Level 2 Data Checklist
Tips and tricks to improve your adoption of SourceMedium
Background
During your onboarding and implementation period, we’ll be providing your team with a series of Data Checklists that include recommended best practices to enhance your data setup and supercharge your insights.
Level 2️⃣ : Advanced use cases with SourceMedium
SourceMedium Use Cases 🦾
🎯 Implement Scorecards and Target Setting — Track actuals vs. budgets on core metrics
🎙️ Influencer & Affiliate tracking — Calculate ROI on influencer spend through discount codes
💸 Evaluate Product Costs and Margins — Enter product costs to better understand COGS and profitability
🛒 Enter non-integrated sales data — Complete your omni-channel sales picture
Data Cleaning 🧹
🐾 Utilize proper UTM naming conventions — Improve your last-click UTM attribution across marketing channels
♻️ Filter out samples, returns, and exchanges — Use the Configuration sheet to clean ‘dirty data’ from your core metrics
What’s Next?
Stay tuned for more checklists, and get ready to unlock the power of your data 🔐
- Level 3 (coming soon!): Deep dive customer, order, and product level analysis
Recap
1️⃣ Level 1 Checklist: Building the foundation