Ways to use Putler

Putler will be your next go-to tool

Wondering how? Listed below are things Putler can help you achieve.

Smarter Marketing

Putler helps you build a rapport with your customer by sending them targeted emails.

You can easily filter customers based on these statuses within Putler’s Transaction dashboard and then send them targeted emails from within Putler or export the list and send emails from your respective email service provider.

Types of targeted emails you can send:

  • Refunded clients – Email them asking their feedback, recognize their concerns and try addressing them.
  • New customers – Send them a welcome email/ educational email/coupon code for their next purchase.
  • Returning customers – Send them a gratitude email and ask them for a testimonial.
  • Payment pending customers – Notify them about the payment issue and send them steps to resolve it.

Discounts and sales are a great way to increase revenue. But there is a catch. In order to run a successful discount/sale you need to get the timing right.

You need to identify which day (a weekday or a weekend) and what time (morning, evening, noon) does your store have the maximum footfall. Once you identify this, you can then plan your sale around this time and it will most definitely be a success.

Putler’s Sales Heatmap helps you spot the most profitable days and time slots within seconds.

Here’s how you identify the best time to run your flash sale within Putler:

  • Go to the Sales Dashboard
  • Select a date range
  • Look at the dark green spots on the Sales HeatMap. These are the most profitable periods in your store.
  • Keep a flash sale/ discount during that period.

According to research done by CXL, customers can be influenced to buy more during the buying process. But the success of this highly depends on what products you pitch. So it is important to pitch a relevant product.

Putler studies your store’s historic data and finds out which products your audience finds relevant/complementary and ends up buying them together in the same cart. It then shows you the number of times a product is purchased along with another product.

Here’s how you can achieve this within Putler:

  • Go to the Products Dashboard
  • Select a date range
  • Click the main product you wish to find complementary/frequently bought products for. A detailed Product card opens up.
  • Click on the ‘Product bought together’ tab
  • If there are any relevant products bought along with the main product, they will show up here.
  • Spot the relevant product that has the highest frequency of purchases.

You can use this critical piece of information and decide which products to show while planning sales funnels, pitching upsell emails, showing relevant products during the buying process and a lot more.

Thanksgiving in the US, Diwali in India, St. Patricks Day in Ireland. Apart from all these being national holidays in their respective geographies, these festivals are major discount seasons that customers eagerly wait for.

While most businesses only base their discount seasons around US Holidays. Putler empowers businesses to identify customers from other geographies so they can reach out to these customers and benefit from discount seasons for other geographies as well.

Here’s how you can achieve this within Putler:

  • Go to the Customers Dashboard
  • Select a date range
  • Go to the Location drilldown on the left.
  • Select any location where you want to run the festive offer
  • All customers from that location will be loaded in the ‘List View’ on the right
  • Export the list.

Once exported, you can email them discount coupons during their respective national festivals. In this way, you can offer festive discounts to geo targeted audiences and also increase the revenue of your business in bargain.

The trick behind a successful upsell is upselling the right product. The mistake most store owners make is they upsell products which are not relevant to the customer. That’s why, most upsells fail.

So this leads to the next question – how to find the right product to upsell? Or how to find out which products are relevant to customers?

There are multiple ways to spot this. One way to go via intuition.

This is way simpler for physical products which are complementary to each other. For example: If a person is buying a mobile phone, you can upsell him a mobile cover.

But what if the choices on your store are not so direct or you have multiple variations. How to identify relevant products then? Putler has a much more data-driven approach to finding the right products to upsell.

Putler has a feature called the ‘Frequently bought together’.

Here’s how you can achieve this within Putler:

  • Go to the Products Dashboard
  • Select a date range
  • Click the main product you wish to find complementary/frequently bought products for. A detailed Product card opens up.
  • Click on the ‘Product bought together’ tab
  • If there are any relevant products bought along with the main product, they will show up here.
  • Spot the relevant product that has the highest frequency of purchases.

Using this information, you can upsell the product that has the highest or the second highest frequency.

Benefit of using this data driven approach is – you get direct access to how your customers think. You can then use this insight and nudge other customers to grab the upsell.

Geotargeting is one of the important strategies used by Marketers. But what, business owners struggle most with is identifying the geographies that they customers come from.

Most of them rely on Google Analytics which does a commendable job of pointing out the best countries they get most traffic/conversions from but it lacks the indepth detail on who are the customers from US or who are the ones from Europe.

Inorder to get indepth information on the location of your customers, you either need to export the whole customer list from your database and then do excel operations to group them on rely on a third party tool/app or a plugin.

Putler helps identify the following:

  • Where are my top customers located?
  • Which countries give me the highest revenue?
  • Which customers fall in a particular Continent/Country/State/County?
  • How many customers are from a particular place?

And lot more

Getting answers to such questions can help you take critical business decisions like-

  • Which places should I target in my ad campaigns?
  • Send geo-targeted festival emails. For example: Filter customers from Ireland and send them a St. Patrick’s Day greeting.
  • Give geo-targeted discounts. Extending the above example. Offer them a discount coupon in the Patrick’s Day email.
  • Which countries don’t bring in as much revenue, exclude such countries while running ads.

Website optimization is an ongoing task. It is time consuming and there is no single formula that works across websites. But there is a way to approach it smartly.

The thumb rule states: Start optimizing pages that bring in the maximum traffic.

Now you can spot this out in Google Analytics. But if you are like me a.k.a not a Google Analytics Expert and you find it confusing to figure which tab has this key piece of information, rely on Putler.

Once you connect your Google Analytics account with Putler, it will pull this critical piece of information and display it on it’s Audience Dashboard. You will get a list of top pages that bring in traffic to your website.

You can refer to this list and then makes critical decisions like:

  • Sequence to run optimization operations on your site
  • Pages to show important notices/offers
  • Pages to collect feedback or run a poll

Putler lets you study the customers in detail. Create a persona of who are your most loyal customers/ customers who contribute to maximum revenue

Then create strategies to attract more such customers, modify your landing page to speak this persona’s language and lot more.

Here’s how you can do it within Putler:

  • Go to the Customer Dashboard
  • Select the date range you want to analyze your customers for
  • All the customers that shopped on your store during that date range will be loaded in the Csutomer List View below
  • Start looking at the top 10 customers on this list. They have given you the maximum revenue.
  • Click on each of the top 10 customers. Take a look at the product purchased, customer’s website URL, customer location, past purchases

Use this information to build the persona of your best customers. Keep this person in mind while designing landing pages, emails, FB audiences etc.

Anybody (and that’s almost everybody) who owns a website wants to optimize their website for SEO. While there is tons of matter on how to improve the SEO of your website/ how to carry out keyword analysis, there is simple strategy which appears in all these SEO guides.

How to find what your website is already ranking for?

You can find this information within Google Analytics but if you don’t want to log in, search multiple tabs and then land to the answer.

Just Log in to Putler > Audience Dashboard > Popular search terms

Putler will provide you a list of search terms that the audience use to find your service.

Most of the times, these search terms are relevant to what you want to rank for. In those cases, do a keyword research and find other keywords you would want your website to rank for.

Incase, the search terms you are ranking for are not the optimal ones, you could do a couple of things:

  • Deindex the pages that contain that keyword.
  • Cleanup the technical SEO on your site
  • Add proper meta tags, headlines, anchor tags etc.
  • Create content for the good keywords you wish to rank your website for.
  • Use these good keywords on the main pages of your website.

Device reporting might sound trivial but it is a blessing and I have a story associated with it.

So it was the time of Holiday Season and we were running the biggest offer of the season, we created a page where we directed most of the email/ad traffic too. Now since this page was created specially for the Holidays, it had a lot of code, images and new copy. And since the success of the offer depended single handedly on this page we took the utmost care to see everything worked. Except one.

We forgot to test responsiveness on smaller devices like mobiles, tablets. So since most of us work on laptops and desktops, the page rendered fine on bigger devices but when customers (which in our case was above 70%) browsed through their phones they saw a broken website. This directly impacted our sales.

How could we do it differently?

Well, we could check reports on how customers browse our website a.k.a device reports.

Using Putler’s Audience Dashboard if you scroll to the Device Category, you will immediately know the traffic breakage of your customers based on the device they use for browsing.

Based on this data, you can then decide on making your website responsive to that device. You can also work on the responsiveness of your email, service, app etc.

Not just responsiveness, based on number of users, you can also use this key information for targeting ads across various devices.

Social media marketing is the new trend. Companies are running ads on Facebook, Instagram, Whatsapp, Linkedin, Twitter etc. But it is better to be smart then everywhere. Right?

You need to focus on channels which have your customers. Moreover focus on channels where the customer is ready to interact with you rather than stalking them everywhere.

So though social media marketing can blow up profits for some industries, some might also end up drowning if not assessed strategically.

One way of assessing which social media platform has your audience and which audience is ready to interact with your service/product is by looking at social media reports.

If you go to Putler’s Audience Dashboard >Social Reports you will find all the social platforms that bring you traffic (i.e sessions) + users (the ones which actually get converted).

You should look at both these numbers in order to make critical decisions like –

  • Which social media platform gives me the most traffic?
  • Which social media platform converts better?
  • Run social media ads on platforms that convert better. This will give you higher ROI.
  • Stop running ads on platforms that have lower conversion rate.
  • Platforms which provide you maximum sessions but lesser conversions, try adding better targeting rules.

Hands-on Tracking

Working in teams is fun but it also needs some direction and goals. And every person in a team needs to be aligned with the goal so they can work towards achieving it. Putler helps your entire team be aligned with your sales goals. Thus, motivating them to achieve it.

Here’s how you can achieve this with Putler:

  • Go to Home Dashboard
  • Spot the metric ‘Sales Goal’
  • Click on ‘Set’. Set your monthly goal.
  • Putler will instantly show you how much percentage of the sales goal you’ve achieved based on the current month’s revenue.

Once set, Putler will start calculating how much of the target your business has achieved based on the revenue earned each day. This is act as a push factor and encourage your team members to take corrective measures inorder to reach the target before the month ends.

Stay up to date on what’s happening on your store. Whether it is a sale or a refund, as a business owner you need to keep an eye on these activities.

And using Putler, you can monitor all these activities without logging in to your shopping cart or eCommerce platform.

Here’s how you can achieve this with Putler:

  • Go to Home Dashboard
  • Check the ‘Live Stream’ on the extreme right.
  • You will see all the activity that’s happening on your store(s).
  • You can filter these items based on the labels like ‘Sales’, ‘Refunds’, ‘Disputes’ etc

To make things more fun and motivating, it will notify every new sale as a cash register sound. So if you are having a good sales day, you will literally hear coins clinking away.

BTW, if you dislike sound notifications, you can choose to mute the sound notification.

The ultimate source to measure visitor activity or website audience is Google Analytics. And while we compare nowhere when it comes to features that Google Analytics provides, Putler still provides a simpler solution.

How? Putler cuts down the confusion and brings all the important metrics related to website traffic, conversions and lot more in a single window.

This means, you or your team no longer need to Google Analytics experts or depend on them.

You can simply log in to Putler, go to the Audience dashboard and you can see how your visitors interact with your website and how they convert.

Tracking how your products are performing is a must for every business. Be it a single product store or multiple product store. Not just physical products, digital products or SaaS businesses with multiple plans as in the case of Putler, all types of products need to be monitored and their performance need to be measured.

Putler’s product leaderboard that’s located on the Home Dashboard provides you a ranking of top products on your store.

It gives you a snapshot of which are your top 10 products, how much quantity of each product was sold for the selected time period, what was the revenue earned, how much of the whole revenue pie did this product contribute to.

Also, not just top 10. If you go to the Product Dashboard, you will get a listing of all the products on your store (Even if you have a thousand product! Putler can handle much more). They will be listed in the descending order that is from the best sellers to the worst.

Insights you get from Putler’s Product Leaderboard:

  • Which product stands where?
  • Which products need immediate attention?
  • What quantity of the product was sold?
  • How much was refunded?
  • Which products can be bundled?
  • Which products need to be discontinued or taken off the shelf?
  • Which products need a pricing change?

You can get answers to all these critical questions by taking a look at your product listing.

Just like refunds, disputes are also a part and parcel of every business. In fact, they are a bit more crucial, and if not handled within the allotted time, it could burn a big hole in your pocket.

Now payment gateways do an excellent job by sending an email notification whenever a dispute is raised.

But, just incase this email gets skipped/ lands up in junk/ is never opened. You might end up in trouble. Needless to say that you will need to make a complete refund to your customer, you might also need to pay more as a penalty.

So to save you from all this headache, Putler has introduced a feature that makes spotting a dispute unmissable.

Here’s how you can spot disputes in Putler:

  • Go to Putler’s Sales Dashboard
  • Select the date range you want to check the disputes for.
  • Go to the ‘Status’ drilldown on the left.
  • Incase there are any disputes raised during the selected date range, it will show up here.
  • Select the dispute option under the ‘Status’ drilldown
  • All the disputed transactions will be loaded in the Sales List View at the right

You can open the transaction, view the payment gateway where this dispute was raised and then take the necessary actions to win the dispute.

Everybody has faced this issue of data aggregation in some form or another. Be it a business owner of a single website or multiple website, a solopreneur or somebody with a large team, the issue still prevails.

We find ourselves, dabbling between tools, working on excels, waiting on team mates for more data and lot more.

Sure, you can create excels and merge data manually but what if you could have a single point of contact? One place, which had all your data, all your stores, all your accounts?

It would make things way less complicated, save you time and boost your energy. Right?

Putler is that data aggregator. It is the single point of contact for all your data.

Once you connect your payment gateway(s), eCommerce platform(s), store(s), Google Analytics account(s) to Putler, you will have all this data in one place.

But Putler is not just any other data aggregator. It is a data processor which will merge this data, clean and enrich it, remove duplicates and provide you consolidated reports, insights.

Here are the benefits of using Putler as a data aggregator:

  • No more juggling between tools
  • No more manual excel work to merge data
  • No waiting on various teams to pull in data from various places
  • Time saver – as all the data is found in one place
  • Single source of truth
  • Better decisions as you have a bird eye view of your business in a single place
  • Better control of your data

BTW, if you don’t want to merge all the data and get consolidated reports, instead you want to get independent reports from your multiple stores/data sources. That is possible too.

Putler has the ability to create independent views of every stores/data source and can show you reports, insights from respective stores/data sources too. Again, saving you the extra work of going to various tools, logging in and out etc.

In Putler, you can just switch to whichever store you wish to see reports, data for in just a click.

Subscription businesses are profitable but analysing them isn’t a piece of cake. All the SaaS metrics like MRR, churn, ARPU etc are a little complex to understand and may take days to calculate manually.

That’s where SaaS analytics tools come into play. But if you have tried even a few, you will quickly notice that most of the SaaS analytics tools only cater to Stripe. Further, they need that your subscription product is defined within Stripe. If these conditions are not met, there is a huge chance that you get wrong or no SaaS reports at all.

Within Putler, we identified this plight of SaaS owners. So we did a couple of things:

  • Introduced SaaS reports for various data sources not just Stripe – Putler provides SaaS metrics for Stripe, PayPal, Authorize.net, WooCommerce, EDD. (We are constantly adding more data sources to this list)
  • Identify products which are not defined in Stripe – Even if your SaaS product is not defined in Stripe, Putler lets you add your eCommerce platform and pulls the product information from there in a smart manner.
  • Ready metrics – Just like other SaaS tools, Putler provides you all the important SaaS metrics in a single dashboard – the Subscription dashboard.
  • Handles both SaaS as well as Non SaaS products – While most tools only cater to one category, Putler handles both and it can show you reports for both SaaS as well as Non SaaS products that are on your store.

Take a look at all the SaaS metrics that Putler provides.

As your business grows, you wish to have more control over the channels that contribute to your growth.

You start looking out for answers like:

  • Which is my most revenue generating channel?
  • Which channel provides me the maximum visitors?
  • Which channel provides me the maximum conversions?
  • Which channels don’t generate profits?
  • Should I spend more on promoting a particular channel or not?
  • Should I stop promotions on a particular channel?

The answers to all these everyday questions are simple. Take a look at your Google Analytics data and spot which channels bring in traffic and which doesn’t. But what about revenue generation.

As Google doesn’t get as much information about eCommerce transactions, it can only estimate the revenue figures. Inorder to get the right revenue numbers associated with every channel, you will need to dig deeper in analytics or simply go by your intuition.

But using Putler, you can solve this issue within seconds. Once you connect Google Analytics and your eCommerce platform within Putler. It will pull numbers, merge it and show you a true picture of how your various channels are performing.

Using Putler you can get all the information you wish for – traffic, conversions as well as revenue. Once you get this information, you can easily answer the questions that are mentioned above.

SBU is nothing but a Strategic Business Unit. It is a fully-functional unit of a business that has its own vision and direction. Typically, a strategic business unit operates as a separate unit, but it is also an important part of the company.

A brand, a website, a team, group of teams, group of data sources can all be considered to be separate SBU’s. And within Putler you can create as many SBU’s as you like and then view independent/ combined reports for them.

The procedure for creating an SBU is similar to creating a team. You can read more about it here.

Once an SBU is created, you can toggle and view all the reports for that SBU alone.

Advantages of SBU reporting:

  • Easy access to all the data related to a particular SBU
  • More control and clarity of where your SBU is headed to
  • Saves time and energy
  • Helps take strategic decisions faster.

If you have a multiproduct website there are high changes that you have product variations. Having variations in products is great, it provides your customer with options and this in turn increases the chances of the purchase.

But most store owners that have variation products struggle with inventory, analysis of these variations. The inhouse eCommerce systems usually either give an overview of the variation products or skip the variation bit completely. Thus leaving store owners on their own.

So when it comes to variations, store owners either resort to manual methods or take decisions based on gut. And this leads to inaccurate inventory decisions, revenue loss etc.

Putler tries to solve this issue by providing in-depth Variation reports.

Here’s how Putler provides a clear picture of how your variations are performing:

  • For example: If you have an retail store and you are selling T-shirts having variations S,M,L. Putler will show you metrics for all these variations. You can see the quantity of the variation sold, customer who bought the variation, revenue earned, refund (if any).
  • You can also filter reports for a particular variation. Say, you want to get a report for T-shirt in size S. You can go to the Products Dashboard > Select the Attribute drilldown to T-Shirt > S
  • Putler will pull in a list of customers who have bought the T-shirt in size S for the date range you have selected. You can then export this report and do whatever excel operations you wish to do.
  • Also, you can export monthly/ quarterly reports to see the sales trend of the variations and then important inventory decisions like – pre-ordering inventory, shelving variations, introducing more variations etc.

It’s all about numbers and metrics and at times you want to compare them so you know where your business is headed.

Comparing sales, products, customers across various time ranges can help you in a number of ways:

  • Understand trends
  • Spot anomalies and fix them.
  • Spot opportunities and grab them.
  • Do course corrections
  • Create/modify marketing strategies and a lot more

While most payment gateways or eCommerce platforms don’t provide this option, third party tools do. And Putler is one of them.

Putler lets you compare all the main metrics across different time ranges. And since it supports most of the key eCommerce platforms like Shopify, WooCommerce etc and key payment gateways like PayPal, Stripe etc it has helped multiple businesses to compare their most important stats with ease.

Here’s how it works:

  • Go to the dashboard you want to compare metrics for. Say Sales Dashboard.
  • Once you are on the dashboard, go to the top right corner. You will notice a tab ‘Compare with’. Click that.
  • You can now compare your whole data or custom segments.
  • Select the date ranges and hit compare.
  • All the main KPI’s and charts will be calibrated and you can then view the changes in the metrics.

Wondering how to create segments? It is simple. Read this article to know more.

Quicker Routine Operations

Want to forecast your total revenue before the month ends? Putler’s monthly revenue forecaster makes this possible.

But before diving into the details of Putler’s Sales Forecasting, here are reasons why forecasting monthly sales is important:

Advantages of forecasting sales (monthly):

  • You get a notion of your cash flow trend. Whether your cash flow is going up or its trending down.
  • Based on the cash flow trend, you can decide various things like – budgeting marketing activities, ordering inventory, investing in other activities and lot more.
  • If your cash flow is having a downward spiral, you can make course corrections and try improving the cash flow using marketing strategies like running discounts, targeting ads, running promotions etc.
  • If your cash flow is showing an upward trend, you can spend more on inventory, increase marketing budgets and a lot more.

How Putler forecasts monthly sales?

Unlike other tools, Putler doesn’t just consider the moving average of your last 3 months sales revenue. Putler does a combination of last 3 months moving average + the revenue of the ongoing month but in the last year. This gives a trend of how your business usually performs in the ongoing month and helps forecast a more accurate sales revenue for the month. You can find the monthly sales forecast on Putler’s Home Dashboard.

Orders equals sales. As business owners/ marketers we want to keep a close eye on these numbers. And without an analytics tool, we got to rely either on the store admin, accountant to fetch the order details for us.

Using Putler, you get the master control. Putler pulls both real time orders as well as the historical orders. You can then choose the time period you want to export the orders for and hit export. Putler will instantaneously email you a CSV along with the order details.

Follow these steps:

  • Go to the Sales dashboard
  • Select the date range
  • All the sales for that date range will be loaded in the Sales List View below.
  • Click on Export button above the list view.
  • Check your email for the CSV

You can then use this CSV to carry out marketing activities, sending our strategic emails, accounting work and more.

Similar to exporting orders, product export is an important activity too. While most of the eCommerce platforms lack big time when it comes to showing in-depth product reports, Putler has a whole dashboard dedicated to Product Analytics.

Follow these steps:

  • Go to the Product dashboard
  • Select the date range
  • All the product sold in that date range will be loaded in the Sales List View below.
  • Click on Export button above the list view.
  • Check your email for the CSV

The CSV export will have the following fields: Items, Sales, Refunds, Total, Refund Amount.

You can use this detailed product report to analyze products, change pricing strategies, introduce bundles, arrange offers, run discounts, take feedback and a lot more.

This information can also be used by Inventory managers, to forecast inventory/ accountants to

Just like exporting orders, products, exporting customer csv for a specific period is also a sought after use case. As marketers/ store owners we wish to know things like –

  • Who are customers are?
  • What products do they purchase?
  • How much revenue did they?
  • Whats the pricing sweet spot?
  • Which products are a hit with the customers? And so on and so forth…

The answers to all these questions can be found in the Customer Export within Putler.

All you do is go to Putler’s Customers Dashboard > Select the date range you want the customer list for and hit Export

Putler will email you a detailed Customer CSV consisting of fields.

You can use the Customer export feature of Putler for a variety of reasons:

  • Filtering customers based on various parameters like shopping behavior (RFM analysis), New/Returning, Location based, based on products purchased etc
  • Accounting purpose
  • Getting in depth information about particular clients
  • Creating marketing strategies

Everybody wishes to know their customers well. You want to have as much customer information as you can at your fingertips. While it might be easy to track customer information based on their email id, name, domain. It is nonetheless a repetitive and tiresome process. But not anymore.

What if you had a tool that could provide you all the information about your customer in a single window. That too, in a single click?

Putler is that tool. It provides you all the key pieces of information of each of your customers in a single window. Once you land on Putler’s Customer Dashboard and click on the customer of your choice, Putler will open up an in depth customer card.

The customer card will contain information like:

  • Customer name
  • Customer email
  • Customer phone number
  • Customer address
  • Date of joining (When the customer made the first purchase on your store)
  • Purchase history
  • Products purchased
  • Total revenue earned from that customer
  • Total refund claimed by the customer
  • Total number of orders
  • Website of the customer

You will no longer need to use Google or look up your database to get any information about your customer.

Well, this feature of indepth customer profile can be useful to anybody owning a business, it is especially useful for support guys/marketing personnel who tend to communicate with the client directly. Having this information readily available will ensure you have a better customer relationship and the customers feel well cared for.

Inorder to serve clients well, you need to know the purchase history of a client. Is he a new/returning customer. If returning, what product did he purchase? Did he ask for a refund? How many products has he purchased? When did he shop on our store last? How much revenue has he contributed to the business and a lot more.

Steps to view purchase history in Putler

  • Go to the Customers Dashboard
  • Search the customer whose customer purchase history you wish to view using the search bar.
  • Once you find the customer. Click on the customer.
  • The detailed customer card will open up.
  • View the purchase activity of this client.

Numbers tell a story. But it is up to you as a business owner, marketer, store owner to put it to use. Now, most of us know this but get stuck at the data fetching phase.

Either the data is fragmented over multiple tools or it needs some sort of technical code inorder to be retrieved or you need to have access to the website or you need to dig into the database. Well, the list is endless.

So how about a tool which pulls in all your data and lets you get whatever information you need within a few clicks? That sounds therapeutic, right?

Putler is that tool. It can solve all your data related problems in seconds. Literally.

All you need to do is, connect all your data sources and let Putler work its magic.

Putler will not only pull in all the data, it will also clean, enrich it and remove duplicates if any.

Once the data is accurate, you can hop on to any dashboard, pick an report, apply multiple filters and get to whatever data to wish for.

Magic? Every bit of it.

Here are some ways you can slice and dice your data using Putler:

  • Find out who are your new vs returning customers in the last month.
  • Find out the customers who haven’t purchased from you in the last 90 days.
  • Find out which are your top performing products
  • Find out which customer churned (asked for a refund)
  • Find out which orders are still pending
  • Find out what quantity of products were sold in the last month
  • Find out who are your customers from say Untied States
  • Find out which products are purchased together
  • Find out which payment gateway is preferred more
  • Find out which store made more profits

Well the list is truly endless. But to give you a gist, Putler can answer all these strategic questions with data. You can simply apply drilldowns (readymade filters) or create custom segments or look at real time ready reports to get tons of insights.

As business owners we need to have a tab on orders all the time. We need to track the various types of orders in the system at least weekly if not daily.

For example: New orders/ Refunded orders/ Disputes

The way owners generally find this is either exporting a CSV and then filtering statuses out manually or go through with the rudimentary search feature of their websites.

Either way its time-consuming and frustrating.

But within Putler, orders are already filtered and ready to be used.

Simply go to the Sales Dashboard > Click on The Status drilldown > Select the type of order you wish to get data for. That’s it.

All the orders belonging to the selected type will be shown in the reports besides it.

A few ways you can use order statuses is:

  • Filter out refunded orders and send out a feedback email asking customers for their experience, expectation, concerns. Do this on a weekly/monthly basis if not daily.
  • Filter out completed orders and send them welcome emails, resources, coupons for their next purchase. This will improve your customer relationship and also increase sales.
  • Filter out disputes and make sure you don’t lose them. Stay on track of who raised the dispute, sort the concerns or provide necessary material supporting the dispute to the respective payment gateway before the due date. This ensures you don’t get charged without reason.

Better Planning

There is always some cost attached to inventory. Limited inventory will mean loss of revenue and access inventory will lead to additional cost or wastage. So the key here is to estimate the right inventory.

Now Putler is not an inventory management tool but it can help you to estimate the right level of inventory.

Follow these steps:

  • Go to the Products Dashboard
  • Select your date range say, last 6 months
  • Check the product you want to estimate the inventory for.
  • A detailed Product card open up
  • Check the ‘Sales History’ tab.

Based on these numbers you can then make an educated guess on how much inventory you must have in stock for the upcoming month.

Wouldn’t it be great if we could predict the number of new customers we would have maybe in a week/month or a year?

While you could always do the math by checking the trend for the last few months but would be accurate? Well, mostly not. Reason being – there are multiple factors that impact forecasting of new customers.

The trend is surely an important factor but you will also have to factor in churn if you have to come to a more accurate figure.

Putler’s Time Machine has a widget that forecasts customers based on the data you feed in – Current number of customers, new customers added every month and the churn rate. Based on all these factors, Putler will then predict the new customer count for a complete year.

Advantages of Putler’s Customer Forecasting:

  • It is quick and automatic
  • No manual calculation needed
  • Takes the churn into consideration. Thus, higher chances to get an accurate prediction.

Revenue prediction is important and all businesses at one point or other would like to predict the revenue.

While similar to customer prediction, revenue prediction can also be achieved via manual calculation. But this too is complex as you need to consider multiple factors.

Putler tries to simplify the process of revenue calculation and provides you an easy solution in the form of the Time Machine.

Steps to use the Time Machine to forecast revenue:

  • Go to the Time Machine Dashboard
  • Fill in details like – Starting revenue, Growth in revenue and Churn rate.
  • Based on these three factors Putler will forecast the revenue for a whole year.

Well, this forecastcan’t be used as a yardstick but it can definitely give you a sense of the linear growth of your business.

NOTE: These numbers don’t consider external events like a sale/market crashes so it is liable to change based on actual happenings.

Still it is a good enough metric which can be used to plan out business strategies, marketing activities, foresee requirements and lot more.

Continue spending $1000 every month, or try Putler?

Switch to Putler, it’s worth it.

A single insight can be worth thousands of dollars. And hours of time savings will let you focus on more important things.

Try it yourself – no risk, no credit-card and fully worth your time.

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