Onboarding
Setup completion: 100%
1. Connect Meta or Google Ads
3 minImproves data quality and reporting.
Ad Accounts (0)
Hosted config: Meta missing, Google missing.
You can connect multiple ad accounts across Meta and Google.
No ad accounts connected yet.
Ad Spend Rows (0)
No ad spend rows added yet.
2. Add COGS for top 5 products
5 minImproves data quality and reporting.
Add up to ~20 products manually, or upload a CSV to bulk import.
Bulk Import (CSV)
Required: product_name, unit_cost, units_sold. Optional: packaging_cost, transport_cost, other_cost, notes. Extra cost columns are auto-added to unit_cost; blanks are treated as 0.
COGS Entries (0)
No COGS entries added yet.
3. Connect Stripe or PayPal
2 minImproves data quality and reporting.
Hosted config: Stripe missing, PayPal missing.
Payment Profiles (0)
No payment fee profiles added yet.
4. Connect review sources
2 minProvides instant inbox value.
Google Reviews uses OAuth Connect for live sync. Hosted config: Google missing.
Connected Review Sources (0)
No review sources connected yet.
5. Connect Shopify store
1 minProvides instant inbox value.
Connected Stores (0)
No stores connected yet.
6. Connect support email
2 minProvides instant inbox value.
Gmail and Outlook use OAuth Connect. IMAP can still be added manually. Hosted config: Gmail missing, Outlook missing.
Connected Support Inboxes (0)
No support inboxes connected yet.