How to Use Metrics

SourceMedium defines each metric once. Dashboards, the metric catalog in your warehouse, and the SQL Query Library all use the same definition, so order_net_revenue means the same thing everywhere.

Where the definitions live

Metric Definitions: plain-English definitions of every metric.
dim_semantic_metric_catalog in your sm_metadata dataset: one row per metric with its calculation, filter_condition, and underlying_model, ready to query.

Which level to query

Report tables (rpt_*): fastest for common dashboard-style questions. Start with rpt_executive_summary_daily.
One Big Tables (obt_*): flexible analysis with joins and business logic already applied. Start with obt_orders.
Metric catalog: when you need the exact formula behind a dashboard number.

Standard metric groups

SourceMedium’s dashboards are built from these metric groups. The SQL Query Library recipes cover the same ground.

Metric group	Covers	Query Library section
`executive_metrics_daily`	Core order KPIs by day	Orders & Revenue
`executive_summary_order_rates_daily`	Order rates for the Executive Summary	Orders & Revenue
`marketing_performance_daily`	Ad spend and platform-reported performance	Marketing & Ads
`revenue_breakdown_daily`	Daily revenue breakdown, including discounts and refunds	Orders & Revenue
`revenue_cumulative_daily`	MTD, QTD, YTD, and trailing periods	Orders & Revenue
`customer_metrics_daily`	New vs repeat customer behavior and revenue	Customers & Retention
`product_performance_daily`	Product catalog and mix	Products
`summary_order_rates_daily`	Conversion rates by channel	Funnel
`channel_conversion_metrics_daily`	Conversion and MER by channel	Funnel, Marketing & Ads
`detailed_conversion_metrics_daily`	UTM-level conversion	Funnel
`conversion_metrics_detailed_daily`	Landing page and UTM conversion	Funnel

Not every brand has every integration, so coverage varies by source system.

How this relates to the SQL Query Library

The Query Library recipes are built on the same rules as the metrics:

Valid order filtering (is_order_sm_valid = TRUE)
Stable analysis tables (obt_* and rpt_*)
Lowercased categorical groupings for safe aggregation

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SQL Query Library

Common analyses (SQL)

Tables

Schema Standards

Where the definitions live

Which level to query

Standard metric groups

How this relates to the SQL Query Library

​Where the definitions live

​Which level to query

​Standard metric groups

​How this relates to the SQL Query Library

Where the definitions live

Which level to query

Standard metric groups

How this relates to the SQL Query Library