Configuration Sheet Overview
The configuration sheet is your control panel for customising Crux without touching code. Hosted as a Google Sheet, it provides a user-friendly interface for defining how your business data is classified and attributed.View Demo Configuration Sheet
Explore a working example of the configuration sheet structure
What You Can Customise
Attribution & Channel Mapping
Channel definitions, discount code mappings, and survey answer mappings are configured in your Google Sheet. For full details on how attribution works and how to configure it, see the dedicated Attribution section.How attribution works
The five-layer waterfall that powers Crux attribution.
Channel mapping & configuration
Configure channel rules, discount codes, and survey mappings.
Additional Marketing Costs
Track marketing spend beyond ad platforms, crucial for accurate CAC calculations. Typical use cases:- Influencer flat fees and gifting costs
- Affiliate network commissions
- Podcast sponsorships
- Traditional media spend
- Agency fees
| Date | Channel | Channel Group | Campaign | Cost |
|---|---|---|---|---|
| 2025-01-15 | Affiliate | Offline | Podcast Tour | 500 |
| 2025-01-15 | Affiliate Influencer | Influencer | @beautyguru_uk | 1200 |
Influencer Campaign Tracking
Track individual influencer posts with attribution to discount codes for complete ROI visibility. Influencer stats sheet:| Handle | Name | Category | Country | Followers | Platform |
|---|---|---|---|---|---|
| @beautyguru_uk | Sarah Williams | Beauty | UK | 125000 | |
| @fitnessdaily | Mike Chen | Fitness | UK | 89000 | TikTok |
| Date | Handle | Discount Code | Post Index | Cost | Owner | Source |
|---|---|---|---|---|---|---|
| 2025-01-10 | @beautyguru_uk | SARAH10 | 1 | 1200 | Marketing | Story + Feed |
| 2025-01-24 | @beautyguru_uk | SARAH10 | 2 | 800 | Marketing | Story |
- ROI per post
- CAC by influencer
- Post-level conversion tracking
- “Winner” identification (posts exceeding performance thresholds)
- Repeat collaboration performance (post index 1 vs 2 vs 3+)
Making Configuration Updates
Self-Service Updates
You can update the configuration sheet at any time, and changes typically reflect in dashboards within 24 hours (after the overnight data refresh). Safe to update yourself:- Adding new discount codes
- Updating marketing channel rules
- Adding influencer posts and costs
- Adjusting additional marketing spend
- Structural changes (adding new columns)
- Complex attribution logic
- New data source integrations
When To Use Monthly Hours
Your 7 included monthly hours are perfect for:- Chart modifications
- Surfacing different metrics in existing reports
- Adding dimensions to existing reports
- Adjusting the layouts of your reports
Configuration Best Practices
Start Simple, Iterate
Start Simple, Iterate
Begin with high-level channel definitions (“Paid Social”, “Paid Search”) before creating granular sub-channels.You can always refine attribution logic as you understand your data better—historical orders will automatically reclassify when rules change.
Document Your Logic
Document Your Logic
Use the configuration sheet comments to note why specific rules exist:
- “Black Friday traffic uses /bfcm/ in campaign name”
- “Direct traffic with checkout_start source is actually abandoned cart email”
Test Changes Before Broad Rollout
Test Changes Before Broad Rollout
When updating channel definitions that affect many orders, check a sample of recent orders to ensure classification matches expectations before assuming all historical data reclassifies correctly.
Keep Influencer Tracking Current
Keep Influencer Tracking Current
Update influencer costs and discount codes promptly, as attribution only works if discount codes are mapped before orders arrive.Consider blocking a weekly 15-minute admin task for configuration updates.
Advanced Customisation (Using on-demand service)
Custom Cohort Dimensions
Beyond standard cohort analysis, create segments like:- First-order product category (starters vs refills)
- Acquisition discount usage (discounted vs full-price)
- Geographic micro-segments (London vs rest of UK)
Multi-Touch Attribution Adjustments
Making adjustments to our default attribution model, with position-based or data-driven models that credit multiple touchpoints in the customer journey.Predictive Analytics
Implement CLV prediction models, churn probability scoring, or next-purchase timing forecasts using Machine Learning.Need help with configuration? Reach out to our team or book time from your monthly allocation.