> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upstackdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Refund + Discount: Combined Revenue Adjustments

> Track total refunds and discounts combined in one metric. See how revenue adjustments impact net revenue, gross margins, and overall profitability.

<Tip>
  The sum of total refunds and total discounts—a single view of all revenue adjustments.
</Tip>

## Formula

<Info>
  **Refund + Discount** = [**Refund Amount**](/reference/metrics/orders/adjustments/refund-amount) + [**Discount Amount**](/reference/metrics/orders/adjustments/discount-amount)
</Info>

### Formula Components

| Metric                                                                       | Definition                          |
| ---------------------------------------------------------------------------- | ----------------------------------- |
| [**Refund Amount**](/reference/metrics/orders/adjustments/refund-amount)     | Dollar amount refunded to customers |
| [**Discount Amount**](/reference/metrics/orders/adjustments/discount-amount) | Dollar value of discounts applied   |

| Metadata        |                             |
| --------------- | --------------------------- |
| **Type**        | Currency                    |
| **Data Source** | [Shopify](/sources/shopify) |
| **Aggregation** | Sum                         |

***

## Example

Your store had **\$12,450** in combined adjustments this month:

| Component | Amount  | Share |
| --------- | ------- | ----- |
| Refunds   | \$4,200 | 34%   |
| Discounts | \$8,250 | 66%   |

With \$125,000 in gross revenue, adjustments represent 10% of your top line.

***

## How It Works

Refund + Discount combines both types of revenue adjustments into a single metric. This provides visibility into total "leakage" from gross revenue without needing to track refunds and discounts separately.

***

## When to Use

| Scenario                         | Action                                                                           |
| -------------------------------- | -------------------------------------------------------------------------------- |
| Understanding net revenue impact | See how much revenue is adjusted away from gross                                 |
| Comparing adjustment trends      | Track if total adjustments are increasing over time                              |
| Profitability analysis           | Factor combined adjustments into margin calculations                             |
| Promotion vs. returns balance    | Understand the mix of intentional (discounts) vs. reactive (refunds) adjustments |

***

## Related Metrics

| Metric                                                                   | Relationship                             |
| ------------------------------------------------------------------------ | ---------------------------------------- |
| [Refund Amount](/reference/metrics/orders/adjustments/refund-amount)     | Refund portion of this combined metric   |
| [Discount Amount](/reference/metrics/orders/adjustments/discount-amount) | Discount portion of this combined metric |
| [Gross Revenue](/reference/metrics/orders/revenue/gross-revenue)         | Revenue before these adjustments         |
| [Net Revenue](/reference/metrics/orders/revenue/net-revenue)             | Gross Revenue minus adjustments          |

[See all Adjustments metrics →](/reference/metrics/orders/adjustments)