> ## 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.

# Level 1 Data Checklist

> Tips and tricks to improve your data setup and use of SourceMedium

### Background

During your onboarding and implementation period, we'll be providing your team with a series of **Data Checklists** that include
recommended best practices to enhance your data setup and supercharge your insights.

***

### **Level 1️⃣ : Building the foundation with SourceMedium**

#### SourceMedium Setup 🦾

🧩 [Connect all automated integrations](/data-inputs/platform-integration-instructions/all-available-integrations) — Get the most complete picture of your business

💲 [Input custom costs into the configuration sheet](/data-inputs/configuration-sheet/how-do-i-include-marketing-spend-through-the-cost-tab-of-the-configuration-sheet) — Track influencer, sponsorship, and other non-integrated marketing spend and performance

👋 [Zero party data setup on orders](/help-center/faq/account-management-faqs/best-practices-in-setting-up-a-post-purchase-hdyhau-survey) — [What is zero-party data?](https://www.the-future-of-commerce.com/2022/03/07/zero-party-data-definition-examples-benefits/)

🤔 [Fill out the Top 3 analytical questions](https://share.hsforms.com/12YlIhvZKSVysSYvnP1mZ7w4j6uk) — Let us know how we can guide you

💭 [Check out our most common analytical questions](/onboarding/getting-started/thinking-analytically/common-analytical-questions) — Get ideas for analyses to run with your SourceMedium data

#### Data Cleaning 🧹

0️⃣ [SM's "Exclude \$0 orders" feature](/help-center/faq/dashboard-functionality-faqs/what-is-exclude-zero-dollar-feature) — Improve the accuracy of your acquisition metrics

📊 [Separate sales into sub-channels](/data-inputs/configuration-sheet/how-can-i-create-order-channels-and-subchannels) — Group orders for quick custom analyses

#### Education 📚

🥶 [SourceMedium Cold Start Guide](/help-center/faq/cold-start-guide-home) — a primer on the ins and outs of using SourceMedium

***

* [**Level 2**](/onboarding/getting-started/level-2-data-checklist): Advanced use cases with SourceMedium (including insights and enablement)