How do I run a mid-year audit for my boutique?
Block three hours, pull six key metrics in order (top SKUs, dead stock, customer retention rate, blended ROAS, email revenue per send, and gross margin by category), then write one action sentence per metric.
“Six metrics, six sentences. That document is your Q3 strategy.”
A mid-year audit covers six numbers that together form your entire Q3 strategy. Do them in this order for momentum — easiest first. Start with your top ten SKUs by revenue and your dead-on-arrival styles from your Shopify Sales by Product report. Then pull your returning customer rate from the Customers Over Time report. Next, calculate your blended ROAS by adding up ad spend across all platforms and dividing it into your total ad-attributed revenue. Fifth, calculate your email revenue per send from your email platform's campaign data. Finally, tackle gross margin by category using an exported spreadsheet.
Block a three-hour window on Tuesday or Wednesday — tell your team they're covering the floor. Bring your laptop, your logins, and a blank Google Sheet. For each of the six metrics, write one sentence starting with 'Based on this number I will...' and fill in your Q3 action.
Six metrics, six sentences — that document is your Q3 strategy. Don't benchmark against internet strangers; compare yourself to your own first half and your own last year. Your numbers and your history are what matter.
Listen to the full episode: Episode 26: The Mid-Year Boutique Audit: 6 Numbers to Pull Before You Plan Your July-August Strategy
More answers from this episode
- How do I calculate email revenue per send for my boutique?
- How do I calculate gross margin by product category in Shopify?
- How do I decide which vendors to stop buying from?
- How do I find my top selling products in Shopify?
- How do I identify dead stock in my boutique inventory?
- How do I track which ad platform is actually driving sales for my boutique?
Source: BoutiquePulse podcast. Last updated: 2026-06-08 · Sourcing & methodology · Corrections log