Adjustments: Track Refunds, Discounts, Shipping, and Tax

Track order adjustment metrics in Upstack. Includes Refunds, Discounts, Shipping, Tax, and Cancelled Orders with formulas and examples.

Adjustment metrics track order modifications that impact revenue—refunds, discounts, shipping collected, and tax. Use these to understand the gap between gross and net revenue.

Data Source: Shopify
Metrics: 58

Metrics in This Group

The tables below highlight the most commonly used metrics in this group — browse the full list in the sidebar.

Refunds

Metric	Description	When to Use
Refund Amount	Total refund value	Track refund liability
Refund Count	Number of refunded orders	Count problematic orders
Refund %	Percentage of orders refunded	Monitor return rate
Refund Per Order	Average refund per order	Benchmark refund impact

Discounts

Metric	Description	When to Use
Discount Amount	Total discount value	Track promotional cost
Discount %	Percentage of orders with discounts	Monitor discount usage
Discount Per Order	Average discount per order	Optimize promotion strategy
NC Discount %	New customer discounts as % of gross revenue	Track acquisition discount impact
RC Discount %	Returning customer discounts as % of gross revenue	Track retention discount impact

Shipping & Tax

Metric	Description	When to Use
Shipping Revenue	Shipping collected from customers	Track shipping contribution
Shipping %	Shipping as % of order value	Monitor shipping strategy
Tax	Tax collected	Tax reporting
Tax %	Tax as % of order value	Understand tax impact
Tax Per Order	Average tax per order	Benchmark tax impact
NC Tax Per Order	Average tax per new customer order	Track acquisition tax burden
RC Tax Per Order	Average tax per returning customer order	Track retention tax burden

Cancelled Orders

Metric	Description	When to Use
Cancelled Orders	Number of cancelled orders	Track cancellation volume
Cancelled Amount	Value of cancelled orders	Measure lost revenue

How These Metrics Relate

Adjustments bridge the gap between gross and net revenue:

• Net Revenue = Gross Revenue - Discounts - Refunds
• Total Revenue = Net Revenue + Shipping + Tax

Each adjustment type is available segmented by New Customer and Returning Customer.

Choosing the Right Metric

• Refund analysis: Use Refund % to benchmark return rates by product or campaign
• Discount strategy: Use Discount % to understand promotional reliance
• Shipping optimization: Compare Shipping Revenue vs Shipping Cost to find margin
• Tax compliance: Use Tax metrics for reporting and reconciliation