> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sourcemedium.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuration Sheet Overview

> How to use the SourceMedium Configuration Sheet to enrich your data with targets, channel mapping, costs, and custom metrics

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.

<Info>
  Your Configuration Sheet is automatically synced to SourceMedium. Changes typically reflect in your dashboard within 24 hours.
</Info>

***

## What Can You Configure?

<CardGroup cols={2}>
  <Card title="Metric Targets" icon="bullseye" href="/data-inputs/configuration-sheet/can-i-set-targets-in-my-dashboard">
    Set targets for executive-level metrics like revenue, orders, and ROAS.
  </Card>

  <Card title="Channel Mapping" icon="sitemap" href="/data-inputs/configuration-sheet/how_does_channel_mapping_work">
    Map orders to specific channels, sub-channels, and vendors for easier analysis.
  </Card>

  <Card title="Custom Marketing Costs" icon="dollar-sign" href="/data-inputs/configuration-sheet/how-do-i-include-marketing-spend-through-the-cost-tab-of-the-configuration-sheet">
    Add marketing spend from non-integrated platforms (influencers, podcasts, etc.).
  </Card>

  <Card title="Custom Sales" icon="cart-shopping" href="/data-inputs/configuration-sheet/how-do-i-enter-non-integrated-sales-data-sales-tab">
    Enter sales from non-integrated channels (retail, wholesale, marketplaces).
  </Card>

  <Card title="Schema Reference" icon="table" href="/help-center/raw-data-source-overviews/configuration-sheet/schema">
    Exact tab/column schema for ingestion (Targets, Channel Mapping, Costs, Sales).
  </Card>
</CardGroup>

***

## 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:

<CardGroup cols={2}>
  <Card title="Product Costs" icon="box" href="/data-inputs/configuration-sheet/costs/how-do-i-surface-product-costs">
    Enter product-level costs. SourceMedium automatically syncs Shopify product costs.
  </Card>

  <Card title="Shipping Costs" icon="truck" href="/data-inputs/configuration-sheet/costs/how-do-i-surface-shipping-costs-within-my-dashboard">
    Add shipping and delivery costs.
  </Card>

  <Card title="Fulfillment Costs" icon="warehouse" href="/data-inputs/configuration-sheet/costs/how-do-i-surface-fulfillment-costs-within-my-dashboard">
    Track fulfillment and 3PL fees.
  </Card>

  <Card title="Merchant Processing Fees" icon="credit-card" href="/data-inputs/configuration-sheet/costs/how-do-i-surface-merchant-processing-fees-within-my-dashboard">
    Include payment processing fees (Stripe, PayPal, etc.).
  </Card>

  <Card title="Operating Expenses" icon="building" href="/data-inputs/configuration-sheet/costs/how-do-i-surface-operating-expenses-within-my-dashboard">
    Add fixed operating costs for full P\&L visibility.
  </Card>
</CardGroup>

***

## How to Access Your Configuration Sheet

Your Configuration Sheet is shared with you during onboarding.

1. Check your onboarding email thread for the Google Sheets link
2. Check your shared SourceMedium Slack channel for the Configuration Sheet link (often pinned)
3. If you can’t find it, email [support@sourcemedium.com](mailto:support@sourcemedium.com) and we’ll resend access

<Tip>
  Bookmark your Configuration Sheet for quick access. You can also request view/edit access for team members.
</Tip>

***

## Best Practices

<AccordionGroup>
  <Accordion title="Keep data consistent">
    Use the same naming conventions across tabs. For example, if you call a channel "Meta" in one place, don't call it "Facebook" elsewhere.
  </Accordion>

  <Accordion title="Update costs regularly">
    Product costs and shipping rates change. Set a recurring reminder to review and update your cost data quarterly.
  </Accordion>

  <Accordion title="Document your mappings">
    Add notes in the sheet explaining why certain orders are mapped to specific channels—future you will thank you.
  </Accordion>
</AccordionGroup>

***

## Related Resources

<CardGroup cols={2}>
  <Card title="Channel Mapping Deep Dive" icon="map" href="/data-inputs/configuration-sheet/how_does_channel_mapping_work">
    Learn how channel mapping logic works.
  </Card>

  <Card title="Influencer Tracking" icon="user-group" href="/data-inputs/configuration-sheet/how-can-i-track-influencer-spend-and-performance">
    Track influencer spend and performance with UTM codes.
  </Card>
</CardGroup>