Getting started with portfolytics

When you first open Portfolytics, you don’t need to set anything up to start getting insights. The app pulls in your Shopify store’s products, sales, collection and even the product hierarchy automatically*.

It’s designed to give you quick wins from the very first visit.

What Portfolytics does

It helps you understand which of your product categories or collections are actually performing – and which ones aren’t. You can see how many products are sitting idle with no sales, or which product categories are driving most of your revenue.

There’s no setup required. None at all.

How to get around

At the top, you’ll see the main menu:

• Hierarchy
• Collections

There are also filters in the top . Use them to control what sales data is shown across all views.

See value in 10 seconds

Click on “Collections.” Right away you’ll see:

• how many collections are online
• how many have made sales
• sales per collection

Click any collection and scroll down – the product table updates to show what’s been sold in that collection.

That’s it. No export. No filters. No spreadsheet work.

* Only tested with Shopify’s native main menu. Beta includes the top two category levels.