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What is the YoY Performance module and what data can be found there?

  • Blended view of all your integrated data sources
  • This is where you will find insights into previous periods for comparison over time views

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Common Questions & Insights That Can Be Answered Here:

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Potential Reporting Differences & Discrepancies

The YoY module uses the Executive Summary data source, which is designed to mirror the accounting rules present in the Shopify Sales Report, and will almost always match 1:1. However, there are some instances where you won’t see a 1:1 match:

  1. If your brand has our ‘Exclude $0 Orders’ feature enabled, you will see a revenue and orders mismatch. This feature excludes orders with a total revenue of $0 from all Executive Summary and Retention dashboard data. If you’re unsure if you have this feature enabled, reach out to our Support team in Slack or via email at help@sourcemedium.com.
  2. If your brand has any data cleaning rules in the Channel Mapping tab your Configuration Sheet (e.g. any rules routing orders to a channel other than Online DTC) you will see a mismatch if only Online DTC is selected in the channel dropdown (located at the top right-hand corner of your report, under the date range filter).

If you are running sales through Amazon, be sure to deselect “Amazon” in the channel dropdown when comparing sales data between the Executive Summary and Shopify Sales report.

​
What is the YoY Performance module and what data can be found there?

  • Blended view of all your integrated data sources
  • This is where you will find insights into previous periods for comparison over time views

​
Common Questions & Insights That Can Be Answered Here:

​
Potential Reporting Differences & Discrepancies

The YoY module uses the Executive Summary data source, which is designed to mirror the accounting rules present in the Shopify Sales Report, and will almost always match 1:1. However, there are some instances where you won’t see a 1:1 match:

  1. If your brand has our ‘Exclude $0 Orders’ feature enabled, you will see a revenue and orders mismatch. This feature excludes orders with a total revenue of $0 from all Executive Summary and Retention dashboard data. If you’re unsure if you have this feature enabled, reach out to our Support team in Slack or via email at help@sourcemedium.com.
  2. If your brand has any data cleaning rules in the Channel Mapping tab your Configuration Sheet (e.g. any rules routing orders to a channel other than Online DTC) you will see a mismatch if only Online DTC is selected in the channel dropdown (located at the top right-hand corner of your report, under the date range filter).

If you are running sales through Amazon, be sure to deselect “Amazon” in the channel dropdown when comparing sales data between the Executive Summary and Shopify Sales report.