Question 1

Understanding and Customizing Your Metrics in PayHelm

Accepted Answer

Learn what each metric means in PayHelm, how to customize your dashboard and reports, and create custom calculated metrics for your specific business needs.

Question 2

Track Stock Quantity and History per SKU

Accepted Answer

Monitor current inventory levels and historical stock changes for individual SKUs to optimize reordering and prevent stockouts.

Question 3

How to Contact PayHelm Support

Accepted Answer

Learn how to get help from the PayHelm support team through in-app chat, email, or the contact form.

Question 4

How to Integrate Google Sheets with PayHelm

Accepted Answer

Step-by-step guide to connecting PayHelm with Google Sheets for exporting analytics data, creating custom reports, and collaborating with your team.

Question 5

How to Upgrade Your PayHelm Account

Accepted Answer

Quick guide to upgrading your PayHelm plan and purchasing add-ons to unlock more features and capabilities. Learn about available plans and upgrade options.

Question 6

Understanding Dual Commission Reports: Commission vs Sales Tracking

Accepted Answer

Learn why PayHelm uses two separate commission reports and how each serves a distinct purpose in tracking commission payments versus sales performance for comprehensive sales team management.

Question 7

Calculate Average Inventory Turns and Time on Shelf

Accepted Answer

Measure how quickly your inventory sells with inventory turnover metrics and time on shelf analysis to optimize purchasing and identify slow-moving products.

Question 8

Understanding Your First Data Sync

Accepted Answer

Learn what to expect during your first 24 hours with PayHelm, including sync timelines and common data import questions.

Question 9

How to Track Sales by Brand or Manufacturer

Accepted Answer

Learn how to analyze your sales performance by brand or manufacturer using PayHelm's reporting and custom metrics capabilities.

Question 10

How to Calculate Wholesale Inventory Value by Manufacturer

Accepted Answer

Learn how to configure product reports to calculate the total wholesale value of your inventory grouped by manufacturer or vendor using cost and stock data.

Question 11

How to Backfill Historical Data

Accepted Answer

Learn when and how to backfill historical data in PayHelm, what it includes, and when you should or shouldn't use this feature.

Question 12

Connecting Your Store to PayHelm

Accepted Answer

Step-by-step instructions for connecting Shopify, WooCommerce, and BigCommerce stores to PayHelm, including permissions and data sync details.

Question 13

How to Import and Export Data Using CSV Files in PayHelm

Accepted Answer

Learn how to upload order data to PayHelm and export your reports using CSV files for flexible data management and analysis.

Question 14

How to Create Your PayHelm Account & Log In for the First Time

Accepted Answer

Step-by-step guide to creating your PayHelm account, verifying your email, and logging in for the first time.

Question 15

How to Analyze Brand Purchase Percentages Across Customer Order History

Accepted Answer

Learn how to track which brands your customers purchase most frequently and analyze brand distribution across their entire order history in PayHelm.

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