RevLogic Docs
Everything you need to run RevLogic — from your first sync to how health scores, churn risk, and cross-sell recommendations are calculated.
Getting started
Install RevLogic, sync your store, and work your first call list.
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Getting started with RevLogic
A start-to-finish tutorial for RevLogic — install and first sync, the Home briefing, working the Dashboard call list, your first B2B quote, Winback, Merchandising, and the settings to know.
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Installing RevLogic and your first sync
How to install RevLogic from the Shopify App Store, what happens during the first sync, how long it takes, and what you'll see when it's done.
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What data RevLogic syncs
What RevLogic pulls from Shopify — orders, products, and customers — how incremental syncs keep it current, and how fresh the data is.
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Your first call list
How RevLogic turns synced order data into a prioritized daily call list, and what the daily briefing on the Home page shows your sales team.
Using RevLogic
The call list, health scores, quotes, cross-sell, and day-to-day workflow.
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The call list and sort modes
How RevLogic's call list works, the overdue, revenue, and impact sort modes, snoozing customers for seven days, and deep links into a specific account.
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Understanding health scores
What a customer's 0-100 health score means in RevLogic, how recency, frequency, and monetary value feed it, and how active, at-risk, and churned differ.
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Churn risk and winback
How RevLogic flags churn risk against each customer's own reorder rhythm, how the Winback page works, and how to set the winback threshold.
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Creating quotes
How to build a quote from a customer card in RevLogic, what the quote screen does that native draft orders can't, and where the draft lands in your Shopify admin.
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Cross-sell recommendations and pitch chips
How RevLogic's "Goes with this quote" cross-sell and the call-list pitch chip work, and how they're built from your store's own basket history.
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The merchandising strategy matrix
How to use RevLogic's merchandising matrix to define product-type cross-sell plays, and how those choices influence recommendations instantly.
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Tasks and notes
How to log notes and calls on a customer, schedule follow-up tasks, and work your Tasks inbox in RevLogic so no account slips through the cracks.
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RevLogic in Shopify Analytics
How RevLogic writes churn risk, health, reorder status, value tier, top category, quote source, and order taker onto your Shopify records so you can group and filter your own Shopify reports by them.
Billing & plans
What each plan includes, and what happens as your order volume grows.
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Plans and pricing
RevLogic's four plans and order bands, how the 90-day average order volume is measured, the 14-day free trial, the yearly discount, and how to choose.
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What happens if my store outgrows its plan
How RevLogic handles growth past your plan's order band — the in-app notice, the 7-day window to switch, one-click upgrades, and no data loss.
Data & privacy
What RevLogic can access, how long it keeps data, and how GDPR requests work.
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What RevLogic can access
A plain-language explanation of RevLogic's Shopify permissions — read orders, customers, and products, create draft orders, and add its own analytics fields to customers and orders. It never edits or deletes your store data.
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Data retention and GDPR
How RevLogic handles data retention and GDPR — store data deleted after uninstall, Shopify redaction webhooks honored, and customer deletion requests respected.