// DRIVEPOINT FOR MARKETING

Ad spend, orders, and contribution margin in one model. The same one finance uses.

Connect Shopify, Amazon, and every ad platform to the model your CFO already trusts, so you can see spend, traffic, cohorts, and contribution margin in one place and walk into budget season with a coherent story everyone can align behind.

Get a DemoGrab the contribution margin template

Marketing math finance will co-sign.

01 · Data

Ad spend, orders, and margin, finally in the same place.

Your ad platforms know spend. Your store knows orders and traffic. Finance knows margin. Drivepoint puts all three in one model, with discount codes, promos, marketplace fees, and channel costs already accounted for, so you get to true cost per order without marrying spreadsheets.

  • Shopify, Amazon, TikTok Shop, Meta, Google, Pinterest, Recharge, plus Google Analytics sessions and conversion rate
  • Discount code and promotion tracking tied to contribution margin, not just top line
  • Amazon ad fees and product fees pulled together, so Amazon profitability is one number, not two exports
  • Daily refresh, no downloads
Ad spend, orders, and margin, finally in the same place.
02 · Reporting & Alerts

Daily sales reporting that shows up before standup.

Daily sales by channel, code, and product. Repeat customer trends by cohort. ROAS and CAC by channel, blended and paid. Delivered on a schedule or on demand, in Slack or email.

  • Daily sales and promo performance reports
  • Cohort retention and repeat purchase curves, refreshed automatically
  • Alerts when CAC drifts or a code gets abused
Daily sales reporting that shows up before standup.
03 · Forecasting & Planning

Build the spend plan finance will actually sign off on.

How much should we spend next quarter, on which channels, and what does that do to new customers, revenue, and margin? Model it in the same workbook finance uses for the budget, so the conversation starts from shared numbers.

  • Spend forecasts by channel driven by sessions, conversion rate, and AOV, with revenue, new customer, and CAC outputs
  • Channel split scenarios: shift 20% from Meta to TikTok, or open a retail door, and see what it does to DTC and contribution margin
  • Cohort-based LTV so you know which customers are worth acquiring, and at what cost
  • Role-based access, so marketing sees marketing and nobody sees payroll
Build the spend plan finance will actually sign off on.
// OUTCOMES

What changes when spend ties to margin.

01

Show margin, not just ROAS.

Stop defending spend with platform metrics and start showing contribution.

02

Catch CAC drift early.

See it months before it shows up in the P&L.

03

Find the customers losing you money.

Spot the cohorts that go negative after CAC and variable costs.

04

Walk into budget season ready.

Your plan lives in a model finance already trusts.

// PROOF

Earth Breeze knew each customer segment carried a different lifetime value but could not put a number on the gap. Cohort modeling in Drivepoint quantified LTV by segment, so acquisition spend follows the customers who are actually worth it.

Read the Earth Breeze story →

Keep going: Cohort & LTV · DTC Forecasting

// THE PLATFORM

Built for finance. Useful for everyone.

Drivepoint started as the AI finance platform for consumer brands. That is why the numbers on this page tie out to the P&L, and why your CFO will trust them. One source of truth, your view of it, with permissions so each team sees what it should.

Data & Context

Connect your financials, ops, and market data.

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Modeling

Driver-based scenarios your whole team can use.

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Reporting

Board-ready reports, generated and distributed.

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AI Agents

Agents that answer, draft, and watch, 24/7.

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MCP Server

Ask your numbers anything, right inside Claude.

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See what Drivepoint
looks like for your brand.

Book a demo and see how quickly Drivepoint gets your complete financial model up and running — connected to your data, built for your channels, ready for your next big decision. Whether you're planning a retail launch, preparing for a raise, or replacing a spreadsheet that only one person can touch.

Book a demo