Commerce OS guide

Revenue Workflow

Move from product evidence to a controlled revenue experience

The revenue workflow connects Store Intelligence, Opportunities, Recommendations and Smart Bundles. It keeps product fit, margin context, placement and measurement attached to the same commercial question.

Follow the workflow

  1. Open the opportunity and inspect its product and customer evidence.
  2. Choose whether the need is better served by recommendation strategy, a bundle or no action.
  3. Review exclusions, inventory, discount and margin constraints.
  4. Prepare the customer-facing experience and confirm the Shopify placement.
  5. Measure exposure, interaction and downstream outcome using the stated attribution policy.
Protect margin explicitly

Revenue value should not silently override discount, stock, eligibility or store-owner product constraints.