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Help, my client doesn't know what Google Analytics reports they need!

Published March 14, 2014

"What analytics should we be looking at?", asked a client recently. I've been asked that question dozens of times, but it still caught me off-guard. I assume when I'm hired for a Google Analytics project, the client knows what information they need & my job is to make the analytics produce it. Now, what do I do?

What Report


Give them something to react to

Luckily I've been doing this a while, so I regained my balance quickly. I've come to realize that clients who ask me this question, do, in fact, know what information they need for business decision making. They are simply not familiar with web analytics, so they don't know how to direct me. The best approach in most cases is to give the client some reports that they can react to. This baseline can begin a productive conversation allowing the client to convey which charts, tables & metrics are relevant to their business.

Know where to start

The important part is knowing where to begin. Burying clients in a blizzard of generic analytics data will not help. Instead, put yourself in the client's shoes and ask yourself "If my job were running this client's business, what data would I want to see?". You don't need to be an expert in the client's area of business - coming up with basic metrics shouldn't be difficult. The more advanced analytics will come later, guided by the client's feedback.

In this case, my client was a news website. So I guessed that they would probably be interested in seeing the most commonly read articles. I also figured that they cared about how frequently visitors returned to their site, so I put together some measures of site loyalty. Lastly, during the hiring process, they talked to me a lot about how important it was that site visitors share articles via their social sharing buttons. So I decided to create a report providing the sharing behavior across various audience segments.

Make friends with the programmers

At an early stage, you'll want to add custom Google Analytics tracking code to your client's site. For example, how was I going to track clicks on this client's social sharing buttons? Google Analytics doesn't do that automatically. I needed the client to add some JavaScript code to these buttons to fire off some events. Good thing I made friends with the programmers!

I quickly wrote a half-page specification explaining how & why we needed to add some JavaScript to the social sharing buttons to fire Google Analytics events. I emailed this to one of the JavaScript developers (after checking with his manager) - within a few days, the code was up on the site & social sharing events were showing up in Google Analytics.

Meet face to face

Try to present your first reports in a face-to-face meeting, or at least with screen sharing & a video conference. This makes it easier for you to get feedback & will help the client begin to clarify their requirements. In this case when I met with the client, they were disappointed to see how little sharing was happening. We discussed this & I learned that visitors needed to register with the site before they could share. For business reasons, having registered users was extremely important, so it was being used as a gate to open up sharing & a variety of other features.

For some reason, not a lot of visitors were registering. As a result, they were unable to share easily. At this point, the client asked me if Google Analytics could help them to figure out why visitors were not registering. I suggested setting up virtual pageviews & funnel tracking around the registration process to figure out where visitors were dropping out. They liked this idea & began telling me about all of the other things that were important to track.

Continue refining the reports

After providing your initial reports, you will usually find that the client will jump back into the driver's seat. They will begin to understand how Google Analytics can help them improve their business. They will start telling you what they need reported, rather than asking you what they should be looking at. To keep this goodness going, set up a weekly reporting process. Each week, review the reports & get feedback for improvements. Never send reports to a client without having at least a short meeting to discuss them. You & the client get more out of the discussion than you do from just producing unexplained reports.

Consider automation

After some time, a basic set of reports will stabilize as being core to the weekly reporting process. Consider automating these with Megalytic. That will save you a lot of cutting/pasting & importing/exporting. Automation will let you focus on the new stuff & continuing to innovate with your client.

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But then the report came, and it looked like this:

 

 

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