Tracking Plan Blank
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Tracking Plan Overview
Make a copy
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Your starting point for converting customer data into business value
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Use this template to plan your customer data strategy using 5 key pillars — Objectives, Core, People, Events, and Screens — and empower your organisation with useful data you can trust.
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Sheets
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SheetTitleDescriptionNotes
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ObjectivesBusiness ObjectivesThe business objectives that are driving the need for a tracking plan and resource allocation to this projectSkipping this will cause pain.
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CoreEntities & ActionsThe core entities, or components that make up your product, and their associated actions. E.g. Song, Playlist, Profile. These are used to form event names.Use in the form of Entity + Action, or Action + Entity. E.g. Song Played or Played Song
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PeopleUser TraitsThe attributes of our customers required to deliver an appropriate experience and assist us in achieving our objectivesLimit PII to only what we truly need and ensure we are in compliance with privacy regulations.
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EventsEvent TrackingThe actions that our customers take and the accompanying data that allow us to measure and report on our progress toward achieving our objectivesStart small (1-2 events) and add only as needed. Over-collection of data is expensive on many levels.
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Screens
Page / Screen Tracking
The areas of our product that our customers visit
Consider not using these as they don't offer a lot of value in most cases.
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Settings
Spreadsheet Settings
Content used to generate and calculate values in other sheetsCustomise based on your needs.
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AboutAboutDetails about this spreadsheet including updates and addiitonal resourcesRead it 😉.
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☝ The values in the cells above are used to populate other parts of this spreadsheet.
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Features
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KeyDescriptionNotes
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Orange shaded cells are warnings, either for a row with a PII value or an empty cell
Edit by clicking the top-left cell and select "Format > Conditional formatting"
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TextOrange shaded cells with bold text are the cause of a PII warning
Edit by clicking the top-left cell and select "Format > Conditional formatting"
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TextRed shaded cells with bold text are the cause of a PII + (example) non-compliance warning (adjust your compliance values in the Settings sheet)
Edit by clicking the top-left cell and select "Format > Conditional formatting"
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Grey shaded cells are auto-generated values and some have warnings when editingEdit using "Data > Protected sheets and ranges"
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SelectPre-defined valuesEdit using "Data > Data validation"
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True/falseEdit using "Data > Data validation"
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Collapse/expand cellsRight-click on the cell or row with the icon and select "Ungroup"
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