How do I surface Operating Expenses within my dashboard?

​

Requirements

Inserted operating expenses on the Financial Cost - Operating Expenses tab on the configuration sheet

​

Background

Keeping track of Operating Expenses is crucial for your business. It is a significant expense that directly affects your profitability.

​

Steps

1. Input your Operating Expenses within your Configuration Sheet

   1. Go to the Financial Cost - Operating Expenses Tab
   2. Enter the below:
      • category = Financial
      • channel (e.g. Online DTC, Amazon, Retail)
      • expense_channel = Operating Expenses
      • region - If the region you want to add is not a part of the drop down, please let the team know and we will add it.
      • fixed cost - These are your monthly operating expenses
      • date_start
      • date_end
        

   Notes: The costs must be entered by month.

   Date_start and date_end can be used to capture changes in operating expenses over time. You will be able to change these date fields historically and in the future in case of updates to operating expenses and our data model will update accordingly.

   It is imperative to make sure you include a date_end date as the row will not be included if there is not date_end included.

   Here’s a VIDEO on how to enter the costs.

2. Please let the SourceMedium team know that you’ve inputted the operating expenses and we will enable costs to be picked up automatically moving forward. Historical data can be inputted into this sheet to update prior periods.

​

How and where these costs surface in the dashboard?

​

Tables where these costs are currently available:

​

FAQs:

​

What happens if no date_end date is provided?

It is imperative to make sure you include a date_end date as the order/row will not be included if it does not have a date_end date.