The Most Comprehensive Reporting Solution for Your Shopify Store

reporting solution

Putler offers real-time reports, segmentation, insights, customer tools, targeted email sending, forecasting, and more. Here’s our full review with Pros & Cons.

Running an online business on Shopify is a handful. You need to know your niche, what your customers expect, what your competitors are offering, and how your business is faring in the midst of all this (at all times).

While Shopify shines in many ways reporting and analytics are not its best features (not at least in the lower plans). Let’s take a look at why?

Limitation of native Shopify reports:

1. Only overview, financial reports available in the lower plans. No advanced analytics like -customer analytics, marketing insights, segmentation, forecasting, etc.
2. No multicurrency support
3. No multistore reporting for multiple Shopify stores in a single place
4. No subscription metrics available.

Now you can tackle some of this by opting for a higher more expensive plan on Shopify. But what if you had a less expensive but more feature-packed solution? You would try it right?

So here it is – Putler! Let’s take a deep dive and understand Putler in detail in this article.

What is Putler

Putler is a comprehensive reporting app for Shopify. Putler’s advanced analytics gives you reports on Customers, Sales, Orders, Products, Website Traffic. You also get marketing features like – segmentation, forecasting, performance comparisons, multistore reporting and a lot more.

what is putler

Key features of Putler:

  1. Provides analytics for SAAS as well as Non – SAAS businesses
  2. Provides RFM Customer Segmentation
  3. Instant transaction lookup.
  4. Customer profiling and purchase history
  5. Multi-store reporting
  6. Automatic de-duplication, enrichment, currency, and timezone conversion.
  7. Comprehensive reports on products, sales, customers, and website audiences.
  8. 153+ key performance indicators and reports.
  9. Issue refunds, manage subscriptions.
  10. Personalized growth recommendations.

How does Putler work?

Using Putler, you can not only get advanced reports for your single/multiple Shopify stores in a single place but you can also get insights. Also not just Shopify, you can also pull in data from your payment gateway, other eCommerce platforms, Google Analytics.

Fun fact: Putler has a list of 17+ services it directly integrates with.

Putler pulls in data from all these sources, aggregates it, cleans, enriches the data, and provides you reports, insights. Thus becoming a single source of truth and decision-making for your entire business. 

Putler’s Dashboards

putler dashboards

Putler has 9 dashboards. Each of which serves a separate purpose and provides a distinct report. Here’s a quick overview of each.

Home dashboard – It provides an overview of your entire business. You can track revenue, trends, forecast monthly sales, view real-time transactions on your store, top 10 products, 3-month visitor comparison, sales chart, visitor chart.

Sales Dashboard – This dashboard provides you complete reports on your store’s sales. You can view the sales chart, sales breakdown for various periods, sales heatmap, use predefined sales filters to filter data (like – location, products, amount range, status), export sales CSV, and a lot more.

Customer Dashboard – This dashboard will give you information about your customers. Similar to the Sales dashboard it also provides you a chart but this is customer-specific (new vs returning), customer number breakdown, customer CSV, in-depth customer card, customer-centric filters (like location, products, customer since, revenue contribution, customer type, the total number of orders).

Products Dashboard – For running a successful business, you need to have a handle on your products. Products Dashboard provides you with all the information you need to know about your products. You get the Top 20% vs Rest of the Products chart, product purchase breakdown, product-specific filters (like – number of customers, quantity sold, refund percent, average pricing, attributes( for variation products)). Putler also provides an in-depth view of each of the products – Customer who purchases a product, the number of refunds demanded, revenue generated, products that are frequently purchased together, sales breakdown etc.

Transactions Dashboard – This is similar to the Sales dashboard but it also provides ‘Fees’ and ‘Tax’ information that it pulls from the payment gateways end.

Subscriptions Dashboard – Suppose you have a subscription product, Putler will recognize it and will show you SaaS metrics for all your subscription products. You can check out the MRR, ARR, ARPU, Churn, trials, downgrades, upgrades and a lot more.

Time Machine Dashboard – This is the forecasting dashboard. It allows you to forecast revenue, customers and the 10X growth of your business. You can use this dashboard when you are planning for the next quarter, scheduling tasks for your team, setting goals.Audience Dashboard – This dashboard pulls in information from Google Analytics. It provides you metrics, charts and reports based on website traffic, search terms, device usage and a lot more.

Insights Dashboard – This dashboard provides you two types of reports.

1. Holiday Season Insights – It gives you a year-on-year comparison of how your store performs during the Holidays vs The Non-Holiday days. You can easily pull up numbers, look at the recommendations and plan for the upcoming Holiday season.

2. Performance comparison – You can compare the performance of your single store/multiple stores across various time periods and look at all the metrics in a single glance.

Now that the dashboards are done, let’s look at some important features within Putler:

Customer segmentation

customer segmentation

Email marketing is one important aspect for all online businesses. But as proven by experts you need to send segment customers and send them targeted emails. Putler helps you achieve that. 

It helps you segment customers based on various factors like:

  1. Based on RFM Analysis
  2. Based on Location
  3. Based on Price sensitivity
  4. Based on Product purchased
  5. Based on when they first signed up
  6. Based on New/Returning customers
  7. Based on subscription status-completed, refunded, disputed, failed.

Putler lets you segment customers based on these factors and lets you either export a CSV or send targeted emails right from within Putler.

Forecasting

forecasting

Putler helps you forecasts in multiple ways. Firstly, Putler helps to forecast your monthly sales. It takes various parameters into consideration like sales of the last 3 months + sales of the current month in last year. It takes an average of this and predicts your currents month sales.

Also as mentioned above, the Time Machine Dashboard helps forecast revenue, customers, 10X growth of your business based on various factors.

Monthly Goal Setting and Tracking

monthly goal

Putler lets you set a sales target for the month and it keeps tracking how much of the target you have actually achieved. This sales target tracking helps you stay on track and lets you make important marketing decisions for achieving your target.

Multistore Reporting

multistore reporting

Putler can help you can monitor, analyze all your multiple stores from a single place. You can simply connect all your stores into Putler and then either view consolidated reports from all your stores or create separate views for each of your stores and view independent reports for each store.

Refunds and Subscription Management

refunds

If you have Putler/Stripe/Shopify connected to Putler you can process refunds, manage subscriptions right from within Putler itself.

The benefit of doing this: You need not share critical credentials with your support team. You can simply provide them Support team access and they can carry out the operation using Putler.

Frequently Bought Together

frequently bought together

Putler provides you insights into the products that are frequently bought together. It shows you the frequency of how many times a product has been bought together with another product. This insight helps you plan offer funnels on your store, it helps you send out relevant product upsell emails and help increase the ROI of your business. 

Customer Insights

customer insights

Since Putler pulls in all your customer data, cleans it and enriches it, you can identify and understand your customers in detail. You can click on any customer and Putler will provide you complete information about her/him. You get to know the demographic of the client, contact information, information about the client’s website, purchase history, total revenue they have contributed to, products they have purchased, refunds they have asked for and a lot more.

Filtering and Custom Segments

filtering

Slicing and dicing data becomes a piece of cake using Putler. Putler readily has various well-thought filters on each of its dashboards, you can use various combinations and then get the data you wish for.

For example: 
View all the new customers that have purchased a product X on your site in the last 90 days.
View all the customers who have purchased from Non-US regions

View all the customers whose subscriptions have failed.

Not just predefined filters, Putler lets you create custom segments of your own as well.

Variation Reports

If you sell variation products, Putler provides you reports for each of your variation products as well. You can get metrics, reports for each of your variations and then make important decisions like forecasting inventory, shelving a particular variation, bundling, etc.

Who can use Putler?

putler

For any business to grow all the people working for the business need to know where it is headed. So right from the top managers to the support team need to have access to some or other data analytics. Putler recognizes this and it lets you share access with your entire team at various levels of security.

Putler lets you provide access to your Support teams, marketing teams, consultants and top level managers.Each of these has different access privileges based on the role.

For example: The support teams can only access the Customer and the Sales dashboard minus the financial metrics.

The Top-level managers can access all the dashboards as well as financial metrics.

Read more in-depth about access roles in Putler here.

Fun fact: Putler doesn’t charge you per seat. You can get as many teammates to Putler as you wish to.

How much does Putler cost?

Unlike other reporting tools Putler doesn’t charge you based on your MRR/revenue. It charges based on your usage of Putler. Here are the various plans:

pricing

Summary

Just to recap here are the Pros and Cons of Putler:

Pros:

  • In-depth reports on Products, Customers, Sales, Website Traffic
  • 153+ key performance metrics
  • Multi-store reporting, multicurrency support, multi-team support
  • Marketing features like- customer segmentation, filtering, goal tracking
  • Operational support – refunds, subscription management
  • SaaS metrics like MRR, Churn, ARR etc
  • Variation reporting

Cons:

  • No inventory management
  • No integration with a CRM tool
  • No cohorts

Your call

If you are a Shopify store owner and you want to get advanced reports, growth insights for your store or stores without burning a hole in your pocket, give Putler a try. You will get access to key metrics, in-depth reports, and insights that will help you grow your Shopify store.

Sign up for the 14 days free trial of Putler

 No coding or credit card required. It’s a win-win!

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