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Orders

Understand profit, attribution, and actions for every order. Open any order for its full P&L waterfall and how it was acquired.

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Written by Amar Sujith

The Orders page lets you understand profit, attribution, and actions for every order in under ten seconds. It shows a full table of your orders, and you can click any order to open its complete P&L.

The order table

The table lists orders with columns for order name, date, sales channel, and the order economics. Use the search box to find an order by ID, product name, or SKU. Set rows per page and page through results. You can Export the table.

The order drawer

Clicking an order opens a drawer. At the top, status badges tell you at a glance whether the order is Profitable, and its Shopify state such as Pending or Unfulfilled. Below that:

  • A green Net Profit figure, with Total Sales, Net Sales, Total Costs, and Net Margin.

  • Order Items, each line with SKU, quantity, COGS (and its source, for example Shopify), and shipping.

  • The Financial Breakdown.

  • Attributions.

The financial breakdown

This is the four-checkpoint waterfall, the same line-by-line math your accountant would do:

  1. Gross sales, minus discount, plus original shipping charges, plus taxes collected, giving Order total.

  2. Minus refund to customer, giving Total sales (reconciles to Shopify).

  3. Minus taxes and minus shipping charges, giving Net sales.

  4. Minus COGS, shipping cost, payment fees, and fulfillment, giving Gross profit. Then minus Marketing / CAC to reach Net profit.

Every line is labeled with how it is derived, and costs are shown in a cost color so subtractions are obvious. Marketing / CAC is marked as attributed acquisition cost that is sunk, because acquisition spend does not come back if the order is refunded.

Attributions

The Attributions block shows how the order was acquired: the acquisition type (for example Paid), the source (for example Meta), and the campaign. New-customer orders carry a CAC; returning customers carry none. See the Attribution article.

Filtering orders

Click Filters to build precise views. Each filter is a "Where [field] [operator] [value]" row, and you can add several. Available fields include:

  • Order Name, Order Tag, Discount Code

  • COGS Source, Shipping Cost Source

  • Payment Status, Payment Gateway, Fulfillment Status

  • Acquisition Type, Marketing Source

Add a filter, enter values to apply, and use Reset filter to clear. Filters are useful for questions like "which orders used a specific discount code" or "which orders fell back to a country-level shipping cost."

Common questions

Why does a returning customer's order show no CAC? You already paid to acquire that customer, so charging it again would double-count.

Why is this order less profitable than its cart value? Open the waterfall. One checkpoint, often shipping or discount, is where the margin went.

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