We support one round of customizations to your Executive Summary report during the onboarding period. During each annual term, we allocate a certain amount of Advanced Customization hours which are based on your current pricing tier. For Advanced Customizations exceeding the quarterly allowance, our analyst-on demand program can be utilized at a fixed hourly rate with project scoping and timing to be completed before any customization work commences. Incorporated Customizations are included as part of your regular subscription price.
Reach out to the SourceMedium team to request custom work
Let us know what custom work you’d like, and provide the basic parameters around what you’d like to see
Desired metrics & dimensions
Location/placement of this data (e.g. inside the Orders Deep Dive module)
Desired filters or breakdown dimensions
Date/time aggregations
Types of visualizations (charts, tables)
Prototypes are always welcome!
Scope your requirements with the SourceMedium team
We will review your requirements asynchronously, check on viability of the proposed updates, and reach back out with any questions or clarifications
If there are any pieces that we cannot solution for you, we’ll do our best to generate alternatives on our end, or workarounds that can be implemented by the customer directly. If no solution can be found, will add the request to our roadmap.
Finalize scoping before work commences
Once SourceMedium has had a chance to review your scope asynchronously, we’ll reach out to schedule a call or confirm through slack/email if requirements are clear
Will provide an estimate on number of hours needed to complete the work, including estimated costs if above your allocated hours
Review our shared working document for scope, communications, and progress
After our call, a working document will be shared that outlines the scope of custom work, centralizes communications, and documents any progress, timelines, and questions raised related to the customization.
We will use Notion to organize the requests (please let us know if you prefer Google Docs)
SourceMedium may post questions in this document (you should receive a notification) that are critical to the ongoing scoping and customization work
Delivery and review
After our group call and after the working document has been shared, the rest is up to SM!
Our team has a bi-monthly product release cycle, and will provide updates on the expected timing of delivery and/or any roadblocks to completion
Once delivered, the SourceMedium team will be happy to set up a call to review the deliverable
Exposing additional metrics/filters to existing designed visualizations and report pages that are not exposed by default, as long as these metrics or dimensions are included in the SourceMedium data layer
Enabling deeper data layer functionalities like influencer tracking, target setting, scorecards, multi-store or multi-channel visualization modules, and other outputs found within our template gallery