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SourceMedium can post a daily metrics snapshot to a Slack channel of your choice. The SourceMedium team installs and configures it for you.
This is the scheduled daily report. It is not the AI Analyst. Use the AI Analyst when you want to ask questions; use this page when you want a recurring snapshot in a channel.

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What the report includes

By default the report shows:
  • Net revenue
  • Orders
  • AOV
  • Spend
  • CPA
  • ROAS
  • CVR
  • New customers
  • Repeat customers
If your store sells subscriptions and your subscription platform is connected directly to SourceMedium, two more metrics are added by default:
  • New subscriptions
  • Cancelled subscriptions
You can replace the defaults with up to 10 metrics from the Executive Summary. Definitions for every metric are in Metric definitions.

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Set it up

What to have ready:
  • The Slack channel the report should post to. A dedicated channel keeps the report out of active discussion threads.
  • Which Shopify store(s) and brand(s) the report should cover.
  • Your metric list, if you want something other than the defaults.
Steps:
  1. Open a support request from your workspace or email support@sourcemedium.com and ask for the daily Slack report.
  2. Tell us the channel, the stores, and the metrics.
  3. The SourceMedium team installs the app for your Shopify store and confirms when the first report has posted.

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Move it to another channel

  1. In your Shopify admin, open Apps and select SourceMedium - Slack Reports.
  2. Select Add to Slack and choose the new channel. This reinstalls the report in that channel.
If the report stops posting after a move, open a support request and include the channel name.