The Executive Summary is designed to mirror the accounting rules present in the Shopify Sales Report, and will almost always match 1:1. However, there are some instances where you won’t see a 1:1 match:

  1. If your brand has our ‘Exclude $0 Orders’ feature enabled, you will see a revenue and orders mismatch. This feature excludes orders with a total revenue of $0 from all Executive Summary and Retention dashboard data. If you’re unsure if you have this feature enabled, reach out to our Support team in Slack or via email at support@sourcemedium.com.

  2. If your brand has any data cleaning rules in the Channel Mapping tab your Configuration Sheet— e.g. any rules routing orders to a channel other than Online DTC — you will see a mismatch if only Online DTC is selected in the channel dropdown (located at the top right-hand corner of your report, under the date range filter).

    • If you are running sales through Amazon, be sure to deselect “Amazon” in the channel dropdown when comparing sales data between the Executive Summary and Shopify Sales report.

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External reports don't match SourceMedium - commmon causesExectuive Summary not showing gift card revenue