Requirements
Inserted shipping costs on the Financial Cost - Shipping tab on the configuration sheetBackground
Keeping track ofshipping costs
is crucial for your business. It is a significant expense that directly affects your profitability on an customer, order and product level and is included as part our COGS (Cost of Goods Sold) and Gross Profit metrics.
Steps
-
Input your Shipping Costs within your Configuration Sheet
- Go to the Financial Cost - Shipping Tab
- Enter the below:
- category = Financial
- channel (e.g. Online DTC, Amazon)
- expense_channel = Shipping Cost
- region - If the region you want to add is not a part of the drop down, please let the team know and we will add it.
- fixed cost/order - This is your shipping cost per order
- date_start
- date_end
- Please let the SourceMedium team know that you’ve inputted the shipping costs and we will enable costs to be picked up automatically moving forward. Historical data can be inputted into this sheet to update the costs of prior orders as well.
How and where these costs surface in the dashboard?
Tables where these costs are currently available:
Executive Summary
Executive Summary
- Called
shipping cost
LTV & Retention
LTV & Retention
- Called
allocated shipping cost / cumulative allocated shipping cost
Orders
Orders
- Called
shipping cost
Product Performance
Product Performance
-Called
allocated shipping cost