AI Ops Dashboards
One dashboard for wholesale accounts, DTC orders, and every lead in between no engineering team required
Most wholesale + DTC brands run on a patchwork of spreadsheets, Shopify tabs, and inbox threads. Wex Advisory builds the dashboard that unifies it, plus the AI agents that catch what falls through the cracks.
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The signs your ops are outgrowing your spreadsheet
Wholesale accounts, sales leads, and Shopify orders live in separate spreadsheets or tabs, none of them talking to each other
No way to tell which accounts are going quiet or which orders need attention without manually checking each source
Meeting notes and inbox follow-ups fall through because nothing turns them into tracked action items automatically
A Real Build
Wholesale + DTC recovery-tools brand
A two-founder e-commerce brand selling recovery equipment through wholesale (gyms, schools, teams, retailers) and a Shopify DTC storefront. 119 wholesale accounts and 2,500+ sales leads were tracked in a spreadsheet with no unified view of which relationships were going quiet, which orders needed urgent attention, or which follow-ups were falling through. No engineering team of their own.
The build unified real wholesale-account and sales-lead data with live Shopify inventory and order sync, then layered in automated agents (one flagging inbox and calendar follow-up gaps, another turning meeting notes into action items) feeding a single daily-priority queue with a full audit trail on every action taken.
What Was Delivered
- ✓Ops dashboard unifying wholesale accounts + sales leads in one view
- ✓Live Shopify inventory and DTC order sync
- ✓Automated agents: inbox/calendar gap detection + meeting-notes action items
- ✓Full write layer: edit, snooze, and audit trail on every account and lead
- ✓Daily priority digest delivered by email
“We were operating out of a Google Sheet, but now we have systems and tools in place to ensure we are organized, efficient, and making the right decisions every day.”
Co-Founder, Recovery-Tools E-Commerce Brand
How I Help
Start with a free audit, then a scoped build
Free AI Audit
Free · Delivered in minutes
For when you know your ops are scattered but don't yet know what to unify first.
Get your free audit →Custom Ops Dashboard + Agents
Scoped to your data · Priced per project
For when wholesale, DTC, and lead data need one home, plus agents watching what you don't have time to.
See the full case study →FAQ
Common questions
What does an 'AI ops dashboard' actually mean for an e-commerce brand?
It means your wholesale accounts, sales leads, and Shopify/DTC data live in one place instead of scattered across spreadsheets and tabs, with agents watching your inbox and meeting notes so follow-ups don't fall through. It's not a generic BI tool: it's built around your actual accounts and your actual workflow.
We don't have an engineering team. Can we still use this?
That's exactly who this is built for. The founders in the case study below run their brand with zero engineers. I build and maintain the system; you use it.
How long does a build like this take?
The core dashboard and Shopify sync typically ship in the first 1-2 weeks, with automated agents layered in after. Scoped and priced per engagement, not a fixed package.
Do you only work with e-commerce brands?
No. This page describes one real engagement with a wholesale + DTC brand, but the same approach (unify scattered data, automate the follow-up work) applies across service businesses, coworking operators, and retailers. See the free AI Audit for what it looks like in your operation.
About
Who's behind the analysis
Founder
Max Wexley
New York City
I'm a finance analyst by day and a builder by night. I built Wex Advisory because competitive intelligence was either out of reach for small businesses (locked behind $10,000 retainers) or too shallow to be useful.
Every report I deliver is one I'd want to receive myself: specific, actionable, and grounded in real data, not guesswork. The goal is simple: give growing companies the same quality of insight that larger competitors take for granted.
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