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Practical WorkshopSeptember 5, 20268 min read

Turn Your E-Commerce Spreadsheet Into an AI Dashboard with Google Sheets Canvas

Your spreadsheet already has the data. Now turn it into something you can actually manage your business with.

Most e-commerce businesses have spreadsheets everywhere.

Sales reports.

Advertising reports.

Inventory sheets.

Product costs.

Marketplace fees.

Returns.

Monthly performance.

The information exists.

But opening a spreadsheet with 2,000 rows doesn’t immediately tell you:

What needs my attention today?

That’s where Google’s new Sheets Canvas becomes interesting.

Instead of treating your spreadsheet as rows and columns, you can use AI to turn the information into an interactive visual experience — a dashboard, tracker, management interface or lightweight business app — without building traditional software from scratch.

In this Practical Workshop (Day 3 of the series) we’re going to take the e-commerce profitability spreadsheet from our previous workshop and turn it into an AI-powered management dashboard.

Let’s build it.

Step 1: Start With the Business Question

Don’t begin with:

“Make my spreadsheet look nice.”

Start with:

“What decisions do I want this dashboard to help me make?”

For an e-commerce business, I would start with five:

1. Are we making money?

2. Which products are driving profit?

3. Which channels are performing best?

4. What problems need attention?

5. Where is the next growth opportunity?

Those questions should determine what appears on your dashboard.

Not the other way around.

Step 2: Prepare Your E-Commerce Data

AI can build an impressive-looking dashboard from bad data.

Unfortunately, it will still be a bad dashboard.

Before using Sheets Canvas, make sure your spreadsheet has a consistent structure.

A useful master sheet might contain:

Field Example
Month August 2026
Channel Shopify
SKU CM-100
Product Compact Coffee Machine
Units Sold 84
Revenue $18,400
COGS $8,100
Marketplace Fees $0
Payment Fees $520
Advertising $2,100
Shipping $1,300
Fulfilment $620
Returns $440
Contribution Profit $5,320
Contribution Margin 28.9%
ROAS 8.76
Inventory 126

If you sell across Shopify, Amazon, Walmart, Best Buy or other channels, keep the same structure for every channel.

Consistency is what makes the data useful.

Step 3: Add the Calculations Before Adding AI

Don’t ask AI to magically figure out your business economics every time.

Put the important formulas into the spreadsheet.

For example:

Contribution Profit

Revenue
− COGS
− Marketplace Fees
− Payment Fees
− Advertising
− Shipping
− Fulfilment
− Returns

Then:

Contribution Margin = Contribution Profit ÷ Revenue

And:

ROAS = Revenue ÷ Advertising Spend

You might also calculate:

Return Rate

Average Order Value

Inventory Weeks

Month-over-Month Growth

The spreadsheet should remain your calculation layer.

Think of Sheets Canvas as the visual and interaction layer sitting above it.

That’s an important distinction.

Step 4: Open Sheets Canvas

Now we get to the interesting part.

Open your spreadsheet and use the available Canvas experience in Google Sheets.

Instead of manually creating every chart, card and filter, describe what you want the AI to build from your spreadsheet data.

For example:

“Create an executive e-commerce profitability dashboard using this spreadsheet. Show total revenue, contribution profit, contribution margin, advertising spend and ROAS at the top. Add channel performance, top products, low-margin products, inventory risks and month-over-month performance. Make the dashboard easy for a business owner to understand.”

This is essentially vibe coding with your spreadsheet data.

You’re describing the business interface you want.

AI helps build it.

Step 5: Build Your Executive Scorecard

At the top of the dashboard, keep things simple.

I would start with six numbers:

Total Revenue

Contribution Profit

Contribution Margin

Orders

Advertising Spend

ROAS

Then add comparison indicators:

vs Last Month

and, where useful:

vs Last Year

Imagine opening your dashboard and seeing:

      Revenue: $124,500 ↑ 12.4%

      Contribution Profit: $21,800 ↑ 6.1%

      Contribution Margin: 17.5% ↓ 1.0 percentage point

Immediately, you know something important.

Sales grew faster than profit.

That’s a management question worth investigating.

Step 6: Create Your Channel Performance View

Next, ask Canvas to visualize performance by channel.

For example:

“Create a channel comparison showing revenue, contribution profit, contribution margin and advertising efficiency for Shopify, Amazon, Walmart and Best Buy.”

You might discover:

Amazon

Highest revenue.

Shopify

Highest contribution margin.

Walmart

Fastest month-over-month growth.

Best Buy

Highest average order value.

Now your question becomes:

What role should each channel play in our business?

Instead of assuming every marketplace should be managed the same way.

Step 7: Create the Most Important Comparison

Ask Canvas to create two views:

Top Products by Revenue

and

Top Products by Contribution Profit

Put them beside each other.

This may be one of the most valuable parts of the entire dashboard.

Why?

Because your best-selling product isn’t always your most profitable product.

Imagine:

Product A

Revenue: $35,000
Contribution: $2,900

Product B

Revenue: $21,000
Contribution: $5,600

Which one deserves more advertising?

Which one deserves more homepage exposure?

Which one should your sales team push?

Now you have a better question to investigate.

Step 8: Build a Management Alert Panel

This is where the dashboard starts becoming more than visualization.

Ask Canvas to create an Attention Required section.

Define rules such as:

Contribution Margin below 10% → Margin Alert

Inventory below three weeks → Stock Risk

Return rate above target → Return Alert

ROAS falls significantly → Advertising Review

High conversion + low traffic → Growth Opportunity

High revenue + low contribution → Profitability Review

Your dashboard could show:

Attention Required

Product A: Margin Alert

Contribution margin fell from 17% to 9%.

Product B: Inventory Risk

Approximately 1.8 weeks of inventory remaining.

Product C: Growth Opportunity

Strong conversion and margin but traffic is 26% below category average.

This is much more useful than staring at hundreds of spreadsheet rows.

Step 9: Add Filters

Now make the dashboard interactive.

Useful filters could include:

Month

Channel

Product

Product Category

Brand

Marketplace

Profitability Status

Imagine selecting:

Channel → Walmart

and instantly seeing only:

Revenue.

Profitability.

Top products.

Advertising.

Inventory risks.

Or select:

Brand → Brand A

and see how that brand performs across Shopify and multiple marketplaces.

This turns your spreadsheet into a management tool.

Step 10: Create a Product Detail View

Your executive dashboard tells you where the problem is.

Now create another view that helps investigate it.

Ask Canvas:

“Create a product detail view. When a product is selected, show revenue, units, contribution profit, margin, advertising, ROAS, return rate, inventory and performance by channel.”

Now imagine selecting Product A.

You discover:

Shopify margin: 27%

Amazon margin: 13%

Walmart margin: 18%

Same product.

Different economics.

That’s actionable information.

Step 11: Create a Monthly Management View

Next, create a page specifically for your monthly meeting.

Include:

What Improved?

Top positive changes.

What Declined?

Largest negative changes.

What Needs Attention?

Margin, inventory, returns and advertising alerts.

Where Are the Opportunities?

High-margin products, strong conversion and emerging growth.

What Should We Do Next?

Your management priorities.

This gives you a dashboard that supports a conversation, not just a presentation.

Step 12: Add AI Analysis Above the Dashboard

Now we go one level further.

The dashboard tells you:

what happened.

AI can help investigate:

what might matter.

Ask:

“Analyze the current dashboard and identify the five most important changes that management should investigate. For each one, show the supporting data. Separate facts from hypotheses and do not assume causation where the data does not prove it.”

This is critical.

Suppose AI finds:

Product A revenue increased 31%, but contribution margin declined from 22% to 14%.

Good.

Then it might suggest investigating:

advertising costs
discounts
marketplace fees
shipping
product cost changes.

That’s useful.

What it should not say without evidence is:

“Customers became more price-sensitive.”

AI should help identify the question.

Your business data should determine the answer.

Step 13: Ask the Question Every Business Owner Actually Wants Answered

Once the dashboard works, try:

“What needs my attention?”

Imagine receiving:

1. Product A — Profitability Risk
Revenue increased 24%, but contribution margin declined six percentage points.

2. Product B — Inventory Risk
Current inventory represents approximately 1.6 weeks of sales.

3. Product C — Growth Opportunity
Conversion and margin are above average, but traffic remains low.

4. Amazon — Advertising Review
Ad spend increased faster than contribution profit.

5. Shopify — Positive Signal
Revenue and contribution both increased while margin remained stable.

Now AI isn’t merely reporting numbers.

It’s helping you decide where to look first.

Step 14: Create Different Views for Different People

One dashboard doesn’t need to show everyone everything.

Owner / Management

Revenue, profit, risks, opportunities.

Marketing

Traffic, conversion, advertising, ROAS, product performance.

E-Commerce Manager

Channel performance, listings, inventory, returns.

Operations

Orders, inventory, fulfilment and stock risks.

This is one of the advantages of turning spreadsheet data into a lightweight application.

People can focus on the information relevant to their decisions.

Step 15: Build the Monthly Workflow

Your process can now become:

Shopify + Marketplace Data

Advertising Data

Inventory + Cost Data

Google Sheets

Calculations

Sheets Canvas Dashboard

AI Analysis

Human Review

Monthly Action Plan

The dashboard becomes the interface.

AI becomes the analysis layer.

Humans remain the decision makers.

Bonus: Create a “Monday Morning” Dashboard

You don’t have to use this only once a month.

Create a simplified operational view called:

Monday Morning

Ask it to show only:

Sales change

Profitability change

Advertising problems

Inventory risks

Unusual returns

Products gaining momentum

Products losing momentum

The goal is simple:

What deserves my attention this week?

This is where AI dashboards can become genuinely useful.

Instead of managers spending Monday morning opening five marketplaces, three advertising platforms and several spreadsheets, they start with one management view.

Then they investigate the exceptions.

Don’t Automate Everything Yet

Once you see what’s possible, it’s tempting to connect every system immediately.

Don’t.

Start manually.

Export the reports.

Clean the data.

Build the calculations.

Test the dashboard.

Compare its conclusions with what you already know about the business.

Improve the logic.

Only then decide what should be automated.

A useful rule is:

Manual → Repeatable → Reliable → Automated

Not:

Messy → AI → Automated Mess.

The Dashboard Isn’t the Product. The Decision Is.

Google Sheets Canvas makes the visual part easier.

AI makes the analysis faster.

But neither replaces good business logic.

Your dashboard still needs accurate:

Sales

Costs

Fees

Advertising

Inventory

Returns

And management still needs to ask good questions.

The real opportunity isn’t turning a spreadsheet into something prettier.

It’s turning:

Data → Information → Insight → Decision → Action

That’s what an AI-powered e-commerce dashboard should do.

Because ultimately, you don’t need another chart.

You need to know what to do next.

Not Sure Where to Start?

If your e-commerce data is spread across Shopify, marketplaces, advertising platforms and spreadsheets and you’re not sure how to turn it into a useful management system? NorthPilot Digital Agency can help.

We can help structure your e-commerce data, define the metrics that matter, build profitability and channel reporting, and explore practical AI-powered dashboards and workflows designed around the decisions your business actually needs to make.

Contact NorthPilot and let’s turn your e-commerce data into a management system you can actually use.

Need a clearer route?

Let’s connect the insight to your growth goals.

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