TrueProfit

How to export data and reports on TrueProfit

Dashboard, Product Analytics, P&L, CLV, Orders reports.

Report

Install TrueProfit Pixel for Product Analytics

Product Analytics Overview

Product Analytics

Customer Lifetime Value Report

Profit & Loss (P&L) Report

Store reports

Set up Email Reports

Email report settings

Dashboard Introduction

If your TrueProfit dashboard looks outdated or isn't showing your latest orders and costs, here's what to check.

Why is my TrueProfit data not updating?

All questions about dashboard: pin metrics, Real-time sync , data delay,...

Dashboard report

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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