This is how your Shopify metrics are calculated in Geckoboard based on the raw data Shopify give us.
Total sales
The total sales value in Shopify equates to gross sales - discounts - returns + taxes + shipping. This value excludes gift card sales, test and deleted orders.
Geckoboard's total sales query follows this sequence:
For orders which aren’t test or deleted orders, and which have a processed_at
date in the time period selected by the user, SUM the total price of these orders.
Then DEDUCT the price of any gift cards included in these orders.
And then from the sum total DEDUCT refunded amounts for orders processed_at
in the same selected time period*.
*This differs from Shopify, where Shopify would deduct refunds based on refund processed date, not the order processed date.
Net sales
The net sales value in Shopify equates to gross sales - gift card sales - discounts - returns. This excludes test and deleted orders.
Geckoboard's net sales query follows this sequence:
For orders which aren’t test or deleted orders, and which have a processed_at
date in the time period selected by the user, SUM the subtotal price of these orders.
Then DEDUCT the price of any gift cards included in these orders.
Then DEDUCT tax from any orders which have tax included in the price* AND which weren’t cancelled or refunded.
And from the sum total then DEDUCT refunded amounts for orders processed_at
in the same selected time period**.
*Otherwise tax would be double counted.
**This differs from Shopify, where Shopify would deduct refunds based on refund processed date, not the order processed date.
Average order value
The average order value in Shopify equates to Total sales / Number of orders. This excludes test and deleted orders, and gift card sales.
Geckoboard's average order value query follows this sequence:
For all orders processed in the selected time period, and where items purchased aren't solely gift cards, AVERAGE (total price - price of any gift card items included in the order).
This metric excludes orders which only contain gift cards. For orders which contain a gift card and other items, we deduct the value of the gift card but keep the sum of the other items.
Number of orders
COUNT all orders (which weren’t deleted or test orders) processed in the selected time period, where items purchased aren't solely gift cards.
This metric excludes orders which only contain gift cards. For orders which contain a gift card and other items, we still count since it includes other items.
Number of cancelled orders
COUNT all orders (omitting any deleted or test orders) cancelled in the selected time period, where items purchased aren't solely gift cards.
Number of unfulfilled orders
COUNT all orders (omitting any deleted or test orders) processed in the selected time period, which at the time of the query have the fulfillment_status
set to ‘unfulfilled’ or ‘partially fulfilled’, and where items purchased aren't solely gift cards.
Number of fulfilled orders
COUNT all orders (omitting any deleted or test orders) processed in the selected time period, which at the time of the query have the fulfillment_status
set to ‘fulfilled’, and where items purchased aren't solely gift cards.
Number of pending orders
COUNT all orders (omitting any deleted or test orders) processed in the selected time period, which at the time of the query have the financial_status
set as ‘pending’, and where items purchased aren't solely gift cards.