Full Review (for reviewing your implementation twice yearly)

Why should you review your implementation every 6 months? Because you need to make sure your implementation stays aligned with your business needs! You also want to address any issues with data quality while they’re small and before they grow into major data issues that could erode stakeholders’ confidence. In addition to these Full Reviews every 6 months, you should also be doing Focused Reviews, after each website release.

1. Make sure your implementation is still fully aligned with our business needs.

Meet with the business owner and/or analysts to review the changing business needs. For any needs or measurement opportunities that are not currently being met by your implementation, figure out how to update your KPIs and measurement plans. Remember to record your changes in your BRD and SDR.

2. Make sure your metrics and variables are still functioning well.

Briefly review all your metrics and variables, in order of importance to the business, to make sure that the data is collecting correctly. Start with your most crucial metrics and variables – the ones associated with your top 5 KPIs. To do this:

  • Create dashboards to see monthly trended views of your metrics and variables (or set up intelligent alerts for each one) to ensure you’re getting the data you expect, and the data is correct. If you find any discrepancies, examine your data layer, tag manager rules, and processing rules to find out why.
  • Re-run the Analytics Health Dashboard to monitor broad trends of your metrics and variables.

Don’t allow your implementation to get bloated with metrics and variables you don’t need. Disable metrics or variables that the business no longer needs or uses. You may want to delete or repurpose them later.

3. Refresh your KPIs.

Now that you have a refreshed view of the business goals, reassess whether you have indeed chosen the 5 most important Key Performance Indicators (KPIs). You can only have 5! These KPIs can be metrics such as revenue, or calculated metrics such as revenue per visit, and the metrics can have variables as well. Refer to Define your Top 5 KPIs for more information.

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