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How to use the Configuration Sheet

How to use the Configuration Sheet πŸ“ƒ

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What does it do❔

The Configuration Sheet provides direct access for channel mapping / order cleaning, setting custom targets, adding custom sales, and adding custom marketing costs.

Channel Mapping and Order Cleaning

Use custom logic to group orders into sub-channels (which are surfaced in your dashboard) and gain insights into their specific performance. Channel rules are useful for data cleaning, such as removing $0 order influencer samples or exchanged orders.

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Setting Targets for Scorecards

Set targets for visualization compared directly with actual source-of-truth metrics in your dashboard.

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Custom Sales / Costs

Add sales and cost data that aren’t captured by direct integrations (wholesale/retail, influencers, etc.). This is surfaced in the Executive Summary, YoY Performance, Marketing Overview, and Sponsorships & Influencers modules.

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