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Peak Season Post-Mortem Template for Shopify

Enter your numbers for the same period both years; the template works out conversion, order value, margin, discount cost and more, and keeps your fix list.

  • This year vs last year, calculated for you
  • The eight Shopify reports to pull
  • A fix list grouped by when to act

Excel workbook

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What is inside

3 parts, ready to use

  1. Scorecard

    Ten numbers in, nine measures out: conversion, order value, revenue per session, discount cost, margin, new-customer share, returns and ad efficiency, with the change on last year.

  2. Reports to pull

    The Shopify reports that answer "did it make money, which offers worked, where did the funnel leak" — with a column for each finding.

  3. Fix list

    Fix now, build before next peak, or decide: each item with an owner, a date and a status.

Preview

Five questions it answers

Compare the same days in both years, Thanksgiving to Cyber Monday or your own peak, so the numbers mean something.

  1. Did it make money?
  2. Which offers worked?
  3. Where did the funnel leak?
  4. Which channels paid?
  5. Did the new customers come back?

How to use it

Pull the reports for the same period in both years, enter the totals on the Scorecard sheet, and the template calculates the rest. Note what each report tells you on the second sheet, then turn the findings into the fix list. Check returns again in January, once holiday returns have landed.

The template accompanies your BFCM 2026 post-mortem, which explains each report and the questions to ask of it. If the fix list is longer than your team can manage before next peak, talk to our team.

Who it is for

Who gets the most from it

  • Shopify brands reviewing Black Friday and the holiday season
  • Founders and finance leads judging whether peak was profitable
  • Marketing and ecommerce teams planning next year

Peak Season Post-Mortem Template for Shopify

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