Switching to a new platform should feel empowering, not overwhelming.

At ProfitPeak, our goal is to get you from signup to actionable profit insights as quickly and smoothly as possible. The key to a seamless start is providing us with the necessary data access and operational figures upfront.

This straightforward checklist details the essential steps for finalising your setup. Follow these items, and you’ll be on your way to seeing your true, blended profit picture in no time.

1. Essential Platform Access: Opening the Data Gates

ProfitPeak’s power lies in unifying your advertising and operational data. To do this securely and efficiently, we need administrator-level access to your primary acquisition platforms.

Please grant Admin-level access to the following:

• Google Ads

• Meta (Facebook & Instagram)

• TikTok Ads Manager

• Microsoft (Bing) Ads

• Pinterest Ads (if applicable)

• Klaviyo (or your main Email/EDM platform, if applicable)

2. Apply ProfitPeak UTMs: Tracking with Precision

Accurate campaign measurement is non-negotiable. To ensure every penny of ad spend is tracked back to its revenue, you must apply ProfitPeak’s unique UTM (Urchin Tracking Module) parameters across all active and future campaigns.

This needs to be done for:

• Google

• Meta

• TikTok

• Bing

• Pinterest

Our support team will provide you with the exact parameters and guidance on how to implement them.

3. Prepare Your Operational Expenses (Ex-GST)

To truly talk about the real profit, it means accounting for all your fixed and variable costs. Please compile a comprehensive list of monthly expenses (excluding GST/VAT) to be loaded into the platform.

This list should include, but not be limited to:

• Product Costs (COGS)

• Shipping (average cost per order or a percentage)

• Warehouse / Storage Costs

• Utilities and Rent

• Agency Fees (Marketing, Creative, etc.)

• Plugin / App Subscriptions

• Merchant Fees

• Staff Costs (Operations, CS, etc.)

• Packaging / Handling

• EDM / Email Platform Costs

• Any other recurring fixed or variable monthly overheads.

4. Add Your Team

Finally, invite any additional team members who need to see and use the ProfitPeak reporting, dashboards, and operational data. Ensure your key stakeholders in finance, marketing, and operations can access the insights they need to make data-driven decisions.

Also read: A Guide To Team Roles: How ProfitPeak Drives Your Business Ascent

Once these steps are completed, our team will finalise the data synchronisation and configuration. Welcome to a better, more profitable way to run your e-commerce business!