Goals & Forecasting

Ecommerce forecasting that turns goals into monthly targets

Set your annual goals and StoreHero builds seasonally adjusted, month-by-month benchmarks, then flags the moment you drift off course.

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Set Your Primary Goals

Complete the fields below - we've added some suggested values for you

Starting month

Target Annual Net Sales £

Cost Of Goods %

Operating Expenses £

Target Net Profit £

New Customers %

Cost of Goods 33.16% - £961,640.00
Operating Expenses 14.84% - £430,500.01
Marketing Spend 37.15% - £1.1M
Target Net Profit 14.84% - £430,500.01

Calculating your forecast…

Goals

EditingEdit a value and locked rows recalculate.Add metricAdd monthImport

Target	Total	Sep 26	Oct 26	Nov 26	Dec 26
Net Sales %100% allocated	100%	7.00%	8.00%	11.00%	13.00%
COGS %	33.16%	33.16%	33.16%	33.16%	33.16%
Net Sales	£3,600,000	£252,000	£288,000	£396,000	£468,000
AOV	£48.00	£48.00	£48.00	£48.00	£48.00
Marketing Spend	£1,725,740	£120,802	£138,059	£189,831	£224,346
Contribution Margin	£680,500	£47,635	£54,440	£74,855	£88,465
Operational Expenses	£430,500	£35,875	£35,875	£35,875	£35,875
Net Profit	£250,000	£11,760	£18,565	£38,980	£52,590
MER	2.09	2.09	2.09	2.09	2.09
New Customer Net Sales	£1,031,040	£72,173	£82,483	£113,414	£134,035
Orders	75,000	5,250	6,000	8,250	9,750

Net Sales % allocates 100%CancelSave draftFinish

Goal performanceSeptember · day 28 of 30 · vs target

Net Sales£244,600 ↗ 9%4% ahead of target

Net Profit£10,115 ↘ 6%8% behind target

Marketing Spend£110,500 ↗ 12%2% ahead of target

MER2.21 ↘ 3%6% ahead of target

£300K£200K£100K£0

1 Sep8 Sep15 Sep22 Sep30 Sep

Net sales, month to dateTarget paceForecast £262.1K

Pacing, September
Goal	Target	Forecast	Status
Contribution Margin	£47.6K	£46.7K	Off track2% behind
COGS %	33.16%	37.00%	Off track12% behind
Orders	5,250	5,672	On track8% ahead
New Customer Net Sales	£72.2K	£69.4K	Off track4% behind

Easily adjusted

Type your annual net sales, costs and target profit. StoreHero splits them into seasonally adjusted monthly targets and shows the marketing spend that is left: £2.9M of net sales leaves £1.1M in the example.

Change a number and the split updates as you type
Seasonally adjusted month-by-month targets
The marketing spend your goals allow

Set Your Primary Goals

Complete the fields below - we've added some suggested values for you

Starting month

Target Annual Net Sales £

Cost Of Goods %

Operating Expenses £

Target Net Profit £

New Customers %

Cost of Goods 33.16% - £961,640.00
Operating Expenses 14.84% - £430,500.01
Marketing Spend 37.15% - £1.1M
Target Net Profit 14.84% - £430,500.01

Compare progress against target at a glance on your dashboard

Every goal sits on your dashboard with its actual, its target and how far ahead or behind you are. Green and red pills show where each metric stands every day, so the team sees a slip while there is still time to act. In the example, net sales are 4% ahead of target, but blended CAC is 18% behind and contribution margin 6% behind: the next move is cheaper acquisition, not more spend.

Actual, target and vs target for every metric
Green and red pacing on every goal, every day
Targets for net sales, contribution margin, MER and blended CAC

Net Sales$184.3KTarget $177.2K · Forecast $190.1K4% ahead of target100% of target
Contribution Margin$52.1KTarget $55.4K · Forecast $53.0K6% behind target94% of target
Marketing Spend$46.1KTarget $48.5K · Forecast $47.6K5% ahead of target95% of target
MER4.00Target 3.65 · Forecast 3.9910% ahead of target100% of target
Blended CAC$38.20Target $32.37 · Forecast $37.1018% behind target85% of target
New Customers1,206Target 1,340 · Forecast 1,25110% behind target90% of target

Give your AI agents superpowers

Connect the StoreHero MCP and your agent in Claude or ChatGPT knows your goals and targets. Every recommendation is trained against the exact outcome you want to achieve, not a generic benchmark. Ask what to change to hit this month's contribution margin target, and the answer names the discount code and the campaign to change.

Your goals and targets in every answer from Claude or ChatGPT
Recommendations measured against the target you set
Ready-made agents and skills in the AI Skills Library

Browse the AI Skills Library

Claude or ChatGPTStoreHero connected

What should I change to hit this month's contribution margin target?

You are 6% behind this month's contribution margin target, with net sales 4% ahead. Closing the gap means protecting margin, not adding sales:

Discount code AUTUMN15Used on 28% of orders · −$5 margin per order

End the code

Meta · ProspectingSpend +22% · new-customer CPA above target

Cap spend

Google · Brand searchMER 5.1 · best margin per order

Hold budget

Want me to check the plan against next month's targets too?

Yes, check next monthFrom live Shopify, ad platform, cost and target data

Before and after

“We need 3.4 ROAS like last year.” That is a hope, not a plan.

Most brands set a yearly number, split it across the months in a spreadsheet, and find out they are behind after the month has gone.

Without StoreHero

Annual targets split evenly across the year, ignoring seasonality
Goals in one spreadsheet, costs in another
Comparing against last month instead of against target
Finding out you missed the month after it ends

With StoreHero

Seasonally adjusted monthly benchmarks built from your annual goals
Green and red pacing on net sales and contribution margin, every day
An AI forecast with a profit-driven path to the goal
One set of targets that keeps the whole team aligned on the next move

Customers

1,000+ brands run on StoreHero profit data

StoreHero has been a massive help growing 5X over the last year - I can scale advertising spend knowing that we're still profitable on new customer orders.
Sean LeddinFounder, Fíor Jewellery
Read the story: Fíor Jewellery
StoreHero has given us the clarity we needed to scale confidently. Working with Ad Punch, we’ve been able to make faster, more informed decisions about our marketing spend while maintaining strong profitability.
Jennie HaireCo-founder, Gigi Supplements
Read the story: Gigi Supplements
We were less confident when scaling as we couldn’t see the full profitability picture for Danny. Now we have a clear roadmap for profitable growth and can see exactly how each decision impacts our bottom line.
Paudie NolanDirector, Bearhouse Media
Read the story: Bearhouse Media

How to get started

Set up goals and forecasting in three steps

Start with a 7-day free trial. StoreHero builds your monthly targets as soon as you enter your annual goals.

StoreHeroProfit analytics

Install

2Your goalsNet sales£3.6MNet profit£250K

3This weekNet sales4% aheadNet profit4% behindWeekly progress

01
Install from the Shopify App Store
Install StoreHero, connect Meta Ads, Google Ads, TikTok Ads, Klaviyo and more, and add your product, packing, shipping, transaction and fulfilment costs.
- Not on Shopify? Create an account
Set your goals
Enter your annual net sales, costs and target profit. StoreHero turns them into seasonally adjusted monthly targets.
Get your forecast and weekly progress
See where the year is heading against each target, and how far ahead or behind you are every week, on your dashboard or from your AI agent.

Turn your goals into a plan you can track.

Start a free trial of StoreHero, enter your annual goals and get seasonally adjusted monthly targets with daily pacing.

Start free trial Book a demo

7-day free trial
Seasonally adjusted monthly targets
Works with Claude and ChatGPT