Welcome to Polar Analytics! π We're thrilled to have you onboard.
We've put together a few simple steps for you to get started with Polar Analytics. Take a look at the checklist below to get started.
Before you begin, you'll need to ensure that you have all the necessary permissions for your data sources. Once you have the right permissions, you're ready to get started!
π οΈ Account Setup:
Connecting your data sources should take 2-3 minutes.
Step 1: Connect your Shopify store(s)
Step 2: Connect Google Analytics
Step 3: Connect your Advertising sources
βοΈ Customize Settings:
Customizing your data settings is optional, and should only take 1-2 minutes.
Step 4: (Optional) Invite Users
Step 5: (Optional) Accounts Settings & Formatting
Step 6: (Optional) Data Settings
π Personalize the Platform:
Once your data has loaded, personalize the platform to best fit your needs!
Step 7: Customize your Key Indicators dashboard
Step 8: Create Views
Step 9: Create Schedules for automated reports
Step 10: Create Custom Reports & Alerts (Paid plans only)