Inserted merchant processing fees on the Financial Cost - Merchant Processing Fees tab on the configuration sheet
Keeping track of merchant processing fees
is crucial in 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.
Input your Merchant Processing Fees within your Configuration Sheet
Note: Date_start and date_end can be used to capture changes in fulfillment costs over time. You will be able to change these date fields historically and in the future in case of updates to fulfillment costs and our data model will update accordingly.
It is imperative to make sure you include a date_end date as the order/row will not be included if it does not have a date_end date.
Here’s a VIDEO on how to enter the costs.
Please let the SourceMedium team know that you’ve inputted the merchant processing fee rates by vendor 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.
Executive Summary
merchant processing fees
LTV & Retention
allocated merchant processing fees / cumulative allocated merchant processing fees
Orders
merchant processing fees
payment processor
is available in the Orders dataProduct Performance
allocated merchant processing fees
We will continue to QA this alongside your team so please let us know of any questions, clarifications, or complications!
It is imperative to make sure you include a date_end date as the order/row will not be included if it does not have a date_end date.
If you do not see your vendor listed in the preselected dropdown, reach out to the CSA Team and they will be able to get your vendor added to the dropdown.
Inserted merchant processing fees on the Financial Cost - Merchant Processing Fees tab on the configuration sheet
Keeping track of merchant processing fees
is crucial in 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.
Input your Merchant Processing Fees within your Configuration Sheet
Note: Date_start and date_end can be used to capture changes in fulfillment costs over time. You will be able to change these date fields historically and in the future in case of updates to fulfillment costs and our data model will update accordingly.
It is imperative to make sure you include a date_end date as the order/row will not be included if it does not have a date_end date.
Here’s a VIDEO on how to enter the costs.
Please let the SourceMedium team know that you’ve inputted the merchant processing fee rates by vendor 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.
Executive Summary
merchant processing fees
LTV & Retention
allocated merchant processing fees / cumulative allocated merchant processing fees
Orders
merchant processing fees
payment processor
is available in the Orders dataProduct Performance
allocated merchant processing fees
We will continue to QA this alongside your team so please let us know of any questions, clarifications, or complications!
It is imperative to make sure you include a date_end date as the order/row will not be included if it does not have a date_end date.
If you do not see your vendor listed in the preselected dropdown, reach out to the CSA Team and they will be able to get your vendor added to the dropdown.