> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocrux.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Customisation

> How to tailor Crux to your business using the configuration sheet.

## 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.

<Card title="View Demo Configuration Sheet" icon="sheet" href="https://docs.google.com/spreadsheets/d/1gi4ncRDjvWVPxD3awr73TY9_vyY_SUBof9-6FdCS_DM/edit?gid=406777972#gid=406777972">
  Explore a working example of the configuration sheet structure
</Card>

## 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](/attribution/overview).

<CardGroup cols={2}>
  <Card title="How attribution works" icon="layer-group" href="/attribution/how-it-works">
    The five-layer waterfall that powers Crux attribution.
  </Card>

  <Card title="Channel mapping & configuration" icon="gear" href="/attribution/channel-mapping">
    Configure channel rules, discount codes, and survey mappings.
  </Card>
</CardGroup>

***

### 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

**Sheet structure:**

| Date       | Channel              | Channel Group | Campaign        | Cost |
| ---------- | -------------------- | ------------- | --------------- | ---- |
| 2025-01-15 | Affiliate            | Offline       | Podcast Tour    | 500  |
| 2025-01-15 | Affiliate Influencer | Influencer    | @beautyguru\_uk | 1200 |

These costs integrate into your profitability metrics (CM3, MER) and CAC calculations automatically.

***

### 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    | Instagram |
| @fitnessdaily   | Mike Chen      | Fitness  | UK      | 89000     | TikTok    |

**Influencer costs sheet:**

| 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        |

**What you get:**

Crux's influencer performance report automatically calculates:

* 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+)

<Tip>
  Post index tracking helps identify whether influencers perform better on first collaborations or improve with repeat partnerships.
</Tip>

***

## 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

**Requires support assistance:**

* 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

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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"

    Future you (and your team) will appreciate the context.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

***

## 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](mailto:support@gocrux.io) or book time from your monthly allocation.