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This page defines common terms you’ll see throughout SourceMedium documentation. If you’re reconciling numbers across tools, start by aligning on these definitions.

Channel

A channel is a standardized classification used to group orders and performance (e.g., Online DTC, Amazon). Channel values can be influenced by configuration sheet mapping rules. Related:

Subchannel

A subchannel is a more granular breakdown under a channel (for example, different paid social strategies, affiliates, marketplaces, etc.). Subchannels are typically defined via channel mapping rules and/or UTMs.

SourceMedium-valid order

A SourceMedium-valid order is an order that should be included in reporting (excluding test/invalid/voided scenarios). For order-based analyses, start with is_order_sm_valid = TRUE. See: obt_orders

Gross revenue vs net revenue

  • Gross revenue is typically line-level price × quantity, before discounts/refunds.
  • Net revenue accounts for discounts/refunds and is usually the preferred basis for profitability and LTV analyses.
If you’re reconciling to Shopify, see: Why don’t Executive Summary & Shopify match?

Exclude $0 orders

Some accounts exclude $0 revenue orders from reporting. This can impact reconciliations and retention metrics. See: What is exclude $0 orders?

Attribution window

An attribution window defines how far back in time a marketing interaction can receive credit for a purchase (e.g., 7-day click, 28-day click, 120-day lookback). Different tools often use different windows. See: Attribution in SourceMedium