Shopify Total Refund Amount Analytics

Total Refund Amount analytics is important to understand how much money you are refunding to customers, identify potential issues and determine strategies to reduce them. With Mixtable Analytics, you can see:

• Return amounts by Products and Product variants to see if there are issues with certain products or specific variants;
• Returns by Collections.

How to add Total Refund Amount data to your worksheet

If you have already created a Mixtable workbook for your Shopify store, you can quickly add the Total Refund Amount to an existing worksheet.

• The worksheet needs to show product or collection information, e.g., Products—Complete, Product—Basic, Manual Collections, Automated Collections.

  • Check the following page if you need to add a new Shopify-linked worksheet with any of this data.

• Choose an empty column (or insert a new one) and click the Set Sync button from the column header.

• From the Shopify Sync Settings window, choose Analytics

• Then, select the Total Refund Amount metric

• Select the time range that you want the data to be calculated for

  • For all time - all data since the creation of the store
  • Fixed date range - show data for a specific period between two dates
  • Dynamic date range - calculate the Total Refund Amount for a dynamic time period in the past, e.g., last 7 days, last 30 days. If you select this option, the data will be recalculated daily as the date range window moves forward.
  • Calendar year and month - show the data for a specific year (e.g., 2023) or a specific month (e.g., April 2024)

Optional - Total Refund Amount for a Customer Segment

Mixtable Analytics allows you to filter the Total Refund Amount data based on the customer segments you have created in Shopify.

• From the Shopify Sync Settings window, choose Analytics

• Then, select the Total Refund Amount metric

• Select the time range that you want the Total Refund Amount to be calculated for

  • For all time - all sales since the creation of the store
  • Fixed date range - show data for a specific period between two dates
  • Dynamic date range - calculate the Total Refund Amount for a dynamic time period in the past, e.g., last 7 days, last 30 days. If you select this option, the data will be recalculated daily as the date range window moves forward.
  • Calendar year and month - show the data for a specific year (e.g., 2023) or a specific month (e.g., May 2024)

• Now, use the Filter orders based on Customer Segment defined in Shopify Admin section to select the customer segment to be used.

Note: The customer segments shown are the ones you have defined in your Shopify Admin. To add or change your segments please use the Shopify Admin, and Mixtable will reflect your changes automatically.

Optional - Total Refund Amount by Country

Another option for filtering Total Refund Amount data is according to the customer’s country. Use this feature to calculate your international store performance.

• From the Shopify Sync Settings window, choose Analytics

• Then, select the Total Refund Amount metric

• Select the time range that you want the data to be calculated for

  • For all time - all sales since the creation of the store
  • Fixed date range - show data for a specific period between two dates
  • Dynamic date range - calculate the Total Refund Amount for a dynamic time period in the past, e.g., last 7 days, last 30 days. If you select this option, the data will be recalculated daily as the date range window moves forward.
  • Calendar year and month - show the data for a specific year (e.g., 2023), or a specific month (e.g., June 2024)

• Use the Filter orders based on customer’s country to select the country for which to show the Total Refund Amount.

You are ready!

Well done! Now that you have Total Refund Amount data in an online spreadsheet for products or collections, you can use any spreadsheet function to analyze the data, such as:

• sorting ascending or descending,
• find-replacing,
• filtering,
• using formulas, etc.

Find out more about the Mixtable suite of products here.