How It Works
From choosing a plan to reading your results: every step happens in your private RBHelix dashboard.
The workflow
From upload to report
What happens to your data, in seven steps. Select a step to read more.
Upload
Upload a CSV, XLSX or ZIP export from your store, ad account, CRM or accounting tool. The file is stored privately and never published.
Step by step
The ten steps in detail
From the plan you choose to the report you download.
Start
1. Choose a Plan
Pick Starter, Pro or Business. Every plan starts with a 7-day free trial.
2. Create Your Account
Register, confirm your email address and add a payment method on Stripe's secure page. Nothing is charged during the trial.
Upload
3. Upload Your Data
Upload a CSV, XLSX or ZIP file. It is stored privately and never published.
4. File Check
The file is validated and its fields are recognised, for example order date, revenue or customer.
5. See What Your Data Supports
Each analysis is marked Available, Plan Locked or Additional Data Required, with the reason.
6. Select Analyses
Read what each analysis does and what you get, then select the ones you need.
Analyze
7. Analysis
RBHelix carries out the selected analyses on your data. You can follow the status in your dashboard.
8. Quality Check
Results and calculations are checked for consistency with your data before anything is published.
Deliver
9. Results in Your Dashboard
Findings, charts and recommendations appear in your dashboard, and we let you know by email.
10. Download Your Report
Download the PDF report. Earlier versions stay available in the version history.
Plans & trial
One trial, three plans
Every plan starts with a 7-day free trial. Plans differ in the business areas and depth of analysis they cover, and each higher plan includes everything in the plans below it.
All plans include a 7-day free trial. Your subscription begins automatically after the 7-day trial unless you cancel before the trial ends. Cancel anytime. Taxes may apply depending on your location.
Compare plans- Starter$39.99 / month
Core e-commerce analytics for one store.
7-Day Free Trial - ProMost Popular$59.99 / month
Deeper e-commerce, marketing and customer analytics.
7-Day Free Trial - Business$79.99 / month
Finance, sales and CRM analytics across every business area.
7-Day Free Trial
How We Protect Your Data
Your files are stored privately and are used only for your analyses. Only you and RBHelix administrators can access them, and you can delete them at any time.
SecurityWhat You Receive
For each analysis: an executive summary, key findings, charts, recommendations and limitations, together with a professional PDF report you can download.
View Sample Report