Data activation

Activate one trusted model layer across dashboards, SQL, and AI

SourceMedium supports both managed dashboard workflows and warehouse-first workflows so teams can choose the right activation surface without redefining core metrics.

  • Managed BI + warehouse access
  • 20 documented dashboard modules
  • AI answers with SQL transparency
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Data activation dashboard

Choose your activation path

Start with managed dashboards, go direct in the warehouse, or run both. The model layer stays consistent.

Managed BI path

Use SourceMedium managed Looker Studio dashboards and modules for fast, consistent analysis across teams.

  • Pre-built dashboard framework
  • 20 documented module guides
  • Template and module customization options
View docs

Warehouse-first path

Query the managed warehouse directly, connect your preferred BI tooling, and build custom models when needed.

  • Direct warehouse access
  • Connect to external BI tools
  • Extend SourceMedium models for custom analytics
View docs

Module coverage for recurring analysis

Managed BI modules are organized around the most common e-commerce reporting jobs to be done.

Executive and overview

Executive Summary, YoY Performance

Marketing and traffic

Marketing Overview, Meta Ads, Google Ads, Search Console, Influencers, Traffic Deep Dive

Customer and retention

LTV and Retention, Repurchase Analysis, New Customer Analysis, Last Order Analysis

Orders and product

Orders Deep Dive, Product Performance, Product Affinity

Subscription

Subscription Overview, Subscription Product Performance

Email and survey

Emails General, Emails Conversions, Post-Purchase Survey

Dashboard operations built for speed

  • Date range and channel filters for scoped analysis
  • Drill controls for time granularity and hierarchy navigation
  • Optional metric selectors on supported charts
  • CSV and chart exports for downstream sharing
  • Shareable links that preserve filter context

AI Analyst

AI answers you can validate

SourceMedium AI Analyst uses the same warehouse layer as dashboards and returns auditable SQL in each response.

  • Queries run directly against your BigQuery warehouse
  • Every response includes generated SQL for auditability
  • Results can include table output, chart output, and CSV export
  • Validation workflows can be standardized for canonical business questions

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