Summary of all Relevant Modules

Executive Summary

The Executive Summary module is a master overview of the important metrics and visualizations from across your consolidated revenue (gross, net, AOV, orders) and performance marketing platforms (marketing spend, blended CPA, ROAS). Source Medium can rearrange, swap, or redefine the metrics on the Executive Summary to fit the needs of different business stakeholders.

Commonly used for:

  • Daily executive level reporting
  • Identifying trends for further investigation within the Deep Dive modules
  • Evaluating performance relative to preset targets [when scorecards are enabled]

YoY Performance

The YoY Performance module allows for a performance snapshot of how your business is trending relative to the prior year on key revenue and performance marketing metrics.

Commonly used for:

  • Evaluating high level contributors to period over or underperformance
  • Tracking customer profitability according to Lifetime Value (LTV) to blended CPA

Marketing Overview

The Marketing Overview module consolidates and segments summary metrics (spend, revenue, conversions, CPCs, CPAs, ROAS) as reported from your linked performance marketing platforms, including those inputted directly from your configuration sheet. This module can be filtered by specific platforms, and Source Medium automatically segregates your campaigns between brand, prospecting, and retargeting (which can be further refined during our onboarding process).

Commonly used for:

  • Daily performance review of data reported from major ad platforms by campaign type
  • Audit of performance marketing agency/contractor media spend allocation and performance

Facebook Ads

The Facebook Ads module is a focused view from what is reported on the Marketing Overview module. This module can be further filtered by campaign name and type (and Source Medium can further understand and refine your primary campaign naming conventions during our onboarding process).

Commonly used for:

  • Daily performance review of data reported from Facebook by campaign name and type

Google Ads

The Google Ads module is a focused view from what is reported on the Marketing Overview module. This module is separated by campaign name, type, and keyword performance (and Source Medium can further understand and refine your primary campaign naming conventions during our onboarding process).

Commonly used for:

  • Daily (and hourly) performance review of data reported from Google by campaign name, type, and keywords

Emails - General

The Emails - General module surfaces metrics ranging from email capture, open and unsubscribe rates, to how many emails customers receive before placing their latest order as reported by your email service provider (ESP).

Commonly used for:

  • [ ]

Emails - Conversions

The Emails - Conversions module pulls from your last click UTM data to help understand the emails that driving revenue. This module can be further filtered by specific campaigns or flows (and Source Medium can further understand and refine which emails are considered campaigns or flows during our onboarding process).

Commonly used for:

  • Identify best/worst performing email campaigns and flows
  • Analyze which emails are driving first time, repeat, and subscription orders

Sponsorships & Influencers

Traffic (GA)

Google Search Console

Retention

Lifetime Value (LTV)

Subscriptions Only

Repurchase Analysis

New Customers

Last Order Analysis

Orders Deep Dive

Product Performance

Product Affinity

Fullfiment

Subscriptions