The Executive Summary Module

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What is the Executive Summary module and what data can be found there?

• Blended view of all your integrated data sources
• This is where you will find insights into the overall health of your brand
• Follows accounting rules and when the correct filters are selected, this will match your Shopify Sales Over Time report

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Common Questions & Insights That Can Be Answered Here:

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Potential Reporting Differences & Discrepancies

The Executive Summary is designed to mirror the accounting rules present in the Shopify Sales Report, and will almost always match 1:1. However, there are some instances where you won’t see a 1:1 match:

1. If your brand has our ‘Exclude $0 Orders’ feature enabled, you will see a revenue and orders mismatch. This feature excludes orders with a total revenue of $0 from all Executive Summary and Retention dashboard data. If you’re unsure if you have this feature enabled, reach out to our Support team in Slack or via email at help@sourcemedium.com.
   • See here for a deeper explanation of this feature.
2. If your brand has any data cleaning rules in the Channel Mapping tab your Configuration Sheet (e.g. any rules routing orders to a channel other than Online DTC) you will see a mismatch if only Online DTC is selected in the channel dropdown (located at the top right-hand corner of your report, under the date range filter).

If you are running sales through Amazon, be sure to deselect “Amazon” in the channel dropdown when comparing sales data between the Executive Summary and Shopify Sales report.