Shopify's discount reports show usage, but hide the real cost. Automatic discounts stack with manual codes, returns spike on sale items, and payment fees eat into already-thin margins. You're running promos blind without knowing which ones actually make money.
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Get a ready-to-use file with everything you need
Every discount code ranked by true margin after costs
Products that lose money when discounted
Which promos drive returns that kill margins
Before/after analysis with $ saved calculations
Real outcomes for your Shopify business
Stop margin bleed: Find $5,000-$20,000/month lost on promos that destroy margins
Top losers exposed: Identify 3-5 worst promo codes with exact SKU lists to fix
Better campaigns: Improve promo ROI by 45% with true margin analysis
What this Excel Decision Kit tracks from your Shopify data
Net profit % after stacking all Shopify discounts, transaction fees, and return costs
Track if automatic discounts, BOGO, or % off codes drive higher returns
See when customers combine multiple discount codes and destroy margin
Products that lose money when discounted - exact list to exclude from promos
Week-over-week comparison showing $ saved if you stop losing promos
From gross discount to net profit after all costs
Definition: (Revenue - COGS - Fees - Discount - Return Cost) ÷ Revenue × 100
Source: Order data + discount codes + COGS + gateway fees + return rates
Granularity: Per-SKU, per-promo code, per-campaign
Definition: (Incremental profit from discount orders) ÷ (Total discount given) × 100
Source: Discount-attributed orders vs. baseline sales
Granularity: Per-promo code, weekly/monthly
Definition: Promo codes with negative net margin after all costs
Source: Full cost stack by transaction
Granularity: Ranked list with $ impact
What makes Shopify different and how we handle it
discount_applications[].type: automatic/discount_code/script
discount_applications[].allocation_method: across/each/one
price_rule.target_type: line_item/shipping_line
Shopify-specific setup in 7 steps
Authorize access to orders, discount codes, and product cost data
One-time setup: upload COGS per variant or use Shopify metafields (we guide you)
Choose which discount campaigns to analyze (works retroactively 12+ months)
Excel ranks every promo code by true profitability in ~45 seconds
See exact $ loss per promo with SKU-level breakdown showing which products hurt most
Download CSV of products to exclude from future campaigns - import directly to Shopify
Optional: Get alerts when new discount codes underperform within first 48 hours
Start automating your Shopify reporting today and save hours every week.
Our report recipes are designed by e-commerce experts who understand what metrics matter most for your business decisions.
Connect your platforms in minutes, not hours. Our OAuth2 integration makes setup secure and simple.
Reports are delivered in perfectly formatted Excel files that work seamlessly with your existing workflow.
Our report recipes are designed to provide actionable insights and recommendations for your business.
Common questions for Shopify users
Both are tracked separately. Automatic discounts often stack with codes - we show combined impact and flag when stacking destroys margin.
You can upload a CSV or use average category margins. Without COGS, we calculate based on gross margin which is less precise but still useful.
Yes - critical insight! We correlate discount codes with return rates by SKU. Often deep discounts attract return-prone buyers.
Yes - Scripts appear in discount_applications[] with type 'script'. We extract the logic and calculate impact.
We allocate costs properly: free items show as 100% discount with full COGS impact, showing true margin erosion.
Perfect use case - see which influencer codes actually drive profitable sales vs. which just attract discount hunters who return everything.
"We thought our 20% off codes were winners because usage was high. Spreadsheet Broccoli showed they were losing $3,200/month after returns and fees. We switched to tiered discounts and went profitable."
Emily Rodriguez
Marketing Director, Coastal Home Decor
$38,400 annual promo optimization
12 losing codes identified and stopped
Other decision kits for your Shopify data
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