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The SourceMedium Configuration Sheet is a powerful Google Sheets-based tool that allows you to enrich your data based on your business’s specific needs, without writing any code.
Your Configuration Sheet is automatically synced to SourceMedium. Changes typically reflect in your dashboard within 24 hours.

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What Can You Configure?

Metric Targets

Set targets for executive-level metrics like revenue, orders, and ROAS.

Channel Mapping

Map orders to specific channels, sub-channels, and vendors for easier analysis.

Custom Marketing Costs

Add marketing spend from non-integrated platforms (influencers, podcasts, etc.).

Custom Sales

Enter sales from non-integrated channels (retail, wholesale, marketplaces).

Schema Reference

Exact tab/column schema for ingestion (Targets, Channel Mapping, Costs, Sales).

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Cost of Goods Sold (COGS)

Enable Profit & Loss analysis by adding your cost data. When COGS is enabled, additional tabs appear in your Configuration Sheet:

Shopify Product Costs

SourceMedium reads product costs from Shopify’s Cost per item field.

Costs and COGS in the Configuration Sheet

Non-Shopify product costs, shipping, fulfillment, merchant processing fees, and operating expenses.

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How to Access Your Configuration Sheet

Open your store in the SourceMedium workspace and click Open sheet. Each store has its own Configuration Sheet. If you cannot find it there, check your onboarding email thread or your shared SourceMedium Slack channel, where the link is often pinned.
Access follows your workspace role, so there is nothing to request for a teammate: invite them from Team and Viewers can read the sheet while Editors and Admins can edit it. See Giving dashboard access to a teammate.

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Best Practices

Use the same naming conventions across tabs. For example, if you call a channel “Meta” in one place, don’t call it “Facebook” elsewhere.
Product costs and shipping rates change. Set a recurring reminder to review and update your cost data quarterly.
Add notes in the sheet explaining why certain orders are mapped to specific channels. Future you will thank you.

Channel Mapping Deep Dive

Learn how channel mapping logic works.

Influencer Tracking

Track influencer spend and performance with UTM codes.