Org charts show who reports to whom. Useful—but static. An AI work chart maps how work gets done across humans and AI, tied to outcomes instead of titles. In ecommerce, that outcome is simple: understand your data faster and act on it sooner. UltraCart’s AI Report Builder, AI Report Viewer, and AI Dashboards make this shift real—assigning “jobs” to AI (generate → explain → deliver) so your team can focus on strategy, not spreadsheets.
What changes when you move from an Org Chart to an AI Work Chart?
Org chart mindset
- Analysts pull data; marketers wait.
- Insights live in exports and decks.
- Reporting cadence slips; decisions lag.
AI work chart with UltraCart
- Anyone can ask for a report in plain English; AI builds the charts.
- Teams converse with results to find drivers and anomalies—no tool-switching.
- Dashboards unify KPIs and auto-deliver briefings on your schedule.
A concrete workflow
Ask → Generate → Explain → Deliver → Act
- Generate the report (AI Report Builder).
Ask, “Show total sales by state in 2025; highlight the top 10 by revenue.” UltraCart generates the query and a map instantly. Save and reuse. - Have a conversation with the data (AI Report Viewer).
Drill in, ask why a state spiked, and let the AI surface contributing products, channels, or campaigns—right alongside the visualization and underlying data. - Operationalize insights (AI Dashboards + Scheduled Delivery).
Pin charts to Sales/Marketing/Retention dashboards, then email them (daily/weekly/monthly) to stakeholders with AI commentary—no third-party BI required.
Your new AI work chart for ecommerce reporting
GOAL: Faster, clearer decisions on revenue, CAC, and margin
Decision-Makers & Operators
• VP Growth (Approver): sets targets; green-lights actions
• Marketing Manager (Owner): applies insights to campaigns & promos
• Ops/Finance (Consulted): validates inventory & margin constraints
UltraCart AI tools
• AI Report Builder → generates datasets & visuals from natural-language requests
• AI Report Viewer → explains anomalies; reveals drivers; exposes underlying data
• AI Dashboards + Scheduler → unifies KPIs; delivers briefings as scheduled PDFs
Flow of work
Ask → Generate → Review/Converse → Pin to Dashboard → Scheduled PDF → Act
Where this lands in your workflow
Inside UltraCart, insights connect directly to action—A/B test your eCommerce checkout, tune upsells, and optimize your eCommerce storefront without bolting on extra tools. That’s modern ecommerce: interactive, responsive ecommerce experiences backed by data.
Scheduled PDF Briefing
UltraCart delivers scheduled reports as an email with a PDF attachment. The PDF reflects your dashboard arrangement for the timeframe you choose (e.g., previous week, month, quarter) and includes an AI-generated summary with actionable insights.
What you can do
- Assemble dashboards by adding the visualizations you want to include.
- Choose the timeframe (previous week/month/quarter, etc.) for each scheduled send.
- Set the delivery schedule (frequency, day/time, recipients, time zone).
- Send to different audiences by creating multiple schedules for the same dashboard.
- Evolve your dashboards over time; future PDFs reflect your latest arrangement.
Common visualizations teams include
- Rebill Lifetime per Storefront
- Sessions by Storefront
- Ad Performance (ROAS, CAC, spend mix)
- Item Relationships & Sales Numbers
- Top Customers (by revenue/orders)
- Revenue by Day/Week, AOV, Refund Rate, Margin by SKU/Category
Example dashboard layout
This is only one of many ways to take advantage of the AI-Report Dashboards. Use this purely as an example structure you could follow; adapt as you like.
- Page 1 — Snapshot
Revenue & Orders (WoW/MoM), AOV, CAC, Gross Margin, Refund Rate
AI Summary: 2–3 sentences on what moved and why - Page 2 — Traffic & Demand
Sessions by Storefront, New vs. Returning Customers, Top Customers - Page 3 — Products & Mix
Item Relationships & Sales Numbers, Top Products/Categories, Repeat Purchase Rate - Page 4 — Recurring Revenue
Rebill Lifetime per Storefront, Subscription/Rebill trends, Refund Rate trend - Page 5 — Marketing Efficiency
Ad Performance (ROAS, spend mix), CAC by Channel, Conversion Rate by source/landing
30-minute rollout checklist
- List the questions you want answered each cycle (e.g., CAC trend, margin by channel, returns by SKU).
- Generate and save reports with the AI Report Builder (the charts you’ll reuse).
- Assemble your dashboard: add visualizations and arrange pages in the order you want reflected in the PDF.
- Schedule delivery: pick timeframe, frequency, recipients, and time zone; create additional schedules for different audiences if needed.
- Review & refine: use the AI Report Viewer during the week to explore “why,” then adjust visuals so the next PDF focuses on what matters most.