Shopify is one of the most popular e-commerce platforms in the world, with over 4.5 million active stores in 2025. While the tool is powerful for creating and managing an online store, many e-retailers still encounter difficulties in two key aspects: the management of their cash flow and monitoring their sales.
So, how do you optimize your Shopify business to not only sell... but also Manage your business effectively ?

The financial challenges of Shopify e-retailers

• 💸 Fragile cash flow : payment deadlines, Stripe/Shopify Payments fees, refunds, and customer returns can create cash flow tensions.
• 📊 Fragmented vision : many e-retailers juggle Shopify, PayPal, Stripe and their bank account, without a consolidated view.
• ⏱ Lack of time : managing marketing, orders, customer support and finance quickly becomes a headache.

👉 Result: decisions taken “blindly”, with the risk of finding yourself in difficulty despite a good turnover.

How to better manage your cash flow on Shopify?

1. Follow your flows in real time

Don't be limited to Shopify reports. It is essential to aggregate sales, fees, payments and charges to know your net cash flow.

2. Anticipate fixed and variable expenses

Advertising (Meta Ads, Google Ads, TikTok), logistics and bank fees must be integrated into your financial management.

3. Automate reporting

Using connectors (Zapier, Make) or a centralizing cockpit allows you to avoid manual exports and to have a clear vision at all times.

4. Linking sales and cash flow

Smart tracking isn't limited to sales. It is necessary to analyze the real profitability by product, by channel and by customer.

How to better track your sales with Shopify?

1. Use a connected CRM

Shopify collects customer data, but a CRM (HubSpot, Pipedrive, Zoho) makes it possible to better analyze the journey and loyalty.

2. Follow the right KPIs

Beyond turnover, it is crucial to monitor:

• Conversion rate,
• Medium basket,
• Customer acquisition cost (CAC),
• Customer lifetime value (LTV).

3. Personalize the customer experience

Thanks to CRM + email marketing integrations (Klaviyo, Mailchimp), you can segment your customers and improve retention.

4. Centralize sales + finance data

An online merchant is more efficient when they can cross their Shopify sales with their cash and expenses in one place.

Klark: the cockpit that complements Shopify

Shopify is powerful at selling. But for manage your business, you need a cockpit that centralizes all the key data.
👉 With Klark, you can:

• 🔗 Connect your Shopify to your bank accounts and payment solutions,
• 📊 Follow your cash flow in real time beyond simple turnover,
• 🧾 Manage your invoices, quotes and contracts,
• 🎁 Take advantage of exclusive perks on more than 400 SaaS useful to e-retailers (CRM, marketing automation, logistics tools).

In plain language: Shopify helps you sell, Klark helps you manage.

Conclusion

In 2025, the difference between a successful online merchant and another often lies in their cash flow and sales management. Shopify is an excellent sales platform, but its limits quickly become apparent when it comes to global management.
👉 The solution: complete Shopify with a Cockpit like Klark that gives a clear and actionable vision of your business.

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