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Finance & Analytics
How to Analyze Returns and Net Profit in PayHelm
Updated November 10, 2025
profitability, returns, margins, cogs, shipping, reports, custom metrics
In this article
Why Tracking Net Profit Matters
What You'll Need
Step 1: Create a Profitability Report
How to Create the Report
Step 2: Add Custom Columns for Profitability Metrics
Custom Column: Net Revenue
How to Create:
Custom Column: Gross Profit
How to Create:
Custom Column: Net Margin %
How to Create:
Custom Column: Shipping Profit/Loss
How to Create:
Custom Column: Return Rate %
How to Create:
Custom Column: Discount Rate %
How to Create:
Step 3: Analyze Your Profitability
Black Friday Campaign:
Summer Sale:
Regular Pricing:
Step 4: Identify Problem Areas
High Return Rates
Low Margin Products
Shipping Losses
Discount Effectiveness
Tips for Better Profitability Analysis
Compare Campaign Profitability
Track Profitability Over Time
Analyze by Product Category
Factor in All Costs
Net Profit After Fees:
Set Profitability Targets
Advanced Profitability Formulas
Contribution Margin
Profit Per Order
Breakeven Revenue
Effective Discount Rate After Returns
Troubleshooting
"COGS shows as $0"
"Shipping Cost is missing"
"Net Margin % looks wrong"
"Refunds don't match returns"
Real-World Example: Optimizing a Flash Sale
Results:
Analysis:
Decision:
Need More Help?
Happy analyzing!
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