Share reports with stakeholders

Share reports with stakeholders in Google Analytics — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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I need the weekly traffic and conversion snapshot sent to Priya in Growth and Javier in Ops for…
I need the weekly traffic and conversion snapshot sent to Priya in Growth and Javier in Ops for their Monday planning. Confirm the dashboards show last 7 days, highlight top three pages by conversions and the conversion rate trend, then export as PDF and email it to them with a one-sentence summary and action line. Deadline Sunday 5pm; check filters for internal traffic before sending.

Improve — make it easier to accept

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Before I share the stakeholder report, make it easy for non-analysts to act: put total conversions…
Before I share the stakeholder report, make it easy for non-analysts to act: put total conversions and change versus prior week at the top, surface the top three pages by revenue and the single most important metric to watch, and flag any data anomalies caused by recent tag changes that would make Priya hesitate to forward it to leadership.

Decide — diagnose the stuck moment

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I just exported the weekly dashboard and Priya in Growth says the conversion numbers are off;…

I exported the dashboard but Priya says numbers look wrong.

I just exported the weekly dashboard and Priya in Growth says the conversion numbers are off; Javier in Ops will rely on that PDF Monday. I don’t know if internal traffic filters dropped or an A/B test skewed results. Do a quick diagnosis: which three checks will most likely explain the discrepancy and what should I tell Priya and Javier now to keep planning on track?

Become — change the pattern

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Every month I fight last-minute report corrections because the dashboards pull in internal traffic,…

I keep re-exporting corrected reports at the last minute.

Every month I fight last-minute report corrections because the dashboards pull in internal traffic, campaign UTM errors, or stale goal definitions. I lose credibility and waste Friday afternoons. What three changes to my reporting routine will stop those repeat fires and make stakeholder reports reliable without daily firefighting?

Next to this one

Other web analytics work people do in Google Analytics.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.