Quick Start Guide

A step-by-step walkthrough from first sign-in to your first report. Takes about 30 minutes of active setup time, plus a 24-hour data sync.

Use this walkthrough to move from your first sign-in to connected data sources and dashboard access. Most steps take about 30 minutes of active work, followed by an initial data sync.

Step 1 — Sign In

Open the invitation email you received from DataHawk and click the sign-in link. This will take you directly to the DataHawk platform.

If you haven't received an invitation email, check your spam folder. If you still cannot find it, contact your DataHawk account manager.

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First time here? Take a moment to read Before Starting to make sure you have everything you need before proceeding.

Step 2 — Get Familiar with the Platform

Once signed in, you'll land on the DataHawk web app. Here's a quick orientation:

  • Workspace: Your data is organized into workspaces. A workspace is an isolated environment for a brand, client, or business segment. If you manage multiple brands or clients, each one can have its own workspace with its own data and configuration.
  • Sources: This is where you connect your Amazon and Walmart accounts. No data flows into DataHawk until you add a source.
  • Apps: DataHawk's built-in tools (Sherlock, Alerts, and AI Copywriter) live here. You can explore these once your data is connected.
  • Destinations: If you want to access your data in Power BI, Google Sheets, Snowflake, or another external tool, you set that up here.

Step 3 — Connect Your Data Sources

This is the most important step. Go to Sources in the left sidebar and connect at least one account or trackin sources that apply to your business.

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You don't need to add all of these. Start with the accounts and tracking sources that are relevant to your business.

Once you have connected a standard source, DataHawk will start retrieving your data. This takes approximately 24 hours. You will not see data in your reports until this initial sync is complete.

Step 4 — Upload Your Cost of Goods (Optional)

If you want to use DataHawk's profit reporting (P&L, Gross Profit, Net Profit), you need to provide your Cost of Goods Sold (COGS) data. Amazon doesn't supply this, so DataHawk cannot calculate profit without it.

You can upload a COGS file at any time. See Upload Amazon Product Expenses for the format and instructions.

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If you skip this step now, your revenue and traffic data will still be available. Only profit metrics will be missing.

Step 5 — Connect to your tool of choice

If you want to access your data in an external tool, Power BI, Google Sheets, Snowflake, BigQuery, or Excel, you need to add a Destination.

Go to Destinations in the left sidebar and click Add Destination. DataHawk will build a database for you, pre-filled with your data, that you can connect to your tool of choice.

See Connect to your tools for a full explanation of how this works, and the individual destination pages for step-by-step connection guides.

Step 6 — Access Your Dashboards

Once your data has loaded (after the 24-hour sync), you're ready to start analyzing.

Power BI dashboards

Download the DataHawk dashboard templates and connect them to your destination database. Available templates include:

See Download Power BI Templates to get started.

Looker Studio

A Looker Studio template is also available. See Looker Studio Templates.

Step 7 — Explore the Modules

With data flowing, you can start using DataHawk's built-in tools:

ModuleWhat it doesBest for
AlertsNotifies you when something changes on your tracked productsMonitoring & reacting quickly
AI CopywriterGenerates and optimizes Amazon listing content using AIWriting and improving product listings
🆕 SherlockDiagnoses why your performance changed and guides you to root causesUnderstanding what happened and what to do
🆕 MCPConnects DataHawk to your favorite AI assistant (Claude, ChatGPT, n8n, and more)Asking questions and automating workflows in the tools you already use

Where to Go Next

Once you're set up, these are the most useful places to continue learning:

If you get stuck at any point, reach out via Get in Touch.

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