Source Medium Knowledge Base
Source Medium Knowledge Base

Executive Summary

What is the purpose of this page?

The Executive Summary module helps you to understand the health of your business at a glance. With over 100+ out-out-the-box metrics, this page can be used for high-level reporting or as a jumping-off point to other detailed pages in the dashboard.

What concepts are unique to this module?

What concepts are unique to this module?

  • All of your sales and marketing data from your main eCommerce platforms (e.g. Shopify, Recharge, Facebook, Google) is available to be surfaced on this page
    • As a Source Medium customer, the metrics shown on this page can be rearranged and customized with your own unique set of definitions
    • Timelines and summary scorecards can be added to the top of the page (Standard and Enterprise plans):
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    • KPI targets can be set and displayed on this module by using your configuration sheet

The Charts: how should you interpret them?

Core Business Vitals / Core Acquisition Vitals

A one-stop-shop for the sales, marketing, and acquisition metrics that matter to you most.

This table displays your core business metrics. The date granularity (day > week > month > year) can be changed by clicking the
This table displays your core business metrics. The date granularity (day > week > month > year) can be changed by clicking the up and down arrows
Find your core acquisition metrics all in one place.
Find your core acquisition metrics all in one place.

Sales Performance

How are sales trending?

These charts help visualize your
These charts help visualize your Core Business Vitals. It is easier to notice irregularities, inconsistencies, and red flags visually (so use these to look for plateaus, drops, and jumps). Trends here can represent changes in how your customers are interacting with you.

Acquisition Performance

How are acquisitions trending?

These charts help visualize your
These charts help visualize your Core Acquisition Vitals. Use them to look for areas of concern/ success in your acquisition efforts. Further investigation can be done in the Marketing Overview or platform-specific modules.

Marketing Efficiency

Are your marketing efforts paying off?

These charts help you visualize your
These charts help you visualize your marginal return on marketing spend. Further investigation can be done in the Marketing Overview page.

New vs. Repeat

How are repeat customers trending?

These charts help quickly visualize your
These charts help quickly visualize your acquisition and retention composition. Depending on your growth goals, use these charts to get a quick idea of your customer-type breakdown.

Cohort Overview

How are cohorts trending?

Understand your cohort trends at a glance. This chart can be used to determine the cumulative customer lifetime revenue of your monthly cohorts (LTV) vs. your blended cost per acquisition (CPA). Your LTV may continue to increase over time while the CPA will remain fixed. Investigate further in the
Understand your cohort trends at a glance. This chart can be used to determine the cumulative customer lifetime revenue of your monthly cohorts (LTV) vs. your blended cost per acquisition (CPA). Your LTV may continue to increase over time while the CPA will remain fixed. Investigate further in the Lifetime Value (LTV) page. Note: These charts have a separate date range filter from the rest of the page.

Related common analytical questions

How do my Net Revenue, Spend, CPO, and CPA compare?
How does our marketing spend compare with revenue on a monthly basis?
Am I profitable on my marketing spend?
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