☑️

Data Checklist Master Table

Data Checklist Master Table

NameLevelCategory
🧩
Connect all automated marketing integrations
Level 1
Source Medium Setup
💲
Input customs costs into the configuration sheet
Level 1
Source Medium Setup
🤔
Fill out the top 3 analytical questions
Level 1
Source Medium Setup
🔲
Zero party data setup on orders
Level 1
Source Medium Setup
0️⃣
Remove $0 Orders feature
Level 1
Data Cleaning
💰
What is my blended cost of acquisition (CAC)
Level 1
Analytical Question
What are the main drivers of our over/(under) performance YoY
Level 1
Analytical Question
Which channels are responsible for converting new customers?
Level 1
Analytical Question
Which channels are responsible for converting repeat customers?
Level 1
Analytical Question
Which products are most commonly purchased by new customers?
Level 1
Analytical Question
What percentage of our orders are first time vs. repeat?
Level 1
Analytical Question
📊
Separate sales into channels
Level 1
Data Cleaning
♻️
Filter out samples, returns, and exchanges
Level 2
Data Cleaning
🎙️
Influencers & Affiliate tracking
Level 2
Source Medium Setup
🔲
Marketing campaign groupings are appropriately bucketed
Level 2
Source Medium Setup
🔲
Input custom revenue channels into the configuration sheet
Level 2
Source Medium Setup
🔲
Implement Scorecards and Target Setting
Level 2
Source Medium Setup
🔲
Utilize proper UTM naming conventions
Level 2
Data Cleaning
🔲
Utilize Sub-channel mapping to group orders
Level 2
Source Medium Setup
🔲
Monitor coupon sites that may cannibalize sales and affiliate commissions
Level 2
Data Insights & Enablement
How is brand search impacting my overall ROAS and marketing performance?
Level 2
Analytical Question
What is the lifetime value (LTV) of customers acquired with a certain discount code or from a specific marketing campaign?
Level 2
Analytical Question
How much more valuable are my subscription customers than non-subscription customers?
Level 2
Analytical Question
What is the average time between a customers first and second order?
Level 2
Analytical Question
What initial products lead to strong repeat purchasing behavior?
Level 2
Analytical Question
Set up Slack Bot for daily summary metrics
Level 2
Source Medium Setup
🔲
Customize your Executive Summary
Level 3
Source Medium Setup
🔲
Customer and order tagging
Level 3
Source Medium Setup
🔲
Google Enhanced eCommerce setup
Level 3
Source Medium Setup
🔲
Diagnose your direct/none traffic
Level 3
Data Cleaning
🔲
Order Refunds Analysis
Level 3
🔲
Enter COGs into Shopify
Advanced
Source Medium Setup
🔲
Media Mix Modeling/Multi-touch Attribution
Advanced
Data Insights & Enablement
https://www.notion.so/sourcemedium/2021-Corp-Tax-Checklist-75dce097b4ee4327baaa3fb516baac54
Repeat purchase
Data Insights & Enablement
Churned subscribers
Data Insights & Enablement
First to last order analysis
Data Insights & Enablement