Source Medium Knowledge Base
Source Medium Knowledge Base
❓

How do I surface Fulfillment Costs within my dashboard?

In this article we discuss Fulfillment Costs

Requirements

  • Inserted fulfillment costs on the Financial Cost - Fulfillment tab on the configuration sheet

Background

Tracking fulfillment costs is crucial for 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.

Steps

  1. Input your Fulfillment Costs within your Configuration Sheet
    1. Go to the Financial Cost - Fulfillment Tab
    2. Enter the below:
      1. category = Financial
      2. channel (e.g. Online DTC, Amazon)
      3. expense_channel = Fulfillment Cost
      4. region - If the region you want to add is not a part of the drop down, please let the team know and we will add it.
      5. fixed cost/order - This is your fulfillment cost per order
      6. date_start
      7. date_end

        8. 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 do that here.

  2. Please let the Source Medium team know that you’ve inputted the fulfillment costs and 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.

How and where will fulfillment costs surface in the dashboard?

Tables where these costs are currently available:

  • Executive Summary
    • called fulfillment cost
  • LTV & Retention
    • called allocated fulfillment cost / cumulative allocated fulfillment cost
  • Orders
    • called fulfillment cost
      • Fulfillment costs are at the orders level so each order will contain the fulfillment cost as the fixed cost you enter on the configuration sheet
  • Product Performance
    • called allocated fulfillment cost
      • If the fixed fulfillment cost per order is $4 and there were 4 products in an order, it will show up as a $1 allocation for each product

FAQs:

‣
What happens if no date_end date is provided?

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.