Shopify Source-to-Report Reconciliation Framework

Context

Numbers in executive reports must be traceable back to Shopify source data. Differences usually come from a handful of well-known causes rather than from errors.

My Role

As Analytics Lead I established the reconciliation framework used to explain and resolve differences between source and report.

Approach

• Timing: when a transaction is captured versus when it is reported.
• Metric definition: which orders, refunds and adjustments each metric includes.
• Date anchor: which date a record is attributed to.
• Attribution: how a result is assigned to channels and campaigns.

Purpose

Improved traceability and confidence in executive reporting, with differences explained by a shared framework rather than investigated from scratch each time.