Putler Review: The most comprehensive reporting solution for your store8 min read
Running an online business is no easy task. You need to identify your niche, what your customers expect, what your competitors are offering and provide the best service you can.
Now how about a tool which could help you take care of most of this if not all?
So here it is – Putler! Let’s take a deep dive and understand Putler in detail in this article.
What is Putler
Putler, is a multichannel business analytics software. It aggregates data from multiple websites, payment gateways, shopping carts and Google analytics accounts in one place. Thus, providing you a big picture of your entire business.
In a nutshell, you get in-depth reports on Products, Customers, Orders and your Website Traffic. Additionally, Putler also provides you growth insights, forecasts, goal tracking, segmentation and a lot more.
Key features of Putler:
- Provides analytics for SAAS as well as Non – SAAS businesses
- Provides RFM Customer Segmentation
- Instant transaction lookup.
- Customer profiling and purchase history
- Multi-store reporting
- Automatic de-duplication, enrichment, currency, and timezone conversion.
- 153+ key performance indicators and reports.
- Issue refunds, and manage subscriptions.
Putler has 9 dashboards. Each of which serves a separate purpose and provides a distinct report. Here’s a quick overview of each.
Home dashboard – It provides an overview of your entire business. You can track revenue, trends, forecast monthly sales, view real-time transactions on your store, top 10 products, 3-month visitor comparison, sales chart, visitor chart.
Sales Dashboard – This dashboard provides you complete reports on your store’s sales. You can view the sales chart, sales breakdown for various periods, sales heatmap, use predefined sales filters to filter data (like – location, products, amount range, status), export sales CSV, and a lot more.
Customer Dashboard – This dashboard will give you information about your customers. Similar to the Sales dashboard it also provides you a chart but this is customer-specific (new vs returning), customer number breakdown, customer CSV, in-depth customer card, customer-centric filters (like location, products, customer since, revenue contribution, customer type, the total number of orders).
Products Dashboard – For running a successful business, you need to have a handle on your products. Products Dashboard provides you with all the information you need to know about your products. You get the Top 20% vs Rest of the Products chart, product purchase breakdown, product-specific filters (like – number of customers, quantity sold, refund percent, average pricing, attributes( for variation products)). Putler also provides an in-depth view of each of the products – Customer who purchases a product, the number of refunds demanded, revenue generated, products that are frequently purchased together, sales breakdown etc.
Transactions Dashboard – This is similar to the Sales dashboard but it also provides ‘Fees’ and ‘Tax’ information that it pulls from the payment gateways end.
Subscriptions Dashboard – Suppose you have a subscription product, Putler will recognize it and will show you SaaS metrics for all your subscription products. You can check out the MRR, ARR, ARPU, Churn, trials, downgrades, upgrades and a lot more.
Time Machine Dashboard – This is the forecasting dashboard. It allows you to forecast revenue, customers and the 10X growth of your business. You can use this dashboard when you are planning for the next quarter, scheduling tasks for your team, setting goals.
Audience Dashboard – This dashboard pulls in information from Google Analytics. It provides you metrics, charts and reports based on website traffic, search terms, device usage and a lot more.
Insights Dashboard – This dashboard provides you two types of reports.
1. Holiday Season Insights – It gives you a year-on-year comparison of how your store performs during the Holidays vs The Non-Holiday days. You can easily pull up numbers, look at the recommendations and plan for the upcoming Holiday season.
2. Performance comparison – You can compare the performance of your single store/multiple stores across various time periods and look at all the metrics in a single glance.
Now that the dashboards are done, let’s look at some important features within Putler:
Email marketing is one important aspect for all online businesses. But as proven by experts you need to send segment customers and send them targeted emails. Putler helps you achieve that.
It helps you segment customers based on various factors like:
- Based on RFM Analysis
- Based on Location
- Based on Price sensitivity
- Based on the Product purchased
- Based on when they first signed up
- Based on New/Returning customers
- Based on subscription status-completed, refunded, disputed, failed.
Putler lets you segment customers based on these factors and lets you either export a CSV or send targeted emails right from within Putler.
Identifying your niche
Now that Putler helps you segment customers based on various parameters, use this to your advantage. Find your most loyal customers and study them to identify your niche. Putler provides you with a detailed card for each of your customers. This detailed card includes a ton of information.
Some of this information includes:
- Client’s website URL
- Client’s purchase history
- Client location
- Client’s revenue contribution
You can use this information to build a persona for your top customers. You can also export your top customers and create a lookalike audience within Google/Facebook and run marketing ads to attract similar customers.
Forecasts & Planning
Putler helps you forecasts in multiple ways. Firstly, Putler helps to forecast your monthly sales. It takes various parameters into consideration like sales of the last 3 months + sales of the current month in last year. It takes an average of this and predicts your currents month sales.
Also as mentioned above, the Time Machine Dashboard helps forecast revenue, customers, 10X growth of your business based on various factors.
You can use the revenue and customer forecasts while planning for the upcoming month/quarter/year. The numbers shown in the forecast can be kept as benchmarks and the they can be used to compare the actual performance from time to time.
Monthly Goal Setting and Tracking
Putler lets you set a sales target for the month and it keeps tracking how much of the target you have actually achieved. This sales target tracking helps you stay on track and lets you make important marketing decisions for achieving your target.
If you have multiple websites/multiple stores/ multiple Amazon shops/ shopify shops etc. Then you have to give Putler a try.
Once you connect all your stores within Putler, you can then view both consolidated reports from all your stores or create separate views for each store and view reports for each store individually.
Whatever you choose, either way, you save a ton of time. You don’t need to juggle between different tools or remember a hundred log-in details.
Refunds and Subscription Management
If you have Putler/Stripe/Shopify connected to Putler you can process refunds, and manage subscriptions right from within Putler itself.
The benefit of doing this: You need not share critical credentials with your support team. You can simply provide them Support team access and they can carry out the operation using Putler.
Frequently Bought Together
Putler provides you insights into the products that are frequently bought together.
It shows you the frequency of how many times a product has been bought together with another product. This insight helps you plan offer funnels on your store, it helps you send out relevant product upsell emails and help increase the ROI of your business.
Filtering and Custom Segments
Slicing and dicing data becomes a piece of cake using Putler. Putler readily has various well-thought filters on each of its dashboards, you can use various combinations and then get the data you wish for.
View all the new customers that have purchased a product X on your site in the last 90 days.
View all the customers who have purchased from Non-US regions
View all the customers whose subscriptions have failed.
Not just predefined filters, Putler lets you create custom segments of your own as well.
If you sell variation products, Putler provides you reports for each of your variation products as well. You can get metrics, reports for each of your variations and then make important decisions like forecasting inventory, shelving a particular variation, bundling, etc.
Who can use Putler?
Putler can be used by your entire team.
- Top-level managers can use it daily to know the health of the business.
- The marketing team can use it to spot trends, create laser targeted segments, understand customers, and a lot more.
- The customer support team can use it to provide refunds, check customer purchase history, find customers, verify payments, etc.
- Accountants can use it totally sales numbers.
Just to recap here are the Pros and Cons of Putler:
- In-depth reports on Products, Customers, Sales, Website Traffic
- 153+ key performance metrics
- Multi-store reporting, multicurrency support, multi-team support
- Marketing features like- customer segmentation, filtering, goal tracking
- Operational support – refunds, subscription management
- Variation reporting
- No inventory management
- No integration with a CRM tool
- No cohorts
Putler is a simple multi-channel analytics and insights tool. It has a 14-day FREE trial.
So if you have multiple stores/data sources. Do give Putler a try!
Go sign up for Putler today!
No coding or credit card is required. It’s a win-win!
Also see, Ahrefs Review