Overview

SourceMedium

What Is SourceMedium

Onboarding

Data Integrations & Inputs

Data Transformation

Data Activation

Request a Demo

Customer Case Studies

Blog

Report Template Directory

Looker Studio - Report Template Directory

Follow this resource guide to learn more about SourceMedium

SourceMedium Cold Start Guide

Unsure where to start?

External reports don't match SourceMedium - commmon causes

Why would external reports not match the SourceMedium dashboard?

Why don't Executive Summary & Shopify match?

Why don't the Executive Summary and Shopify's Sales Report match?

Exectuive Summary not showing gift card revenue

Why isn't the Executive Summary report attributing my gift card revenue?

Why don't New Customers + Repeat Customers = Customers?

Marketing Overview conversion definition

What is reported as a “conversion” within the Marketing Overview?

What marketing attribution windows does SM use?

What attribution windows does SourceMedium report on for marketing platforms?

How does Stripe metadata work?

Does editing post-order date affect reporting?

How does editing an order after the order date affect reporting?

Why does my LTV look off in my multi-store report?

What is the Exclude $0 Order feature?

Implications of the Amazon SP-API Integration

What are the implications of the new (BETA) Amazon SP-API integration?

Why has my Amazon data stopped appearing?

Why has my Amazon data stopped showing up in my dashboard?

Amazon - Omnichannel Overview

Amazon Sales Performance in SourceMedium

Were can I find my Amazon marketing data?

Where can I find my Amazon LTV?

Amazon Product Performance

Where can I find my Amazon product performance?

Configuration Sheet Run Frequency

How soon will I see changes made to my SourceMedium Configuration sheet?

How can I filter out samples, returns, and exchanges?

Requesting & Scoping Custom Work

What is the process for requesting & scoping custom work?

How do I set up a Google Group?

Inviting users/groups to you dashboard

How do I invite users or groups to my dashboard? What are Looker Studio permissions and why do they matter?

BigQuery CSV Upload Guide

How do I upload a CSV file to my BigQuery instance?

How to move your Slack report bot to another Slack channel

What metrics can I include in my daily Slack Bot report?

Post-purchase HDYHAU best practices

Best practices in setting up a post-purchase HDYHAU survey

Security Practices at SourceMedium

What data security practices are in place at SourceMedium?

Customer & Order Tagging

Are you utilizing customer and order tagging for deeper enrichment of your data?

How can I improve my last-click UTM attribution?

Connecting Google Analytics to SourceMedium

What to know about connecting Google Analytics to SourceMedium

Tagging Orders with Fairing PPS results

How do I tag orders with post-purchase survey results from Fairing (Enquire)?

Tagging Orders with KnoCommerce PPS results

How do I setup Post-Purchase Survey order tagging for KnoCommerce?

Follow this guide to get fully onboarded with SourceMedium

Initial Onboarding Checklist

Kick Off Your Onboarding & Implementation Period

Tips and tricks to improve your data setup and use of SourceMedium

Level 1 Data Checklist

Tips and tricks to improve your adoption of SourceMedium

Level 2 Data Checklist

 How To Work With Us?

The Importance of Analytical Questions

How analytical questions are key to developing a data-driven culture

The Most Asked Analytical Questions

Learn Looker Studio

Learn BigQuery

All Available Integrations

Configuration Sheet Overview

Setting Metric Targets

Can I set targets in my dashboard?

Creating order Channels & Sub-Channels

How can I create order channels and sub-channels?

Adding Marketing Spend Using the Cost Tab

How do I include marketing spend through the cost tab of the configuration sheet?

Tracking Influencer Spend & Performance

How can I track influencer spend and performance?

Entering non-intergrated sales data

How do I enter non-integrated sales data through my Configuration Sheet (Sales tab)?

How to surface Shopify Product Costs

How do I surface Product Costs/COGS within my dashboard?

Surfacing Non-Shopify Product Costs

How do I surface Product Costs from Platforms outside of Shopify into my dashboard?

Overriding Product Costs

How do I override Product Costs from Shopify into my dashboard?

Adding Historic Product Costs

How do I add historic Product Costs from Shopify into my dashboard

Surfacing Fullfillment Costs

How do I surface Fulfillment Costs within my dashboard?

Surfacing Shipping Costs

How do I surface Shipping Costs within my dashboard?

Surfacing Merchant Processing Fees

How do I surface Merchant Processing Fees within my dashboard?

Surfacing Operating Expenses

How do I surface Operating Expenses within my dashboard?

How we help amplify your data capabilities

Modeling Philosophy

The first mile of our data transformation process

Data Cleaning

The next mile of our data transformation process

Data Enrichment

Key Concepts

Table Names

Metric Columns

Dimension Columns

Numerical Columns

Proprietary Columns

Boolean Columns

Time Columns

Connecting BI Tools

dim_customer_addresses

dim_customers

dim_order_discounts

dim_order_lines

dim_order_shipping_lines

dim_order_taxes

dim_orders

dim_product_variants

dim_times

fct_orders_placed

fct_refunds_processed

obt_customers

obt_order_lines

obt_orders

rpt_ad_performance_daily

rpt_executive_summary_daily

Let's explore some of the basic features that allow your team to quickly navigate your data within SourceMedium:

Managed Data Warehouse

Managed BI

Looker Studio - Report Template Directory

Overview

Directory

Managed Data Warehouse

Managed BI

​Overview

​Directory

Overview

Directory