Opex tracks user-defined operating expenses from order cost entries. These costs are deducted from CM3 to calculate CM4.
Opex = SUM ( Order Cost Entries ) WHERE category = Operating Expenses
| Metric | Definition |
|---|
| Order Cost Entries | User-defined costs configured in Upstack Cost Settings |
| category = Operating Expenses | Filters to costs categorized as opex |
| Metadata | |
|---|
| Type | Currency |
| Data Source | Upstack Costs |
| Aggregation | Sum |
Example
Your Shopify store has $25,000 in operating expenses allocated across 500 orders.
| Metric | Value | Calculation |
|---|
| Total Orders | 500 | All orders in period |
| Opex | $25,000 | Sum of opex cost entries |
| Opex Per Order | $50.00 | $25,000 ÷ 500 |
How It Works
Opex is pulled from cost entries you configure in Upstack Cost Settings. Fixed monthly costs are allocated across orders in the period. These costs are deducted after CM3 to calculate CM4, giving you a complete view of business profitability.
When to Use
| Scenario | Action |
|---|
| Complete profitability analysis | Include opex in contribution margin |
| Break-even analysis | Understand minimum revenue needed to cover opex |
| Scaling decisions | Model how opex changes with volume |
| Cost allocation | Track opex impact per order |
| Metric | Relationship |
|---|
| NC Opex | Operating expenses for new customer orders |
| RC Opex | Operating expenses for returning customer orders |
| Agency Fees | Agency costs, also deducted for CM4 |
| Total Cost | All costs combined |
