Welcome to Polar Analytics — your all-in-one analytics platform designed to bring all your eCommerce data together in one place. Whether you’re running your store on Shopify or managing campaigns across Facebook Ads, Google Analytics, TikTok, and more, Polar helps you understand your performance and make smarter, data-driven decisions — no spreadsheets required.
This guide will walk you through everything you need to get started — from setting up your account to connecting data sources, installing the Polar Pixel, and building your first custom report.
⚙️ Setting Up Your Account
Before diving into your dashboards, let’s make sure your account is fully set up.
1. Complete Your Account Settings
When you first log in to Polar, head to Settings → Account to:
Update your company information and default currency
Set your time zone (this ensures your data aligns correctly with your ad platforms)
Add your company logo and name — it’ll appear on shared reports and exports
2. Invite Additional Users
Collaboration is easy in Polar! If you’d like teammates to access your dashboards:
Go to Settings → Team
Click Invite User
Enter their email and assign a role (Viewer, Editor, or Admin)
💡 Tip: You can manage user permissions anytime from the same page.
3. Add Workspaces
Running multiple stores or brands? Create additional Workspaces so you can manage each one’s data separately.
Go to Settings → Workspaces → Add New Workspace
Name your workspace (e.g., “US Store” or “Wholesale”)
Connect data sources specific to that workspace
👉 For a full checklist, see Account Setup Checklist.
🔗 Connecting Your Data Sources
Now it’s time to bring your data into Polar!
From your Home screen, click Connections to start linking your accounts. Polar supports direct integrations with:
Shopify (or Shopify Plus)
Facebook Ads / Meta Ads
Google Analytics (GA4)
TikTok Ads
Google Ads, and more
Each connection takes just a few clicks — simply follow the authentication steps for each platform.
🧩 Pro tip: You can connect multiple ad accounts from the same platform if you manage several brands or regions.
Once connected, Polar will automatically start syncing your data (this may take a few hours depending on data volume). You’ll then see metrics populate across your dashboards.
🎯 Pixel Tracking & UTM Setup
To get the most accurate tracking and attribution data, you’ll want to install the Polar Pixel and ensure your UTMs are set up correctly.
1. Installing the Polar Pixel
The Polar Pixel helps track your ad performance and customer journeys — directly within Polar.
Follow the step-by-step guide here:👉 Polar Pixel Installation & Tracking Parameter Setup
You’ll find detailed instructions for:
Installing the Pixel on Shopify
Testing your setup to confirm the pixel is firing
💡 Tip: After setup, you can verify that your Pixel is capturing events correctly in the Settings → Tracking section.
📊 Exploring Your Dashboard
Once your data sources are connected, head to your main Dashboard — this is your command center.
Here’s how to make the most of it:
Read key metrics: See your revenue, spend, ROAS, AOV, and more at a glance.
Change date ranges: Use the top-right calendar to switch between time frames (e.g., “Last 7 days” or “This Month”).
Filter data: Drill down by channel, campaign, product, or country.
📺 Try it yourself: Hover over any chart or widget to view tooltips with metric definitions and trend comparisons.
🧩 Customizing Your Reports
Every business is unique — and so are your reporting needs.
In Polar, you can easily tailor your dashboards to fit your goals.
Add or Remove Widgets
Click Customize Dashboard → Add Widget to bring in new metrics or visualizations.You can also remove any widgets you don’t need to keep things focused.
Adjust Data Granularity
Use the dropdown above your charts to switch between daily, weekly, or monthly views.
Save Custom Views
After customizing your layout and filters, click Save View — this lets you quickly return to that setup later or share it with your team.
💡 Pro tip: Save one view for “Daily Overview” and another for “Marketing Performance” to stay organized.
⏰ Scheduling Reports & Alerts
Want updates without logging in? Polar makes that easy.
Scheduled Reports:
Go to Reports → Schedule Report to have a dashboard snapshot emailed to you or your team automatically (daily, weekly, or monthly).Alerts:
Set performance alerts for key metrics like ROAS or CAC so you’ll get notified when something changes significantly.
📧 Example: Get a Slack or email alert when ROAS drops by 20% compared to the previous period.
🚀 Next Steps & Additional Resources
You’re all set! Here are some next steps to help you become a Polar pro:
📚 Account Setup Checklist — Make sure you didn’t miss anything.
🎥 Video Walkthroughs — Check out short tutorials in our Polar Academy section.
🧩 Pixel Installation Guide — Double-check your tracking setup.
💬 Need help? Chat with us anytime via the in-app messenger or email us at support@polaranalytics.com.