Quick setup: your first accurate numbers

You do not need to connect anything by hand. The app links to your store on install and starts importing your orders in the background. To make the profit numbers accurate, work down the setup checklist on the home page. These steps are the shortest path.

Steps

1. Add your product cost. This is the biggest number in profit and the first thing to do. You can set a cost per item on your variants in Shopify, add cost rules, or import a spreadsheet (CSV). Open Data quality (/app/data-quality) to review coverage, or go straight to Cost rules, then Product costs (/app/costs/product-costs).
2. Add a payment-fee rule so your gateway's percent and per-order fee are subtracted from profit: Cost rules, then Payment fees (/app/costs/payments).
3. Add a shipping-cost rule so the app knows what each shipping method really costs you to fulfill: Cost rules, then Shipping (/app/costs/shipping).
4. Optional but worth it: add your fixed costs like rent, software, and retainers (/app/costs/fixed-costs), and connect Google or Meta ads to spread ad cost across orders (/app/costs/marketing).
5. Open Data quality (/app/data-quality) and clear any remaining gaps it flags.

What you should see

As you complete each step, its item on the home-page checklist ticks off. Once product costs are in, the app recalculates your orders and your profit on the dashboard drops to a realistic level. Data quality shows higher cost coverage, and fewer products are flagged as missing a cost.

Tip

If many products share a pattern (a vendor or a product type with a known markup), set a cost rule that fills the cost for all matching products at once instead of entering them one by one. See Add your product costs.