ProfitPeak gives every team the same source of truth, and each role uses it in a different way. Inventory teams use it to time reorders, media buyers to find profitable campaigns, CMOs to explain performance, and finance to confirm the business is actually making money. This guide covers what each role should look at, what to ask Sherpa (ProfitPeak's built-in AI analyst), and where the time and money savings show up.
How should inventory and operations teams use ProfitPeak?
You live in purchase orders, reorder calendars, and the constant balancing act between "we have too much of this" and "we're about to run out of that." The worst day is the one where you find out about a stockout from a customer complaint.
What you'll use most
Inventory Health and ABC breakdown: One view that shows how healthy each product's stock position is. It also sorts products into tiers, with A-tier being your proven winners worth reordering aggressively, and estimates what the reorder will cost. It includes Days of Cover (how many days your current stock will last at today's sales pace), so you're not juggling three spreadsheets.
Low stock alerts: A running list of products and variants at or below your stock threshold. Each one shows the SKU, price, and current stock you need to cut a PO.
Sell-through rate: How quickly a product, collection, or sale event is actually selling, shown next to the profit it's generating rather than just units sold.
Cash tied up in inventory: What your current stock is worth at cost and at retail, so you can see how much cash is sitting on the shelf and where.
Ad spend by product: Shows which products have active ad dollars behind them. This lets you catch a low-stock bestseller that's still burning budget on orders you can't fill.
What to ask Sherpa
"Show me products at risk of stocking out, grouped by tier."
"Which of my products are overstocked and losing me money?"
"What's my sell-through rate on [collection or sale] this month?"
"Which of my low-stock products still have active ad spend behind them?"
Where it pays off
Smarter reorder timing. Instead of "we usually reorder in March," you reorder based on how fast each product is really selling.
Better markdown decisions. Rather than guessing what to discount, start with the overstocked products tying up the most cash.
Less wasted ad spend. A quick check of low-stock products against active ad spend can save real budget before it's gone.
How should ecommerce managers and media buyers use ProfitPeak?
You're judged on ROAS (return on ad spend), but you already know it doesn't tell the whole story. A campaign can look great in the ad platform's own dashboard and still lose money once shipping, discounts, and product costs come out.
What you'll use most
Platform vs. attributed ROAS: The ROAS each ad platform reports, shown next to ROAS calculated by Attribution Vertex, ProfitPeak's independent attribution model. It also shows MER (marketing efficiency ratio, which is total revenue divided by total ad spend) so you can see blended efficiency across all channels.
Channel and campaign profitability: Contribution profit (what's left after variable costs like shipping, product costs, and ad spend), MER, and profit-adjusted ROAS by channel, campaign, or ad set. You can switch attribution models to see how credit changes.
Creative Performance Scores: Every ad creative scored from 0 to 100 on four stages: Hook, Watch, Click, and Convert. The scores show exactly where a weak ad loses people.
Email and SMS contribution: Revenue and profit from your Klaviyo campaigns and flows, kept separate from paid results.
Ad-level drill-down: Take any campaign number down to the individual ad or ad set when you need to explain why it moved.
What to ask Sherpa
"Which campaigns had the best contribution profit last week, not just the best ROAS?"
"Compare platform-reported ROAS to attributed ROAS for my Google campaigns this month."
"Where is my MER trending worse than the last 30 days?"
"Score my creatives. Which ones are winning on Hook vs. Convert?"
Where it pays off
Moving budget with confidence. When attributed and platform ROAS disagree, you'll see it before another week of spend goes to the wrong place.
Fixing creative faster. A Creative Score breakdown shows whether an ad has a thumb-stop problem, a retention problem, or a landing page and offer problem, so you fix the right thing.
No more double-counted sales. When Google and Meta both claim the same order, one attribution model settles it across every channel.
How should CMOs use ProfitPeak?
You don't need to live in campaign-level detail. You need one number you trust enough to take into a board meeting, and a clear answer for why it moved.
What you'll use most
True profit trend: Contribution profit and net profit (what's left after fixed costs like salaries and rent, on top of variable costs), trended over time. This is your board-ready number.
Blended efficiency trend: MER and attributed vs. platform ROAS by week, month, or quarter, giving you the high-level efficiency story for a QBR.
What changed and why: A period-over-period breakdown that shows what moved profit, whether that was orders, discounts, refunds, or ad spend. You can answer "why is profit down?" before anyone asks.
Channel mix: Where budget is going and whether it's working, by channel, in one glance.
Leadership Peaks: A clean, presentation-ready custom dashboard built from any of the above, without the operational detail your team needs day to day. See Building Peaks in ProfitPeak for how to set one up.
What to ask Sherpa
"Summarize our blended MER and net profit trend over the last quarter."
"Which channel is contributing the most to profit growth this quarter vs. last?"
"Why did contribution profit change week over week? Was it discounts, ad spend, or refunds?"
"Are we more or less profitable than 90 days ago, and what's driving the change?"
Where it pays off
Board meetings that hold up. Walk in with a net profit number that already includes ad spend and fixed costs, with no last-minute reconciling.
Budget decisions backed by data. See which lever actually moved results, so budget conversations rest on evidence instead of gut feel.
Realistic targets. Set next quarter's efficiency goals from your own trend line, not a number that just sounds good.
How should finance teams and CFOs use ProfitPeak?
This section also applies to founders who handle the finances. You're accountable for whether the business actually makes money, not just whether revenue grows. You've seen enough marketing "wins" fall apart once the real costs are counted.
What you'll use most
Product-level profitability: Every product ranked by contribution profit, with units sold, revenue, gross margin, and contribution margin. This is your real unit economics view.
Net profit: Profit after both variable and fixed costs, the most complete answer to "are we actually profitable?"
One shared P&L: A single period-over-period breakdown of orders, discounts, refunds, ad spend, and margin that finance, marketing, and ops can all agree on.
Cash tied up in inventory: Stock value by brand or product type, ready to feed into short-term cash flow planning.
Margin segmentation: How much of your revenue comes from thin-margin products versus healthy ones, instead of one blended average hiding the real picture.
What to ask Sherpa
"What's our true net profit this month after fixed costs and ad spend?"
"Which products have the best contribution margin once ad spend is factored in?"
"How much cash is tied up in inventory right now, by brand?"
"Reconcile net sales, discounts, and ad spend for this quarter vs. last, by market."
Where it pays off
One P&L instead of three spreadsheets. Finance, marketing, and ops walk into every leadership review starting from the same numbers.
Fewer cash flow surprises. You know how much cash is sitting in stock, and where, before it catches you off guard.
Stronger investor and lender conversations. You can lead with real net profit, not just revenue or a partial profit number.
How do different roles stay aligned?
Every view above draws on the same underlying data. Each team can build a custom Peak around its own priorities: stock for buying, campaigns for marketing, margin for finance. Because all of them come from one source, nobody has to argue about whose number is right. To have a view land in your inbox automatically, schedule any Sherpa prompt as a recurring email report (see Chatting with Sherpa).