Data Settings in sync with Polar
Polar Total Sales formula is configured via these toggles. Our replacement mirrors each toggle as a dbt variable in
dbt_project.yml. Change the toggle there and all 113 metrics re-derive on the next dbt build.Deduct discounts from gross sales
ON
Deduct returns from gross sales
ON
Include shipping in total sales
ON
Include tax in total sales
ON
Include tips in total sales
OFF
Deduct cost of products from total sales
OFF
Deduct Google Sheets expenses from total sales
OFF
Include cancelled orders
OFF
Notes captured from Polar UI
These toggles drive Polar's 'Total Sales' calculation, which explains the 3.5% Shopify gap we saw in validation.
Polar Total Sales = Gross Sales - Discounts - Returns + Shipping + Tax
Shopify direct totalPrice = Gross Sales - Discounts + Shipping + Tax (returns NOT pre-deducted)
The dbt project exposes each toggle as a dbt var so we can match Polar's choices.
Polar Total Sales = Gross Sales - Discounts - Returns + Shipping + Tax
Shopify direct totalPrice = Gross Sales - Discounts + Shipping + Tax (returns NOT pre-deducted)
The dbt project exposes each toggle as a dbt var so we can match Polar's choices.
Source screenshot from Polar UI Polar UI Settings > Data Settings (captured via Brave screenshot 2026-05-23). To change in our stack: edit vars: block of dbt_project.yml.