truefold
Dashboards

Six dashboards, populated before you open them.

Overview, Acquisition & Media, Profit, Customers, Products and Email, built against your own data overnight and grouped by the conversations your team actually has. Ask for another in plain English and it joins them.

Figures throughout come from a sample store modelled on real brand patterns. The gaps they illustrate are real; the sizes will be different on yours.

What arrives

Six dashboards, and who opens each one.

Most reporting tools section themselves by where the data came from: a Meta page, a Google page, a Klaviyo page, a store page. That's the four-versions problem rebuilt inside one product: four tabs, four definitions, four answers to the same question. Truefold groups by the conversation the numbers are for instead, so the argument about whose number is right happens on one dashboard, on purpose, rather than everywhere at once.

  • Overview

    everyone, daily, about five seconds

    Growth, profit, efficiency, and where the money went, at total level. No tabs: the moment a glance has tabs it becomes a fourth place you have to go and look.

  • Acquisition & Media

    channel managers daily, the director weekly

    Efficiency · By channel · Platforms & campaigns · Attribution reality

  • Profit

    monthly, for whoever assembles the number

    P&L · Cost structure · Discounting · Margin by channel · What's measured, what's assumed

  • Customers

    monthly to quarterly

    The base today · Cohorts & retention · Acquisition quality · Repeat behaviour

    It isn't a daily dashboard and doesn't pretend to be.

  • Products

    weekly to monthly

    Margin by product · Mix & basket · Returns & risk

  • Email

    weekly

    Campaigns and flows kept apart, because a blended email number is the average of two different things.

Six is the whole list, and it's meant to be. Every prebuilt surface is one more thing we have to keep honest, so the seventh is the one you ask for. It's built from the same metrics and sits beside the rest.

One of them, in detail

The tab order is the order of your Monday meeting.

Most weekly marketing meetings run the same way. Five minutes on the top line. Then each channel owner takes their turn and answers the same three questions: what worked, what didn't, what they think is going on. Then somebody decides where next month's budget goes. The numbers are meant to be ready beforehand, and usually someone is still assembling them while the first person is talking.

Acquisition & Media is built in that order.

  1. the top line

    Efficiency

    Is the engine working, blended? Efficiency after discounts, acquisition cost, spend and revenue, each against the previous period. Blended on purpose: this tab is the five minutes before anyone gets specific.

  2. the round

    By channel

    Who's carrying, who's dragging, and where the budget should move. Efficiency and contribution margin for the same channel, side by side, one attributed and one not.

  3. the detail

    Platforms & campaigns

    Where a manager actually operates, and what they'll be asked about: campaign-level performance, spend by platform, where budget is capping delivery.

  4. the argument

    Attribution reality

    The one every meeting has and nobody wins. The platforms claim more conversions than Shopify credits them, and the channel split doesn't explain all the revenue. Both figures are on the tab. Truefold shows the disagreement rather than picking a side and asking you to trust it over the platforms.

It's ready before the meeting because it's ready every morning. Nobody assembles it, and nobody is still assembling it at ten past.

Making your own

The seventh one, you ask for.

Describe what you want and Truefold builds it: tabs, panels, filters wired across all of them. It draws on the same library the six are built from, so a panel you asked for and a panel that shipped mean the same thing by revenue.

What it won't do is invent a number to satisfy the request. If the ask is ambiguous it asks. Some things can't be answered at all. Ask for a site conversion rate and nothing in the four sources counts sessions, so it tells you that, and what it would need to answer it.

In practice

“A weekly view for the paid team: efficiency after discounts, contribution margin by channel, and where spend is capped by budget.”

You get the tabs, the panels, and one channel filter driving all three.

Change it by asking.Ask for one edit and you get one edit. Truefold compares the result against what you had and puts back anything you didn't mention: a panel that came back different, a chart that quietly went missing, a tab label that was set and came back empty. We watched that last one happen during an unrelated edit. Every save is a version with a name on it, and you can read what changed and roll back to any of them.

Rename a dashboard, rewrite its description, move panels. None of it needs anyone's help.

Requested change
Add margin by product type to this tab.
What was written
  • Kept
    Added panel: Contribution Margin Pct × Product Type
  • Reverted
    Tab renamed "Paid weekly" → "Overview" (not requested)
  • Reverted
    Panel removed: Budget Constrained Spend Share (not requested)
Version history
  • v4You · just now
  • v3You · Tuesday
  • v2Sam · last week
When you want more than the chart

Every chart is one click from the question it raises.

There's no drill-down menu and no filter maze. Select a panel, open it in chat, and it arrives with its context already loaded: the metric, the date range, the filters that were applied. Nothing to retype, nothing to rebuild.

From there it's a workbench rather than a search box. Ask why the line moved. Cut it another way. Chart it against last month. Keep what's worth keeping. The same works from a Signal: anything that tells you something changed opens into the place you can find out why.

A good dashboard's job is to make you ask a question. Most tools stop exactly there.

How chat works

Why you can quote it

A panel that can't be honest doesn't get built.

Panels are built on tested data models. When something underneath breaks, Signals raises it before the chart carries on rendering as though nothing happened. Broken charts are the easy problem, though. The hard one is a chart that renders perfectly and quietly means something other than its title.

It refuses what it can't answer.

Ask for net profit by channel and you don't get one. Rent isn't caused by paid search, and splitting it by revenue makes a channel look worse in the month it sold more. Contribution margin by channel takes the slot instead. That's the honest answer to the question underneath.

A metric that changes meaning when you slice it changes name.

Blended efficiency split by channel stops being blended. It has quietly become channel ROAS, which is a weaker number and a different one. So the panel is labelled channel ROAS, not efficiency.

None of this makes a dashboard prettier. It makes it quotable, which matters when the number goes in front of somebody who will ask where it came from.

Getting it out of the app

The chart you paste into the deck is already right.

Dashboards are shared inside your organisation, with roles deciding who can change one and who can only read it. Roles are enforced in the database, not hidden in the interface. There are no public links. Your numbers don't leave the company because somebody forwarded a URL.

Export a whole dashboard to PDF, a single panel to PDF, or a panel's figures to CSV. Most weeks nobody exports anything. They screenshot the chart straight into the slide, which is fine. Truefold doesn't build your deck. It makes sure the chart you paste and the chart your paid manager pastes came from the same definition, so nobody spends the meeting reconciling them.

  • Read-only on every source.

    Truefold pulls; it never writes. Nothing in your store, your ad accounts or your flows changes because you connected us.

  • Isolated, and minimised on the way in.

    One BigQuery dataset per organisation, used by nobody else. Customer names, email addresses, phone numbers and shipping addresses are dropped before anything is written.

  • The definitions are yours to adjust.

    Rename metrics to your team's language, correct anything that doesn't match how you run the business. Version-controlled, with a name against every change. We don't train AI on your business data.

See the six against your own numbers.

Sign in to Shopify, Meta Ads and Google Ads, paste a Klaviyo key. All six are populated by the next morning, on your own numbers.