/shopify-admin-profit-margin-calculator

name: shopify-admin-profit-margin-calculator
role: finance
description: "Read-only: calculates true net profit per order and per product by factoring in COGS, shipping costs, transaction fees, discounts, refunds, and taxes."
toolkit: shopify-admin, shopify-admin-execution
api_version: "2025-01"
graphql_operations:
  - orders:query
  - inventoryItems:query
  - productVariants:query
status: stable
compatibility: Claude Code, Cursor, Codex, Gemini CLI

Purpose

Calculates true net profit and margin at both order-level and product-level granularity. Unlike basic revenue reports, this skill deducts all cost components — COGS (from inventoryItem.unitCost), shipping costs, transaction/payment processing fees, applied discounts, refund amounts, and duties/taxes — to surface actual margin percentages. Read-only — no mutations.

Prerequisites

• Authenticated Shopify CLI session: `shopify store auth --store <domain> --scopes read_orders,read_products,read_inventory`
• API scopes: `read_orders`, `read_products`, `read_inventory`
• For accurate results, products should have `inventoryItem.unitCost` populated

Parameters

| Parameter | Type | Required | Default | Description | |-----------|------|----------|---------|-------------| | store | string | yes | — | Store domain (e.g., mystore.myshopify.com) | | days_back | integer | no | 30 | Lookback window for orders | | group_by | string | no | order | Grouping: `order`, `product`, or `variant` | | min_orders | integer | no | 1 | Minimum orders for a product to appear (product/variant mode) | | include_refunded | boolean | no | true | Include fully refunded orders in calculation | | format | string | no | human | Output format: `human` or `json` |

Safety

> ℹ️ Read-only skill — no mutations are executed. Safe to run at any time.

Workflow Steps

1. **OPERATION:** `orders` — query **Inputs:** `query: "created_at:>='<NOW - days_back days>'"`, `first: 250`, select `id`, `name`, `createdAt`, `totalPriceSet`, `subtotalPriceSet`, `totalShippingPriceSet`, `totalTaxSet`, `totalDiscountsSet`, `currentTotalPriceSet`, `displayFinancialStatus`, `refunds { totalRefundedSet }`, `lineItems { variant { id, inventoryItem { id, unitCost { amount, currencyCode } } }, quantity, originalTotalSet, discountedTotalSet }`, pagination cursor **Expected output:** All orders in window with full cost breakdown

2. **OPERATION:** `inventoryItems` — query **Inputs:** Batch of `inventoryItemIds` from line item variants for any missing unitCost data **Expected output:** Unit cost for each inventory item

3. For each order, calculate:

• **Revenue** = `currentTotalPriceSet.shopMoney.amount`
• **COGS** = Σ(lineItem.quantity × variant.inventoryItem.unitCost)
• **Shipping Cost** = `totalShippingPriceSet.shopMoney.amount` (merchant-paid portion estimate)
• **Discounts** = `totalDiscountsSet.shopMoney.amount`
• **Transaction Fee** = estimated at 2.9% + $0.30 of total (configurable)
• **Refunds** = Σ(refunds.totalRefundedSet.shopMoney.amount)
• **Net Profit** = Revenue - COGS - Shipping - Transaction Fee - Refunds
• **Margin %** = (Net Profit / Revenue) × 100

4. If `group_by: product` or `variant`, aggregate profits by product/variant across all orders

5. **OPERATION:** `productVariants` — query (enrichment) **Inputs:** Variant IDs from profitable/unprofitable items for product title context **Expected output:** Product titles, SKUs for display

GraphQL Operations

# orders:query — validated against api_version 2025-01
query OrdersWithCosts($query: String!, $after: String) {
  orders(first: 250, after: $after, query: $query) {
    edges {
      node {
        id
        name
        createdAt
        displayFinancialStatus
        totalPriceSet { shopMoney { amount currencyCode } }
        subtotalPriceSet { shopMoney { amount currencyCode } }
        totalShippingPriceSet { shopMoney { amount currencyCode } }
        totalTaxSet { shopMoney { amount currencyCode } }
        totalDiscountsSet { shopMoney { amount currencyCode } }
        currentTotalPriceSet { shopMoney { amount currencyCode } }
        refunds {
          totalRefundedSet { shopMoney { amount currencyCode } }
        }
        lineItems(first: 50) {
          edges {
            node {
              quantity
              originalTotalSet { shopMoney { amount currencyCode } }
              discountedTotalSet { shopMoney { amount currencyCode } }
              variant {
                id
                sku
                inventoryItem {
                  id
                  unitCost { amount currencyCode }
                }
                product {
                  id
                  title
                }
              }
            }
          }
        }
      }
    }
    pageInfo { hasNextPage endCursor }
  }
}

# inventoryItems:query — validated against api_version 2025-01
query InventoryItemCosts($ids: [ID!]!) {
  nodes(ids: $ids) {
    ... on InventoryItem {
      id
      unitCost { amount currencyCode }
    }
  }
}

# productVariants:query — validated against api_version 2025-01
query VariantDetails($ids: [ID!]!) {
  nodes(ids: $ids) {
    ... on ProductVariant {
      id
      sku
      title
      product { id title vendor }
    }
  }
}

Session Tracking

**Claude MUST emit the following output at each stage. This is mandatory.**

**On start**, emit:

╔══════════════════════════════════════════════╗
║  SKILL: Profit & Margin Calculator           ║
║  Store: <store domain>                       ║
║  Started: <YYYY-MM-DD HH:MM UTC>             ║
╚══════════════════════════════════════════════╝

**After each step**, emit:

[N/TOTAL] <QUERY|MUTATION>  <OperationName>
          → Params: <brief summary of key inputs>
          → Result: <count or outcome>

**On completion**, emit:

For `format: human` (default):

══════════════════════════════════════════════
PROFIT & MARGIN REPO