Marketing analytics workflow for Tallyfy

Set up analytics that answers your business questions

Installing Google Analytics is easy. Setting it up to answer your actual business questions is harder. Most setups count visitors without measuring what matters. This workflow configures analytics to track goals, conversions, and actionable insights.

6 steps

Import into Tallyfy Preview steps

Other data analytics

Run this workflow in Tallyfy

Import this template into Tallyfy and assign your marketing team to tracking setup and your dev team to verify the pixel fires correctly across all pages

Use Tallyfy's 6-step process to configure goals for form submissions, purchases, and key conversions - not just pageviews that tell you nothing useful

Track analytics setup progress in Tallyfy including Search Console integration, custom dashboard creation, and establishing a regular review cadence so data actually drives decisions

Import this template into Tallyfy

Process steps

Google Analytics

5 days from previous step

task

[logo, gif, video] Website: [insert the website, appstore download location, etc.] Login Information: Username: Password: Description: [include a brief description of what the tool is and how it brings value to your business.] What we use it for:[use 1] [use 2] [use 3]

Set up property and tracking

1 day from previous step

task

Create your Google Analytics property and get your tracking code. Install it on every page of your site - header placement usually works best. Verify it is firing correctly using real-time reports or the Tag Assistant. Double-check that data is flowing before moving on. Missing tracking means missing insights.

Configure goals and conversions

1 day from previous step

task

Define what success looks like for your site. Form submissions? Purchases? Newsletter signups? Page views of key content? Set up goals to track these actions. Without goals, you are just counting visitors with no context about whether they are doing what you want them to do.

Set up custom reports and dashboards

1 day from previous step

task

Build reports that answer your specific business questions. The standard reports are fine for basics, but custom dashboards show you what actually matters. Include traffic sources, top pages, conversion rates, and user behavior flows. Make reports easy to read at a glance.

Connect to other tools

1 day from previous step

task

Link Google Analytics to Search Console, Google Ads, and any other marketing tools you use. These integrations give you the full picture - from how people find you to what they do after arriving. Data silos hide important connections between marketing spend and actual results.

Establish review cadence

1 day from previous step

task

Schedule regular reviews of your analytics data. Weekly for tactical decisions, monthly for trends, quarterly for strategy. Look for patterns, anomalies, and opportunities. Analytics only helps if someone actually looks at it and takes action. Share insights with relevant teams so the data drives decisions.