rpt_executive_summary_daily - SourceMedium

Daily KPI aggregation for executive reporting and dashboards (revenue, ROAS, profit, targets).

Grain: One row per (sm_store_id, sm_channel, sm_sub_channel, date).
Date field: date.
Filters to start with: sm_channel for channel-specific KPIs; date for time windows.
Joins: none; drill down to obt_orders using (date, sm_channel) filters.

Query examples

Columns

Column	Type	Description
`sm_store_id`	STRING	SourceMedium’s unique store identifier. For Shopify stores, derived from the myshopify.com domain; for other platforms (Amazon, TikTok Shop, Walmart.com), uses platform-specific identifiers.
`active_subscriber_count`	INT64	The number of customers who have at least one active subscription.
`active_subscription_count`	INT64	The number of active subscriptions with a store.
`ad_clicks`	INT64	The number of times ads were clicked.
`ad_impressions`	INT64	The number of times ads were shown.
`ad_platform_reported_conversions`	FLOAT64	The number of conversions attributable to ads, as reported by the advertising platform.
`ad_platform_reported_revenue`	FLOAT64	The amount of revenue attributable to the ads, as reported by the advertising platform. Uses the workspace reporting currency when reporting-currency conversion is enabled.
`ad_spend`	NUMERIC	The amount spent on ads. Uses the workspace reporting currency when reporting-currency conversion is enabled.
`cancelled_passive_subscription_count`	INT64	The number of subscriptions that were terminated without active customer initiation, often due to reasons like the natural expiration of the subscription period.
`cancelled_subscriber_count`	INT64	The number of customers who cancelled their final subscription (they do not have any active subscriptions).
`cancelled_subscriber_count_daily_snapshot`	INT64	The cumulative number of customers who have cancelled their final subscription (daily snapshot).
`cancelled_subscription_count`	INT64	The number of subscriptions voluntarily cancelled by customers.
`cancelled_subscription_count_daily_snapshot`	INT64	The cumulative number of subscriptions that have been cancelled (daily snapshot).
`contribution_profit`	FLOAT64	Gross profit minus ad spend.
`customer_count`	INT64	The number of unique customers who made a purchase.
`date`	DATE	The date in YYYY-MM-DD format.
`gross_profit`	FLOAT64	Net order revenue and shipping revenue minus order product cost, order shipping cost, order fulfillment cost, and merchant processing fees.
`net_profit`	FLOAT64	Gross profit minus ad spend and operating expenses.
`new_customer_count`	INT64	The number of unique customers who made their first purchase. Special Considerations: Platform coverage varies; tests allow for low coverage thresholds in some cases.
`new_customer_order_count`	INT64	The number of orders from new customers.
`new_customer_order_gross_revenue`	NUMERIC	The gross order revenue from new customers.
`new_customer_order_net_revenue`	NUMERIC	The net order revenue from new customers.
`new_subscriber_count`	INT64	The number of customers who converted on their first subscription program.
`new_subscription_count`	INT64	The number of new subscriptions started by customers.
`operating_expenses`	FLOAT64	The cost the business incurs while performing its normal operational activities. This data is entered into the Financial Cost - Operating Expenses tab of the SourceMedium financial cost configuration sheet.
`order_count`	INT64	The number of orders placed by customers.
`order_discounts`	NUMERIC	The total amount of discounts applied to orders.
`order_fulfillment_cost`	NUMERIC	The blended cost to fulfill (pick and pack) orders for customers, considering that fulfillment cost is a variable order cost included in cost of goods sold (COGS). This data is recorded in the Financial Cost - Fulfillment tab of the financial cost configuration sheet.
`order_gross_revenue`	NUMERIC	The gross revenue for orders, based on order lines. Gross revenue is calculated by multiplying the price of an order’s lines by the quantity purchased. Gross revenue excludes revenue from gift card purchases.
`order_gross_revenue_after_discounts`	NUMERIC	The gross order revenue minus order discounts.
`order_merchant_processing_fees`	FLOAT64	The payment processing fees for orders. This data is entered in the Financial Cost - Merchant Processing Fees tab of the SourceMedium financial cost configuration sheet.
`order_net_revenue`	NUMERIC	The gross order revenue minus order discounts and refunds. Uses the workspace reporting currency when reporting-currency conversion is enabled.
`order_net_shipping_revenue`	NUMERIC	The gross shipping revenue for orders minus shipping discounts and shipping refunds.
`order_product_cost`	NUMERIC	The landed cost of orders as defined by the SourceMedium financial cost configuration sheet (or input into Shopify) multiplied by the quantity purchased. The SourceMedium financial cost configuration overrides any costs input into Shopify.
`order_refunds`	NUMERIC	The total amount of refunds applied to orders.
`order_return_cost`	NUMERIC	The blended cost to handle returned products from a customer, considering that the cost of returns is a variable order cost included in cost of goods sold (COGS). This data is entered in the Financial Cost - Shipping tab of the SourceMedium financial cost configuration sheet.
`order_shipping_cost`	NUMERIC	The blended cost to ship products to customers, considering that shipping costs are variable order costs included in cost of goods sold (COGS). This data is set in the Financial Cost - Shipping tab of the SourceMedium financial cost configuration sheet.
`order_total_revenue`	NUMERIC	Total order revenue after factoring in shipping revenue, taxes collected, discounts, and refunds. Uses the workspace reporting currency when reporting-currency conversion is enabled.
`order_total_taxes`	NUMERIC	The amount of order and shipping taxes minus order and shipping tax refunds.
`product_gross_profit`	NUMERIC	Net order line revenue minus product cost.
`repeat_customer_count`	INT64	The number of unique customers who made at least their second purchase.
`repeat_customer_order_count`	INT64	The number of orders from repeat customers.
`repeat_customer_order_gross_revenue`	NUMERIC	The gross order revenue from repeat customers. Special Considerations: Platform aggregation rules can differ; see tests for permitted thresholds.
`repeat_customer_order_net_revenue`	NUMERIC	The net order revenue from repeat customers.
`sm_channel`	STRING	Sales channel via hierarchy: (1) exclusion tag ‘sm-exclude-order’ -> excluded; (2) config sheet overrides; (3) default logic (amazon/tiktok_shop/walmart.com, pos/leap -> retail, wholesale tags -> wholesale, otherwise online_dtc). Note: excluded channel is omitted from Executive Summary and LTV.
`sm_sub_channel`	STRING	Sub-channel from source/tags with config overrides (e.g., Facebook & Instagram, Google, Amazon FBA/Fulfilled by Merchant).
`target_ad_spend`	FLOAT64	The ad spend target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_average_order_value`	FLOAT64	The average order value target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_customer_acquisition_cost`	FLOAT64	The customer acquisition cost target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_order_conversion_rate`	FLOAT64	The order conversion rate target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_order_count`	FLOAT64	The order count target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_order_gross_revenue`	FLOAT64	The gross order revenue target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_order_net_revenue`	FLOAT64	The net order revenue target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_return_on_ad_spend`	FLOAT64	The return on ad spend target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_total_order_revenue`	FLOAT64	The total order revenue target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`target_website_sessions`	FLOAT64	The website sessions target for the store. This data is entered in the Targets tab of the SourceMedium configuration sheet.
`website_sessions`	INT64	The number of sessions on the website.

Supported order metrics, plus advertising metrics from Google Ads, Meta, TikTok, AppLovin, and Snapchat, use the workspace reporting currency when conversion is enabled. Manually configured costs and targets should be entered in that same currency. See Reporting Currency.