How to use the Configuration Sheet 📃
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.
Instructions on channel mapping
Setting Targets for Scorecards
Set targets for visualization compared directly with actual source-of-truth metrics in your dashboard.
Instructions on setting targets
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.
