Dashboard Functionality
How does Amazon data show up in my dashboard?
Connect Amazon, use the Channel filter, and know which charts stay empty.
How does editing an order after the order date affect reporting?
Edits post back to the original order date, unlike Shopify.
Why does my LTV look off in my multi-store report?
LTV and retention are per store; select one brand at a time.
What is the Exclude $0 Order feature?
Remove zero-revenue orders from Executive Summary and retention metrics.
Configuration Sheet
How can I filter out samples, returns, and exchanges?
Route them to their own channel so core metrics stay clean.
Account Management
How do I request custom dashboard work?
What is included, what is billed, and what to send.
How do I give dashboard access to a teammate?
Workspace invitations and Google Groups access.
Daily Slack report
Default metrics, setup, and moving the report to another channel.
What data security practices are in place at SourceMedium?
Encryption, US-based storage, PII handling, and role-based access.
How do Shopify tags show up in SourceMedium?
Use customer and order tags for segmentation.
How can I improve my last-click UTM attribution?
UTM naming and tracking hygiene.
What to know about connecting Google Analytics
How GA attribution is combined with Shopify orders.
How do I tag orders with survey results from Fairing?
Shopify Flow setup for Fairing responses.
How do I set up survey order tagging for KnoCommerce?
Turn on order tags inside KnoCommerce.
Why has my Amazon data stopped showing up in my dashboard?
Reconnect an expired Amazon authorization.
Troubleshooting
Before you open a ticket, confirm the two reports use the same date range, stores, and channels, and check whether the $0-order exclusion is on. Most mismatches end there.Why is my data taking so long to load?
Ingestion time scales with order history.
What is last click attribution?
How UTMs decide which channel gets credit.
Why would external reports not match the SourceMedium dashboard?
Order filters, revenue definitions, channel scope, and attribution windows.
Why don't the Executive Summary and Shopify's Sales Report match?
Exclude $0 Orders and channel mapping are the usual causes.
What impact does Global-E have in SourceMedium?
Duties are reported in separate fields.
Why doesn't ReCharge match SourceMedium?
Different timestamps, refund rules, and line-level classification.
Why isn't the Executive Summary attributing my gift card revenue?
Gift card purchases are deferred revenue.
Why don't new customers plus repeat customers equal customers?
A customer can be both within one period.
What is reported as a conversion within the Marketing Overview?
Purchase events only, defined per platform.
What attribution windows does SourceMedium report on?
The window set in each ad platform.
Elsewhere
MTA FAQs
Multi-touch attribution setup and troubleshooting.
Glossary
Definitions for the terms used across SourceMedium.