What happens if I ever decide to leave SourceMedium?

Data Foundation

A maintained data foundation in BigQuery.

Your team needs useful analysis without another set of pipelines to repair. SourceMedium maintains the agreed connections, commerce models, definitions, and checks underneath your agents and reporting.

Book a walkthrough Explore the schema

Your tools. A maintained foundation.

Connect → Model and maintain → Use everywhere

Supported sources

Commerce Marketing Lifecycle Operations

Connections, models, definitions, and checks

Commerce data foundation

BigQuery

Choose how you use it

Your AI SourceMedium Agent Dashboards Direct data access

Direct warehouse access is available with Pro.

Know which data work comes off your plate.

We maintain

Supported source connections
Commerce models and definitions
Checks and agreed refreshes
Platform support

You keep

Your preferred tools
Customer-built queries and applications
Business decisions
Control of source permissions

We validate together

Source and business coverage
Metric definitions and differences
The first useful output
Custom work and responsibilities

Pro adds direct BigQuery access so your team can query modeled tables, connect compatible tools, and build on the documented schema. Custom extensions are scoped separately.

Use your AI with the foundation Check delivered table coverage

Inspect the models behind your reporting

20+ core tables across commerce, marketing, and executive reporting. Delivered tables depend on your connected sources and plan.

Commerce core

Track revenue, customer behavior, and order economics from one foundation.

Orders: Revenue trends, valid order counts, and daily performance.
Order lines: SKU-level units, product mix, and margin analysis.
Customers: New vs repeat behavior, cohorts, and customer value.
Products / variants: Stable product attributes for joins and segmentation.
Refunds: Return rates and refund impact on net revenue.
Discounts, shipping, taxes: Checkout components that shape contribution margin.

Marketing + funnel

Measure acquisition efficiency and where conversion breaks down.

Funnel event history: Customer pathing and touchpoint history across sources.
Ad performance (daily): Spend, clicks, and ROAS by platform and campaign.
Funnel events (hourly): Hourly conversion monitoring and drop-off diagnostics.
Outbound message performance (daily): Email/SMS campaign and flow performance at the channel level.

Exec rollups

Give leadership a fast read on daily KPIs and long-term value.

Executive summary (daily): Board-ready daily KPI snapshot across growth and finance metrics.
Cohort LTV: Lifetime value by first purchase source, channel, and campaign.

Start with the business-ready tables for dashboards and reporting. Go deeper with the building-block tables if your data team wants to customize.

Explore the full schema + table docs

Trust layer

Inspect how your numbers are defined.

The reason data teams prefer working with us: they start from a maintained foundation instead of spending their week repairing pipelines.

Documented and consistently named. Every table and column follows a published naming convention so new team members can read it without a decoder ring.
Designed to stay stable. When we evolve the schema, we manage the transition so your dashboards and reports don't break.
4,000+ automated quality checks run every day to catch problems before they reach your reports.

4,000+

daily quality checks

180+

defined metrics

Example: orders table

Explore documentation

Column	Type
sm_order_key	STRING
order_processed_at	TIMESTAMP
order_net_revenue	FLOAT
sm_channel	STRING
sm_customer_key	STRING
is_order_sm_valid	BOOLEAN

Want the details on cleaning, transformation, and enrichment? See Data Transformation .

Extensibility

Extend the managed foundation with the data your team needs.

With Pro, bring your SQL and applications to modeled data in BigQuery. Add finance, operations, or third-party data as part of an agreed implementation.

Before a custom source goes live, we agree who maintains it, how its data will be checked, and what the work costs.

Costco + grocery store data

Catalina Crunch integrated retail POS data alongside its commerce data and built a P&L dashboard in three weeks.

Custom fulfillment data

CPAP set up webhooks to pull fulfillment-date revenue recognition into BigQuery for finance-grade reporting.

Third-party data via Google Sheets

Brands that need non-automated data (SPINS, wholesale, marketplace) upload via Google Sheets on a cadence, cast to the schema, and it becomes part of the same governed foundation.

What do you keep if you leave?

Copied and customized dashboards
Delivered schema and metric documentation
Customer-built SQL and models (Pro)
An export of your modeled data, on request within 30 days of termination

You keep the work listed here, and your modeled data is available as an export on request.

Your data, your control

Built to stay. Safe to leave.

If you leave, you keep your copied dashboards, delivered documentation, and, on Pro, customer-built SQL and models, and you can request an export of your modeled data for 30 days after termination. SourceMedium-managed connectors, orchestration, monitoring, and proprietary transformation logic remain SourceMedium IP. SourceMedium-managed refreshes stop at offboarding, and hosted data may be deleted once the 30-day export window closes.

Book a walkthrough See how we compare

Why BigQuery

Why this foundation runs on BigQuery.

BigQuery supports the maintained foundation with standard SQL and a broad ecosystem of compatible tools. Pro gives your team direct warehouse access.

1 Managed capacity for the platform workload. Serverless BigQuery removes warehouse sizing, idle compute, and credit monitoring from your team's plate. SourceMedium operates the capacity the platform needs.
2 Native Google integrations built in. Your highest-volume data (GA4, Google Ads) flows into BigQuery through Google's own pipelines. Often no third-party connectors needed.
3 Standard SQL your team already knows. BigQuery speaks standard SQL and works with the analyst tooling your team already uses, so nothing about the foundation is proprietary to learn.
4 Dashboards without per-viewer fees. Looker Studio does not require a separate per-viewer BI fee. Prefer Tableau, Hex, or Mode? With Pro, standard BigQuery-compatible tools can connect to the same modeled data.
5 AI that runs on your actual data. SourceMedium Agent answers questions in Slack using the maintained BigQuery foundation. Analytical answers can expose their SQL, while documentation and methodology answers cite governing sources.

What warehouse customers say

“SourceMedium has future-proofed our data infrastructure. Their comprehensive solution not only supports our current needs but is also scalable as we grow. With their managed BigQuery instance, we have full control over our data, creating custom metrics and insights rapidly. This has empowered our team to answer complex business questions and focus on strategic growth initiatives.”

“Acquiring confidence in your data is literally money. We've nearly doubled revenue in the short time we've used SourceMedium. They are the layer through which all our data flows and gets transformed into a unified, coherent and reliable language that my entire team leverages regardless of analytical capability.”

“SourceMedium is our command center; it helps us identify problems before they get bigger. It's easy enough for everyone on the team to use, and it empowers all people.”

Read customer stories

Ready to stop debating the numbers?

In 30 minutes, we will

Map your current systems and reporting gaps.
Show one workflow relevant to your team.
Outline likely fit, implementation scope, and next steps.

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