Your Setup Checklist
Follow these steps to get the most out of Dashboardly. Each step builds on the previous one.
Account Setup
- Create your account at app.dashboardly.io. See Getting Started for the full guided flow (signup, email verification, TikTok Shop connection, plan selection).
- Verify your email using the code sent to your inbox
- Connect your TikTok Shop -- required for Dashboardly to work
- Choose a plan -- all paid plans include a 14-day free trial. See Plans and Billing.
Optional Connections
- Connect TikTok Ads (optional) -- for ad spend and ROAS tracking. See Connecting TikTok Ads.
- Connect additional shops (if you manage more than one) -- see How to Connect Multiple TikTok Shops.
Set Up Your Costs
- Add Cost of Goods (COGS) for your products -- critical for accurate profit tracking. See Setting Up Cost of Goods (COGS).
- Add FBS Shipping Costs (if using FBS) -- see FBS Shipping Costs.
Explore Your Data
- Review your Dashboard -- check key metrics and charts. See Dashboard.
- Wait for the initial data import to complete. See How Data Import Works.
- Check the P&L Report -- see your full Profit & Loss breakdown. See Profit & Loss.
- Browse your Orders -- filter and search your order history. See Orders.
- Explore Customer Analytics -- LTV on the Customers page, Purchase Journey, and Cohort Retention.
Customize Your Experience
- Enable the Daily Email Digest -- get yesterday's key metrics every morning. Settings → General → Email Preferences. See Daily Email Digest.
- Invite your team -- Settings → Collaborators. See Team Management (Collaborators).
Need Help?
- Browse the rest of the Help Center for guides on every feature
- Contact us at hello@dashboardly.io
- Check our troubleshooting articles for common issues