If you have just created an account, the first thing to do is to connect all your accounts so we can pull your data.

1 - Connect all your accounts on the connectors page. The more connectors you add, the more accurate your data will be 🙂 You can even add offline costs and expenses using the Google Sheet connector.

2 - While your data loads, you can invite your teammates to the app

3- Check your account settings such as timezone, currency, revenue calculation, and so on. It's really important as we will use this to calculate and refresh the data.

4 - You will receive a Slack invitation from the team, accept it! This will be useful later for reports and alerts

Now that your data has loaded, have a look at the different tabs, filters, and the tooltip "i" to see the calculation of each dashboard.

Once you get more familiar with the app, you can customize it.

1 - Edit your Key Indicators on the Acquisition page to only look at metrics you need
2 - Set up some Schedules to receive customized KPIs every morning in your inbox 🌞

3 - Create Views to apply filters on your Acquisition page. It's super useful if you have several stores, ship in different countries, or even want to filter by Sales Channel

4 - Create a custom alert to get notified when there is a change in one of your KPIs (limited to one during your trial)
5- Check out the Custom report section and start building your own in less than a minute ⚡

If you have any questions, don't hesitate to have a look at other articles in the FAQ or reach out to us directly on the chat on the app.