Define the decision scope and measurement window
30-45 min
30-45 min
Write the business questions this monthly analysis must answer before exporting any data. Specify the primary outcomes, such as qualified conversions, influenced contacts, opportunity creation, pipeline contribution, retention support, or organic demand capture, and separate them from diagnostic metrics such as sessions or CTR. Set the analysis period, comparison period, attribution lookback, timezone, currency, and minimum data thresholds. Define which content types, domains, languages, and lifecycle stages are included or excluded. Assign a data owner for GA4, Search Console, HubSpot, Airtable, and the final decision meeting. Publish these rules as a versioned analysis specification so month-to-month changes are intentional rather than accidental. Review and approve the specification with analytics and campaign owners before any export begins.
A versioned analysis specification with business questions, windows, scope, thresholds, and owners.
Changing the date window or attribution definition can create a false trend; version those choices as carefully as the dashboard.