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Your starting point for SourceMedium documentation. Organized around how teams actually work: get set up, connect data, understand definitions, and use dashboards and warehouse outputs confidently.

Start here

What is SourceMedium?

Quick orientation and pointers to the most-used sections.

Getting Started Checklist

Implementation steps and what to validate early.

How your data flows

How SourceMedium ingests, standardizes, and publishes outputs.

Working with the SM team

Support channels, request patterns, and what to include in questions.

AI Analyst

AI Analyst

Ask questions about your data in plain English. Get answers with charts and SQL — all within Slack.

Example Questions

See what you can ask across orders, customers, marketing, and more.

Choose your path

Ecommerce operators

Dashboards, executive metrics, and common analysis entry points.

Growth & marketing teams

Attribution context, reconciliation, and tracking quality.

Data & analytics teams

Table schemas, naming conventions, and warehouse-ready outputs.

Understand your data

Data Health

Check if your data is fresh, available, and ready for analysis.

Attribution Health

Diagnose and improve tracking coverage for marketing attribution.

UTM Setup

Tag links correctly for reliable last-click attribution.

Attribution Source Hierarchy

How SourceMedium selects the winning source when multiple exist.

Core sections

Connect Your Data

Supported integrations, setup guides, and what to do when an integration isn’t available.

Configuration Sheet

Targets, channel mapping, marketing costs, and non-integrated sales.

Data Transformations

How SourceMedium cleans and enriches data before activation.

Order Segmentation

Sales channel and order type classification for reporting.

Reference

Metrics

Metric definitions and formulas.

Dimensions

Dimension definitions and how to interpret them.

Table Schemas

Warehouse table documentation for sm_transformed_v2.

SQL Query Library

Copy-paste SQL templates for common analyses in BigQuery.

Help & support

FAQs

Common questions across dashboards, data, and account management.

Glossary

Canonical terms and definitions.

Contact Support

Reach us via Slack or support@sourcemedium.com.

Advanced

Multi-Touch Attribution

MTA concepts and how to interpret outputs.

MTA FAQs

Common questions and interpretation guidance.