ABCDEFGH
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MEASUREMENT SCORECARD
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Dashboards & ReportingScoreResultPriorityNotes
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Do you have one dashboard where you can see overall blended pipeline performance?

(Blended = paid + organic)

1 = no dashboard created
2 = limited dashboard (can improve)
3 = We have a reliable dashboard that we use regularly that provides these insights
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Do you have dashboards where you can see channel performance? (spend/pacing/conversions)

1 = no channel dashboard created
2 = limited dashboard (needs work)
3 = We have a reliable dashboard that we use regularly that provides these insights
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Conversion TrackingScoreResultPriorityNotes
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Are you tracking conversions from the ad channels?

1 = no conversion tracking set up
2 = tracking via pixel conversions
3 = tracking via offline conversions
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Are you capturing click IDs in your CRM?

1 = No
2 = Yes, for some channels
3 = Yes, for all active channels
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Web AnalyticsScoreResultPriorityNotes
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Do you have a web analytics tool implemented? (ex: Google Analytics 4, Adobe Analytics)

1 = no web analytics tool implemented
2 = yes but we haven’t configured it
3 = yes we have one and we’re consistently using it for insights
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Do you have a standard UTM convention in place across channels?

1 = no UTM convention in place
2 = yes but it's not documented
3 = yes it's documented and used regularly
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AttributionScoreResultPriorityNotes
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Do you have an organizationally agreed upon attribution process to understand what is working?

1 = not really
2 = everyone has an ‘idea’ but it isn’t documented
3 = it’s clearly documented and agreed upon as a team (no bias)

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