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Yes. Enter targets in the Targets tab of your Configuration Sheet, then ask your account manager or integrations@sourcemedium.com to enable target setting and add the target widgets to your Executive Summary.
  • Net, Total and Gross Revenue
  • Orders
  • Spend
  • AOV
  • CPA
  • CPO
  • CVR
  • Sessions
  • ROAS

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Steps

  1. Open your SourceMedium Configuration Sheet:
    • Check your onboarding email thread for the Google Sheets link
    • Check your shared SourceMedium Slack channel for the Configuration Sheet link (often pinned)
    • If you cannot find it, email support@sourcemedium.com
  2. Open the Targets tab
  3. Select a channel. This is the sales channel you want to track metrics for, for example Online DTC. Online DTC is the only option available at the moment.
  4. Add a date_start to indicate when the goal starts (we encourage month-to-date tracking).
  5. Add a date_end to set the period the target applies across. If left blank, the target applies to the date_start day only.
    • Targets are applied as daily values across the range from date_start to date_end (inclusive).
    • If you want a monthly total target, enter the per-day target value for the month and set date_end to the last day of the period.
  6. Add target values for the metrics you want to track.
  7. Ask your account manager or integrations@sourcemedium.com to add the target widgets to your dashboard.