Skip to content
R
roispends.
[ Phase 04 — Measure ]
04

If your reports don't reconcile to Shopify, they're fiction.

Most agencies report on platform-attributed ROAS — numbers that conveniently sum to more than 100% of revenue. We don't. Reporting is built from raw data: server-side conversion tracking, MTA + MMM where it matters, blended numbers reconciled to your store's net revenue. Every report is auditable.

Duration
Ongoing — weekly + monthly + quarterly
Cadence
Weekly scorecard · monthly review · quarterly recalibration
Output
Weekly xlsx + executive dashboard + MMM read-outs
Owner
Analytics lead + lead operator
[ Why this phase ]

What we mean by 'measure'.

Measurement is the contract between agency and client. If the numbers are wrong, every other phase is on quicksand. We rebuild your tracking server-side, layer multi-touch attribution, add MMM where spend supports it, and reconcile every report against your Shopify or Stripe net revenue. Reports are auditable line-by-line — and we expect you to audit them.

[ Artefacts ]

What you actually receive.

Every artefact below is a real document, format, and cadence — not a deck full of stock phrases. Show this list to your last agency and watch what they can produce.

M01.xlsx · 1-pager + 2-page depth

Weekly performance scorecard

Net revenue, blended MER, channel-attributed ROAS, week-over-week, week-over-target. 1-pager for the founder/CEO. 2-page depth for the operator/CMO. Every cell traceable to its source query.

M02Looker Studio / Metabase

Executive dashboard

Live dashboard. KPI tree. Drill-down to channel, campaign, ad-group level. Shareable with your board. Refreshes every 6 hours from your data warehouse.

M03Diagram + GTM container

Server-side tracking architecture

GA4 server-side via GTM. Conversion API for Meta, TikTok, Google, LinkedIn. Event match quality scored. Identity resolution where applicable. Maintained quarterly.

M04.pdf · quarterly

MMM read-out

Where spend supports it ($1M+ annual). Marginal incrementality per channel. Saturation curves. Channel-mix recommendation with confidence ranges. Built on Google Meridian, Meta Robyn, or custom.

M05.xlsx · monthly

Reconciliation report

Platform-reported numbers vs Triple Whale/Northbeam vs Shopify net revenue. Every gap explained. Discrepancies flagged. The number we report on is the reconciled one — and we show our work.

[ Timeline ]

What week-1 actually looks like.

No mystery. No 'we'll figure it out as we go.' Day-by-day, week-by-week, what happens — and who owns it.

Engagement Day 1

Tracking forensics

End-to-end audit of every event. Refund handling, server-side coverage, EMQ, UTM hygiene, identity resolution. Numbered list of broken things — fixed before any optimisation runs.

Days 2–14

Server-side rebuild

GTM server-side container. CAPI deployments. Most accounts gain back 25–40% lost conversions in week one of measurement work.

Day 15+

Attribution layer activated

Triple Whale (DTC) or Northbeam configured against Shopify net revenue. Reconciliation report generated. Discrepancies investigated.

Days 30+

Weekly scorecard live

Friday delivery starts. Every Friday before 5pm. Scorecard reconciled to net revenue. Auditable.

Quarter 1+

MMM (where applicable)

8–14 week build + 90-day calibration. Read-out at Q1 end. Channel-mix recalibrated against marginal incrementality, not last-click.

[ Who owns what ]

Ownership, not vibes.

RACI on every phase. No 'we'll figure out hand-offs.' Every artefact has a name attached.

RoleLeadsContributesConsumes
Analytics leadTracking architecture + MMMWeekly scorecard, dashboardLead operator's weekly account work
Lead operatorChannel-level reportingReconciliation against net revenueAnalytics lead's tracking work
Founder / CFONet-revenue truth sourceShopify / Stripe / ledger accessWeekly scorecard, executive dashboard
In-house data team (if any)Existing data warehouse stewardshipSchema knowledge, query reviewTracking architecture, MMM read-outs
[ Operating rules ]

Non-negotiables for this phase.

These are the rules our operators are held to. They're in our internal CLAUDE.md. They're in our hiring scorecard. They're here so you can hold us to them.

01Numbers must reconcile to Shopify net revenue. Always.
02Platform-attributed ROAS is reported alongside, never instead of, blended MER.
03Every report is auditable line-by-line.
04If a number is uncertain, the confidence range is stated.
05Refunds and cancellations are handled in tracking, not after.
06MMM is supplemental to MTA, not a replacement.
[ DTC · Multi-brand · $40M GMV ]
We finally had numbers we could put in front of the board without an asterisk. The reconciliation report alone changed how we made budget decisions.

Outcome —Recovered 38% lost conversions in 30 days. MMM read-out shifted 22% of spend to higher-incremental channels.

[ The fastest way in ]

See the method
against your account.

The audit is the only way to see if our method fits your situation. $5,000. Two weeks. Refundable. You keep the brief either way.