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

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Requirements

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Background

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Steps

1. Input your Non-Shopify Product Costs within your Configuration Sheet
   1. Go to the Financial Cost - Product COGS Tab
   2. Enter the below:
      • category = Financial
      • channel (Amazon, Retail, Wholesale, etc)
        1. If you have already imputed your Product Costs in Shopify, then you do not need to enter any costs for your Online DTC channel unless you want to enter historical Shopify Product costs (See how to do that HERE).
        2. Amazon SKUs and Shopify SKUs can be the same but they are usually different. Please add any Amazon SKUs, whether it is the same or different to the config sheet and set the channel to Amazon.
      • expense_channel = Product COGS
      • product cost - This is your cost per product
      • date_start
      • date_end
        
   Note: date_start and date_end can be used to capture changes in product costs over time. You will be able to change these date fields historically and in the future in case of updates to product costs and our data model will update accordingly. It is imperative to make sure you include a date_end , as the row will not be included if there is not an date_end included. Here is a VIDEO that goes through the steps.
2. Please let the SourceMedium team know that you’ve inputted the product costs and we will enable costs to be picked up automatically moving forward. Historical data can be inputted into this sheet to update the costs of prior products as well.

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How and where these costs surface in the dashboard?

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Tables where these costs are currently available:

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FAQs:

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What happens if no date_end date is provided?