How to Use PayHelm to Steer Your Ecommerce Success

Now more than ever, being intelligent about your ecommerce business means getting up close and personal with business intelligence. Business intelligence (BI for short) leverages software and services to transform your data into actionable insights, i.e., the info you need to succeed.

Nobody does that better than PayHelm. Why? Two words: Totally customizable. If you have a BigCommerce, Shopify, and/or WooCommerce store — or stores! — PayHelm provides an unparalleled array of analytics that can be tailored to your business like a bespoke suit, yielding richly detailed reports that will help your ecommerce enterprise grow and thrive.

Getting Started in Five Simple Steps

1. Go to PayHelm.com; sign up via BigCommerce, Google, PayPal, or Shopify; and install the PayHelm app
2. Agree to PayHelm's Terms & Conditions
3. Wait a minute while your store data (transaction history) uploads to PayHelm
4. While you're waiting, link additional sales channels
5. Your new PayHelm Analytics Dashboard is ready to go!

Know Your Numbers

Business intelligence literally makes you more intelligent about your business. That's where PayHelm comes in: It crunches data about your products, your sales, and your customers across multiple BigCommerce, Shopify, and/or WooCommerce accounts and even across multiple platforms, including eBay and Walmart.

With PayHelm, you'll really get to know your numbers. PayHelm will tell you which of your products are performing best and who your key customers are. Furthermore, PayHelm will reveal what marketing campaigns are making you the most money.

Sales Reports You Can Create

• Analyze product lines by total sales, orders, average price, selling fees, product cost, gross margin, profit, and more
• Filter sales data by time frames and compare performance
• Get granular and check all product performance by keyword
• Parse product sales by variant, SKU, or brand
• Filter or create reports based on product details such as size, model, mix, etc.

Customer Insights

• Who purchases the most?
• Which customers drive the most profits?
• See trends in a single customer's purchasing behavior over the past five years

Tax Time Made Easy

PayHelm is your new best friend when tax time rolls around, too. See what you've paid in taxes by country or state. PayHelm will also reveal which of your products are most profitable given any tax rate.

All of this meticulously dissected data is literally at your fingertips — only a few clicks away — thanks to PayHelm's intuitive user interface.

If you get bogged down at any point, or just want to discuss some fine points, PayHelm's customer support team has got your back — around the clock and around the world.