# SourceMedium

## Docs

- [BigQuery Access Request Template](https://docs.sourcemedium.com/docs/ai-analyst/agent-skills/bigquery-access-request-template.md): Copy/paste template and minimum IAM roles to request BigQuery access
- [Agent Skills](https://docs.sourcemedium.com/docs/ai-analyst/agent-skills/index.md): Installable skills for coding agents that work with SourceMedium data
- [SM BigQuery Analyst](https://docs.sourcemedium.com/docs/ai-analyst/agent-skills/sm-bigquery-analyst.md): Query SourceMedium BigQuery safely with SQL receipts. SELECT-only, cost-guarded.
- [Building Trust in AI Analytics](https://docs.sourcemedium.com/docs/ai-analyst/building-trust.md): How to validate AI-generated insights and establish the AI Analyst as your source of truth
- [AI Analyst: Attribution Health](https://docs.sourcemedium.com/docs/ai-analyst/diagnostics/attribution-health.md): Diagnose tracking quality and improve marketing attribution coverage
- [AI Analyst: Data Health](https://docs.sourcemedium.com/docs/ai-analyst/diagnostics/data-health.md): Understand whether your data is fresh, available, and ready for analysis
- [Diagnostics](https://docs.sourcemedium.com/docs/ai-analyst/diagnostics/index.md): Health checks to ensure your data is ready for analysis
- [AI Analyst](https://docs.sourcemedium.com/docs/ai-analyst/index.md): Ask questions about your e-commerce data in plain English and get answers with summaries, charts, CSV exports, and SQL
- [Using AI Analyst with multiple stores](https://docs.sourcemedium.com/docs/ai-analyst/multi-store-thread-scoping.md): How store selection works in Slack when your tenant has more than one store
- [Roadmap](https://docs.sourcemedium.com/docs/ai-analyst/roadmap.md): What's available now and what's coming next for the AI Analyst
- [Setup & Installation](https://docs.sourcemedium.com/docs/ai-analyst/setup.md): Prerequisites and installation steps for the AI Analyst
- [Thread continuity and follow-ups](https://docs.sourcemedium.com/docs/ai-analyst/thread-continuity-follow-ups.md): How follow-ups, summaries, and recommendations work in the same Slack thread
- [Troubleshooting & FAQ](https://docs.sourcemedium.com/docs/ai-analyst/troubleshooting.md): Common issues, questions, and how to resolve them
- [Understanding Results](https://docs.sourcemedium.com/docs/ai-analyst/understanding-results.md): How to interpret responses, charts, and SQL from the AI Analyst
- [What You Can Ask](https://docs.sourcemedium.com/docs/ai-analyst/what-you-can-ask.md): Example questions across different analytical domains
- [Raw Data Pull](https://docs.sourcemedium.com/docs/ai-analyst/workflows/data-pull.md): How the AI Analyst handles requests for rows, fields, and CSV exports
- [Deep Analysis](https://docs.sourcemedium.com/docs/ai-analyst/workflows/deep-analysis.md): How the AI Analyst handles complex, open-ended questions with multi-perspective analysis
- [Summaries & Opinions](https://docs.sourcemedium.com/docs/ai-analyst/workflows/follow-ups.md): How the AI Analyst handles summary and recommendation requests using prior thread context
- [Analysis Workflows](https://docs.sourcemedium.com/docs/ai-analyst/workflows/index.md): How the AI Analyst handles different types of questions with specialized workflows
- [Knowledge Retrieval](https://docs.sourcemedium.com/docs/ai-analyst/workflows/knowledge.md): How the AI Analyst answers definition, schema, and conceptual questions
- [Standard Analysis](https://docs.sourcemedium.com/docs/ai-analyst/workflows/standard.md): How the AI Analyst handles specific data questions with fast, focused queries
- [Data Dictionary](https://docs.sourcemedium.com/docs/data-activation/data-tables/index.md): Your complete reference for working with SourceMedium data — from metrics to schemas to SQL
- [SM Experimental Tables](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_experimental/index.md): Browse tables in the sm_experimental schema—preview features and advanced analytics models.
- [obt_purchase_journeys_with_mta_models](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_experimental/obt_purchase_journeys_with_mta_models.md): Multi-Touch Attribution (MTA) model for purchase journeys with revenue impact calculations across multiple dimensions.
- [rpt_ad_attribution_performance_daily](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_experimental/rpt_ad_attribution_performance_daily.md): Daily ad performance with waterfall MTA attribution at ad, ad group, campaign, and channel levels.
- [dim_data_dictionary](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_metadata/dim_data_dictionary.md): Metadata table for table availability, freshness, and column coverage used by SourceMedium.
- [dim_semantic_metric_catalog](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_metadata/dim_semantic_metric_catalog.md): Self-documenting catalog of all semantic layer metrics with their calculations, categories, and dependencies.
- [dim_customer_addresses](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/dim_customer_addresses.md): Customer address dimension for enriching customers and orders with normalized geo attributes.
- [dim_customers](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/dim_customers.md): Customer dimension with stable keys and profile attributes for joining and segmentation.
- [dim_order_discounts](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/dim_order_discounts.md): Order discount dimension with discount types, codes, and values.
- [dim_order_lines](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/dim_order_lines.md): Order line dimension for product-level attributes at line grain.
- [dim_order_shipping_lines](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/dim_order_shipping_lines.md): Order shipping line dimension for shipping method and cost details at line-level.
- [dim_order_taxes](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/dim_order_taxes.md): Order tax dimension with tax names and amounts for reconciliation and reporting.
- [dim_orders](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/dim_orders.md): Order dimension with stable keys and descriptive attributes for joining and exploration.
- [dim_product_variants](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/dim_product_variants.md): Product variant dimension for enriching line items with stable keys and attributes.
- [fct_order_attribution_signals](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/fct_order_attribution_signals.md): Row-level attribution signals table for tracing the inputs SourceMedium evaluated for each order's attribution.
- [fct_orders_placed](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/fct_orders_placed.md): Placed order fact table for order-count analytics and funnel tie-ins.
- [fct_refunds_processed](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/fct_refunds_processed.md): Refund transaction fact table for revenue adjustments and return analytics.
- [fct_returns](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/fct_returns.md): Loop Returns fact table enriched with Shopify order context.
- [SM Transformed v2 Tables](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/index.md): Browse all tables in the sm_transformed_v2 schema, grouped by type.
- [obt_customer_support_tickets](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/obt_customer_support_tickets.md): Customer support ticket analytics for lifecycle, agent performance, and channel analysis.
- [obt_customers](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/obt_customers.md): Customer analytics table for acquisition, subscription status, and cohort analysis.
- [obt_funnel_event_history](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/obt_funnel_event_history.md): Unified funnel event history across tracking sources (Elevar, Blotout, Snowplow/GA4, Heap) for pathing and attribution.
- [obt_inventory_positions](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/obt_inventory_positions.md): Current-state inventory visibility across Shopify and Amazon sources.
- [obt_order_lines](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/obt_order_lines.md): Product-level analytics table for order line revenue, costs, and profitability.
- [obt_orders](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/obt_orders.md): Order analytics table for revenue, profitability, refunds, and channel performance analysis.
- [rpt_ad_performance_daily](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/rpt_ad_performance_daily.md): Daily advertising performance across platforms for spend, efficiency, and ROAS.
- [rpt_cohort_ltv_by_first_valid_purchase_attribute_no_product_filters](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/rpt_cohort_ltv_by_first_valid_purchase_attribute_no_product_filters.md): Cohort LTV analysis by first valid purchase attributes (channel, campaign, source) with no product filters.
- [rpt_executive_summary_daily](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/rpt_executive_summary_daily.md): Daily KPI aggregation for executive reporting and dashboards (revenue, ROAS, profit, targets).
- [rpt_funnel_events_performance_hourly](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/rpt_funnel_events_performance_hourly.md): Hourly funnel event aggregation for monitoring funnel volumes and event-based ratios (directional).
- [rpt_order_attributed_marketing_utms](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/rpt_order_attributed_marketing_utms.md): Multi-touch UTM attribution table with conversion credit per UTM signal associated with each order.
- [rpt_order_returns_v1](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/rpt_order_returns_v1.md): Order-level returns report joining Loop Returns data with Shopify order context.
- [rpt_outbound_message_performance_daily](https://docs.sourcemedium.com/docs/data-activation/data-tables/sm_transformed_v2/rpt_outbound_message_performance_daily.md): Daily messaging performance across email/SMS/push for campaigns and flows.
- [Core Dashboard Features](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/core-dashboard-features.md): Let's explore some of the basic features that allow your team to quickly navigate your data within SourceMedium:
- [The Emails - Conversions Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/emails-conversions-module.md): Overview of the Emails - Conversions module and how to use it.
- [The Emails - General Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/emails-general-module.md): Overview of the Emails - General module and how to use it.
- [The Executive Summary Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/executive-summary-module.md): Overview of the Executive Summary module and how to use it.
- [The Google Ads Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/google-ads-module.md): Overview of the Google Ads module and how to use it.
- [The Google Search Console Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/google-search-console-module.md): Overview of the Google Search Console module and how to use it.
- [Dashboard Modules Overview](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/index.md): Guide to all available modules in your SourceMedium dashboard and what insights each provides
- [The Influencers Deep Dive Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/influencers-deep-dive-module.md): Overview of the Influencers Deep Dive module and how to use it.
- [The Last Order Analysis Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/last-order-analysis-module.md): Overview of the Last Order Analysis module and how to use it.
- [The LTV & Retention Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/ltv-retention-module.md): Overview of the LTV & Retention module and how to use it.
- [The Marketing Overview Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/marketing-overview-module.md): Overview of the Marketing Overview module and how to use it.
- [The Meta Ads Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/meta-ads-module.md): Overview of the Meta Ads module and how to use it.
- [The New Customer Analysis Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/new-customer-analysis-module.md): Overview of the New Customer Analysis module and how to use it.
- [The Orders Deep Dive Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/orders-deep-dive-module.md): Overview of the Orders Deep Dive module and how to use it.
- [Post-Purchase Survey Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/post-purchase-survey-module.md): Analyze zero-party attribution data from HDYHAU surveys to understand how customers discover your brand
- [The Product Affinity Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/product-affinity-module.md): Overview of the Product Affinity module and how to use it.
- [The Product Performance Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/product-performance-module.md): Overview of the Product Performance module and how to use it.
- [The Repurchase Analysis Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/repurchase-analysis-module.md): Overview of the Repurchase Analysis module and how to use it.
- [The Subscription Overview Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/subscription-overview-module.md): Overview of the Subscription Overview module and how to use it.
- [The Subscription Product Performance Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/subscription-product-performance-module.md): Overview of the Subscription Product Performance module and how to use it.
- [The GA4 Traffic Deep Dive Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/traffic-deep-dive-module.md): Overview of the GA4 Traffic Deep Dive module and how to use it.
- [The YoY Performance Module](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/modules/yoy-performance-module.md): Overview of the YoY Performance module and how to use it.
- [Managed BI v1 Overview](https://docs.sourcemedium.com/docs/data-activation/managed-bi-v1/overview.md): How SourceMedium Managed BI v1 dashboards are structured, what’s included by default, and where to find module guides
- [Connecting BI Tools](https://docs.sourcemedium.com/docs/data-activation/managed-data-warehouse/bi-tools.md): Supported BI tools and templates for connecting to a SourceMedium Managed Data Warehouse.
- [How to Use Metrics (Semantic Layer)](https://docs.sourcemedium.com/docs/data-activation/managed-data-warehouse/metrics-and-semantic-layer.md): How SourceMedium defines metrics once and uses them consistently across dashboards, recipes, and (when enabled) the dbt Semantic Layer.
- [Modeling with SourceMedium](https://docs.sourcemedium.com/docs/data-activation/managed-data-warehouse/modeling.md): How to build custom models on top of SourceMedium tables: best practices, common patterns, and example queries
- [Managed Data Warehouse (MDW) Overview](https://docs.sourcemedium.com/docs/data-activation/managed-data-warehouse/overview.md): What SourceMedium’s Managed Data Warehouse is and how to activate it via BI templates or custom modeling.
- [Copying SourceMedium Data Source Templates](https://docs.sourcemedium.com/docs/data-activation/template-resources/copying-sm-data-source-templates.md): How to copy SourceMedium Looker Studio data source templates and map them to your warehouse tables
- [Copying SourceMedium Report Templates](https://docs.sourcemedium.com/docs/data-activation/template-resources/copying-sm-report-templates.md): How to copy a SourceMedium Looker Studio report template and map data sources to your environment
- [Looker Studio - Base Template Copy Instructions](https://docs.sourcemedium.com/docs/data-activation/template-resources/looker-studio-template-copy-instructions.md): How to use SourceMedium's Looker Studio templates
- [Looker Studio - Data Source Template Directory](https://docs.sourcemedium.com/docs/data-activation/template-resources/sm-looker-data-source-template-directory.md): Directory of Looker Studio data source templates mapped to SourceMedium tables
- [Looker Studio - Report Template Directory](https://docs.sourcemedium.com/docs/data-activation/template-resources/sm-looker-report-template-directory.md): Directory of SourceMedium Looker Studio report templates and the data sources required for each.
- [SQL Query Library](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library.md): Copy/paste BigQuery SQL templates to answer common questions using SourceMedium tables
- [Attribution & Data Health](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/attribution-and-data-health.md): Tracking quality, attribution coverage, and data health queries.
- [Customer Support](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/customer-support.md): Support ticket volume, resolution, and CSAT analysis queries.
- [Customers & Retention](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/customers-and-retention.md): Customer mix, repeat behavior, and retention trend queries.
- [Funnel](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/funnel.md): Funnel conversion, step drop-off, and conversion path analysis queries.
- [Journeys & Lead Capture](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/journeys-and-lead-capture.md): Lead capture, touchpoint journey, and conversion timing queries.
- [LTV & Retention](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/ltv-and-retention.md): Cohort LTV, payback period, and long-term value analysis queries.
- [Marketing & Ads](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/marketing-and-ads.md): CAC, ROAS by platform, and advertising efficiency analysis queries.
- [Messaging](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/messaging.md): Email and SMS performance, flow vs campaign, and subscriber trend queries.
- [Orders & Revenue](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/orders-and-revenue.md): Order, revenue, refunds, and channel mix analysis queries.
- [Products](https://docs.sourcemedium.com/docs/data-activation/template-resources/sql-query-library/products.md): Product performance, mix, bundling, and contribution analysis queries.
- [Attribution Health](https://docs.sourcemedium.com/docs/data-inputs/attribution-health/index.md): Strategies and tools for improving your attribution coverage and data quality
- [Can I set targets in my dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/can-i-set-targets-in-my-dashboard.md): How to configure metric targets in the configuration sheet and surface target widgets in Executive Summary.
- [Configuration Sheet Overview](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/config-sheet-overview.md): How to use the SourceMedium Configuration Sheet to enrich your data with targets, channel mapping, costs, and custom metrics
- [How do I add historic Product Costs from Shopify into my dashboard](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/costs/how-do-i-add-historic-product-costs-from-shopify-into-my-dashboard.md): How to backfill historic Shopify product costs (COGS) so gross profit and LTV metrics reflect accurate margins.
- [How do I override Product Costs from Shopify into my dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/costs/how-do-i-override-product-costs-from-shopify-into-my-dashboard.md): How to override Shopify product costs (COGS) via the configuration sheet so reporting uses your preferred cost basis.
- [How do I surface Fulfillment Costs within my dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/costs/how-do-i-surface-fulfillment-costs-within-my-dashboard.md): How to add fulfillment/3PL costs via the configuration sheet so they’re included in gross profit reporting.
- [How do I surface Merchant Processing Fees within my dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/costs/how-do-i-surface-merchant-processing-fees-within-my-dashboard.md): How to add merchant processing fees via the configuration sheet so they’re allocated into profit and order reporting.
- [How do I surface Operating Expenses within my dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/costs/how-do-i-surface-operating-expenses-within-my-dashboard.md): How to add operating expenses in the configuration sheet so they appear in executive reporting.
- [How do I surface Product Costs/COGS within my dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/costs/how-do-i-surface-product-costs.md): How to surface Shopify product costs (COGS) so product gross profit and related metrics are available in dashboards.
- [How do I surface Product Costs from Platforms outside of Shopify into my dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/costs/how-do-i-surface-product-costs-from-platforms-outside-of-shopify-into-my-dashboard.md): How to add non-Shopify product costs (COGS) for channels like Amazon/Retail/Wholesale via the configuration sheet.
- [How do I surface Shipping Costs within my dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/costs/how-do-i-surface-shipping-costs-within-my-dashboard.md): How to add shipping costs via the configuration sheet so they’re reflected in executive and LTV/profit metrics.
- [How can I create order channels and sub-channels?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/how-can-i-create-order-channels-and-subchannels.md): How to create channel mapping rules in the configuration sheet to group orders into channels and sub-channels.
- [How can I track influencer spend and performance?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/how-can-i-track-influencer-spend-and-performance.md): How to track influencer spend and performance using discount codes and the configuration sheet Cost tab.
- [How do I enter non-integrated sales data through my Configuration Sheet (Sales tab)?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/how-do-i-enter-non-integrated-sales-data-sales-tab.md): How to add sales from non-integrated platforms (retail/wholesale/etc.) using the configuration sheet Sales tab.
- [How do I include marketing spend through the cost tab of the configuration sheet?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/how-do-i-include-marketing-spend-through-the-cost-tab-of-the-configuration-sheet.md): How to add non-integrated marketing spend via the configuration sheet Cost tab so it appears in executive and marketing reporting.
- [How does channel mapping work in the SourceMedium Dashboard?](https://docs.sourcemedium.com/docs/data-inputs/configuration-sheet/how_does_channel_mapping_work.md): How SourceMedium assigns orders and spend to channels, including the precedence rules and default logic.
- [Data integrations & inputs](https://docs.sourcemedium.com/docs/data-inputs/data-inputs-overview.md): Overview of how SourceMedium ingests data, supported integration types, and what to do when an integration isn’t available
- [All Available Integrations](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/all-available-integrations.md): What data can I connect to SourceMedium?
- [Amazon Ads - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/amazon-ads-integration.md): Follow this integration guide to connect your Amazon Ads data to SourceMedium.
- [Amazon DSP - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/amazon-dsp-integration.md): Follow this integration guide to connect your Amazon DSP data to SourceMedium.
- [Amazon Seller Central - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/amazon-sc-integration.md): Follow this integration guide to connect your Amazon Seller Central data to SourceMedium.
- [[Beta] Amazon Vendor Central - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/amazon-vc-integration.md): Follow this integration guide to connect your [Beta] Amazon Vendor Central data to SourceMedium.
- [AppLovin - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/applovin-integration.md): Follow this integration guide to connect your AppLovin data to SourceMedium.
- [Autopilot - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/autopilot-integration.md): Follow this integration guide to connect your Autopilot data to SourceMedium.
- [Awin - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/awin-integration.md): Follow this integration guide to connect your Awin data to SourceMedium.
- [Bing Ads - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/bing-integration.md): Connect your Microsoft Bing Ads account to SourceMedium for unified ad performance reporting
- [Blotout - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/blotout-integration.md): Follow this integration guide to connect your Blotout data to SourceMedium.
- [Chargebee - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/chargebee-integration.md): Follow this integration guide to connect your Chargebee data to SourceMedium.
- [Criteo - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/criteo-integration.md): Follow this integration guide to connect your Criteo data to SourceMedium.
- [Elevar - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/elevar-integration.md): Follow this integration guide to connect your Elevar data to SourceMedium.
- [Fairing - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/fairing-integration.md): Follow this integration guide to connect your Fairing data to SourceMedium.
- [FERMÀT - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/fermat-integration.md): How to ensure orders from the Fermat Shopify app are detected correctly in SourceMedium.
- [[Legacy] Google Analytics Universal - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/ga-universal-integration.md): Legacy instructions for connecting Google Analytics Universal (UA) to SourceMedium
- [Google Analytics 4 (GA4) - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/ga4-integration.md): Follow this integration guide to connect your Google Analytics 4 data to SourceMedium
- [Global-E - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/global-e-integration.md): Follow this integration guide to connect your Global-E data to SourceMedium.
- [Google Ads - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/google-ads-integration.md): Follow this integration guide to connect your Google Ads data to SourceMedium.
- [Google Search Console - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/google-search-console-integration.md): Follow this integration guide to connect your Google Search Console data to SourceMedium.
- [Gorgias (Beta) - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/gorgias-integration.md): Follow this integration guide to connect your Gorgias (Beta) data to SourceMedium.
- [[Premium] HubSpot Integration - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/hubspot-integration.md): Follow this integration guide to connect your [Premium] HubSpot Integration data to SourceMedium.
- [Impact Radius - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/impact-integration.md): Follow this integration guide to connect your Impact Radius data to SourceMedium.
- [[Premium] Klaviyo Integration - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/klaviyo-integration.md): Follow this integration guide to connect your [Premium] Klaviyo Integration data to SourceMedium.
- [KnoCommerce - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/knocommerce-integration.md): Follow this integration guide to connect your KnoCommerce data to SourceMedium.
- [[Beta] Littledata - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/littledata-integration.md): Follow this integration guide to connect your [Beta] Littledata data to SourceMedium.
- [Loop - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/loop-integration.md): Follow this integration guide to connect your Loop data to SourceMedium.
- [Loop Returns - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/loop-returns-integration.md): Follow this integration guide to connect your Loop Returns data to SourceMedium.
- [Meta Ads (Facebook) - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/meta-integration.md): Follow this integration guide to connect your Meta Ads (Facebook) data to SourceMedium.
- [MNTN - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/mntn-integration.md): Follow this integration guide to connect your MNTN data to SourceMedium.
- [Outbrain - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/outbrain-integration.md): Follow this integration guide to connect your Outbrain data to SourceMedium.
- [Pepperjam - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/pepperjam-integration.md): Follow this integration guide to connect your Pepperjam data to SourceMedium.
- [Pinterest Ads - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/pinterest-integration.md): Follow this integration guide to connect your Pinterest Ads data to SourceMedium.
- [ReCharge - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/recharge-integration.md): Follow this integration guide to connect your ReCharge data to SourceMedium
- [Reddit Ads - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/reddit-integration.md): Follow this integration guide to connect your Reddit Ads data to SourceMedium.
- [Richpanel - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/richpanel-integration.md): Follow this integration guide to connect your Richpanel data to SourceMedium.
- [ShareASale - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/shareasale-integration.md): Follow this integration guide to connect your ShareASale data to SourceMedium.
- [Shopify - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/shopify-integration.md): Follow this integration guide to connect your Shopify data to SourceMedium
- [Snapchat - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/snapchat-integration.md): Follow this integration guide to connect your Snapchat data to SourceMedium.
- [Stay AI - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/stay-ai-integration.md): Follow this integration guide to connect your Stay AI data to SourceMedium.
- [Stripe - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/stripe-integration.md): Follow this integration guide to connect your Stripe data to SourceMedium.
- [Taboola - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/taboola-integration.md): Follow this integration guide to connect your Taboola data to SourceMedium.
- [Tapcart (Beta) - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/tapcart-integration.md): Follow this integration guide to connect your Tapcart (Beta) data to SourceMedium.
- [Tatari - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/tatari-integration.md): Follow this integration guide to connect your Tatari data to SourceMedium.
- [TikTok - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/tiktok-integration.md): Follow this integration guide to connect your TikTok data to SourceMedium.
- [X Ads - Integration Instructions](https://docs.sourcemedium.com/docs/data-inputs/platform-integration-instructions/x-integration.md): Follow this integration guide to connect your X Ads data to SourceMedium.
- [Amazon Ads: Data Nuances & Limitations](https://docs.sourcemedium.com/docs/data-inputs/platform-supporting-resources/amazon-ads/amazon-ads-data-nuances-and-limitations.md): Important context for Amazon Ads data
- [Amazon Seller Central: Data Nuances & Limitations](https://docs.sourcemedium.com/docs/data-inputs/platform-supporting-resources/amazon-seller-central/amazon-sc-data-nuances-and-limitations.md): Important context for Amazon Seller Central data
- [AppLovin: Data Nuances & Limitations](https://docs.sourcemedium.com/docs/data-inputs/platform-supporting-resources/applovin/applovin-data-nuances-and-limitations.md): Important context for AppLovin data
- [Google Analytics - Common Failure Points](https://docs.sourcemedium.com/docs/data-inputs/platform-supporting-resources/ga4/google-analytics-common-failures.md): Tips & tricks for improving your analytics set up in Google Analytics
- [Improving Your Last-Click (UTM) Attribution](https://docs.sourcemedium.com/docs/data-inputs/platform-supporting-resources/ga4/improving-last-click-attribution.md): Follow this guide for tips & tricks on improving your last-click UTM attribution
- [Klaviyo: Data Nuances & Limitations](https://docs.sourcemedium.com/docs/data-inputs/platform-supporting-resources/klaviyo/klaviyo-data-nuances-and-limitations.md): Important context for Klaviyo data
- [Capturing & Backfilling UTM Attribution via Order Attributes](https://docs.sourcemedium.com/docs/data-inputs/platform-supporting-resources/shopify/backfilling-utm-attribution-via-checkout-attributes.md): How to backfill historical orders with UTM attribution data and capture UTMs for future orders
- [Attribution Source Hierarchy](https://docs.sourcemedium.com/docs/data-transformations/attribution-source-hierarchy.md): How SourceMedium decides which UTM data source wins when multiple systems capture attribution for an order
- [Data Cleaning](https://docs.sourcemedium.com/docs/data-transformations/data-cleaning.md): The first mile of our data transformation process
- [Data Enrichment](https://docs.sourcemedium.com/docs/data-transformations/data-enrichment.md): The next mile of our data transformation process
- [Boolean Columns](https://docs.sourcemedium.com/docs/data-transformations/naming-conventions/boolean-columns.md): Naming rules for boolean fields (`is_...`) so true/false columns read like a question.
- [Dimension Columns](https://docs.sourcemedium.com/docs/data-transformations/naming-conventions/dimension-columns.md): How we name dimension columns (attributes) for consistent filtering and grouping.
- [Key Concepts](https://docs.sourcemedium.com/docs/data-transformations/naming-conventions/key-concepts.md): Definitions of the building blocks we use in naming conventions (entity, metric, dimension, modifier, prefix, suffix).
- [Metric Columns](https://docs.sourcemedium.com/docs/data-transformations/naming-conventions/metric-columns.md): How we name metric columns so they’re readable and consistent across the warehouse.
- [Numerical Columns](https://docs.sourcemedium.com/docs/data-transformations/naming-conventions/numerical-columns.md): Naming patterns for numeric metrics where aggregation/meaning is implied by convention.
- [Proprietary Columns](https://docs.sourcemedium.com/docs/data-transformations/naming-conventions/sourcemedium-proprietary-columns.md): How to recognize SourceMedium-derived columns (the `sm_` prefix) and what they represent.
- [Table Names](https://docs.sourcemedium.com/docs/data-transformations/naming-conventions/table-names.md): How we name tables (`fct_`, `dim_`, `obt_`, `rpt_`) so datasets are easy to navigate.
- [Time Columns](https://docs.sourcemedium.com/docs/data-transformations/naming-conventions/time-columns.md): How we name timestamps and datetimes (including localized time) across SourceMedium tables.
- [Order Segmentation](https://docs.sourcemedium.com/docs/data-transformations/order-segmentation/index.md): How SourceMedium classifies orders by sales channel and order type for reporting and analysis
- [Order Type (sm_order_type)](https://docs.sourcemedium.com/docs/data-transformations/order-segmentation/order-type.md): How SourceMedium classifies orders as subscription vs one-time purchases
- [Sales Channel (sm_channel)](https://docs.sourcemedium.com/docs/data-transformations/order-segmentation/sales-channel.md): How SourceMedium determines the channel for each order
- [Modeling Philosophy](https://docs.sourcemedium.com/docs/data-transformations/philosophy.md): How we help amplify your data capabilities
- [FAQs](https://docs.sourcemedium.com/docs/faq.md): Quick answers and troubleshooting guides for SourceMedium dashboards, configuration, data discrepancies, and account setup.
- [Cohort LTO analysis](https://docs.sourcemedium.com/docs/help-center/common-analyses/cohort-lto.md): How to analyze lifetime orders (LTO) by cohort using SourceMedium tables and common filters
- [Cohort LTV analysis](https://docs.sourcemedium.com/docs/help-center/common-analyses/cohort-ltv.md): How to analyze customer lifetime value (LTV) by cohort using SourceMedium tables and common filters
- [Common Analysis Template](https://docs.sourcemedium.com/docs/help-center/common-analyses/common-analysis-template.md): A reusable structure for running analyses in SourceMedium: define the question, the metric, the grain, and the filters
- [Customer retention analysis](https://docs.sourcemedium.com/docs/help-center/common-analyses/customer-retention.md): How to measure customer retention and repeat purchasing with SourceMedium tables and common filters
- [Revenue retention analysis](https://docs.sourcemedium.com/docs/help-center/common-analyses/revenue-retention.md): How to measure revenue retention over time using SourceMedium tables and consistent revenue definitions
- [Return on Ad Spend (ROAS)](https://docs.sourcemedium.com/docs/help-center/common-analyses/roas.md): How to calculate, interpret, and analyze return on ad spend across channels using SourceMedium data
- [Subscription program retention analysis](https://docs.sourcemedium.com/docs/help-center/common-analyses/subscription-program-retention.md): How to analyze subscription retention and churn using SourceMedium tables and subscription signals
- [Top converting products](https://docs.sourcemedium.com/docs/help-center/common-analyses/top-converting-products.md): How to identify products that convert best using SourceMedium order and order line tables
- [Top Selling Products](https://docs.sourcemedium.com/docs/help-center/common-analyses/top-selling-products.md): How to identify your top-selling products by revenue, orders, and quantity using SourceMedium order line data
- [Understanding your Contribution Margin](https://docs.sourcemedium.com/docs/help-center/common-analyses/understanding-your-contribution-margin.md): How contribution margin is calculated, which variable costs it includes, and common validation steps
- [Understanding your Gross Profit](https://docs.sourcemedium.com/docs/help-center/common-analyses/understanding-your-gross-profit.md): How gross profit is calculated, which costs it includes, and where to validate inputs in SourceMedium
- [Attribution in SourceMedium](https://docs.sourcemedium.com/docs/help-center/core-concepts/attribution/attribution-in-sourcemedium.md): How SourceMedium uses UTMs and attribution models (last-click and MTA) to attribute orders and revenue
- [Why am I seeing (direct) / (none)?](https://docs.sourcemedium.com/docs/help-center/core-concepts/attribution/direct-none.md): Understand what (direct)/(none) means in attribution reporting and how to diagnose and reduce it
- [What is first-party attribution?](https://docs.sourcemedium.com/docs/help-center/core-concepts/attribution/first-party-attribution.md): Understand first-party attribution, what first-party signals SourceMedium uses, and how it relates to last-click and MTA
- [What are UTMs (and how to set them up)?](https://docs.sourcemedium.com/docs/help-center/core-concepts/attribution/utm-setup.md): Learn what UTM parameters are, how to name them, and how to set them up for reliable last-click attribution
- [What is zero-party attribution?](https://docs.sourcemedium.com/docs/help-center/core-concepts/attribution/zero-party-attribution.md): Learn how customer-reported survey answers complement tracking-based attribution and how to use zero-party data in SourceMedium
- [Customer Record Enrichment (CDP Foundations)](https://docs.sourcemedium.com/docs/help-center/core-concepts/customer-record-enrichment/index.md): How SourceMedium can be your customer source of truth for enrichment and audience workflows.
- [Channel Mapping (sm_channel + sm_sub_channel)](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-definitions/channel-mapping.md): How SourceMedium assigns sm_channel and sm_sub_channel, including overrides and debugging.
- [Event + Journey Deduping](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-definitions/event-and-journey-deduping.md): How SourceMedium prevents double-counting when multiple event streams exist, and what “multi-source dedupe” means.
- [Data Definitions](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-definitions/index.md): Canonical definitions for the fields and business rules that show up across SourceMedium tables, dashboards, and recipes.
- [Valid Orders (is_order_sm_valid)](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-definitions/is-order-sm-valid.md): What is_order_sm_valid means, why it matters, and how to use it correctly in queries.
- [Refund Logic](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-definitions/refund-logic.md): Refund fields, components, and best-practice refund analysis patterns.
- [Revenue Fields (Net vs Gross vs Total)](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-definitions/revenue-fields.md): How SourceMedium defines gross, net, and total revenue, and how discounts and refunds affect each.
- [Subscription Flags](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-definitions/subscription-flags.md): How SourceMedium classifies subscription orders and order lines, and how to use first vs recurring subscription fields.
- [UTM Normalization](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-definitions/utm-normalization.md): How SourceMedium normalizes UTM fields and how to query UTM-based dimensions safely.
- [Data Health](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-health.md): Understand whether your data is fresh, available, and ready for analysis
- [SourceMedium Data Architecture](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-transformation/data-architecture.md): How your data gets from point A to B
- [Data Freshness](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-transformation/data-freshness.md): How fresh is my data?
- [Data Cleaning vs Data Transformation](https://docs.sourcemedium.com/docs/help-center/core-concepts/data-transformation/transformation-vs-cleaning.md): You mean, they aren't the same thing?
- [Demographic Data: What You Can (and Can’t) Do](https://docs.sourcemedium.com/docs/help-center/core-concepts/demographics/demographic-data-sources.md): Where demographic attributes come from in SourceMedium, and how to use them for LTV analysis.
- [Account Management FAQs](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/account-management-faqs-home.md): Frequently asked questions about managing your SourceMedium account, team access, integrations, and security
- [Are you utilizing customer and order tagging for deeper enrichment of your data?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/are-you-utilizing-customer-and-order-tagging-for-deeper-enrichment-of-your-data.md): How to use Shopify customer and order tags to enrich your SourceMedium data with demographics, purchase patterns, and marketing insights
- [Best Practices for Post-Purchase HDYHAU Surveys](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/best-practices-in-setting-up-a-post-purchase-hdyhau-survey.md): How to set up effective 'How Did You Hear About Us?' surveys to collect zero-party attribution data
- [How do I upload a CSV file to my BigQuery instance?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/bigquery-csv-upload-guide.md): Step-by-step instructions for uploading CSV files to your BigQuery data warehouse from your local machine
- [How can I improve my last-click UTM attribution?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/how-can-i-improve-my-last-click-attribution.md): Best practices for UTM naming conventions, tracking setup, and common pitfalls to improve your marketing attribution coverage
- [How do I give dashboard access to a teammate?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/how-do-i-give-dashboard-access-to-a-teammate.md): How to invite team members to view your SourceMedium dashboards using Google Access Groups and manage permissions
- [How do I set up Post-Purchase Survey order tagging for KnoCommerce?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/how-do-i-setup-post-purchase-survey-order-tagging-for-knocommerce.md): Configure KnoCommerce to automatically tag Shopify orders with HDYHAU survey responses for zero-party attribution
- [How do I tag orders with post-purchase survey results from Fairing (Enquire)?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/how-do-i-tag-orders-with-post-purchase-survey-results-from-fairing-enquire.md): Set up Shopify Flow to automatically tag orders with Fairing post-purchase survey responses for attribution analysis
- [How to move your Slack report bot to another Slack channel](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/moving-slack-bot-to-another-channel.md): Step-by-step guide to reinstalling the SourceMedium Slack Bot to a different channel in your workspace
- [What data security practices are in place at SourceMedium?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/what-data-security-practices-are-in-place-at-sourcemedium.md): How SourceMedium protects your data with encryption, access controls, PII handling, and security incident response procedures
- [What impact does Global-E have in SourceMedium?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/what-impact-does-global-e-have-in-source-medium.md): How Global-E international shipping affects revenue and tax calculations in your SourceMedium dashboard
- [What is Last Click Attribution?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/what-is-last-click-attribution.md): Understanding last click attribution in SourceMedium and how UTM tracking determines which marketing channel gets credit for a conversion
- [What is the process for requesting & scoping custom work?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/what-is-the-process-for-requesting-and-scoping-custom-work.md): How to request custom dashboard work, understand customization allowances, and scope analyst-on-demand projects with SourceMedium
- [What metrics can I include in my daily Slack Bot report?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/what-metrics-can-i-include-in-my-daily-slack-bot-report.md): Available metrics for your SourceMedium Slack Bot daily report including revenue, orders, marketing spend, and subscription metrics
- [What to know about connecting Google Analytics to SourceMedium](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/what-to-know-about-connecting-google-analytics-to-sourcemedium.md): How SourceMedium integrates Google Analytics data with Shopify using the Attribution Source Hierarchy, and common reasons for data discrepancies
- [Why has my Amazon data stopped showing up in my dashboard?](https://docs.sourcemedium.com/docs/help-center/faq/account-management-faqs/why-has-my-amazon-data-stopped-showing-up-in-my-dashboard.md): How to troubleshoot and fix Amazon Seller Central MWS token expiration issues that cause data to stop flowing to SourceMedium
- [Unsure where to start?](https://docs.sourcemedium.com/docs/help-center/faq/cold-start-guide-home.md): Follow this resource guide to learn more about SourceMedium
- [Configuration Sheet FAQs](https://docs.sourcemedium.com/docs/help-center/faq/configuration-sheet-faqs/configuration-sheet-faqs-home.md): Frequently asked questions about using the SourceMedium Configuration Sheet for costs, targets, and channel mapping
- [How soon will I see changes made to my SourceMedium Configuration sheet?](https://docs.sourcemedium.com/docs/help-center/faq/configuration-sheet-faqs/configuration-sheet-load-frequency.md): Configuration sheet changes are checked every 30 minutes and will appear in your dashboard shortly after
- [How can I filter out samples, returns, and exchanges?](https://docs.sourcemedium.com/docs/help-center/faq/configuration-sheet-faqs/how-can-i-filter-out-samples-returns-and-exchanges.md): Using the Configuration Sheet to segment samples, returns, and exchanges into separate channels for cleaner core metrics
- [Amazon - Omnichannel Overview](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/amazon-omnichannel-overview.md): How SourceMedium integrates Amazon sales data alongside DTC channels for unified omnichannel reporting and analysis
- [Amazon Sales Performance in SourceMedium](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/amazon-sales-performance-in-sourcemedium.md): Understanding Amazon sales data in SourceMedium, including connection setup, key use cases, and platform limitations
- [Dashboard Functionality FAQs](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/dashboard-functionality-faqs-home.md): Frequently asked questions about using your SourceMedium dashboard, modules, filters, and report features
- [How does editing an order after the order date affect reporting?](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/how-does-editing-an-order-after-the-order-date-affect-reporting.md): How SourceMedium handles order modifications differently than Shopify's transaction-based reporting and why revenue may differ
- [What are the implications of the new (BETA) Amazon SP-API integration?](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/what-are-the-implications-of-the-new-amazon-sp-api-integration.md): Benefits and features of the Amazon Selling Partner API integration for omnichannel reporting in SourceMedium
- [What is the Exclude $0 Order feature?](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/what-is-exclude-zero-dollar-feature.md): How the Exclude $0 Orders feature removes zero-revenue orders from Executive Summary and Retention reporting to improve acquisition metric accuracy
- [Where can I find my Amazon LTV?](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/where-can-i-find-my-amazon-ltv.md): How to access Amazon customer lifetime value and retention metrics in your SourceMedium dashboard using the channel filter
- [Were can I find my Amazon marketing data?](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/where-can-i-find-my-amazon-marketing-data.md): Locate Amazon Ads and Amazon DSP performance data in the SourceMedium Marketing Overview dashboard
- [Where can I find my Amazon product performance?](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/where-can-i-find-my-amazon-product-performance.md): Navigate to Amazon product analytics in SourceMedium's Product Performance module using the channel filter
- [Why does my LTV look off in my multi-store report?](https://docs.sourcemedium.com/docs/help-center/faq/dashboard-functionality-faqs/why-does-my-ltv-look-off-in-my-multi-store-report.md): Why LTV and Retention reports must be viewed per-store and don't support cross-brand holistic calculations
- [Data FAQs](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/data-faqs-home.md): Frequently asked questions about data discrepancies, metric definitions, and how SourceMedium calculates key business metrics
- [How does Stripe metadata work?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/how-does-stripe-metadata-work.md): How to enrich Stripe charge objects with custom metadata for accurate product and order-level reporting in SourceMedium
- [What attribution windows does SourceMedium report on for marketing platforms?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/what-attribution-windows-does-sourcemedium-report-on-for-marketing-platforms.md): How SourceMedium uses the attribution windows configured in your ad platforms like Meta, Google Ads, Snapchat, and TikTok
- [What is reported as a "conversion" within the Marketing Overview?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/what-is-reported-as-a-conversion-within-the-marketing-overview.md): How SourceMedium defines conversions for each marketing platform including Google Ads, Meta, TikTok, Bing, and Pinterest
- [Why doesn't ReCharge subscription data match SourceMedium reports?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/why-doesnt-recharge-match-sourcemedium.md): Common reasons ReCharge subscription reporting can differ from SourceMedium dashboards and how to troubleshoot
- [Why don't New Customers + Repeat Customers = Customers?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/why-dont-new-customers-plus-repeat-customers-equal-customers.md): Understanding how SourceMedium counts new and repeat customers independently, and why the sum can exceed total customers
- [Why don't the Executive Summary and Shopify's Sales Report match?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/why-dont-the-executive-summary-and-shopifys-sales-report-match.md): Common reasons for differences between SourceMedium Executive Summary and Shopify Sales Report including exclude $0 orders and channel mapping
- [Why is my data taking so long to load?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/why-is-my-data-taking-so-long-to-load.md): Understanding why historical data ingestion can take longer for high-volume stores
- [Why isn't the Executive Summary report attributing my gift card revenue?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/why-isnt-the-executive-summary-report-attributing-my-gift-card-revenue.md): Why gift card purchases are treated as deferred revenue in SourceMedium and how to analyze gift card data
- [Why would external reports not match the SourceMedium dashboard?](https://docs.sourcemedium.com/docs/help-center/faq/data-faqs/why-would-external-reports-not-match-the-sourcemedium-dashboard.md): Common reasons for data discrepancies between SourceMedium and Shopify, Meta Ads, Google Ads, or other external reporting tools
- [Glossary](https://docs.sourcemedium.com/docs/help-center/glossary.md): Definitions for common SourceMedium terms used across dashboards, tables, and FAQs
- [Amazon Seller Central](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/amazon-sc-overview.md): What SourceMedium ingests from Amazon Seller Central and common caveats when validating Amazon sales reporting
- [Chargebee](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/chargebee-overview.md): What SourceMedium ingests from Chargebee and how to validate key subscription and revenue fields
- [Configuration sheet: Channel Mapping tab](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/channel-mapping-tab.md): What the Channel Mapping tab does and how it affects channel, subchannel, and attribution reporting
- [Configuration Sheet Raw Data Overview](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/configuration-sheet-overview.md): How the SourceMedium Configuration Sheet is used for channel mapping, costs, targets, and non-integrated sales inputs
- [Fulfillment Costs](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/costs/fulfillment-costs.md): How fulfillment and 3PL costs entered in the Configuration Sheet affect profitability reporting
- [Marketing Costs](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/costs/marketing-costs.md): How to enter marketing spend via the Configuration Sheet and how it impacts blended metrics like CPA and ROAS
- [Merchant Processing Fees](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/costs/merchant-processing-fees.md): How merchant processing fees entered in the Configuration Sheet flow into profitability and gross profit reporting
- [Product Costs (COGS)](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/costs/product-costs.md): How product costs are sourced, where they appear in dashboards, and how to fill gaps using the Configuration Sheet
- [Shipping Costs](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/costs/shipping-costs.md): How shipping costs entered in the Configuration Sheet flow into profitability and gross profit reporting
- [Configuration sheet: Sales tab](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/sales-tab.md): How to enter non-integrated sales data and when to use the Sales tab in the Configuration Sheet
- [Configuration sheet: schema](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/schema.md): Exact column schema for each Configuration Sheet tab and how SourceMedium ingests dates and ranges.
- [Configuration sheet: Targets tab](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/configuration-sheet/targets-tab.md): How targets work in SourceMedium and how to set KPI targets for dashboards and scorecards
- [Google Ads](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/google-ads-overview.md): What SourceMedium ingests from Google Ads and what to check when reconciling spend and performance
- [HubSpot](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/hubspot-overview.md): What SourceMedium ingests from HubSpot and where HubSpot data typically shows up in reporting
- [Klaviyo](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/klaviyo-overview.md): What SourceMedium ingests from Klaviyo and common nuances when validating email/SMS performance
- [Meta Ads](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/meta-ads-overview.md): What SourceMedium ingests from Meta Ads and what to check when reconciling spend and ROAS
- [Stripe](https://docs.sourcemedium.com/docs/help-center/raw-data-source-overviews/stripe-overview.md): What SourceMedium ingests from Stripe and common reasons Stripe revenue differs from order-based reporting
- [Slack Bot Setup](https://docs.sourcemedium.com/docs/help-center/slack-bot-setup.md): How to get the SourceMedium Slack bot installed and what information you need to provide
- [Template gallery](https://docs.sourcemedium.com/docs/help-center/template-gallery.md): What the SourceMedium template gallery is, how to use it for inspiration, and how to copy templates
- [What Is SourceMedium](https://docs.sourcemedium.com/docs/help-center/what-is-sourcemedium.md): Overview of SourceMedium and how to use this Help Center to find onboarding, integrations, configuration tutorials, and support.
- [SourceMedium Docs](https://docs.sourcemedium.com/docs/index.md): Start here for onboarding, integrations, configuration sheet, dashboards, table schemas, and support.
- [SourceMedium MTA Advanced Documentation](https://docs.sourcemedium.com/docs/mta/mta-advanced-documentation.md): Technical deep dive into MTA methodology, attribution windows, and advanced configuration
- [Brand Campaign Attribution in MTA](https://docs.sourcemedium.com/docs/mta/mta-brand-campaign-attribution.md): Understanding how brand campaigns are handled in SourceMedium Multi-Touch Attribution
- [Channel-Level Attribution & Unattributed Metrics](https://docs.sourcemedium.com/docs/mta/mta-channel-level-attribution.md): Understanding channel-level attribution and unattributed metrics in SourceMedium MTA
- [How to Self-Service Provision Your SourceMedium MTA Dashboard](https://docs.sourcemedium.com/docs/mta/mta-dash-provisioning.md): How to copy the MTA Looker Studio template and connect it to your warehouse data sources.
- [Email & SMS Attribution in SourceMedium MTA](https://docs.sourcemedium.com/docs/mta/mta-email-sms-attribution.md): Understanding how Email and SMS messages are handled in SourceMedium Multi-Touch Attribution
- [SourceMedium Multi-Touch Attribution FAQs](https://docs.sourcemedium.com/docs/mta/mta-faqs.md): Find the answers to commonly asked questions about SourceMedium Multi-Touch Attribution
- [SourceMedium MTA Models Reference](https://docs.sourcemedium.com/docs/mta/mta-models.md): Understanding the core data models that power SourceMedium Multi-Touch Attribution
- [SourceMedium Multi-Touch Attribution Overview](https://docs.sourcemedium.com/docs/mta/mta-overview.md): Learn the basics of SourceMedium Multi-Touch Attribution
- [BigQuery Essentials for SourceMedium](https://docs.sourcemedium.com/docs/onboarding/analytics-tools/bigquery-essentials.md): Practical SQL queries for analyzing your SourceMedium data in BigQuery
- [Connect BigQuery to Looker Studio](https://docs.sourcemedium.com/docs/onboarding/analytics-tools/connect-bigquery-to-looker-studio.md): Use any BigQuery table (including SourceMedium tables) as a Looker Studio data source.
- [Use SourceMedium data in other BI tools](https://docs.sourcemedium.com/docs/onboarding/analytics-tools/connect-to-other-bi-tools.md): Your SourceMedium data lives in BigQuery, so you can connect it to Tableau, Looker, and other BI tools.
- [Google Groups for Access Control](https://docs.sourcemedium.com/docs/onboarding/analytics-tools/google-groups-access-control.md): Use Google Groups as a single identity to manage access across Looker Studio dashboards, BigQuery, and Google Sheets
- [Looker Studio Guide](https://docs.sourcemedium.com/docs/onboarding/analytics-tools/looker-studio-guide.md): Navigate your SourceMedium dashboard, create custom views, and understand credential modes
- [Importance of good data hygiene](https://docs.sourcemedium.com/docs/onboarding/data-docs/data-hygiene/importance-of-good-data-hygiene.md): Why clean, consistent data matters for accurate reporting and how to avoid common data-quality pitfalls
- [Dimension Definitions](https://docs.sourcemedium.com/docs/onboarding/data-docs/dimensions.md): Definitions and examples for common SourceMedium dimensions used in reporting and filtering
- [Metric Definitions](https://docs.sourcemedium.com/docs/onboarding/data-docs/metrics.md): Definitions for SourceMedium metrics used across dashboards and the semantic layer
- [How your data gets from point A to B](https://docs.sourcemedium.com/docs/onboarding/getting-started/cold-start/how-your-data-gets-from-point-a-to-b.md): High-level overview of how SourceMedium ingests, transforms, and delivers data for reporting
- [Assess Your Data Volume Before Onboarding](https://docs.sourcemedium.com/docs/onboarding/getting-started/data-volume-assessment.md): Run a quick ShopifyQL query to understand your historical data volume and set expectations for onboarding timeline
- [Kick Off Your Onboarding & Implementation Period](https://docs.sourcemedium.com/docs/onboarding/getting-started/getting-started-checklist.md): Follow this guide to get fully onboarded with SourceMedium
- [How to Manage User Access](https://docs.sourcemedium.com/docs/onboarding/getting-started/how-to-manage-user-access.md): Follow this guide to learn the industry best practices for securing your data
- [ How to Work With Us](https://docs.sourcemedium.com/docs/onboarding/getting-started/how-to-work-with-the-sourcemedium-team.md): Onboarding guide: How to Work With Us.
- [SourceMedium Product Tour](https://docs.sourcemedium.com/docs/onboarding/getting-started/intro-to-sm.md): A high-level tour of SourceMedium’s dashboards, core use cases, and how teams use the product.
- [Level 1 Data Checklist](https://docs.sourcemedium.com/docs/onboarding/getting-started/level-1-data-checklist.md): Tips and tricks to improve your data setup and use of SourceMedium
- [Level 2 Data Checklist](https://docs.sourcemedium.com/docs/onboarding/getting-started/level-2-data-checklist.md): Tips and tricks to improve your adoption of SourceMedium
- [Level 3 Data Checklist](https://docs.sourcemedium.com/docs/onboarding/getting-started/level-3-data-checklist.md): Follow this Level 3 checklist with tips and tricks to improve your data setup and use of SourceMedium
- [The Most Asked Analytical Questions](https://docs.sourcemedium.com/docs/onboarding/getting-started/thinking-analytically/common-analytical-questions.md): Onboarding guide: The Most Asked Analytical Questions.
- [How analytical questions are key to developing a data-driven culture](https://docs.sourcemedium.com/docs/onboarding/getting-started/thinking-analytically/how-analytical-questions-are-key.md): Onboarding guide: How analytical questions are key to developing a data-driven culture.
- [Why SourceMedium?](https://docs.sourcemedium.com/docs/onboarding/getting-started/why-source-medium.md): Onboarding guide: Why SourceMedium?.

## OpenAPI Specs

- [rpt_ad_performance_daily](https://docs.sourcemedium.com/docs/yaml-files/rpt_ad_performance_daily.yml)
- [mint-section-archive](https://docs.sourcemedium.com/docs/mint-section-archive.json)