How do I surface Operating Expenses within my dashboard?

In this article we discuss Operating Expenses


  • Inserted operating expenses on the Financial Cost - Operating Expenses tab on the configuration sheet


Keeping track of Operating Expenses is crucial for your business. It is a significant expense that directly affects your profitability on an customer, order and product level and is included as part our COGS (Cost of Goods Sold) and Gross Margin metrics.


  1. Input your Operating Expenses within your Configuration Sheet
    1. Go to the Financial Cost - Operating Expenses Tab
    2. Enter the below:
      1. category = Financial
      2. channel (e.g. Online DTC, Amazon, Retail)
      3. expense_channel = Operating Expenses
      4. region
      5. fixed cost - These are your monthly operating expenses
      6. date_start
      7. date_end
      8. Note: The costs must be entered by month. date_start and date_e nd can be used to capture changes in operating expenses over time. You will be able to change these date fields historically and in the future in case of updates to operating expenses and our data model will update accordingly. It is imperative to make sure you include a date_end date as the row will not be included if there is not date_end included.

  1. Please let the Source Medium team know that you’ve inputted the operating expenses and we will enable costs to be picked up automatically moving forward. Historical data can be inputted into this sheet to update the costs of prior orders as well.

How and where these costs surface in the dashboard?

Tables where these costs are currently available:

  • Executive Summary
    • called operating expenses


What happens if no date_end date is provided?

It is imperative to make sure you include a date_end date as the order/row will not be included if it does not have a date_end date.

Questions? Reach out on Slack or