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Validate and sign off on your data for Funnel Data-Driven MTA

Verify fields, review key metrics and sign off on your data before Funnel Data-Driven MTA modeling begins.

Before we can prepare your data for Funnel Data-Driven MTA, you need to verify that the native and custom fields in Funnel reflect the right data, review key metrics on a validation dashboard and sign off on the completeness and accuracy of the data.

After sign-off, we lock this data in place and no further changes are possible. It's essential that you thoroughly verify the data before signing off.

Before you begin

Ensure you complete the following:

Step 1: Verify native and custom fields

Use Data Explorer in Funnel to compare the data to what you have in GA4. Check the following:

  • GCLID, medium, source, campaign, referrer: These columns can be empty for some rows, but should not be empty for every row. If a column is consistently empty across all rows, a configuration issue is likely.
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  • Referrer: If this field is always empty, that is a red flag. It typically indicates a tracking or tagging issue on your website.
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  • event_name: Should contain at least page_view (normal clicks) and purchase (purchase clicks). If either is missing, check your GA4 event configuration.
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  • currency, basket value, transaction_id: Verify that these fields are present for purchase events. Missing values here affect conversion and revenue calculations.

Step 2: Create a validation dashboard

We help you create a dashboard in Funnel to review key metrics before preparing the data for Funnel Data-Driven MTA. The dashboard should include:

  • A graph of cost, conversions and revenue plotted over at least one year.
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  • Breakdowns that let you spot outliers, gaps or unexpected patterns in the data.

Handoff: Let us know when you've completed the field verification in Step 1. We set up the validation dashboard for you and confirm when it's ready for review.

Step 3: Validate key metrics

Using the dashboard, review the data together with us:

  1. Check that cost, conversions and revenue look correct over the full period.
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  2. Identify any outliers and investigate whether they reflect real events or data issues.
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  3. Confirm that conversions are available for every day and are above 50 per day.
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  4. Flag any concerns so we can investigate before proceeding.

Step 4: Sign off

Once you've verified the fields and validated the metrics:

  1. Confirm that the data is complete and accurate.
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  2. Let us know that you're ready to sign off.

After sign-off, we lock this data in place and begin preparing it for Funnel Data-Driven MTA. No further changes are possible after this point.

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