Build a weekly executive summary
A weekly executive summary in Ignyte IQ is a Report with a consistent set of sections — top-line, channel mix, retention, and supporting context — that can be regenerated each week without rebuilding the layout.
Sections to include
Section titled “Sections to include”| Section | Metric group | What it shows |
|---|---|---|
| 1. Top-line performance | Brand metrics by date | Revenue, orders, AOV, blended ROAS over the week |
| 2. DTC trend | DTC metrics by date | Shopify sales trend + top products |
| 3. Marketplace trend | Amazon metrics by date (if connected) | Amazon sales trend + top ASINs |
| 4. Paid media efficiency | Store Ad Spend | Spend + ROAS per platform |
| 5. Retention signal | Subscription MRR / Repurchase rate | Recurring revenue health |
| 6. Supporting context | GA4 UTM report | Traffic and conversion by channel |
Reports work best at 3–7 sections. If a section doesn’t reliably tell the audience something, drop it.
Step-by-step
Section titled “Step-by-step”-
Open Reports. Navigate to More → Reports and click Create new report.
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Name and date-range it. Use a consistent name (e.g. “Weekly Exec Summary”). Set the report’s default date range to Last 7 days with Previous Period comparison so it auto-refreshes weekly.
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Add the top-line section first. Choose the Brand metrics by date metric group. Add Revenue, Orders, AOV, Blended ROAS as the section’s metrics.
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Add channel-specific sections. For each connected channel (DTC, Marketplace), add a section using that channel’s metric group. Set the breakdown to by Date for trend, or by Product for top items.
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Add the paid-media section. Use Store Ad Spend metric group. Show spend and ROAS per platform.
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Add a retention section. Use the subscription or repurchase metric group appropriate for your workspace.
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Lock the section order. Top-line first, then channel breakdowns, then supporting context. Keep this order stable week over week.
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Save and verify. Reload the report. Confirm every section renders. Adjust any sections returning “No data” — typically the underlying datasource isn’t connected.
Sharing the report
Section titled “Sharing the report”Reports can be exported per section (data) or shared by URL within the workspace. External delivery (email, PDF) typically requires exporting to CSV and assembling externally.
- Duplicate, don’t rebuild. When a new brand needs the same report, duplicate the template and only change the workspace-specific bits.
- Keep titles consistent. Use a pattern like “Top-line performance (trend)”, “Paid media efficiency (by platform)” so readers learn the layout.
- Avoid section creep. If you add a temporary section (a promo recap), put it in a predictable position and remove it after.
For ordering details, see Section ordering for exec-ready layouts.