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Setpilot

An overview of Setpilot: what it does, who it is for, and what you get from using it.

Welcome to Setpilot

How to install Setpilot from the Shopify App Store and grant the permissions it needs.

Installing Setpilot on your Shopify store

What happens during the initial data import and how to configure Setpilot after install.

Your first setup: initial import and configuration

Install Setpilot and run your first import

Getting started

A tour of the Setpilot dashboard and the sections it contains.

Dashboard overview

How to slice and compare your profit data using the dashboard filters.

Dashboard filters: date range, country, and source

What each Contribution Margin level means and how to use them to make decisions.

Understanding the CM1–CM4 profit waterfall

Every metric on the Setpilot dashboard in one place: name, calculation, and what it means for your store.

Metrics overview

How often Setpilot refreshes your data and how to trigger an on-demand sync.

Manual sync and data freshness

Read your profit dashboard: filters, refresh cycle, and what every number means.

Dashboard & Metrics

How Setpilot organises costs into four categories and where each one belongs.

Cost setup overview: the four categories

How to configure per-variant product costs and keep them accurate over time.

Setting up product costs (COGS)

How to configure what shipping actually costs you per order, by country and rate.

Shipping costs: rates, zones, and defaults

How to configure payment fees per country and per payment method.

Payment processing costs

Per-order variable costs beyond shipping and payments — 3PL, insurance, subscriptions, and more.

Order processing costs

Ad spend, manual campaigns, influencer fees — everything that flows into CM3.

Marketing costs

How to track fixed overheads in Setpilot so CM4 reflects true net profit.

Other costs: overheads, SaaS, salaries

Use conditions to apply costs only to specific orders — by product, country, source, or value.

Targeting costs with conditions

Set up the four cost categories that drive your CM1–CM4 waterfall

Cost setup

Connect your Facebook Ads account to pull daily ad spend into Setpilot as Marketing cost.

Connecting Facebook / Meta Ads

Connect your Google Ads account so daily ad spend syncs automatically into Setpilot as Marketing cost.

Connecting Google Ads

Sync Axon.ai ad spend into Setpilot using an API key so it flows into Marketing cost.

Connecting Axon

Connect Facebook, Google Ads, and Axon so marketing spend flows into CM3

Ad platform integrations

Create scoped API keys to pull Setpilot analytics into your own tools, dashboards, or scripts.

API v2: Store API keys

Connect Setpilot profit analytics to Claude, Cursor, or ChatGPT using the official MCP server.

MCP server for Claude, Cursor and ChatGPT

Pull Setpilot data into your own tools, dashboards, or AI assistants

Developer & API

Invite teammates, manage roles, and control who can see cost data, generate API keys, or manage billing.

Team management and roles

Team & Account

Create a custom design with text, images, and links

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