Deep Dives: Reporting, Metrics, & Analytics

A Note on Deep Dive Conversations

Deep Dive conversations are designed to get your thinking started so that the agendas will be fairly loose sometimes. We'll know we have a good deep dive if the meeting is conversational. We allow the conversations to dictate the questions, as the greatest insights often come from the 3rd follow-up question that we hadn't expected to ask but asked because of something said.

The objective of this conversation is to get an understanding of what current metrics, reports, and dashboards you currently use, how you are putting those items together, and what data you would like to report on so that we can be sure that the proper reports are constructed through the implementation process for you.

Preparation for the Deep Dive

Please send the following information to us in advance of your Deep Dive conversation:

• A list of key metrics, KPIs, or other tracking items.
• Screenshots (or, if you lack screenshots, a list with an explanation) of existing reports and metric visualizations that you are currently using.
• Your thoughts on what you want to be sure we replicate in the new implementation and areas where you would like to see improvements?

Common Questions

• What key reports do you use today? Where do you get the data for those reports?
• What tools are you currently using for reporting (Google Analytics, HubSpot, etc.)?
• What key activities and/or behaviors would you like visibility over?
• What questions do you have that you're hoping for reporting, dashboards, and analytics to answer?
• What reports would you like to have that you cannot get?
• What are the Key Performance Indicators that are important to your organization?
• Ignoring the limitations of the data and tools you currently use, what reports would you like to have that you cannot get?
• What key reports do you use today?
• Where is the data from those reports?

Follow Up Actions

• Provide examples of key reports that are used today