Boardroom FAQs and Training Documentation
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What does Boardroom do?
Boardroom is a hub for your e-commerce business that allows you to save time and make better, data-driven decisions.
- Link unlimited Shopify stores and ad accounts into your Boardroom 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 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.
- Set up inventory stockout alerts.
- Multi-store operator? View the performance of all stores at once, or drill down to look at one specific brand.
How does Boardroom’s pricing work?
The price you pay each month depends on how many orders your store received in the previous month. Each month, we calculate your orders for the prior month, and charge you the appropriate amount:
- $14/month for up to 99 monthly orders
- $29/month for up to 499 monthly orders
- $79/month for unlimited monthly orders
If you have multiple stores connected to Boardroom, then you pay based on the total aggregate orders across all of your connected stores.
How do I contact support?
You can contact support through the appropriate links in the app or you can email us directly at firstname.lastname@example.org.
How do I cancel my subscription?
If you signed up for Boardroom through the Shopify App Store, you can cancel your subscription simply by uninstalling the app from your store from within the Shopify Admin. This will cancel all future charges and remove your ability to access Boardroom.
If you signed up for Boardroom through our website, then you can cancel your account by navigating to Settings > Subscriptions and Billing Info > Cancel Subscription. Please see the 2 screenshots below.
What tools does Boardroom integrate with?
Currently, Boardroom integrates with Shopify, Google Ads, Meta Business Manager (Facebook & Instagram Ads), and OpenAI. We’re constantly building new features and integrations. Amazon Seller Central and Amazon PPC Ads are next on our list. If there’s an integration that you’d like to see us build, please let us know through our contact form at this link.
How do I connect (or disconnect) my Shopify store?
If you have multiple stores or signed up for Boardroom through our website, then you can follow these steps to sync a new store. On the Home page, click Actions > Sync a Store and follow the prompts to connect your store to your Boardroom.
Click Shopify, then Sync:
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 Boardroom:
After you click Next, you’ll be directed into Shopify where you can install the Boardroom app. That’s it! We’ll start syncing your data immediately.
To disconnect a store, simply uninstall the app from your Shopify dashboard. Alternatively, inside Boardroom, go to Settings > My Data Sources, click the 3-dot menu next to the store you’d like to disconnect, and click Remove Store.
Can I connect multiple Shopify Stores to the same Boardroom account?
Yes! We designed Boardroom to enable multi-store operators and marketing agencies to view the performance of all stores at once, or drill down to look at one specific brand. The best part? We don’t charge by the store. Connect as many Shopify stores as you want for no additional cost, just pay based on your Total Monthly Orders.
How do I connect my Advertising Accounts to Boardroom?
To connect your advertising accounts to Boardroom, simply click Settings > My Data Sources > Ad Accounts > Sync New Ad Account. Choose what platform you would like to connect, and then follow the instructions on the form to sync your ad account.
How do I create a report in Boardroom?
To create a new email-based report in Boardroom, on the Homepage, simply click Actions > Schedule New Report. Follow the prompts to create your automated report.
First, add a report name and enter the email addresses of who should receive this report. Then select the reporting period and which brand(s) should be included in the report. For example, send a report for all of your connected stores containing the data from the past 1 month.
Next, choose which metrics you would like included in the report.
Finally, choose when the report should be sent and the recurrence. For example, you could send this report 1 time, or you could schedule this report to be sent once per day, week, or month. You can edit your scheduled reports on the Settings > Reports page.
Another powerful reporting option in Boardroom is our grid views. Our grids allow you to have full control over your data by sorting, searching/filtering, toggling columns, and exporting to excel. You can even “save a view”, which means you’ll be able to reload your favorite set of filters and columns later with the click of a button! You can find our grids on almost every page in Boardroom.
How do I create an Inventory Alert in Boardroom?
To create an inventory alert, simply navigate to the Analytics > Inventory page in the menu. Click Inventory Alert, then Create New.
You can choose to create an alert for a Single SKU/Variant or All SKUs/Variants of a Single Product.
- Choose Single SKU/Variant if you want to be notified when 1 particular variant of a product is almost out of stock.
- Choose All SKUs/Variants of a Single Product if you want to be notified when overall stock is low for a product across all variants.
You can then choose to be notified based on Estimated Inventory Stockout Date or Quantity Available.
- Choose Estimated Inventory Stockout Date if you want Boardroom to send you an email a certain number of days before we estimate that you’ll go out of stock. (E.g., notify me 30 days before I am likely to go out of stock.)
- Choose Quantity Available if you want Boardroom to send you an email when your product falls below a certain Quantity Available threshold. (E.g., notify me when I have 100 units remaining.)
How do I create a product description with Boardroom?
From the homepage, click the Create Product Description quick link.
Fill out the form and click Generate Product Description. Your responses to the form questions will be used to construct the AI prompt. The more detail you can give, the better!
Your product description will appear on the right side of the screen. You can click the Editor link to update your product description, copy it to your clipboard, delete it, or click Publish to Shopify to make the product description live on your website.
How do I create an SEO blog post with Boardroom?
From the homepage, click the Create 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. The more detail you can give, the better!
Your blog post will appear on the left side of the screen. Scroll down and click Open SEO Editor.
You will receive an SEO score and guided tips for how to optimize your post for search engines.
Edit your post, add images and videos, and get your SEO score as close to 100 as possible! Once you’re ready, click Publish to Shopify to make your blog post live on your website.