Guides

Step-by-step guides for setting up costs, targets, alerts, reports and your team.

• Product costsAdd, import, backdate and fix the cost of each product so COGS is right.
• Smart import and templatesImport costs, expenses, ad spend and older orders from a spreadsheet, review every change and undo it.
• Shipping rulesModel what you pay carriers for each order with priority-ordered rules.
• Payment fee rulesAdd your gateway's rates so every order carries its real processing cost.
• Custom costsAdd costs Shopify does not know about: retainers, commissions, per-order fees and formulas.
• ExpensesAdd operating expenses by hand, from invoices, from a spreadsheet or from your accounting system.
• TargetsSet targets for margin, POAS, MER and CAC, see them on your KPIs and get alerts.
• AlertsThe alerts Marginful raises, what triggers them and where you see them.
• AdvisorFindings ranked by the money at stake, the weekly CFO briefing and benchmarks.
• Reports and exportsSchedule profit emails and export reports as CSV, Excel or PDF.
• Several storesRun several stores in one workspace, view them together and share expenses.
• Team and rolesInvite your team and choose what each person can see and change.
• Industry packsExtra tools for your kind of store, switched on from your catalog or by you.
• OrsonYour AI CFO: ask about your profit in plain words, and choose whether Orson speaks.