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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.

Use this guide to understand how well you retain customers over time and where repeat purchasing comes from.

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Common retention cuts

  • New vs repeat customers over time
  • Repeat rate by acquisition channel
  • Time to second order (and distribution)
  • Retention by product purchased on first order

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Suggested workflow

  1. Start with clean order filters:
    • is_order_sm_valid = TRUE
  2. Decide whether to include all channels or a focused channel (e.g., Online DTC only).
  3. Pick a retention definition:
    • “Customer retained” = places any additional valid order within X days
    • Or “Repeat customer” = has order_index >= 2
  4. Break down by a single dimension (channel, first product, geography), validate, then layer on additional breakdowns.

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Troubleshooting

  • If you see unexpected counts when reconciling, check for:
    • Exclude $0 orders logic
    • Channel mapping rules
See also: Why don’t Executive Summary & Shopify match?