What customizations are possible with Source Medium?


  • Swap in/out metrics for any of the charts/pages
  • Changing defaults (date range, day/week/month aggregation, metrics visualized)
  • Enabling advanced functionalities like influencer tracking, target setting, scorecards, multi-store or multi-channel visualization modules

Customer Lifetime Value and Cohorts

  • Ability to segment by week (default by month) or by order index

Advanced Customizations

  • Bring in external data from custom Google sheets into dashboard (if complex, bespoke)
  • Custom logic that are specific to the merchant (not including the logic that is supported as part of the excel configuration file)