Choose the management questions
Start with the decisions the team must make each week. Include owners, thresholds, and the action a change should trigger.
Explore all toolsReconcile sources
Document campaign naming, time zones, reporting latency, and conversion definitions before combining source systems.
Explore the current workflowBuild the smallest useful view
Scope the initial dashboard with HGM and expand when the underlying data supports additional decisions.
Discuss your requirements