Daily Snapshot

Daily SnapshotMorning Insights

Get an automated report with the previous day's KPIs sent straight to your inbox every morning, making it easy to stay on top of performance from anywhere.

PayHelm Daily Snapshot — email report settings showing daily frequency and data period options

Daily KPIs, Sent Straight to Your Inbox

PayHelm Daily Snapshot is an automated daily performance report sent to your email every morning. See financial KPIs, marketing channel performance, customer acquisition and more, without leaving your inbox.

Automated Daily Delivery
Get an automated report with the previous day's KPIs sent straight to your inbox every morning.
Performance Benchmarks
Easily see how key metrics are changing daily and weekly with built-in benchmarks and period-over-period comparisons.
Complete Business Overview
Understand how your business is performing with top-line KPIs like revenue, orders, gross profit and gross margin.
Instant Insights
Identify opportunities for growth faster with metrics like daily site visits, conversion rate, AOV, and top performers.

All Your Daily Performance KPIs, in One Place

Keep a finger on the daily pulse of your business, without having to build complex reports or log into multiple apps. PayHelm Daily Snapshot gives you an automated overview of daily performance metrics, sent straight to your email – no set-up required.

Stay on top of important KPIs like revenue, orders and profit

Identify opportunities, from a hot product to a surge in new customers

Troubleshoot problems like spikes in returns or dips in conversion

Get context with week-over-week and same-day average benchmarks

PayHelm Sales Pulse daily task — automated daily ecommerce sales report

Schedule Any Report, Configure Any Preference

Choose from a library of pre-built scheduled tasks or configure exactly when, how often, and to whom your snapshots are delivered.

Task Library
Browse pre-built scheduled analytics tasks across integrations, cadences, and cost-saving categories.
PayHelm Task Library showing pre-built scheduled analytics tasks
Delivery Preferences
Set timezone, currency, email cadence, and per-platform store details to brand every report automatically.
PayHelm Preferences — timezone, email schedule, and store branding settings

Daily Performance KPIs

Everything you need to understand your daily business performance, delivered automatically each morning.

Revenue
Orders
Average order value
Gross profit
Gross margin
Website visits
Conversion rate
New customers
Repeat customers
Quantity refunded
Ad spend
Top marketing channel
Top-selling product
Largest order

Automated Daily Performance Reports, Out-of-the-Box

Get powerful daily performance KPIs sent to your entire team or organization automatically, without configuring data or building a single report.

Morning Delivery

Just connect your data sources, and you'll receive your first Daily Snapshot the next morning (and every one after that).

No Setup Required

No need to configure data or build reports. Daily Snapshot works automatically with all your connected data sources.

Instant Insights

Start each day with clear visibility into your business performance, trends, and opportunities for optimization.

Real-World Applications

See It in Action

What the AI Agent Can Do

Automated tasks you can schedule or trigger on demand

  • 1Send me a 7 AM daily brief on yesterday's top-line performance
  • 2Flag any KPI that is more than 10% off its 30-day rolling average
  • 3Include yesterday's top product and top channel in each snapshot digest
  • 4Pause my daily snapshot on weekends and resume automatically on Monday

Try Asking the AI

Sample prompts you can use right now in the chat

→"What were yesterday's top-line KPIs?"
→"How did yesterday compare to the same day last week?"
→"Which metric should I pay closest attention to today?"
→"Show me a 7-day rolling summary of my morning snapshot results"

What Customers Say

"PayHelm has made our daily reconciliation so much easier. The bank reference ID feature is a game changer — I can match every Shopify payout to our bank deposits instantly. We run four different seasons and PayHelm keeps all of that organized in one place."

M

Middleton Farms

Agrotourism & Farm Market · Shopify

Ready to Start Your Days with Instant Insights?

Start every morning with PayHelm's Daily Snapshot. Get automated reports with your most important KPIs delivered straight to your inbox, no setup required.