Sales And Marketing Skills

Useful Checklists And Templates For Google Analytics




This simple guide will help you track and analyze website performance, set up tracking, and generate insightful reports. These tools are customizable for different business needs.


1. Google Analytics Setup Checklist

A. Account and Property Setup

Create an Account:
- Log in at Google Analytics and create an account for your website or app.

Set Up Data Streams:
- For websites: Use the Web data stream.
- For apps: Use iOS or Android data streams.

Add Tracking Code:
- Copy the Global Site Tag (gtag.js) from your property settings and add it to the <head> section of your website.

Enable Google Signals:
- Go to Admin > Data Settings > Data Collection and enable Google Signals to track cross-device and user demographics.

Link Google Ads (if applicable):
- Go to Admin > Property Settings > Google Ads Linking to track ad performance.

Enable E-commerce Tracking (for online stores):
- Turn on Enhanced E-commerce in Admin > E-commerce Settings.


B. Test Your Setup

Use DebugView:
- In GA4, go to Configure > DebugView to test your setup and see real-time user events.

Google Tag Assistant:
- Use the Tag Assistant Chrome Extension to verify if tracking tags are firing correctly.


Google Analytics Setup Template

| Step | Details | Completed? (?) |
|-----------------------------|----------------------------------------------------|--------------------|
| Create Account | Set up GA4 property and data streams. | |
| Add Tracking Code | Insert the gtag.js into your website’s <head>. | |
| Test Tracking | Use DebugView and Tag Assistant. | |
| Enable Google Signals | Activate for cross-device tracking. | |
| Link Google Ads | Integrate for ad campaign tracking. | |


2. Goals and Events Tracking Checklist

A. Goals Setup Checklist

Define Business Objectives: Identify measurable goals (e.g., purchases, signups, form submissions).

Set Up Destination Goals:
- Example: Thank-you page after a form submission.

Set Up Duration Goals:
- Example: Sessions lasting over 3 minutes.

Track Pages/Screens Per Session Goals:
- Example: Users visiting more than 3 pages in one session.


B. Events Tracking Checklist

Button Clicks:
- Example: Tracking clicks on "Download" or "Contact Us" buttons.

File Downloads:
- Example: PDFs or eBooks being downloaded.

Video Plays:
- Example: Measuring how many users watched a promotional video.

Custom Events via Google Tag Manager:
- Use GTM to create triggers for unique user interactions.


Goal/Event Setup Template

| Goal/Event Type | Details | Example | Completed? |
|--------------------------|-------------------------------------------|------------------------------|----------------|
| Destination Goal | Thank-you page after form submission. | /thank-you | |
| Duration Goal | Sessions longer than 3 minutes. | > 3 minutes | |
| Button Click Event | Contact Us button click. | ContactUs_Click | |
| Video Play Event | Track users playing a demo video. | Demo_Video_Play | |


3. Reports and Insights Checklist

A. Traffic Reports

Source/Medium Report: Analyze how users are arriving at your site (e.g., Organic, Social, Paid).
Channels Report: Evaluate the performance of default channels like Direct, Referral, and Social.
Landing Page Report: Identify top-performing entry pages to optimize for conversions.


B. Behavior Reports

Behavior Flow: Understand how users navigate your site and pinpoint drop-off points.
Content Drilldown: Analyze the performance of specific content folders or categories.
Site Search (if enabled): Track what users search for on your website.


C. Conversion Reports

Goal Flow: Visualize user progress through your conversion funnel.
E-commerce Reports (if enabled): Monitor product performance, revenue, and cart abandonment.


Report Template

| Report Type | Key Metrics | Insights to Look For | Generated? |
|---------------------------|-------------------------------------|----------------------------------------------------|----------------|
| Traffic by Source/Medium | Sessions, Users, Bounce Rate | Which sources bring the most engaged visitors? | |
| Landing Pages | Pageviews, Conversion Rate | Which pages convert visitors into leads or sales? | |
| Conversion Funnel | Drop-off Points, Completion Rates | Where are users abandoning the conversion process? | |


4. Custom Dashboards Checklist

A. Widgets to Include

Traffic Overview: Sessions, Users, and Bounce Rate by Source/Medium.
Top Landing Pages: Pages with the highest views and engagement.
Conversion Metrics: Goal completions and conversion rates.
Device Performance: Compare desktop, mobile, and tablet metrics.


Custom Dashboard Template

| Widget Name | Metric/Dimension | Purpose |
|----------------------------|------------------------------------|------------------------------------------|
| Traffic by Source/Medium | Sessions, Users, Source/Medium | Identify high-performing traffic sources.|
| Landing Page Performance | Pageviews, Bounce Rate, Conversions| Optimize content for engagement. |
| Device Category Analysis | Sessions by Device Category | Optimize experience for mobile users. |
| Goal Completions | Conversions by Source/Medium | Track progress toward business goals. |


5. E-commerce Tracking Checklist

A. Enhanced E-commerce Setup

? Enable Enhanced E-commerce:
- Go to Admin > E-commerce Settings > Enable Enhanced E-commerce.
Implement Data Layer:
- Add a JavaScript data layer to track product impressions, clicks, and purchases.
Track Shopping Behavior:
- Use the Shopping Behavior report to monitor drop-offs in the purchasing journey.


E-commerce Tracking Template

| Step | Details | Completed? |
|---------------------------|--------------------------------------------|----------------|
| Product Performance | Track impressions, clicks, and revenue. | |
| Cart Abandonment | Monitor users dropping off before checkout.| |
| Checkout Behavior | Identify steps causing user friction. | |


6. Troubleshooting Checklist

A. Common Tracking Issues

No Data in Reports:
- Check that the tracking code is correctly installed.
- Verify property settings and data filters.

Duplicate Transactions:
- Ensure each transaction ID is unique.

High Bounce Rate:
- Test your site for slow loading times or poor mobile usability.


Troubleshooting Template

| Issue | Potential Cause | Fix | Completed? |
|----------------------------|----------------------------------------|----------------------------------|----------------|
| No Data in Reports | Incorrect tracking code placement. | Reinstall tracking code. | |
| Duplicate Transactions | Reused transaction IDs. | Ensure unique transaction IDs. | |
| High Mobile Bounce Rate | Poor mobile optimization. | Test and improve mobile layout. | |


7. Weekly Google Analytics Audit Checklist

? Check Traffic Sources: Look for any unusual changes in traffic.
Review Conversion Rates: Identify drops or improvements in conversions.
Monitor Bounce Rates: Focus on high-bounce pages and investigate issues.
Check Events and Goals: Ensure tracking is functioning as expected.
Update Dashboards: Share key metrics with your team.


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