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How it worksSources → Signals → Context → Your AI → Outcomes

Your data /
put to work.

Trim Tab reads every channel you sell on, adds the context only your team has, and hands it to the AI assistant you already use. What comes back is insight for people, actions you approve, and a loop that gets sharper every week.

Connected sources

Where your data already lives.

Amazon Vendor / Seller Central1P · 3P
Shopify
TikTok Shop
Walmart
Ad platformsAmazon · Google · Meta · TikTok
Email & SMS
Finance & COGS
Reviews

Signals

What we read from every source.

Sales & orders
Traffic & conversion
Ad spendROAS · TACoS
Search rank & share of voice
Content & listing health
Inventory & POs
Price & Buy Box
Ratings & reviews
Margin
AI search visibilityRufus · ChatGPT shopping

Business context

What makes the answers yours, not a generic read of the market.

Only your team has this
Goals & targets
Promo & retail calendar
Competitors
Category dynamics
Customer personas
Brand voice
Your playbooks & SOPs

Your AI core

Plugs into the assistant the business already uses. No new tool to learn.

AI CORE
Your AI.
Claudeor
ChatGPTyour choice

Connected through MCP and data connectors, so it reads your signals and context directly.

Outcomes

Three things come back, not two.

05 · AFor people

Insights

  • Auto-built WBRs
  • Root-cause analysis of sales
  • Anomaly & share-shift alerts
  • Forecasts
05 · BHuman in the loop

Actions with approval

  • Bid & budget changes
  • Listing & content fixes
  • Restock & PO recommendations
  • Price & promo moves
StatusWaiting for your approval
05 · CEvery week

Learning loop

  • Results of each insight and action are recorded
  • They feed back into your business context
  • So next week’s read starts sharper
Feeds back to 03 · Business context
Every connection drawn as a path. Hover any box to trace it.
Your view / built to spec

We all see data /
differently.

So we build it to your specs.

The same numbers, drawn the way your team reads fastest. Here are the twenty views ecommerce teams ask for most, each ready for your dashboards, reports and weekly review.

Demo data
Your colours Pick a palette, or your own brand colour. Every chart redraws in it.
01Comparison

Bar / column

$92k Amazon $64k Shopify $41k Walmart $33k TikTok $22k Target $12k Other
Revenue by channel, side by side. The fastest way to see who's carrying the month.
02Comparison

Grouped bar

Q1 Q2 Q3 Q4 2026 2025
Two or more sub-groups per category: this year against last, quarter by quarter.
03Comparison

Stacked bar

Jun Jul Aug Sep Oct
New Returning Subscription
Parts of a whole inside each bar: who placed the orders, month by month.
04Comparison

Bullet graph

Revenue $466k Margin 31% Conv. 4.8%
One metric against its target and the poor-to-good range. Dense, honest, scannable.
05Comparison

Waterfall

$412.6 Sep +38.2 Orders +9.4 Basket −6.1 Price +12.3 Conv. $466.4 Oct Axis starts at $380k
How September became October: each driver adds or takes away, step by step.
06Trends

Line

Plan Wk 1 Wk 12
Continuous change over time, with the plan drawn in so the gap is obvious.
07Trends

Area

Wk 1 68k sessions
A line with weight. Use it when the volume matters as much as the direction.
08Trends

Stacked area

Wk 1 Wk 12
Amazon Shopify TikTok Shop
The total and its mix over time, so you see growth and where it came from.
09Trends

Sparkline

Revenue $466k +13% Orders 9,812 +9% ROAS 4.2× −3%
A trend in a word's space, tucked into tables and KPI cards.
10Composition

Pie

Amazon 44% Shopify 26% Walmart 18% Other 12%
Share of the whole, best with five slices or fewer.
11Composition

Donut

$466k October Wet food 52% Dry food 23% Treats 15% Litter 10%
A pie with room in the middle for the total or a second KPI.
12Composition

Treemap

Wet food 38% Dry food 27% Treats 18% Litter 10% Toys 7%
Nested rectangles sized by sales. Whole catalogues at a glance.
13Composition

Funnel

Sessions 100% Product view 62% Add to cart 18% Checkout 9.5% Purchase 6.1%
Each step from visit to purchase, so the biggest drop-off stands out.
14Distribution

Scatter plot

Conversion Price →
Two measures, one dot per product, to reveal a relationship or a cluster.
15Distribution

Bubble

ROAS 2.5× floor Spend →
A scatter with a third measure in the bubble size: spend, return and sales at once.
16Distribution

Histogram

Median $42 $0 $50 $100
How order values spread, binned, so bundle and free-shipping thresholds are easy to set.
17Distribution

Heatmap

Mon Tue Wed Thu Fri Sat Sun 0h 6h 12h 18h
Colour intensity across a grid: when shoppers buy, so ads and emails land on time.
18Distribution

Box plot

Amazon Shopify Walmart TikTok Days to deliver
Median, middle half and outliers in one shape: spread, not just averages.
19Geo & summary

Geo / choropleth

AK ME VT NH WA ID MT ND MN IL WI MI NY RI MA OR NV WY SD IA IN OH PA NJ CT CA UT CO NE MO KY WV VA MD DE AZ NM KS AR TN NC SC DC OK LA MS AL GA HI TX FL
LowHigh sales
Sales by region, coloured by intensity. Plan stock and spend where demand lives.
20Geo & summary

KPI scorecard

Net revenue · October $466.4k +13.0%vs September
93.3% of $500k target12 days left
One bold number, its change and its target. Built for the five-second read.

Not seeing your view? Describe how your team likes to read the numbers, and we'll build it on your data.

Tell us your spec
Bring last month's numbers↗