Free resource

Free revenue attribution checklist

Use this checklist before trusting a revenue-by-source report. Read it here, save the printable version, or leave your email to record your request.

1. Define the conversion. Count unique paying customers, transactions or subscriptions consistently.
2. Standardize campaign tags. Choose source and medium names before launch. Keep personal data out of URLs.
3. Install once. Add the deferred script and verify one real pageview, including an SPA route change.
4. Carry attribution into checkout. Pass visitor and session IDs as provider metadata.
5. Verify payment signatures. Register the correct events and test a genuine provider-signed event.
6. Keep currencies separate. Record minor units and retain original currency.
7. Test a refund. Confirm net revenue decreases without counting a second customer.
8. Review a real journey. Compare first touch and last non-direct credit.
9. Set privacy and retention. Choose cookies or cookieless mode and publish required notices.
10. Review weekly. Compare source conversion and revenue per visitor, not pageviews alone.

Download the checklist