Frequently Asked Questions

The The CFO HQ dashboard is a hub for your e-commerce business that allows you to save time and make better, data-driven decisions.

• Link unlimited Shopify stores, Amazon storefronts, and ad accounts into your dashboard
• Easily create content (e.g, a Blog Post) using AI and publish it directly to your store
• Review key data that is unavailable in most Shopify/Amazon plans, like the profitability of a single SKU or product variant
• View overall profitability inclusive of advertising spend
• Create/send recurring reports to your team or your own inbox
• Multi-store operator? View the performance of all stores at once, or drill down to look at one specific brand

On the Home page, click Actions > Sync a Store and follow the prompts to connect your store to your dashboard.

Next, click Shopify or Amazon, then follow the prompts.

Shopify Only: Copy and paste your MyShopify URL (or Shopify Admin URL) into the first field. Add a Brand Name in the second field, which will be used for filtering and tagging your data in your dashboard:

After you click Next, you'll be directed into Shopify where you can install the app. The app is called "Boardroom". We partner with Boardroom to bring you the analytics you need to succeed. That's it! We'll start syncing your data immediately.

To disconnect a store, simply uninstall the app from your Shopify dashboard. For Amazon, inside your dashboard, go to the Integrations tab of the menu, click the 3-dot menu next to the store you'd like to disconnect, and click Remove Store.

To connect your advertising accounts to your dashboard, simply follow these steps:

• To connect an Ad Account: click Integrations in the menu > Ad Accounts > Sync New Ad Account. Alternatively, click Actions > Sync Ad Account from the Home page.
• To connect GA4, select the Google Analytics tab from the Integrations page.
• Choose what platform you would like to connect, and then follow the instructions on the form to sync your accounts.

We will begin pulling in your historical data and will also start tracking data going forward. We'll send you an email once your data finishes syncing.

To review your business performance, start by clicking "Analytics" in the main menu. From there, you'll find several powerful tools:

Each section is designed to give you quick insights while also allowing deeper analysis as needed.

From the Homepage, go to Settings → Reports or Analytics → Overview, then click "Create Report."

Complete the Create Custom Report form to configure your automated email.

You can:

• Send a one-time report or set it to deliver on a recurring schedule (daily, weekly, monthly, etc.).
• Add any number of email recipients—great for sharing insights with your team.
• Choose the Calculation Period, which determines the date range included in the report (e.g., "Last 7 Days" will pull data from the week leading up to the send date).
• Select exactly which metrics you want included.
• Set the delivery time that works best for your workflow.

Automated reports make it easy to keep stakeholders updated with key insights—no login required.

From either the Home page or the Overview page, click "Customize."

In the customization window, you can adjust your dashboard in a few ways:

• Show or hide metrics using the toggles on the left.
• Reorder metrics by clicking and dragging items on the right.
• Optionally, set the Overview page as your default login screen.

When you're finished, click Save.

That's it! Customizing your dashboard ensures you always see the metrics that matter most to you.

First, come to the Keyword Research page, found under AI Tools in the menu. Next, enter a single keyword idea that is relevant to your brand. It could simply be the name or type of product you're selling. In the example below, the keyword that was entered is "dog leash". Confirm your country and language, and click Generate.

We recommend that you look for keywords with high traffic, low ranking difficulty, and low competition. Note that we also include the estimated cost per click (CPC), in case you were considering running Google ads for any of these keywords. Note that you can also click the "star" icon to save a keyword to your favorites in the table below.

From the homepage, click the "SEO Blog Post" quick link. Fill out the form and click Generate Blog Post. Your responses to the form questions will be used to construct the AI prompt.

Your blog post will appear on the left side of the screen. To receive an SEO analysis and make updates to the newly generated article, click SEO Editor.

You will receive an SEO score and guided tips for how to optimize your post for search engines.

Edit your post with your own expertise, add images and videos, and get your SEO score as close to 100 as possible!

You can even click "Add Products" in the toolbar to insert products directly from your Shopify store. Once you're done, just click Publish to Shopify to make your blog post live on your website!

From your dashboard, click the "Product Photos" Quick Link, or navigate to SEO / AI → Create Content.

Next, either upload a product image or search for any product in your Shopify store. When you select a product, Boardroom will automatically pull in the main product image.

Choose one of our AI Templates or select Custom Prompt to write your own instructions. These prompts tell the AI how to transform the background or overall style of your photo.

You can also adjust the Padding slider to control how large the product appears in the final image (more padding = smaller product).

When you're ready, click Generate.

Your new AI-generated photo will appear on the screen. From here, you can save the image, copy it to your clipboard, or publish it directly to your Shopify product page.

Each generation is unique—if you're not satisfied with the first result, simply run it again!