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Σ Fees

Calculates total fees from completed paid orders including shipping, handling, and service charges while excluding taxes and refunds.

Updated yesterday

Platform: Enolytics DTC

Summary:

## Σ Fees

What it calculates: This measures the total fees collected from completed, paid orders during your selected period. It specifically captures items categorized as "Fee" in your tax system (like shipping charges, handling fees, or service charges) while excluding actual tax amounts, giving you a clean view of your non-product revenue streams.

Variants:
• CP: Current period fees
• PP: Prior period fees
• Δ: Change in fees between periods
• Δ%: Percentage change in fees

How to use it:
• Track how changes in your fee structure impact total revenue — if you adjust shipping rates or add handling charges, you can see the direct financial effect
• Compare fee collection across different time periods to understand seasonal patterns or identify opportunities to optimize your fee strategy

Tip: Look at fees as a percentage of total revenue to ensure they're contributing meaningfully without creating friction for customers.

Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.


Quick Stats:

  • Type: Sum/Total

  • Build Beyond Limits Group: Σ Fees


Fees CP

🔢 Formula

m₁
with:
m₁ = Sum([Order Item Taxes].[Tax Amount])
WHERE
[Order Items].[Order Completed Date] ≥ 'Start of Current Period'
AND [Order Items].[Order Completed Date] ≤ 'End of Current Period'
AND [Orders].[Order Status] = 'Completed'
AND [Orders].[Payment Status] IN ('Paid', 'External', 'Refunded')
AND [Order Item Taxes].[Tax Category] = 'Fee'
AND [Order Item Taxes].[Tax Type] = 'Tax'

Output Format: $#,##0.00

Formula Last Updated: 2026-04-11T21:53:47Z


ℹ️ Additional Details

  • Key: [calculation].[Fees CP]

  • ID: 7d79a16a-e878-5efd-ac02-91e0aecc6a02


🏷️ Tags

  • Completed Date

  • Fees CP

  • Order Status

  • Payment Status

  • Tax Category

  • Tax Type

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