AgentSales & profitability

Sales & profit snapshot

How the business is tracking month-to-date vs last year and vs target — with the three things worth looking at next.

Works with
ClaudeChatGPTAny MCP-compatible AI tool
Requires
StoreHero MCPShopify
Get the prompt
Example chat in Claude. You ask: "Run the Sales & profit snapshot agent for month to date". Claude reads your StoreHero data and answers: Contribution margin is up 8% on last year, month to date. Week 3 dipped when discounting rose. It adds an interactive example chart, Weekly contribution margin vs last year, with example data you can switch below.
Weekly contribution margin vs last yearExample

Example, Contribution margin: $83.5k month to date, +8% vs last year

  • W1: $18.2k (last year $16.9k)
  • W2: $21.4k (last year $19.0k)
  • W3: $19.8k (last year $20.5k)
  • W4: $24.1k (last year $21.2k)

Dashed line: last year

Week 1: $18.2k vs $16.9k last year.

The prompt

How to run it

Paste it into a new chat in Claude or ChatGPT and you get the answer straight away.

Use the StoreHero MCP to do the following analysis. Always anchor the answer in real StoreHero data, not platform-reported metrics.

Give me a sales and profitability snapshot for month-to-date vs the same period last year. Use the StoreHero store overview to pull net sales, contribution margin, MER, marketing spend, gross profit per order, AOV, and order volume. Compare directionally vs LY and vs target where targets exist. Use the Spend Advisor tool to surface the most useful next areas to explore. Explain why each key metric has moved — pull the underlying drivers from the store overview (new vs repeat customer mix, channel shifts, AOV change, margin compression). Then end with a clear "3 things to look at next" list.

At the bottom of your answer, render an inline visual summary in the chat: KPI cards for Net Sales, Contribution Margin, MER, and Marketing Spend (each showing current value, vs LY %, and vs target traffic-light status), plus a line chart of net sales and contribution margin over the period. Place text commentary alongside the visuals, not below.

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How to use a skill

New to skills? It takes three steps and a few minutes: connect StoreHero once, copy a skill into Claude or ChatGPT, and ask.

  1. Connect StoreHero to Claude or ChatGPTAdd the StoreHero MCP connector once. It works with Claude, ChatGPT and any other tool that supports MCP. Setup guide
  2. Pick a prompt and copy it into ClaudeOpen one, press Copy prompt (or download the file) and paste it into a new chat.
  3. AskIt pulls your live StoreHero data and gives you the analysis in minutes. Ask follow-up questions in the same chat.

Run every prompt on your own numbers.

Connect your store to StoreHero and the whole library works on your live profit data.