Polar gives you full control over how your revenue and order data are calculated by allowing you to customize your Data Settings. These settings help ensure that the metrics displayed across your Key Indicators, Custom Tables/Charts and other Reports align with your business preferences.
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🎯 Pro Tip: Changes in Data Settings will affect your historical and future data across all dashboards. Make sure to review your selections carefully to maintain accurate reporting.
What You Can Customize
You can fine-tune your calculations by choosing whether to include or exclude the following items:
Discounts from Gross Sales: Exclude discount values if you want to focus on pre-discounted revenue.
Returns from Gross Sales: Choose whether to deduct returns to calculate net sales.
Shipping in Total Sales: Include or exclude shipping fees from total sales figures.
Taxes in Total Sales: Decide whether tax amounts should be factored into total sales.
Tips in Total Sales: Include or exclude tips from your total revenue calculations.
Cost of Products from Total Sales: Control whether the cost of goods sold (COGS) is subtracted from total sales.
GSheet Expenses from Total Sales: If you’ve connected a Google Sheet with expenses, decide if those should be reflected in total sales.
Customizing Total Orders
You can also decide whether to:
Include Cancelled Orders: Include or exclude cancelled orders in your Total Orders count.
Include $0.00 Orders: Count or exclude orders with a total value of zero in your Total Orders metric.
👉 Need to adjust Number Formatting? You can customize how your numbers are displayed by modifying this setting in General settings. Learn more here.
Adjusting Data Settings
To customize your data:
Navigate to Settings:
Click on your profile icon in the bottom left corner.
Select Settings from the menu.
Open Data Settings:
Click on the Data Settings tab.
Here, you will find a list of customizable options.
Modify Calculation Preferences:
To include or exclude specific elements, toggle the switch next to each option
Changes apply automatically and will update data across your entire account
