User Documentation

Everything you need to know about using UltraGrace

Quick Start Guide

1.

Create Account

Sign up with your email. Choose Foundation ($50) or Clarity ($100) tier.

2.

Connect Shopify

Authorize your store to start pulling orders, products, and customer data.

3.

View Dashboard

See your real-time P&L, AOV, and customer metrics immediately.

Core Features

CEO Dashboard

Your command center showing:

  • True Net Profit - Real-time profitability after all costs
  • AOV vs Target - Track average order value against goals
  • Tribe Retention - Repeat customer rate
  • Runway - Days of cash left based on burn rate
  • Channel Breakdown - Ad spend distribution

Marketing Hub

Available for Marketing roles and Clarity CEOs:

  • Blended ROAS - Return on ad spend across all channels
  • MER (Marketing Efficiency Ratio) - Revenue per ad dollar
  • 24H Pulse - Last 24 hours revenue and orders
  • Channel Attribution - Revenue by source (Meta/Google/TikTok)
  • Top Products - Best performers per channel

Financial Clarity

Available for Finance roles and Clarity CEOs:

  • Gross Sales vs Discounts vs Refunds - Revenue breakdown
  • COGS as % - Cost of goods sold percentage
  • Marketing Spend - By channel with percentages
  • Operating Expenses - From QuickBooks
  • Contribution Margin - True profitability

LumiGrace AI Guide

"Great things begin where clarity meets action."

LumiGrace analyzes your data and generates prioritized, actionable insights.

How to Use

  1. Navigate to your dashboard
  2. Click "REFRESH BRIEF"
  3. Wait for analysis (5-10 seconds)
  4. Review insights in the Intelligence Brief section
  5. Click "VIEW ALL" to see full Intelligence Ledger

Time Periods

  • TODAY Last 24 hours - quick pulse check
  • 7D Default - balances freshness with data volume
  • 30D Strategic decisions - best for pattern detection

Understanding Insight Priorities

CRITICAL

Immediate action required

WARNING

Monitor closely

OPTIMIZATION

Growth opportunity

Team Management

Clarity tier CEOs can invite team members with specific roles:

Marketing Role

Access to Marketing Hub only. Can view:

  • ROAS by channel
  • Campaign performance
  • Ad spend analytics

Finance Role

Access to Financial Clarity only. Can view:

  • P&L statements
  • Runway calculations
  • Expense breakdowns

To invite: Go to Settings → Team Architecture → "Provision New Seat"

Connecting Data Sources

Shopify

Required for all features

Connect via OAuth in Data Sources page

QuickBooks

For financial data, runway calculation

Connect via OAuth (production access required)

Meta Ads

For ad spend, ROAS tracking

Requires Meta Business account

Google Ads

For campaign performance

Requires approved developer token

TikTok Ads

For ad spend metrics

Connect via TikTok Business Center

Frequently Asked Questions

Why aren't I seeing any insights?

LumiGrace needs at least 10 orders in the selected period to generate meaningful insights. Try switching to 30-day view or connect more data sources.

What do confidence scores mean?

90-100% = All data sources connected. 70-89% = Some ad platforms connected. 50-69% = Shopify only. Below 50% = Missing critical data.

How do I add team members?

Settings → Team Architecture → "Provision New Seat". Requires Clarity tier.

Can I switch between stores?

Yes! If you have multiple stores connected, use the store switcher dropdown in the header.

Need Help?

Contact our support team:

clarity@ultragracehq.com Privacy Policy Terms of Service