Wholesale revenue. Filtered to orders tagged B2B.
At a glance
Gross revenue from your wholesale and trade orders in the period, isolated by the B2B order tag. For a brand that sells both direct-to-consumer and to trade accounts through the same Shopify store, this card pulls out the wholesale half so you can track it on its own. It is gross revenue, the same arithmetic as Total Revenue, restricted to tagged orders.
Calculation
Worked example
A UK homewares brand selling DTC online and to a handful of trade accounts through Shopify B2B. All wholesale orders carry theB2B tag. The 30-day window covers 14 Mar 26 to 12 Apr 26.
Three things to notice:
- Wholesale is lumpy. Seven orders made £36,000, an average wholesale basket of over £5,000 versus a DTC basket nearer £90. A single missing account next month can swing this card hard, so judge it on a quarter, not a week.
- Customer concentration is the risk. The hospitality project order (£12,800) is 36% of the month’s B2B revenue and was a one-off. Strip it out and the recurring B2B base is closer to £23,000. Track the recurring accounts separately from project spikes.
- The tag is doing the work. This figure is only as good as the tagging discipline. If a new trade account placed an order that nobody tagged
B2B, it lands in DTC revenue and this card understates wholesale. Audit tagging when the number looks wrong before assuming a real change.
Sibling cards merchants should reference together
Reconciling against Shopify Admin
Where to look in Shopify Admin: Orders → filter by Tagged withB2B, set the same date window, and the order list export summed on totalPrice is the direct reconstruction. Stores on Shopify B2B can also use the B2B section and the Sales by … reports filtered to wholesale customers, though those reports key on customer type rather than the tag this card uses.
Other Shopify Admin views and why they differ:
- Reports → Sales filtered by customer (company): keys on the B2B company record, not the order tag. If a wholesale order wasn’t tagged, the report still counts it but this card won’t.
- Shopify B2B catalog / company orders: shows wholesale activity by company, a different lens to the tag.
Cross-connector reconciliation:
Known limitations / merchant FAQs
Why is my B2B Revenue lower than I expect? Almost always a tagging gap. This card counts only orders carrying theB2B tag. If a wholesale order was placed without the tag (manual order, new account not yet set up, a teammate who forgot), it lands in DTC and this card misses it. Audit tagging before assuming wholesale actually fell.
Can I change which tag identifies B2B?
The card keys on the B2B tag by default. If your store uses a different convention (Wholesale, Trade), align it under the card configuration so the filter matches your tagging. The accuracy of the card depends entirely on consistent tagging.
Why is the number so jumpy month to month?
Wholesale is lumpy by nature, a few large orders rather than many small ones. One project order or one account ordering early or late can swing the figure 30% or more. Judge B2B on a rolling quarter, not week to week.
My wholesale prices are ex-VAT but my DTC is inclusive. Does that distort the comparison?
Yes, be aware of it. Trade orders are often quoted ex-VAT while DTC is VAT-inclusive, so a like-for-like comparison of the two slices isn’t perfectly clean. Use the ex-VAT revenue cards if you need both segments on the same tax basis.
Does it include wholesale I invoice outside Shopify?
No. Only orders created in this Shopify store and tagged B2B are counted. Net-terms invoicing handled in your accounting system or ERP never reaches Shopify, so for total wholesale combine this card with your finance ledger.
Do B2B and B2C add up to Total Revenue?
Only if every order is tagged exactly one of the two and nothing is untagged or double-tagged. In practice there is usually an untagged remainder, so the two segment cards sum to slightly less than Total Revenue. The gap is your tagging-coverage shortfall.