Overview

The “Statements” section in your dashboard provides you with a downloadable monthly summary of the information you need for your business’ internal accounting. You can also use this page to view key program results and track the value GetUpside is delivering to your business across all of your participating sites. 

Statements are accessible via the “Billing” page in your Merchant Dashboard; you can filter by date to view your available statements for a given period and download statements in either Excel or PDF format. A summary table in the “Statements” section provides an at-a-glance summary of the value GetUpside has delivered to your business during each monthly period (incremental gallons and c-store sales and incremental profit) compared to the total payments and total charges you incurred during the period. 

Reading your statements

Statements for a given month will be available in your dashboard on the third day of the following month (for example, January’s statement will be available starting February 3rd), and can be downloaded as XLSX files; this file type makes the statement viewable in Excel, Google Sheets, or other standard spreadsheet software. 

Statements report your program activity and account balance by site for the designated period. Monthly charges and balance information are also provided for your GetUpside invoiced accounts. 

Key terms

Incremental Gallons: Number of gallons sold that were driven by GetUpside

Incremental Store Sales: C-store sales that were driven by GetUpside

Incremental Profit: GetUpside-driven profit at your sites; incremental profit is calculated by subtracting expected profit (i.e., the profit from transactions that would have occurred without GetUpside) from total gross profit

Customer Promotions: The total amount of promotions paid by you to customers for transactions through GetUpside

Customer Promotions Credit: The total amount of promotions paid by GetUpside to customers for transactions through GetUpside

Profit Share: The portion of incremental profit shared with GetUpside for driving incremental business

Total Charges: Total charges incurred (including both in-app promotions and profit share) during the billing period

PDF Format

XLSX Format

Keep in mind that the metrics provided in your statements may differ from what you see on your dashboard’s homepage, since the two features display different types of information: 

• Dashboard reports (such as the summary tables and charts on your homepage) will display live data based on transaction dates, which represent the date a purchase is made and an offer is claimed in the GetUpside app.
• Statements report data based on the date a transaction was processed, which are typically 3-7 days after the transaction occurred. “Transaction processed” dates reflect any adjustments made to the transaction, such as expected revenue modifications and changes due to fraud sweeps. 

For more information about benefits, please email business