What is included
One round of Executive Summary customizations during onboarding is included. So are these changes to your existing dashboard, at any time:- Swapping metrics in or out of any chart or page
- Changing defaults such as date range, day/week/month aggregation, or which metrics a chart shows
- Exposing metrics or filters that already exist in your data but are not shown by default
- Turning on features from the template gallery, such as influencer tracking, targets, scorecards, and multi-store or multi-channel modules
What is scoped and billed separately
Larger work is scoped first and billed at a fixed hourly rate. Your plan may include a set number of hours for this work; anything beyond that allowance is quoted before work starts. This covers:- New visualizations that are not in the template gallery or your existing dashboards
- Bringing in external data from custom Google Sheets when the mapping is bespoke
- Integrations SourceMedium does not yet offer
- Custom business logic beyond what the Configuration Sheet supports
How to ask
Open a support request from your workspace. Include:- The metrics and dimensions you want
- Where it should live, for example inside the Orders Deep Dive module
- Filters or breakdowns
- Date or time aggregation
- Chart or table types
- A prototype or sketch, if you have one
What happens next
- We review the request, confirm what is possible, and come back with questions. If part of it cannot be built, we suggest an alternative or a workaround, or add it to the roadmap.
- We confirm the scope with you, along with an estimate of hours and any cost above your allowance. Work starts only after that.
- We deliver the work and offer a call to walk through it.