Your Configuration Sheet is automatically synced to SourceMedium. Changes typically reflect in your dashboard within 24 hours.
What Can You Configure?
Metric Targets
Set targets for executive-level metrics like revenue, orders, and ROAS.
Channel Mapping
Map orders to specific channels, sub-channels, and vendors for easier analysis.
Custom Marketing Costs
Add marketing spend from non-integrated platforms (influencers, podcasts, etc.).
Custom Sales
Enter sales from non-integrated channels (retail, wholesale, marketplaces).
Schema Reference
Exact tab/column schema for ingestion (Targets, Channel Mapping, Costs, Sales).
Cost of Goods Sold (COGS)
Enable Profit & Loss analysis by adding your cost data. When COGS is enabled, additional tabs appear in your Configuration Sheet:Product Costs
Enter product-level costs. SourceMedium automatically syncs Shopify product costs.
Shipping Costs
Add shipping and delivery costs.
Fulfillment Costs
Track fulfillment and 3PL fees.
Merchant Processing Fees
Include payment processing fees (Stripe, PayPal, etc.).
Operating Expenses
Add fixed operating costs for full P&L visibility.
How to Access Your Configuration Sheet
Your Configuration Sheet is shared with you during onboarding.- Check your onboarding email thread for the Google Sheets link
- Check your shared SourceMedium Slack channel for the Configuration Sheet link (often pinned)
- If you can’t find it, email [email protected] and we’ll resend access
Best Practices
Keep data consistent
Keep data consistent
Use the same naming conventions across tabs. For example, if you call a channel “Meta” in one place, don’t call it “Facebook” elsewhere.
Update costs regularly
Update costs regularly
Product costs and shipping rates change. Set a recurring reminder to review and update your cost data quarterly.
Document your mappings
Document your mappings
Add notes in the sheet explaining why certain orders are mapped to specific channels—future you will thank you.