Refund Review Worksheet

Print this, put it on a clipboard, and run one 30-day review. It sets no acceptable refund rate and makes no claim about how a platform will decide a case.

Companion to Your Refund Rate Is a Symptom. Find the Leak.

1 · Case Log (Last 30 Days)

One line per case. Leave unknown fields blank rather than guessing.
Order / Ref	Date	What The Buyer Said	Amount	Replacement sent?	Postage Paid	Rework Time

2 · Where did it begin?

Assign each case to the earliest phase you can support with a record. Otherwise use the last column.
Phase	Cases	Value	What The Record Shows	Not Established
Buying / product itself
Listing or description on stream
Pick — wrong or missing unit
Check — no count verification
Pack — damage or short pack
Carrier / delivery
Post-sale handling and replies

3 · Suspected Vs Confirmed

A case moves from left to right only when a record supports it — never on impression. Do not record a buyer's motive as a fact.
Suspected (What We Think)	Confirmed (What A Record Shows)	Record Used

4 · Cases, Dollars And Hours — Counted Separately

Share of cases and share of money often disagree. Write both before you choose a fix.
Phase	Cases	% Of Cases	Refund Value	% Of Value	Replacement + Postage	Rework Hours
Buying / product
Listing on stream
Pick
Check
Pack
Carrier / delivery
Post-sale handling
Total

5 · The 30-Day Plan

One change at a time, with a named owner and a date. Re-run sheets 1 and 4 at the end of the window against your own starting figures.
Week	What Changes	Owner	Start Date	Review Date	What You Expect
Week 1
Week 2
Week 3
Week 4

Educational worksheet. It contains no benchmark, no acceptable refund rate and no prediction about dispute outcomes — platforms decide disputes under their own rules.

Find where your refunds begin.

Five blank sheets for a 30-day refund review: case log, cause map, suspected vs confirmed, cases and dollars counted apart, and one plan.

Case log for the last 30 days
Cause map across buying, listing, pick, check, pack, carrier and post-sale
Suspected vs confirmed sheet, kept deliberately separate
Cases, dollars, replacements, postage and rework hours in their own columns
A 30-day plan with one change per week
A short page on running the review without fooling yourself

Blank sheets only. The kit states no acceptable refund rate, no benchmark and no prediction about how a platform will decide a case.

Email required. The guide and the on-screen calculator stay open to everyone.