Welcome to ProfitPeak! This guide will walk you through everything you need to get your store set up and running so you can start scaling your profitability and make data-driven decisions based on real insights!
Here's what needs to be done:
Installing the ProfitPeak app
Installing the ProfitPeak app
Getting ProfitPeak connected to your Shopify store is quick and straightforward.
Installation steps
Visit the ProfitPeak app listing in the Shopify App Store
Click Add app to begin installation
Review the permissions ProfitPeak needs to access your store data
Click Install app to authorise the connection
You'll be redirected to your ProfitPeak dashboard to complete setup
If your site is on Shopify Headless, please ensure to follow some additional steps outlined here.
What happens next: ProfitPeak will begin syncing your historical store data, including orders, products, and customer information. The app will also add our Trial Pixel, a snippet of server side tracking that will give you true visibility on what every customer is doing on your site.
Whilst this is running, lets get your apps connected!
Connecting integrations and setting up tracking
Connecting integrations and setting up tracking
To get the most accurate data from ProfitPeak, you'll need to connect your marketing platforms and add UTM tracking parameters. This section walks you through connecting each integration and setting up proper tracking so ProfitPeak knows exactly which ads are driving sales.
Why we need UTMs
Tracking parameters (also called UTM parameters) are small pieces of code added to your marketing URLs that tell ProfitPeak exactly which ad or campaign a visitor clicked before reaching your store. Without them, you won't know which specific ads are driving profitable sales. ProfitPeak uses custom tracking parameters (starting with tp_) to capture granular data about your marketing performance.
To get started, head to Integrations in ProfitPeak, select the platform and follow the prompts to connect.
Please make sure to select all permissions requested for each integration.
Once thats done, lets add UTM parameters. Click on each platform below to find the parameters to add. Alternatively, head to the Trail Pixel page and access directly there.
Integrations | Purpose | UTM's required |
Ad platform | ✅ | |
Ad platform (Facebook & Instagram) | ✅ | |
Ad platform | ✅ | |
Ad platform | ✅ | |
Ad platform | ✅ | |
Email provider | ✅ | |
CAPI (Conversion API) | - | |
Analytics | - |
Why this matters
Without proper tracking parameters, you won't know which specific ads are driving profitable sales. ProfitPeak uses custom tracking parameters (starting with tp_) to capture granular data about your marketing performance.
With the Trail Pixel and UTMs in place, we can now see where someone came from and then what they clicked on on your website.
Adding your costs
Adding your costs
To calculate accurate profit margins, ProfitPeak needs to know your operating expenses. The more accurate your cost data, the better your profitability insights will be.
For a more detailed explanation head to our Costings page.
Web Costs
Go to Settings → Optimisations → Web Costing
Enter your costs (agency fees, Klaviyo, merchant rate, GST, etc.)
If your costs vary by region, use Web Cost by Market instead and notify your Success Manager to enable it
Tip: Enter all costs exclusive of GST — you'll add your GST rate separately.
Shipping Costs
Go to Shipping Table Rate
Download the CSV template
Populate with your shipping data (country, postcode, weight, price, shipping code)
Upload the completed file
Inviting your team
Inviting your team
ProfitPeak allows unlimited team members at no extra cost, with customisable permission levels to control who sees what data.
Adding team members
Go to Account in your dashboard
Select Users
Click Add New User
Enter their email address and name
Select their role (see below for role descriptions)
Click Add
Your team member will receive an email invitation to access ProfitPeak.
Understanding user roles and permissions
Choose the right permission level for each team member based on what they need to access:
Owner
Full access to all features and settings
Can delete the website or transfer ownership
Best for: Business owners and co-founders
Admin
Full access except for deleting the website or adding new owners
Best for: Senior managers and executives
Marketing
No access to account settings or integrations
Can view all marketing performance and profitability data
Best for: Marketing managers, media buyers, and marketing team members
Consultant
No access to account settings or integrations
Cannot view profits, margins, or cost metrics
Best for: External consultants, freelancers, or agencies who need limited visibility
Basic
No access to tracking settings or integrations
Limited view of basic metrics
Best for: Junior team members or contractors with minimal access needs
Managing existing users
Changing permissions/removing users
To remove a team member's access:
Go to Account > Users
Find the user you want to remove
Click Remove or the delete icon
Confirm the removal
If you wish to now change their permissions, create a new invite with the desired permissions and send the invitation.
The user will immediately lose access to your ProfitPeak account.
Common questions
Q: How many users can I add?
A: Unlimited! There's no charge for additional users.
Q: Can I have multiple Owners?
A: Yes, you can have multiple users with the Owner role.
Q: What happens if I remove a user by mistake?
A: Simply add them back using their email address. They'll receive a new invitation.
Q: Can users see data from before they were added?
A: Yes, users can see historical data based on their permission level, not just data from after they joined.
Q: Can I create custom roles?
A: Currently, ProfitPeak offers five preset roles. If you need custom permissions, contact support to discuss your requirements.
Setting up weekly reports
Setting up weekly reports
We provide weekly reports to keep you updated on performance, activity, and insights. Here’s how you can access and receive them:
Weekly Profit Peak Insight
Monthly Profit Peak Insight
Weekly Retail Performance Report
Daily Performance Snapshot (Multi Markets)
Daily Performance Snapshot
Weekly Digital Performance Report
1. Go To Account and Select Subscriptions
Add Email Subscription. You can opt in for as many reports as you want, and you can have them automatically sent to whoever you want on your team. Enter your Email and Name -> don't forget to select ➕
