Set up

These tasks come up at onboarding and during workspace changes — adding people, connecting more data, defining goals, supplying the cost inputs that profitability metrics depend on. Each article is self-contained; do the one you need.

• Add a teammate as Admin Invite a new team member to the current workspace and set their role to Admin.
• Connect a second Shopify (or other ecommerce) store Add a second ecommerce datasource to a workspace, or split stores into separate workspaces.
• Upload custom costs for profitability Upload COGS and custom fees via CSV to enable profitability metrics across DTC dashboards and Reports.
• Set a monthly goal for a metric Use Metric Targets to set a monthly goal and track Actual vs Goal directly in dashboards.