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The Financial Cost tabs of your Configuration Sheet hold the costs SourceMedium cannot read from a platform. Each tab feeds gross profit, contribution, and LTV metrics in your dashboard. This page covers what each tab is for, the columns it takes, and the one thing that most often goes wrong. Exact column types are in the schema reference.
The first time you fill in a Financial Cost tab, tell your account manager or integrations@sourcemedium.com. We enable the tabs for your account once, and every later edit is picked up automatically on the next Configuration Sheet sync.

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Rules that apply to every tab

  • Dates are MM/DD/YYYY. Rows without a date_end are ignored, so always fill it in.
  • A row applies to every order in its channel (and region, where the tab has one) between date_start and date_end, inclusive.
  • To capture a cost change, add a new row with a new date range. Old rows keep applying to the orders in their range, so history stays correct.
  • Costs are entered as positive numbers. category is always Financial.

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Product COGS

Tab: Financial Cost - Product COGS Per-unit product cost by SKU. SourceMedium reads Shopify product costs automatically from the Cost per item field, so use this tab for:
  • SKUs sold on channels outside Shopify, such as Amazon, Retail, or Wholesale. Amazon SKUs are often different from Shopify SKUs; enter them as they appear on Amazon with channel set to Amazon.
  • Backfilling historic Shopify costs for periods before you filled in Cost per item.
  • Overriding the Shopify cost with a different cost basis for a date range.
For Shopify costs themselves, see How do I surface Shopify product costs? fixed_cost is your landed cost per unit: product cost plus inbound freight and duties. Product cost surfaces as Product Cost and Product Gross Profit on the Executive Summary, LTV & Retention (including LTV - Adj), Product Performance, YoY Performance, and Orders Deep Dive. Gotcha: the SKU must match the SKU on the order exactly. A row for a SKU that never appears on an order has no effect.

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Shipping

Tab: Financial Cost - Shipping One shipping cost per order for a channel, region, and date range. There is no percentage or per-item option; SourceMedium applies the same amount to every order the row covers, so enter your average cost per order. Shipping cost surfaces on the Executive Summary, LTV & Retention (as allocated and cumulative shipping cost), Orders, and Product Performance, where it is allocated to line items by quantity share. Gotcha: if the region you need is not in the dropdown, ask your account manager or integrations@sourcemedium.com to add it before entering rows.

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Fulfillment

Tab: Financial Cost - Fulfillment One fulfillment cost per order (pick, pack, and handling from your warehouse or 3PL) for a channel, region, and date range. Like shipping, it is a single per-order amount applied to every order the row covers. Fulfillment cost surfaces on the Executive Summary, LTV & Retention (as allocated and cumulative fulfillment cost), Orders, and Product Performance. In Product Performance the per-order amount is allocated to line items by quantity share: a 4.00feeonanorderwithfourunitsshowsas4.00 fee on an order with four units shows as 1.00 per unit. Gotcha: keep shipping and fulfillment on their own tabs. Putting the combined cost on both double-counts it.

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Merchant processing fees

Tab: Financial Cost - Merchant Processing Fees A fixed fee per order plus a variable rate, by payment processor. SourceMedium calculates each order’s fee as the order’s net revenue multiplied by variable_cost, rounded to two decimals, plus fixed_cost. Merchant processing fees surface on the Executive Summary, LTV & Retention (as allocated and cumulative fees), Orders (where the payment processor is also available), and Product Performance, where the order’s fee is allocated to line items by their share of gross sales. Gotcha: variable_cost is a decimal rate, not a percentage. Enter 0.029 for 2.9%. If your payment processor is not in the vendor dropdown, ask your account manager or integrations@sourcemedium.com to add it.

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Operating expenses

Tab: Financial Cost - Operating Expenses Fixed operating costs that are not tied to individual orders, such as salaries, software, and rent. Enter one row per month with the total for that month. Operating expenses surface on the Executive Summary. Gotcha: cost is the total for the date range, not a per-day or per-order amount. A row that spans two months is still one amount.

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