Finance Dashboard

What this dashboard tracks

The Finance Dashboard gives you a P&L-ready view of your Shopify store directly in Excel. It reconciles gross revenue with fees, refunds, and discounts to surface your actual net position.

Key metrics

• Net revenue — gross sales minus discounts, refunds, and returns - Shopify fees — transaction fees, payment processing costs, and app charges - Refund rate — refund volume as a percentage of gross revenue by period - Tax collected — VAT or sales tax broken down by region or order - Payout reconciliation — match Shopify payouts to your bank deposits

Why these KPIs matter

Gross revenue is a vanity number if you do not track what leaves it. Transaction fees eat 1 to 3 % of every sale. A refund spike over 5 % is a product quality or expectation-management problem. Tax data by region matters for multi-country compliance. Payout reconciliation is the step that connects your store to your accounting — without it, you are flying blind every month-end.

Data sources

This dashboard uses the orders, refunds, and transactions objects from the Shopify connection. Filter by payout date or order date depending on your accounting method (cash vs. accrual).

Typical use cases

• Month-end P&L review without manual exports - Reconciling Shopify payouts with bank statements - Monitoring refund spikes by product category or SKU