FAQ
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FAQ

How can we help❓

Dashboard Functionality 📈

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‘Exclude $0 Orders’ feature, what’s it for?
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How do I tag orders with post-purchase survey results from Fairing (Enquire)?
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How do I surface Product Costs/COGS within my dashboard?
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How can I filter out samples, returns, and exchanges?
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How can I improve my last-click UTM attribution?
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How do I setup Post-Purchase Survey order tagging for KnoCommerce?
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Best practices in setting up a post-purchase HDYHAU survey
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Amazon Sales Performance in Source Medium
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Where can I find my Amazon marketing data?
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How do I override Product Costs from Shopify into my dashboard?
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How do I add historical Product Costs from Shopify into my dashboard?
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How do I surface Shipping Costs within my dashboard?
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How do I surface Operating Expenses within my dashboard?
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How do I surface Merchant Processing Fees within my dashboard?
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How do I surface Product Costs from Platforms outside of Shopify into my dashboard?
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How do I surface Fulfillment Costs within my dashboard?
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Amazon - Omnichannel Overview
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Where can I find my Amazon product performance?
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Where can I find my Amazon LTV?

Configuration Sheet 📝

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How do I include marketing spend through the cost tab of the configuration sheet?
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Can I set targets in my dashboard?
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How can I create order channels and sub-channels?
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How can I track influencer spend and performance?
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How do I enter non-integrated sales data (Sales tab)?

Subscription 💸

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What are ‘subscription/recurring’ and ‘subscription/first_order’ source_mediums?
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Why doesn’t ReCharge subscription data match Source Medium Reports?

Data Clarification 🤔

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Why don’t the Executive Summary and Shopify's Sales Report match?
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Why has my Amazon data stopped showing up in my dashboard?
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What attribution windows does Source Medium report on for marketing platforms?
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Why would external reports not match the Source Medium dashboard?
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Why does my LTV look off in my multi-store report?
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Why don’t New Customers + Repeat Customers = Customers?
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Why isn't the Executive Summary report attributing my gift card revenue?
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What is reported as a “conversion” within the Marketing Overview?
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What are the implications of the new (BETA) Amazon SP-API integration?
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How does editing an order after the order date affect reporting?
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What impact does Global-E have in Source Medium?
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What is Last Click Attribution?
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Do you have a proper Google Analytics setup?
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Are you utilizing customer and order tagging for deeper enrichment of your data?
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How does Stripe metadata work?
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Understanding Your Gross Profit

Account Management 📂

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How do I move my Source Medium Slack report to another channel?
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How do I give dashboard access to a teammate?
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What is the process for requesting & scoping custom work?
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How do I set up a Google Group?
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How do I invite users/groups to your dashboard? What are Looker Studio permissions and why do they matter?
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What data security practices are in place at Source Medium?
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What metrics can I include in my daily Slack Bot report?

Customer Enablement 🏋

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BigQuery CSV Upload Guide