September Release: New Benefits


In the ever-evolving world of e-commerce, data is your guiding star. To stay ahead of the game and make data-driven decisions, you need a powerful tool in your arsenal: the ecommerce analytics dashboard. These dynamic tools provide insights into your business’s performance, enabling you to harness the full potential of your online store. In September, we’ll explore the world of ecommerce analytics and how you can optimize your performance with custom dashboards.

Ecommerce Performance Analytics

Ecommerce performance analytics is the heartbeat of your online business. With the right dashboard, you can monitor essential metrics like sales, conversion rates, and customer behavior. Shopify reporting, Etsy analytics, and BigCommerce sales tax reports can be seamlessly integrated into your ecommerce analytics dashboard, giving you a comprehensive view of your business’s performance.

The Power of Custom Dashboards

Custom reports are a game-changer. You can tailor your dashboard to display the exact data you need, whether it’s daily snapshots of Shopify behavior analytics, Etsy sales analytics, or even the critical SWOT analysis of your Shopify store. You can also incorporate Slack data analytics, connecting your team and keeping everyone in the loop with KPI updates. And if you’re curious about integrating PayPal, you can explore PayPal Slack integration, making financial tracking a breeze.

BigCommerce Sales Tax and More

BigCommerce is a robust platform, but navigating its intricacies can be challenging. BigCommerce sales tax and performance reports are vital for your success. A well-structured dashboard can provide you with BigCommerce sales tax reports, advanced analytics, and even referrals apps. This ensures your business remains compliant and tax-efficient.

Etsy and Google Analytics Integration

If you’re selling on Etsy, don’t miss out on the benefits of Etsy Google Analytics integration. This dynamic duo can provide you with in-depth Etsy data analytics, helping you make informed decisions and improve your sales. You can even add Google Analytics Slack integration to keep your team updated.

Recurly Insights for Subscription Analytics

For businesses with subscription models, Recurly is a valuable tool. A custom dashboard with Recurly analytics can help you track subscription performance and pricing, ensuring your revenue streams remain healthy.

Optimize Your Ecommerce Business

To thrive in the e-commerce world, you need to optimize your business continually. Custom reports are your secret weapon. Whether you’re using Shopify, BigCommerce, Etsy, or other platforms, the power of custom dashboards can’t be overstated. Your ecommerce marketing dashboard can be a treasure trove of insights, helping you refine your strategy, understand customer behavior, and maximize profits.


An ecommerce analytics dashboard tailored to your specific needs is the compass that will guide your online business to success. It allows you to make data-driven decisions and adapt to market trends. Connect your favorite e-commerce platforms, explore custom reports, and watch your business thrive.

July Product Release: Enhancing PayHelm’s Features and Performance

In July, we celebrated a remarkable milestone at PayHelm with the launch of our latest product release. Our mission has always been to empower businesses with innovative solutions that simplify operations and drive growth. With this release, we’ve taken a giant leap forward in achieving that goal. Let’s delve into the details of the exciting new features and enhancements that are now at your fingertips.

Linking Stripe for Transaction Fee Calculation:
We understand the importance of precise financial tracking in the world of e-commerce. To that end, we’ve introduced a seamless integration that allows merchants to link their Stripe accounts for accurate transaction fee calculations. This feature simplifies accounting and ensures that your revenue calculations are on point. Now, you can effortlessly monitor your earnings and fees in one central location, saving you time and minimizing the chances of financial errors.

Dashboard Speed and Efficiency:
A responsive dashboard is the backbone of efficient business management. In response to your feedback, we’ve invested in improving the speed, data usage, and response times of the Dashboard. We know how frustrating slow-loading pages can be, and we’re committed to providing you with a smooth and efficient experience. With this update, you’ll notice a significant enhancement in the dashboard’s performance, resulting in smoother navigation and quicker access to vital data.

Export to PDF Reports:
Your reporting needs are at the heart of our enhancements. We’ve introduced a feature that allows you to export your reports to PDF format effortlessly. This upgrade makes it simpler to share and archive essential data. Now, generating professional PDF reports is just a few clicks away, making it easy to share insights with your team, stakeholders, or clients.

CSV Download Speed
We’re dedicated to ensuring that you have reliable access to your data. With this release, we’ve successfully increased the CSV download speed. You can now download your data in CSV format without any interruptions or delay, ensuring that your data is readily available for analysis, record-keeping, or any other purposes you require.

Profit in Customer Report:
Understanding your business’s profitability is essential for informed decision-making. To provide you with deeper insights, we’ve added the ‘Profit’ metric to the Customer Report. This new feature empowers you to analyze not only your revenue but also your bottom line, helping you make strategic choices to optimize your business’s financial health.

PayHelm Insurance Enhancement:
Your transaction security is a top priority for us. As part of this release, PayHelm users can now benefit from having the first $100 of their transactions not covered by PayHelm Insurance. This enhancement provides you with greater flexibility and cost-saving options while still ensuring that your transactions are safeguarded.

Payment Status Toggle:
Managing payment statuses is now more straightforward with our new toggle feature. You can easily switch the “Cancelled” payment status on and off directly from the filter menu. This functionality gives you greater control over your payment data and simplifies the process of sorting and analyzing your transactions.

Auto-Insurance for Shipping Cost:
Shipping costs can be a significant expense for e-commerce businesses, and insuring them is crucial. To streamline this process, we’ve introduced a new setting that allows auto-insurance to cover shipping costs. This feature simplifies your shipping insurance management, ensuring that your shipments are protected without the need for manual adjustments.

ShipSurance Integration:
We’re excited to announce the integration of ShipSurance with PayHelm to enhance your shipping insurance options. ShipSurance is a trusted partner that offers comprehensive shipping insurance solutions. This integration allows you to expand your coverage options and tailor your shipping insurance to your specific needs, providing you with peace of mind when it comes to shipping-related risks.

Enhanced Signup Experience:
We understand that the first steps in your PayHelm journey are crucial, and we want to make them as smooth and user-friendly as possible. In this release, we’ve revamped the initial signup process to provide you with a cleaner and more intuitive experience. From creating your account to navigating through the initial setup, you’ll find that the process is more straightforward and welcoming, ensuring you get started on the right foot.

Custom Meta Data Upload:
Data customization is a powerful feature, and we’ve made it even more flexible with the ability to upload custom metadata via CSV. This enhancement allows you to tailor your data management to your specific business requirements. Whether you need to add unique identifiers, categorize items, or include additional information, our custom meta data upload feature empowers you to do so efficiently.

Refunded Shipping Costs and Taxes:
To provide you with comprehensive financial insights, we’ve introduced the capability to track and report on refunded shipping costs and taxes. This enhancement ensures that your financial records accurately reflect any refunds processed, giving you a clear picture of your revenue and expenses.

SKU Filter Enhancements:
Efficient product management is essential for e-commerce success, and our SKU filter enhancements are designed to streamline this process. With the new “contains” option, you can now filter your data by SKU with greater precision. This feature allows you to easily locate and manage products based on specific criteria, saving you time and effort.

Additional Fields in PayHelm:
Flexibility and customization are fundamental aspects of a robust e-commerce platform. To empower you further, we’ve expanded PayHelm’s capabilities by introducing additional customizable fields. Now, you can tailor your data collection and management to match your unique business needs. Whether you want to capture specific customer details, product attributes, or order information, these additional fields provide the flexibility to do so seamlessly.

Stripe Gateway Fee Setup:
Setting up payment gateways should be straightforward, and we’ve streamlined it by implementing Stripe’s gateway fee setup. This feature simplifies your payment processing, making it easier for you to connect Stripe and manage your gateway fees effectively. Whether you’re a new user or an existing one, you’ll appreciate the convenience and efficiency of this enhancement.

UPS OAuth Integration:
Shipping logistics are a critical component of e-commerce, and we’ve taken steps to make it more efficient. We’re pleased to announce the integration of UPS OAuth for shipping label cost retrieval. This integration simplifies the process of accessing and managing shipping label costs, helping you optimize your shipping operations and reduce costs.

Saved Reports Enhancements:
Your saved reports are invaluable tools for monitoring your business’s performance. With this release, we’ve made improvements to ensure that your saved reports respect the selected report timeframe. This means that your data will always reflect the specific timeframe you’ve chosen, providing you with accurate and up-to-date insights. Whether you’re tracking monthly trends or analyzing yearly performance, your saved reports will be more reliable than ever.

Our July product release embodies our dedication to enhancing PayHelm’s features and performance to meet your evolving needs. We’re committed to providing you with a comprehensive e-commerce solution that empowers you to manage your business efficiently and effectively. Stay tuned for more exciting updates in the future as we continue to innovate and deliver value to our users. Thank you for choosing PayHelm!

May Product Release: Elevating Your Experience


In May, we’re thrilled to share some remarkable updates designed to take your user experience to the next level. At the core of our mission lies an unwavering commitment to our users and innovation. This release exemplifies our dedication, introducing key enhancements and exciting features that will transform the way you engage with our product.

Instant Access to Reports: No Setup Required!

Recognizing the value of your time, we are delighted to present a set of pre-configured reports. These reports grant you immediate access to valuable data and insights, eliminating the complexity of setting them up from scratch. This streamlined approach empowers you to make data-driven decisions effortlessly, saving you time and effort.

Shopify Integration: Smoother Than Ever:

For users integrated with Shopify, the seamless operation of your e-commerce processes is paramount. We have diligently addressed any lingering issues related to the Shopify API to ensure your online business runs reliably and smoothly. Your e-commerce journey should be hassle-free, and this fix guarantees just that.

iPhone Safari Calendar: No More Date Selection Woes:

Your feedback is invaluable to us, and we’ve acted swiftly to improve your experience. iPhone Safari users can now enjoy an enhanced calendar functionality, eliminating previous difficulties in selecting dates. This ensures a seamless scheduling experience, allowing you to focus on what matters most.

Effortless Order Data Import with CSV:

Efficiently managing order-specific data has never been simpler. With our latest feature, you can effortlessly import order-specific information using CSV files. This empowers you to update and track order details with ease, enhancing your ability to provide exceptional customer service.

Traffic Report Demographics: See Your Audience Clearly:

Understanding your audience is the key to effective decision-making. In this release, we’ve introduced a Country Chart to the Traffic Report. This visual representation of visitor demographics provides you with deeper insights into your global audience, allowing for more precise targeting and marketing strategies.

Tax Made Easy: Your Financial Records, Your Way:

Managing taxes, especially concerning product costs, can be intricate. To simplify this process, we’ve introduced a preference option that allows for accurate accounting of tax passed through on product costs. This feature ensures that your financial records remain precise and compliant, providing you with peace of mind in your accounting endeavors.


Our May product release is all about enhancing your experience and addressing your specific needs. We’re dedicated to continuous improvement, making your work more efficient and enjoyable. Stay tuned for more exciting updates as we continue to empower your success. Thank you for choosing us as your trusted partner on this journey!

March Product Release: Elevating Your E-commerce Experience


March is bringing exciting developments to our platform, and we’re thrilled to share these enhancements with you. Our team has been hard at work, listening to your feedback and incorporating valuable insights into this release. Here’s what you can expect from our March product release.

Enhanced Shopify Shipping Label Cost Calculation:

In the bustling world of e-commerce, precision is paramount, especially when it comes to cost calculations. Our latest improvements to the Shopify integration tackle this challenge head-on. With these enhancements, we’re making sure that the cost of shipping labels is not just accurate but also efficient, enabling you to streamline your financial operations and maximize your savings. Say goodbye to the hassles of manual calculations and embrace a more seamless shipping process.

Comprehensive E-commerce Performance Analytics:

Whether you’re operating on BigCommerce, Shopify, or Etsy, our platform now offers comprehensive e-commerce performance analytics that empower you to make informed decisions. Dive deep into your sales data, understand customer behaviors, and gain valuable insights into your marketing efforts. By leveraging this wealth of information, you’ll be better equipped to fine-tune your strategies and drive growth.

Simplified BigCommerce Sales Tax Reporting:

Managing sales tax can be a cumbersome task, but not anymore. Our revamped platform simplifies the process of generating sales tax reports for BigCommerce users. We’ve designed an intuitive system that not only saves you time but also ensures compliance. This means you can focus on growing your business instead of getting bogged down in tax details.

User-Friendly E-commerce Metrics Dashboard:

Our new E-commerce Metrics Dashboard is designed with your convenience in mind. It presents crucial data, such as sales figures, conversion rates, and customer demographics, in a user-friendly interface. Navigating your e-commerce operations has never been smoother. Stay ahead of the competition by making data-driven decisions effortlessly.

Seamless Etsy Analytics Integration:

For Etsy sellers, we’ve introduced seamless integration with Etsy Analytics. This integration offers valuable insights into your store’s performance, giving you the tools you need to optimize your listings and boost your sales. By understanding what’s working and what isn’t, you can refine your Etsy strategy and drive better results.


These are just a few of the exciting updates that our March product release has in store for you. Stay tuned for more detailed insights into our enhancements, as we continue to prioritize your needs and strive to make your e-commerce journey as smooth and successful as possible. Thank you for choosing us as your trusted partner in e-commerce success.

Exciting Product Release in February: A Comprehensive Overview

In February, we embarked on an exciting journey to enhance your experience with our product. We are thrilled to introduce a range of new features and improvements that will elevate your user experience to new heights. Let’s dive into the details of our product release and see how these updates can benefit you.

Connect Google Ads to PayHelm for ROAS Analysis:
Marketing insights are invaluable in today’s competitive landscape. Our latest feature allows you to effortlessly connect your Google Ads account to PayHelm. This integration empowers you with the ability to analyze Return on Ad Spend (ROAS) seamlessly. By merging these insights, you can optimize your advertising campaigns, allocate resources more effectively, and enhance your marketing strategy.

Improve Metric Exports when drilling into all information:
Understanding your data is paramount in today’s business landscape. To cater to your analytical needs, we’ve made a significant enhancement – now, you can retrieve all results when a facet is included in a chart. Gone are the days when you were limited by partial data representations. With this feature, you have the power to delve deeper into your data, extract more insights, and make well-informed decisions.

Make CSV Export Industry Standard:
Efficient data management is vital for your business, and that includes exporting data in a standardized and user-friendly format. In response to your valuable feedback, we’ve overhauled our CSV export functionality to align with industry standards. This improvement ensures that your exported data maintains its integrity, compatibility, and reliability across various platforms and tools.

Add Product Variant Analytics for Further Metrics:
Precision in tracking orders is the foundation of effective business management. We’ve listened to your concerns and addressed the issue of duplicate order counts arising from variants. With this problem resolved, you can trust that your order data is now more accurate and reliable than ever before.

Sync Shipping, Insurance, and Fulfillment to Store:
Efficiency in managing your operations is crucial. Our product update includes the synchronization of shipping, insurance, and fulfillment data with your store. This enhancement streamlines your workflow, reduces manual data entry, and saves you valuable time and effort.

Automatic Insurance Rules for Shippers:
For shippers, the safety and protection of your items are of utmost importance. We’ve introduced the ability to set automatic insurance rules, ensuring that your items are insured by default. This added layer of protection simplifies the shipping process and mitigates risks, providing you with peace of mind.

Enhanced Filtering Options:
Filtering and sorting data to find exactly what you need is now more flexible than ever. We’ve expanded your filtering options, allowing you to filter by any value. Whether you prefer selecting inputs or typing in multiple values, our improved filtering system accommodates your unique needs.

UI Improvements:
User interface improvements have been a focal point of our product update. We’ve meticulously addressed issues related to colors, padding, borders, and any broken dashboard controls. Your user interface is now not only visually appealing but also more intuitive and user-friendly.

Card_Type Filter and Default Metrics:
To provide you with a more personalized experience, we’ve introduced a card_type filter to PayHelm and Chart on Overview. Additionally, we’ve ensured that new users and invited users have the right default metrics on the overview page. This ensures a smoother onboarding process and empowers you with the insights you need from day one.

Our February product release is a testament to our commitment to providing you with the best possible user experience. We hope these updates empower you to work more efficiently and make more informed decisions. Thank you for your continued support, and stay tuned for more exciting developments in the future.