DG·Engineering

Engineering the decision layer.

Write-ups on how DataGlass is built: pulling Shopee, Lazada, and TikTok Shop data into one canonical catalog, reconstructing contribution margin from order lines, estimating true ROAS when attribution windows disagree, and running demand forecasts in production.

Written for data and ML engineers, technical founders, and anyone who would rather inspect the modelling than the marketing. Every note carries the arithmetic in currency units, the failure modes, and the point where the argument breaks.

Engineering · 2026
2026
Notes
13
Latest
Sep 1
Topics
05
Cadence
On publish

Every engineering note.

In reverse-chronological order. Each note lives in the blog archive at its own URL and is tagged Technical there; this page is the technical cut of that archive.

  1. 02Ads

    Break-even ROAS is the zero line: the Target ROAS that actually maximizes Shopee profit

    Setting your Target ROAS to your break-even ROAS does not protect profit — it targets exactly zero, for every possible volume. The target that maximizes profit is break-even marked up three times: by the demand your ads did not create, by the price your own expansion pays, and by the gap between your average click and your last one. On mid-market parameters those compound to 3.3×, moving the correct target on a 20%-margin product from 5.00 to 16.67.

    DataGlass Labs ResearchTechnical
    September 1, 2026
    Published
    12 min
    Read time
    Ads
    Topic
  2. 03Data Science

    Shopee ad benchmarks 2026: what a click and a thousand impressions actually cost

    Across 333.9 million Shopee impressions and 9.11 million clicks on 80+ Thai shops, the price of a click varies 2.01× by hour of day while the rate at which people click varies 1.14×. CPC ranges THB 3.36 to THB 6.75, CPM ranges THB 89.16 to THB 200.15, and every behavioural input is nearly flat. The full table, the methodology, and the two ways a benchmark like this gets misused.

    DataGlass Labs ResearchTechnical
    September 1, 2026
    Published
    13 min
    Read time
    Data Science
    Topic
  3. 04Ads

    CTR and Target ROAS under CPM vs CPC: what changes when marketplaces bill for impressions

    Under cost-per-click billing, a better creative is worth nothing to your unit economics — it buys the same clicks from fewer impressions, and your cost per click does not move. Under cost-per-impression billing the same improvement cuts the price of every click by g/(1+g). Five lemmas on the transition, and why click-through rate is the input most marketplace sellers are least prepared to have priced.

    DataGlass Labs ResearchTechnical
    August 18, 2026
    Published
    9 min
    Read time
    Ads
    Topic
  4. 05Pricing

    Price elasticity modeling for marketplace sellers — why Shopee, Lazada, and TikTok Shop pricing decisions need it

    A practical guide from DataGlass Labs Research on the most under-used lever in Southeast Asian e-commerce: knowing how customers actually respond to price changes.

    DataGlass Labs ResearchTechnical
    May 7, 2026
    Published
    14 min
    Read time
    Pricing
    Topic
  5. 06Landscape

    Shopee Sellers in 2026: Southeast Asia E-commerce Market Research, GMV & Seller Economics

    Market growth has resumed; seller economics have become more exacting. Southeast Asia's platform e-commerce reached US$157.6B in 2025 (up 22.8% YoY), top-three platforms now control about 98.8% of platform GMV, and content commerce accounts for ~32% of platform GMV. The 2026 question for sellers is no longer "how big is the market?" — it is "who controls the decision loop?"

    DataGlass ResearchTechnical
    May 4, 2026
    Published
    22 min
    Read time
    Landscape
    Topic
  6. 07Ads

    Cross-platform ad budget allocation for SEA marketplace sellers

    Most multi-platform sellers split ad budget across Shopee, Lazada, and TikTok Shop by historical revenue share. The math says that's wrong. Optimal allocation equalises marginal ROAS, not historical share — and the gap between the two on a typical account is 4–7 percentage points of net contribution margin per quarter.

    DataGlass ResearchTechnical
    April 29, 2026
    Published
    11 min
    Read time
    Ads
    Topic
  7. 08Ads

    How to calculate true Shopee ROAS for profit

    A methodology note. Shopee's in-platform ROAS is gross-revenue based and structurally biased toward overspend at scale. True ROAS is the same formula with one input substituted — and that substitution flips winners into losses on roughly half the typical Shopee catalog. With charts, three SKU profiles, sensitivity analysis, and the operating procedure that applies the substitution at production cadence.

    DataGlass ResearchTechnical
    March 25, 2026
    Published
    14 min
    Read time
    Ads
    Topic
  8. 09Data Science

    Data ingestion for Shopee sellers: why zero-setup analytics matters

    Most Shopee sellers don't have a strategy problem first. They have a data plumbing problem — orders, ads, COGS, fees, vouchers, inventory, pricing, and returns live in seven different surfaces, and by the time the seller has stitched them together the campaign is over. A research note on the data-source matrix, the canonical-entity model, and the zero-setup architecture that recovers ~10 hours per week.

    DataGlass ResearchTechnical
    February 18, 2026
    Published
    11 min
    Read time
    Data Science
    Topic
  9. 10Data Science

    ML demand forecasting for e-commerce sellers

    Machine learning in e-commerce gets discussed in vague terms; for marketplace sellers the operating question is concrete — how many units of this SKU will sell in the next N days, with what confidence, and what decision flows from the answer? A research note on the practical model architecture, the stockout-distortion problem, sensitivity analysis, and the operating decisions forecasts feed.

    DataGlass ResearchTechnical
    February 4, 2026
    Published
    14 min
    Read time
    Data Science
    Topic
  10. 11Operations

    Stockout math for e-commerce sellers

    A stockout is not one cost; it is five compounding costs. Lost contribution profit on the missed unit, plus wasted ad spend during the stockout window, plus algorithmic ranking demotion, plus repeat-buyer trust erosion, plus distorted forecasting that increases the likelihood of the next stockout. A research note on the multi-line stockout cost function, the per-SKU reorder-point math that accounts for it, and the campaign-aware adjustment that survives Pay Day and 11.11.

    DataGlass ResearchTechnical
    January 18, 2026
    Published
    12 min
    Read time
    Operations
    Topic
  11. 12Pricing

    Dynamic pricing for marketplace sellers

    Discounting is easy. Profitable pricing is hard. A 30% volume lift on a 10% price cut routinely lowers total contribution profit — the math says volume must lift by ~33% just to break even, and most SKUs underperform that bar. A research note on the price-elasticity arithmetic, the inventory × demand four-quadrant framework, and the per-SKU pricing decision that survives campaign-window pressure.

    DataGlass ResearchTechnical
    January 4, 2026
    Published
    11 min
    Read time
    Pricing
    Topic
  12. 13Data Science

    E-commerce Decision Engine: How Marketplace Sellers Turn Data Into Profit Recommendations

    A dashboard tells you what happened. A decision engine tells you what to do next, ranks the options by projected profit lift, and surfaces the math behind every recommendation. A research note on the five-layer architecture that separates the two, why marketplace commerce now requires the latter, and where the operating model breaks.

    DataGlass ResearchTechnical
    December 12, 2025
    Published
    12 min
    Read time
    Data Science
    Topic

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