Executive Overview

Real-time snapshot of Zea's key performance metrics

YTD Revenue
MTD Revenue
Gross Margin
Cash Position
Business Performance Summary
Blended ROAS
MER
Orders MTD
New Customer Revenue %
Ad Spend MTD
Email Open Rate
Email Click Rate
List Growth
💰
Financial Performance
Revenue by channel, margin trends, cash flow
MTD Revenue
Gross Margin
Net Profit MTD
📊
Paid Media Performance
ROAS, ad spend, attribution by channel
Blended ROAS
MTD Spend
MTD Revenue
Data connected — auto-refreshes every 60 seconds

Financial Dashboard

Revenue, margins, channel breakdown, and business health indicators

YTD Revenue
MTD Revenue
Gross Margin
Net Profit MTD
Cash Position
Revenue by Channel — FY2026 YTD
Channel Revenue % Share Margin
Monthly Revenue Trend
Revenue Channel Mix (FY2026 YTD)
Monthly Performance
Month Revenue Expenses Gross Margin Net Profit
Key Business Metrics

Revenue & GP

Gross revenue, gross profit, and margin analysis — Xero (FY2026 YTD)

Revenue YTD
vs target
Gross Profit YTD
Gross Margin %
Last month
Revenue MTD
vs last month
COGS YTD
Cost of goods sold
Monthly Revenue vs Gross Profit (FY2026)
Revenue by Channel — YTD
ChannelYTD Revenue% of TotalSource
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Pharmacy Wholesalers includes Symbion, Clifford Hallam (CH2) and ParagonCare.  ·  Distributors includes Good n Natural, Go Vita and Rener.  ·  Source: Xero income accounts (FY2026 YTD, Jul 2025 – present).

OPEX

Operating expenses breakdown — Xero (FY2026 YTD)

Total OPEX YTD
Operating expenses
OPEX MTD
This month
Net Profit YTD
After all expenses
Net Profit MTD
This month
OPEX Breakdown — YTD
CategoryYTD Spend% of OPEX
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Cash & Working Capital

Cash position, working capital, and balance sheet — Xero (as at 31 Mar 2026)

Cash Position
Bank balance
Total Assets
Current:
Total Liabilities
Current:
Net Assets / Equity
Assets minus liabilities
Interest Expense YTD
Non-operating cost
⚠️ Cash Alert: Bank accounts in overdraft. Requires immediate attention.

Paid Media Dashboard

ROAS, ad spend, attributed revenue, and campaign performance

Blended ROAS
MTD Ad Spend
Attributed Revenue
Blended CPA
Channel Performance
Channel Spend MTD Revenue MTD ROAS MTD Conversions MTD FYTD Note
Budget Allocation
Weekly ROAS Trend
Top Facebook Campaigns
Top Google Campaigns
Top Facebook Campaigns
Campaign Spend ROAS
Top Google Campaigns
Campaign Spend ROAS
Weekly Spend & Revenue
WeekSpendRevenueROAS
📋 Data Sources & Validation
MetricSourceRefresh RateHow to Validate
Blended ROAS / Spend / RevenueTriple WhaleHourly (live)Triple Whale dashboard → Attribution → MTD
Facebook CampaignsTriple Whale → Facebook Ads APIHourlyMeta Ads Manager → Campaigns → MTD
Google CampaignsTriple Whale → Google Ads APIHourlyGoogle Ads → Campaigns → MTD
MER (Marketing Efficiency Ratio)Triple WhaleHourlyTriple Whale → MER Report
Conversions / CPATriple Whale (blended attribution)HourlyTriple Whale → Attribution → Conversions
TikTokPending connectionConnect TikTok Ads in Settings → Connections
Last data pull:

Owned Media

Email performance, list health, and flow activity — Klaviyo (direct API)

Email Revenue MTD
— orders
Open Rate
Unique opens / delivered
Click Rate
CTOR —
Recipients MTD
Unsub rate —
Recent Campaigns
CampaignSentStatus
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Lists & Flows
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⚠️ Note: Open rate includes Apple Mail Privacy Protection machine opens (iOS 15+), which inflates figures industry-wide. Click rate and CTOR are more reliable indicators. Email revenue is Klaviyo-attributed (last-touch).

Connected — Klaviyo direct API

Organic

SEO, organic traffic, and search performance from Google Analytics

🔴
Data connection required
Google Analytics not yet connected — go to Settings → Connections to connect.

Amazon

Amazon Seller Central performance, BSR, and listing health

🔴
Data connection required
Amazon Seller not yet connected — go to Settings → Connections to connect.

Connections & Configuration

Manage data integrations and OAuth connections for all dashboard sources

Integration Status
Integration Type Status Last Updated
Cin7 Core Sales & Inventory 🟢 Connected Just now
Triple Whale Paid Media 🟢 Connected Just now
Klaviyo Email / Owned Media 🟡 Partial
Xero Finance 🟢 Connected Australian Kunzea Pty Ltd · OAuth 2.0 · Live P&L & Balance Sheet
TikTok Ads Paid Media 🔴 Not Connected
Google Analytics Organic 🔴 Not Connected
Amazon Seller Amazon 🔴 Not Connected