January's returns rewrite December's ROAS.

The platform keeps the sale. Your business keeps what is left after returns, cost of goods and fees.

Your AI employee keeps the constraint: Adgent carries the margin and stock context you provide into later reads, reports and supported decisions. Today that context can come from the Drive files you choose; direct Shopify is planned.

Revenue, two sources November to January · by week
Weekly revenue, reported against the store's own figure (sample, in thousands of dollars)
WeekReportedStore
Nov 14240
Nov 24643
Nov 35854
Nov 47466
Dec 18874
Dec 29678
Dec 310282
Dec 47157
Jan 14436
Jan 24032
Jan 33831
Jan 43932
December's peak week: $102k reported, $82k banked. The store's line settles about a fifth under the report once January's returns land. The platform keeps the first number unless you send it an adjustment.

Sample figures drawn on a 19.3% return rate (NRF, October 2025). Store revenue reaches Adgent as a Drive file you share; GA4 sits beside both as context. A direct store connection, Shopify first, is next.

Correct in the platform. Not in the bank.

The pixel sees the sale. It doesn't see the shelf it came from, the margin, or the box coming back.

ChatMerchant Center · read-only

Which of the products we're advertising are out of stock?

Merchant Center lists 3 of the 12 products in your active Shopping campaigns as out of stock. All three spent yesterday.

Wool scarf, camelOut of stock$41
Reading chair, oakOut of stock$27
Night serum, 30 mlOut of stock$19
Trail sneakers, greyIn stock$112

Product · availability in the feedSpend yesterday

Pausing those three would hold about $87 a day. The affected products and current campaign state are ready as one account move.

The Merchant Center catalogue is read in chat for the account you pick; it is not part of the daily analysis yet.

What is left of every 100 the platform reports

  1. Revenue credited100
  2. Ad spend at 3×−33
  3. Cost of goods at 50% margin−50
  4. Fees and shippingvaries
  5. Returns, about 19.3%land later

Left, before fees and returns≈ 17

19.3%of online sales come back, after the month closes
≈ 17%left at 3× on a 50% margin, before fees and refunds
4costs the pixel never sees

Returns: NRF, October 2025. 17%: the example arithmetic above.

Agents that work on what a refund can't rewrite.

Read past the ad account

GA4, Search Console and Merchant Center sit next to Meta and Google, read-only.

Ground truth

Find the creative carrying the account

And the angle wearing out, with landing-page problems kept off the refresh list.

Creative analysis

Watch the AI answers too

Whether ChatGPT, Gemini and Google's AI answers recommend you, with sample size and dates.

AI Visibility

Creative read, by conceptOne live account

Creator unboxing videoROAS 8.57Hook rate 30.5%, on only 6% of spend
“Big % discount” angleROAS 1.5718 creatives, $760 of spend. Needs a new angle.
Clicks up 29.5%landing pageConversion rate down 62.3%: kept off the creative list

One ecommerce account, Meta, 30 Sep 2026. ₺ at 48.4069 per USD.

Your margin is not in your ad account.

So you bring it, and the read uses it.

Cost of goods, fees and late refunds come in through a Drive file or a sentence in chat, and the platform's revenue is read against them. A direct store connection, Shopify first, is next.

GA4 is read as context. Adgent does not reconcile it against the platform.

Running these accounts for clients? How Adgent works across a book of client accounts

Where the money leaks between the ad and the bank.

Three mechanics the platform report can't show you. The first one costs money every day it runs.

Ads keep spending after the shelf is empty.

A campaign selling well enough to clear your stock does not stop. It keeps buying clicks for a product nobody can buy, at the moment its history says scale it. Merchant Center connects read-only, so your catalogue, availability included, and item issues can be read for the account you pick. That read happens in chat; it isn't part of the daily analysis yet.

Returns can reorder the campaigns.

About 19.3% of online sales come back, after the month you reported has closed. Return rates are not even across campaigns: a discount-led winner can return hardest, so the ranking you budgeted against can change once refunds land. Unless you send the platform an adjustment, the original conversion stays counted.

Source: NRF, 2025 Retail Returns Landscape.

A test you can run without us.

Put the platforms' reported revenue next to your store's own figure for the same window. Do it again six weeks later. The first comparison shows how far apart they are; the second shows how much of what you reported was real, and that is the number to set budgets against.

What DTC teams ask before they connect anything.

Why does the revenue in my ad account not match what my store banked?
Because the two count different things at different times. The platform credits a conversion when the pixel fires and keeps it unless you send an adjustment; your store nets out refunds, discounts and cancellations weeks later. Share your store's revenue in a Drive file and Adgent reads the platform's figure against it, with GA4 beside both as context. A direct store connection, Shopify first, is next. Ground truth
Can it tell me which campaigns get restated by returns?
Share a refund export in Google Drive and it reads the returns next to your campaigns; where the export carries each order's source, it can say which campaigns the refunds came back from. Return rates and margins you confirm in chat are kept as account memory for later sessions.
Does it know when I am paying to advertise something that is out of stock?
Partly. Merchant Center connects read-only, so the catalogue, availability included, and item issues for the account you pick can be read in chat. That feed isn't part of the daily analysis yet, so a sold-out product that is still being advertised is not flagged on its own. Ask, and it checks.
Will it keep up during peak season?
Campaign data syncs every night, so the read is never more than a day old and a drift can be caught the next day rather than at month-end. The grain is day-level, current through yesterday; there is no hourly figure. In a season when the most expensive inventory of the year is bought in a few days, that is the difference that matters. Decisions

See which of your numbers January can rewrite.

Adgent keeps stock, returns and the store figures you share beside the ad account, so the next read starts from what the business kept, not what the platform claimed.