How do I configure the costs for the Profit & Loss dashboard?
The Profit & Loss dashboard deducts your shipping, handling, payment and general costs from your revenue. You enter these costs once under Settings › Costs & Expenses. Tracify then applies them to every order in the dashboard: What is the Profit & Loss (P&L) dashboard?
In this article
1. Open the cost settings
In the dashboard, select the Shopify store at the top left.
Open Settings › Costs & Expenses. The page has one tab per cost block: Shipping Costs, Handling costs, Transaction costs, General costs and Returns.
ℹ️ Note: Costs are entered in the currency of the store. Both a point (1.90) and a comma (1,90) work as decimal separator. Every entry can be edited with the pencil icon and removed with the trash icon.
2. Shipping costs
Shipping costs are configured per zone, so you can use different rates for different countries.
Click Add Zone.
Enter a Zone name, for example "DACH" or "Worldwide", and choose one or more countries under Choose region(s).
Enter the Shipping cost and the Return cost you pay your carrier per order.
Set the Start date. The End date is optional. Click Add another setting to add a second period with different rates, for example after a price change of your carrier.
Click Save.
[IMAGE: costs-shipping.png]
⚠️ Important: Rates are defined per zone and period, not per shipping method or package weight. If you ship with several carriers, enter your average cost per order.
3. Handling costs
Handling costs cover picking and packing. Click Add handling costs and enter the Cost Per Order and the Cost Per Order Item. Both are applied to every order.
[IMAGE: costs-handling.png]
💡 Tip: If you only pay per item, enter 0 as Cost Per Order.
4. Transaction costs
Transaction costs are the fees of your payment providers. Click Add payment provider, select the provider as it is named in Shopify and enter the Percentage fee of the order value and the Fixed fee per transaction. Create one entry per provider.
[IMAGE: costs-transaction.png]
5. General costs
General costs are one-time or recurring expenses that are not tied to a single order, for example software, agency fees or salaries. Click Add general cost and fill in:
Field | What to enter |
Cost label | A name you recognize in the table, for example "Customer support tool" |
Cost category | The group the cost belongs to, for example Marketing or Operations |
Recurrence | One off, monthly or another interval |
Cost amount | The amount per occurrence |
Start date (first payment) | The date of the first payment |
End date (optional) | The date after which the cost no longer applies |
[IMAGE: costs-general.png]
Recurring costs are spread over the period in the Profit & Loss table, so a monthly cost also appears in the daily breakdown.
6. Return allocation
Under Returns you choose the date a refund is booked to in the Profit & Loss table:
Order date: the refund reduces the revenue of the day the customer placed the order.
Refund date: the refund reduces the revenue of the day you processed the refund.
[IMAGE: costs-returns.png]
💡 Tip: Use Order date if you want to judge the profitability of a campaign period, and Refund date if you want to match your accounting.