Getting started with Tatheon takes one connected source and about ten minutes. This guide is for whoever sets the board up first, usually a founder or an operator who already holds admin access to the store and the ad accounts. It covers the order to connect sources in, what happens once a source is connected, and how to tell a number that is live from a number that is still filling in. Follow it top to bottom and you finish with a board reporting real revenue.
Connect Shopify first
Shopify is the revenue spine. Almost every other number on the board either reconciles against it or divides by it, so connecting it first gives everything you add afterwards something to be measured against. Open the source wizard, choose Shopify, enter your store domain and approve access. Tatheon finishes the rest, including the historical backfill.
Connect the advertising platforms next, then the supporting sources. A useful order is Shopify, then Meta and Google Ads, then Google Analytics 4, then Klaviyo and Skio, and finally ShipStation. Each source adds a layer rather than replacing anything, so the board becomes more useful with every connection and never depends on all of them being present.
What happens after you connect
Connecting a source starts two things: a historical backfill and a nightly sync. The backfill walks your history in bounded chunks and takes several runs to reach the present, so the board fills in backwards over hours rather than appearing complete straight away. The nightly sync then keeps it current. It runs shortly after midnight in your business timezone, which means yesterday has closed and settled before it is pulled.
That timing explains what you see in the morning. The most recent day on the board is yesterday, and it is final rather than partial. Today is deliberately absent, because a part day of revenue set against a full day last week is a misleading comparison rather than a fast one.
Know which numbers are live
Every source reports how far its data reaches. When one source lands later than the others, the board still shows the latest day revenue exists for, and the metric that has not arrived reads zero for that day rather than holding the whole screen back. A single day of zero sessions at the right edge of a chart almost always means the analytics sync has not run yet, not that traffic stopped.
Check that a number’s source is current before you act on it. A profit figure built from complete revenue and incomplete ad spend looks better than reality, and the fix is to wait for the sync rather than to change the assumption.
Read the Executive summary first
The Executive summary is the intended starting point. It carries revenue, profit, efficiency and the exceptions worth knowing about, on one screen and for one date range. Everything else on the board answers a question the summary raises. If profit falls while revenue holds, the answer is in the profit engine or in ad spend. If revenue falls while sessions hold, the answer is in conversion, or in the mix of new and returning customers.
Set the date range once, at the top of the board. It applies everywhere, so moving between sections keeps you inside the same window and the comparisons stay consistent.
Where to go next
Connect the store, give the backfill a few hours, then read the summary against a range you already know well, such as last month. Checking Tatheon against a month you can verify somewhere else is the fastest way to start trusting it.