Level 2 Data Checklist

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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.

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Level 2️⃣ : Advanced use cases with SourceMedium

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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

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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

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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

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Recap

1️⃣ Level 1 Checklist: Building the foundation

🥶 SourceMedium Cold Start Guide