This section is about promotion: where the money went, what came back, and what a customer really costs. All eight templates run on the same 12 months of demo data: tagged site visits, form submissions, orders from the accounting system, and an ad spend log. This section covers 8 templates.
Every template is a live walkthrough on demo data: open it in the Templates section of Analytics Agent and press “Use this template” to run it on your own data.
End-to-End Funnel — Which Source Brought the Revenue
Shows: a “spend → visits → leads → orders → revenue” table for every traffic source, built by matching buyer and site profiles; orders that could not be linked to any source get a separate row instead of being smeared across channels.
You get: you see where each channel loses people, and how much you can trust the table itself: if some orders are unattributed, it says so plainly.
ROMI, Both Conventions — Which Tool Returns Money
Shows: every channel’s return calculated twice — by revenue (how the ad account counts it) and by profit (what is left for you), with a label on each channel: pays back under both calculations, pays back only on paper, or burns money.
You get: a channel that looks profitable in the platform’s report but does not actually return its costs no longer misleads you.
CAC / CPA / CPL Economics — What a Customer Costs
Shows: what you pay for a lead, for a target action, and for an acquired customer — by channel and campaign, with a separate row showing what share of leads become customers; the full cost of a customer sits next to the ad-only cost.
You get: it is clear why the cheapest lead does not produce the cheapest customer, and where the budget should really go.
Attribution — Five Models Compared, One Truth Check
Shows: the same sales credited to five different ways of sharing the credit — last click, first click, evenly across touches, and two in-between options; it shows how much a channel’s score changes from the choice of method alone.
You get: it is clear that “who we owe the sale to” is your choice of rules, not a measurement — so budget moves are proven by experience, not by switching models.
Offline & B2B Attribution — Calls, Meetings, Webinars on the Deal Clock
Shows: calls, meetings, and webinars linked to companies by phone, email, and domain, and a view of which touches separate won deals from lost ones; it also examines how fair it is to credit one specific manager.
You get: a long deal with several people involved stops being a black box: you see at which moment and which step separates success from loss.
Attribution Quality — Can You Trust It At All
Shows: a data check before any channel talk: what share of deals is linked to a source at all, what is wrong with messy tags, what channel metrics look like under the worst and best assumptions about unattributed money, and whether data collection has broken.
You get: before changing the budget, you see which numbers you can trust, which are the result of accounting holes, and what to fix first.
Site Funnel — Where the Site Leaks Visitors
Shows: the visitor’s path through the site — visit, product, cart, checkout, payment — by device and source, against usual values; a loss ranking names the steps that lose the most people, and each loss comes with a list of testable hypotheses.
You get: site fixes go into the two steps that actually lose buyers, instead of spreading across the whole site.
A/B Testing — Significance, Power, Peeking
Shows: how to read an experiment’s results: comparing variants with a caveat about random noise, calculating what lift your traffic can detect at all, and a walkthrough of what peeking at results before the deadline looks like.
You get: the “keep variant B” decision is made on numbers, not on gut feel and not on the first days of the experiment, when the picture is still deceptive.