d2c-mae

Project Overview

本月

Manager-only view · 一眼看所有项目

Monthly Sales (RM)

—

This Month HKD

—

ROAS

—

New Customers

—

LTV Total (HKD)

—

Total Customers

—

ALTV (RM)

—

CPNA (RM)

—

Total Orders

—

New / Repeat

— / —

Overview

Sales Dashboard

Ads Manager

Sales Trend

Sales — New vs Repeat (HKD)

By Month · Blue = New · Purple = Repeat

Core Metrics

Alert

Funnel Rates

Engaged Rate

—

new_contacts → engaged

Pending Rate

—

engaged → pending

Payment Rate

—

pending → payment

Closing Rate

—

new_contacts → purchase

Messenger Response Time

—

avg_response · avg of period

Ad Creative Performance

Based on Cycle Date

Video 留存率

Ad Perf Log

—

Publish + Spent≥70 / Total scripts

Video 开单率

Ad Perf Log

—

帯动成交>0 / Total this period

图片开单率

Photo Ad Log

—

META成交>0 / Total this period

Trend Charts

Sales (RM)

7-day daily sales

Funnel Trend

New / Engaged / Pending / Purchase

Closing Rate

Purchase ÷ Pending · Target ≥ 70%

Cost Per Message (RM)

Ads Spent ÷ (New Total Msg + Repeat Total Msg) · 7 days

Cost Per New Contact (RM)

Ads Spent ÷ (New New Msg + Repeat New Msg) · 7 days

Daily Sales Performance

Daily Sales (RM) + ESOM Forecast

Solid = actual · Dashed = projected month total

ESOM: calculating...

Handler	New	Reply Rate	Closing	Response	Status
按左下角 Sync Data 载入

Date	A · Ads	B · Cmts	C · New	D · Rep	E · New RM	F · Rep RM	G · NMsg	H · NNMsg	I · CPM	J · CPNC	K · ROAS	L · Accum	M · ESOM	N · DAvg
按左下角 Sync Data 载入（订单来自 Sales_Log，广告来自 Daily_Report）

Date	Phone	Ad	Symptom	Duration	Severity	Closed	Remark
No call records — sync to display

Team Performance

本月 KPI 总分 + 任务 + Ticket

请先在 Settings 添加员工账号

Customer Segments

Segment Distribution

Auto-classified by purchase history

Recurring Active Rate

—

回复或购买 ÷ Recurring总人数

Monthly Churn Rate

—

新增Churn ÷ 月初Recurring

Testimonial Conv. Rate

—

目标 ≥ 10% · 从Sheet读取

Referral Conv. Rate

—

目标 ≥ 10% · 从Sheet读取

Extract Segment List

勾选多个 segment，导出 Phone | Email | Segment

Exclude last days

勾选 segment 后点 Extract

Advocacy Tracker

Referral Tracker

Advocacy顾客列表 · 标记完成状态

Invited

—

Done

—

Pending

—

Conv. Rate

—

Entry Package Cohort Analysis

Entry Package Cohort

Repurchase rate and LTV by entry package

Entry Package	Count	Avg Rep	2nd Rate	3rd Rate	Avg LTV (HKD)
按左下角 Sync Data 载入（需要 Sales_Log 有「第一次买几盒」那一栏）

Retention + ALTV

Retention Rate

每一年的新客，隔年有没有回来买

Sync to calculate

ALTV : CPNA Ratio

CPNA YTD (RM)

—

Ratio

—

ALTV (RM)

—

Target: ≥ 3x · ALTV = Prior year new customers retained this year · CPNA = (AdsPaid+SST+WHT) ÷ New customers YTD

Total Customers—

Retention Customers—

LTV Total (RM)—

#	Phone	MAE ID	消费次数	总消费 (RM)	首购日期	最近购买	间隔天数	状态
按左下角 Sync Data 载入

Use Sales Handler SOP or Content Creator SOP in sidebar

Use sidebar Playbook section

设定中心

加项目、开帐号、开关功能、改参数都在这里。存好后全团队共用。

Month Result

Performance Summary

Monthly Performance Summary

Ads Paid ROAS vs Ads Fee ROAS · SST 8% + WH Tax

Month	Sales (RM)	Ads Paid	SST (8%)	WHT (8%)	Total Fee	ROAS	New Cust.	CPNA (RM)
按左下角 Sync Data 载入（销售来自 Sales_Log，广告费来自 Ads_Paid）

Ads Paid Transactions

From Ads_Paid Sheet · Team entries

Date	Bank	Ads Account	Paid (RM)	WHT	Total Fee
按左下角 Sync Data 载入（需要 Ads_Paid 分页：date · Paid (RM) · FINAL）

Sales Handler SOP

按 Sync Data 载入

按 Sync Data 载入 —— 内容是在你自己 Sheet 的 SOP_Settings 分页编辑的

Content Creator SOP

Section names must start with CC-

按 Sync Data 载入

按 Sync Data 载入 —— 内容是在你自己 Sheet 的 SOP_Settings 分页编辑的

推荐佣金 · Referral

合作方名单带来的订单 · 佣金结算

正在加载订单数据...

Ad Audit · 广告审查

当月在跑广告 · KEEP / KILL / OBSERVE 判断

正在加载广告数据...

P&L · Profit & Loss

月度盈亏报表

正在加载 P&L 数据...

AI 分析助手 Sonnet 4.5

问 dashboard 数据 — 月度趋势 / 新客复购 / ROAS 异常

快捷问题：

嗨 Wilson，问什么？

数据来自当前同步好的 dashboard · 最近 12 个月 + 当月每日

加载 Warren 数据中…

功能目录

所有项目共用的功能。你决定要不要，数据由你的 Sheet 提供。

订单来源 · 本月下单资料

这个月的单从哪来：官网 / 广告 / 推荐 / 未标注。资料直接读 Sales_Log。

正在读订单资料...