Advisory

Reporting Framework Setup

Define a lean set of funnel and retention reports, ownership, and a review agenda your team can keep.

Team meeting around a conference table reviewing printouts

Who it is for

Leaders tired of conflicting weekly charts who want a short, owned reporting set tied to event definitions.

Result

A reporting framework: which reports exist, what each metric means, who presents, and how often the group meets.

Scope included

  • Selection of core funnel and retention views
  • Metric definitions tied to named events
  • Ownership and agenda template
  • Guidance on what to leave out of the recurring pack

Excluded

  • Custom visualization build-out
  • Media buying analysis unrelated to product events

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