How to Vet Your Revenue

Accurate revenue data is critical for making confident business decisions. This guide walks you through how to verify your revenue in SegMetrics, troubleshoot common discrepancies, and ensure your reports match your payment processor.  Watch this video to learn how to make sure your revenue is correct.

Step 1: Use a Single Source of Truth for Revenue

For the most accurate reporting, SegMetrics should pull revenue from one primary source.

Best practice:

Connect the payment processor that contains all of your revenue, such as Stripe or PayPal, and use it as your single source of truth.

Avoid importing revenue from multiple tools (for example, both your payment processor and your email platform), as this can lead to duplicate orders.

Step 2: Verify Revenue in the Orders Dashboard

The Orders Dashboard is the best place to validate your revenue data.

The top revenue metric shows:

• Total sales
• Expected revenue if all invoices are paid in full

To verify accuracy:

1. Set the same date range in SegMetrics and your payment processor.

   Compare:

   • Revenue total
   • Order count
   • Customer count

These numbers should match very closely.

Step 3: Exclude Refunded Orders

By default, SegMetrics does not automatically exclude refunded orders.

If your revenue appears higher than expected:

1. Click Add Filter at the top of the Orders Dashboard.
2. Select Orders.
3. Choose Order Status → Has not been refunded.
4. Apply the filter.

You are now viewing revenue minus refunds, which should more closely align with your payment processor totals.

Step 4: Check for Duplicate Orders

Click directly into the Revenue metric to view individual orders included in the total.

If you see duplicate orders, revenue is likely being imported from multiple sources.

How to Fix Duplicate Revenue

1. Go to Integrations.
2. Click the three dots next to your email tool.
3. Select Configure Integration.
4. Disable Import Payment Data.

This keeps all contact and engagement data while preventing duplicate revenue from being imported.

Your payment processor should remain your sole revenue source.

Step 5: Missing Orders or Customers?

If SegMetrics shows fewer orders or customers than your payment processor, the most common cause is missing email addresses in your connected email tool or CRM.

Why This Happens

SegMetrics works by:

1. Pulling orders and email addresses from your payment processor.
2. Cross-referencing those emails against your connected email tool or CRM.
3. Reporting revenue only when a matching email address is found.

If an email address does not exist in your email tool or CRM, that order will not appear in SegMetrics reports.

Best Practice: Sync All Customer Emails

To ensure complete reporting:

• Make sure all customer email addresses from your payment processor are added to your connected email tool or CRM.
• Use automated syncs or imports where possible.

Final Takeaway

Accurate revenue data leads to confident decisions.

Spend a few minutes verifying your setup, and you can trust every revenue and attribution report you run in SegMetrics.

Transcript

Making sure your revenue numbers are accurate is critical.

Let me show you how to verify your revenue in segments and troubleshoot.

The most common issues people run into with revenue comes from whichever payment processor or email tool you've connected to segments.

So what's the best practice?

Connect the one source that has all of your revenue.

Usually that's your payment processor like Stripe or PayPal.

This becomes your single source of truth.

The orders dashboard is where you vet everything.

This revenue number shows your total sales, what you'll make if all invoices are paid in full.

Compare this to your payment processor for the same date range.

The revenue number, order count, and customer count should match very closely.

Are you seeing a higher number here?

SegMetrics doesn't automatically exclude refunds.

Easy fix. Click to add a filter at the top, select orders.

Then choose order status and select has not been refunded.

Apply those filters and now you're seeing revenue minus refunds, which should now more accurately match the numbers you see in your payment processor.

Now, go ahead and click into the revenue metric to see each individual order that is being accounted for.

This is another way to vet that the numbers are accurate.

Are you seeing duplicated orders here?

This usually means orders are being imported from multiple sources like both Stripe and your email tool.

To fix it, go to your integrations page, click the three dots on your email tool, select configure integration, and turn off import payment data.

This keeps all your contact data but stops the duplicate revenue.

Stick with your payment processor as the source of truth.

Lastly, what if you're seeing fewer orders and customers in your orders dashboard than in your connected payment processor?

The most common reason this occurs is that not all of your customer email addresses have been added to your email tool or CRM.

Why?

SegMetrics first looks at all of the email addresses on the orders coming from your payment processor.

Then we cross-reference those email addresses inside your connected email tool or CRM.

If we find a matching email address, that data is reported.

If not, that data is not shown.

The best rule of thumb is to make sure all of your customers’ email addresses are added to your connected email tool or CRM.

Accurate revenue data means confident decisions.

Take two minutes to verify your numbers, and you’ll trust every report you run.