• ShopifyDemoAdd SHOPIFY_STORE_DOMAIN, SHOPIFY_CLIENT_ID and SHOPIFY_CLIENT_SECRET to go live.
• Sessions and funnelDemoDemo sessions until Shopify is connected.
• Meta adsDemoDemo spend and creatives.
• Google AdsDemoDemo spend and creatives.
• TikTok adsOffNot in the demo. Add TIKTOK_APP_ID and TIKTOK_APP_SECRET in Vercel, then click Connect TikTok in Settings.
• RechargeDemoDemo subscriber counts.
• KlaviyoDemoDemo campaign sends and email revenue.
• Ticket storageOffIn memory only, so tickets reset on each deploy. Connect a Redis store to the Vercel project to keep them.
• PasswordOffNo DASHBOARD_PASSWORD set. Fine for the demo, required before live data.

1. In dev.shopify.com, use the organisation switcher to pick the organisation that owns this demo brand's store, not another brand's. If it isn't listed, ask the store owner to invite you to it.
2. Open the Cross Street Coffee Dashboard app, or click Create app and call it that (app names can be 30 characters at most). Go to Versions, then Create version.
3. Set App URL to https://www.thatotheragency.co.uk and untick Embed app in Shopify admin.
4. Set Scopes to read_reports,read_orders,read_customers,read_products, leave Optional scopes empty, and click Release.
5. Open the app's Home, scroll down, click Install app, choose this demo brand's store and click Install.
6. Open Settings in the app and copy the Client ID and Client secret.
7. In Vercel, open the dashboard-demo project, then Settings, Environment Variables. Add SHOPIFY_STORE_DOMAIN, SHOPIFY_CLIENT_ID, SHOPIFY_CLIENT_SECRET and DASHBOARD_PASSWORD for Production, then redeploy.

If the status above says shop_not_permitted, the app and the store are in different organisations in the Dev Dashboard. If a scope is missing, add it to a new version, release it, and click Install app again.

1. In developers.facebook.com, create a Business app called Cross Street Coffee Dashboard with the Marketing API use case, and connect it to this demo brand's business portfolio. It can stay unpublished.
2. In Meta Business settings for Cross Street Coffee, open Users, then System users, and add a system user with the Employee role. Give it a different name from the app, for example Cross Street Coffee Reporting, or Meta won't save it.
3. Click Assign assets: give it the Cross Street Coffee ad account with view performance access only, and the Cross Street Coffee Dashboard app. The ads_read permission only appears once the app is assigned.
4. Click Generate new token, pick the Cross Street Coffee Dashboard app, set expiry to Never, tick only ads_read, and copy the token. Meta only shows it once.
5. In Vercel add META_ACCESS_TOKEN and META_AD_ACCOUNT_ID (the number from Ads Manager's account menu) for Production, then redeploy.

1. In console.cloud.google.com, create a project called Cross Street Coffee Dashboard, then under APIs & Services, Library, enable the Google Ads API. Use a new project rather than another brand's, so either brand's access can be removed on its own.
2. On the Google Ads API Overview page, expand Apply for next access level and apply for Explorer access. Google usually approves it automatically.
3. Under IAM & Admin, Service accounts, create one called dashboard-demo. On its Keys tab, add a key, create new key, JSON. Copy its email address.
4. In this demo brand's Google Ads, go to Admin, Access and security, click +, paste the service account email and choose Read only.
5. In Vercel add GOOGLE_ADS_SERVICE_ACCOUNT_JSON (the whole key file) and GOOGLE_ADS_CUSTOMER_ID for Production, redeploy, and delete the downloaded key file.

Google spend, conversions and conversion value count towards MER, CAC and ROAS. Ads named with script and hook tags (S07 H03) also appear in Creative performance.

1. At business-api.tiktok.com/portal, click Become a Developer. Use a company email whose domain matches the website you enter; personal email addresses are rejected.
2. Once approved, go to My Apps, Create an App. Set the advertiser redirect URL to https://www.thatotheragency.co.uk/api/tiktok/callback and tick only Ad Account Management and Reporting.
3. Once the app is approved, copy the App ID and Secret from its Basic Information page into Vercel as TIKTOK_APP_ID and TIKTOK_APP_SECRET, then redeploy.
4. Click Connect TikTok below, tick this demo brand's ad account, and confirm with the code TikTok emails.

• Sales, orders, units, new vs returning and product mix come from Shopify's own reports (ShopifyQL), so they line up with Shopify analytics.
• Net sales are after discounts and returns, before tax and shipping.
• Sessions, the funnel and conversion rate exclude bot sessions. Conversion rate is sessions that completed checkout divided by sessions.
• Channels use Shopify's traffic type and referring medium. AI Referral uses Shopify's AI agent tag plus referrer domains such as Perplexity and Claude.
• Duos, edits and collections count as bundles. Free gift lines are shown in grey so they don't read as best sellers.
• Subscription panels stay hidden until subscription orders appear in Shopify or a Recharge token is added.
• Recent ranges refresh every 15 minutes. Older ranges are cached for six hours.

In the Vercel project open Storage, add a new Redis database on the free plan, and connect it to this project. Vercel adds REDIS_URL and the next deploy keeps everything. Don't connect another brand's store: each dashboard keeps its own tickets. Until then tickets live in memory and reset on each deploy.

No plan loaded yet, so the plan bars and Pace to plan stay hidden. Send the monthly plan (net sales and orders per month) and scripts/targets_from_csv.py turns it into data/targets.json.