model price or cost changes. Export to Excel in one click — ready for your accountant.
- Monthly P&L per kolom: Jan, Feb, Mar — met Δ vs vorige periode
- Revenue, COGS, expenses, earnings before taxes, net profit margin
- What-If Simulator: schuifregelaars voor prijs, COGS, ad spend, volume
- Zie live wat een kostwijziging doet met je netto winst
- Export CSV — Excel-ready, klaar voor je boekhouder
- Filterable op Today, 7d, 30d, Q1–Q4, This year, Last year
COST MANAGEMENT
All your product costs. One screen. Synced to Shopify.
Stop switching between Shopify and spreadsheets to manage your costs. TrueMargin gives you one table for every variant — COGS, shipping, price, VAT rate, suggested selling price, contribution margin, and break-even ROAS. Change a cost and it updates everywhere, instantly.
- Edit COGS and shipping per variant in one table
- Suggested selling price based on your target margin
- Contribution margin and BE-ROAS visible per variant
- VAT rate bulk-assignable across all variants
- Changes sync back to Shopify automatically
- Import via CSV or edit inline — your choice
OVERHEAD & CUSTOM COSTS
Every subscription, invoice, and fixed cost — in your profit number.
Your Shopify plan, Klaviyo, your accountant, office costs — these are real business costs that eat your margin every month. TrueMargin lets you add them once, choose the frequency, and they're automatically factored into every P&L and profit calculation.
- Add overhead by name: Shopify plan, agency, tools, rent, VA
- Choose frequency: monthly, quarterly, yearly, or one-time
- Automatically pro-rated across your daily profit calculations
- Toggle overhead on/off to see margin with and without fixed costs
- Visible in your P&L report and daily net profit
EXPENSES
Every euro out — in one place.
Most merchants know their revenue. Few know their total cost structure. TrueMargin tracks every expense category — COGS, ad spend, fulfillment, processing fees, refunds, and your own overhead costs like rent, staff, and subscriptions. Add them once, filter by period, and see exactly where your money goes.
- Add overhead costs: monthly, quarterly, yearly, or one-time
- Donut chart breakdown across every expense category
- Ad spend by platform — Meta, and more
- Processing fees per payment provider — Shopify Payments, PayPal, Klarna, Bancontact, Mollie
- Custom costs: handling fees, fulfillment, label costs
- All expenses in one filterable report — no spreadsheet needed
GEBRUIKSGEMAK
Open. See. Decide.
No spreadsheets. No copy-pasting. No switching between Shopify, Meta Ads, and Excel just to answer one question.
Open TrueMargin, pick your date range — everything is already there.
Your P&L, your margins, your refund health, your ad performance.
One screen. Thirty seconds. Done.
Auto-sync
Shopify orders, refunds, and fees come in automatically
No Excel
Live dashboard replaces every spreadsheet
No tab-switching
Ads and profit in one place
30 seconds
The answer is ready before your coffee