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Analytics Audit Services & Quick Diagnostics

Something is broken and you know it, but you do not want a six-month engagement just to find out where the truth lives. These analytics audit services are built for SaaS marketing and revenue teams that need to find the reporting trust break, spreadsheet dependency, attribution gap, or quarterly-reporting drift before the next planning decision gets made on weak numbers.

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Analytics Audit Services & Quick Diagnostics

Get clarity without committing to the wrong project

  • A sharp read on what is broken, where trust is failing, and what matters most
  • An inventory of the source, metric, CRM, campaign, dashboard, and spreadsheet handoffs creating decision risk
  • A source-of-truth map, definition-conflict list, reporting trust assessment, and prioritized fix roadmap
  • A clear branch into Data Foundation, Revenue Analytics, AI Readiness Audit, or no-build internal cleanup
  • An honest answer even if the right move is not to hire us

This is for you if...

  • Marketing, RevOps, finance, and leadership are all citing different numbers and nobody trusts the report that is supposed to settle it
  • You need a SaaS marketing audit that inspects data, reporting, attribution, and operating logic — not just campaign performance
  • Shadow spreadsheets or quarterly reporting workarounds keep carrying the real decision after the dashboard stops helping
  • You need a fast path to truth, not another exploratory committee process
  • Leadership wants answers in weeks, not months

This isn't the right service if...

  • You need a generic paid-media or campaign-performance audit with no revenue-data review
  • You want dashboard beautification while the source logic underneath remains disputed
  • You want a generic strategy deck with no hard conclusions
  • You want to start an AI automation project without auditing whether the underlying data is clean enough to automate

Pick the diagnostic that matches the pain

SaaS Marketing Analytics Audit

For marketing and revenue leaders who need a practical analytics audit across sources, definitions, CRM fields, campaign tracking, dashboards, shadow spreadsheets, ownership, and the decisions those reports are supposed to support. This is the right starting point when the symptom is a messy marketing audit, spreadsheet-dependent reporting, or a quarterly report nobody fully trusts. Book a Discovery Call.

Where Did the Money Go?

For growth and performance marketing leaders. A marketing spend and attribution diagnostic for teams that cannot defend which channels actually drive revenue. See the diagnostic.

Three Teams, Three Numbers

For RevOps and revenue leaders. A metric-alignment and revenue-trust diagnostic for companies where marketing, sales, and finance all show different numbers. See the diagnostic.

The $500K Question

For product, analytics, and growth leaders. A growth-leverage diagnostic for teams about to bet a quarter on the wrong roadmap, workflow, or experiment. See the diagnostic.

Translate the Ask

For heads of data and analytics leaders. A business-to-data translation sprint for teams who know the business needs better analytics but do not yet know what to build. See the sprint.

Show Me the Margin

For ecommerce operators. A profitability x-ray for brands that can see revenue but not true margin by channel, product, or segment. See the diagnostic.

How It Works

1

Choose

We align on the buyer, the problem, and the diagnostic that best fits the situation.

2

Inspect

We review the systems, reports, CRM fields, campaign tracking, spreadsheet dependencies, dashboards, definitions, and workflow handoffs behind the problem.

3

Conclude

We show you what is true, what is noise, and what the highest-leverage next move is.

4

Act

You leave with a clear recommendation: fix it internally, engage us further, or stop wasting time on the wrong thing.

Diagnostics typically run $2,500-$7,500

Fixed fee. Clear scope. Most finish in 1-2 weeks. The point is not to drag out discovery. The point is to make the next decision obvious before more budget or team time gets wasted.

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Get the framework we use to figure out where the real problem lives

Not sure which diagnostic fits?

Get the framework we use to figure out where the real problem lives

Before we recommend a diagnostic, we need to understand whether the pain is a spend problem, a metric-definition problem, a data trust problem, or something else entirely. This framework shows how we sort that out quickly so you do not book the wrong engagement.

  • How we separate reporting problems from data foundation problems from governance problems
  • The decision tree we use to match operator pain to the right diagnostic
  • A practical way to frame the engagement conversation for your buyer or leadership team
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Proof that diagnostics should lead to decisions, not more discovery

B2B SaaS Growth Team

Conflicting attribution reports became one spend-to-revenue view leadership could use

Useful if the audit question is whether paid growth reporting can survive finance scrutiny before the next budget call.

Read case study

Fast-Growing Fintech Startup

Twelve scattered sources became a trusted warehouse in six weeks

Useful if the diagnostic finds that dashboard mistrust is really a source-of-truth and ownership problem upstream.

Read case study

Mid-Market SaaS Data Team

Pipeline firefighting turned into 99%+ reporting uptime

Useful if the audit points to brittle pipelines, missing tests, or reporting operations that break whenever leadership needs speed.

Read case study

Related Reading

Common Questions About Analytics Audits and Diagnostics

What is included in a SaaS marketing analytics audit?

A useful SaaS marketing analytics audit reviews the sources, definitions, CRM fields, campaign tracking, dashboards, spreadsheet workarounds, owners, and decision workflows behind the numbers leadership uses. The output is an issue inventory, source-of-truth map, conflict list, trust assessment, and prioritized fix roadmap — not a generic campaign scorecard.

How do we get rid of spreadsheets in marketing reporting?

Start by treating each spreadsheet as evidence. We look at which meeting or decision the spreadsheet supports, what the official report fails to answer, and whether the replacement needs Data Foundation work, Revenue Analytics work, or a smaller workflow fix.

Is this an attribution audit, dashboard audit, or data foundation audit?

It depends where the trust break starts. If spend and channel credit are the core pressure, Where Did the Money Go is usually the sharper diagnostic. If definitions, source reliability, or warehouse logic are broken underneath several reports, Data Foundation or Revenue Analytics may be the next move after the audit. If the pressure is AI automation on top of weak data, start with the AI Readiness Audit.

How long does an analytics audit take?

Most diagnostics finish in one to two weeks. The goal is to get you a clear answer and a prioritized next step before the end of the current planning cycle, not to drag out discovery.

What is the difference between an audit and a full engagement?

An audit is a fixed-scope diagnostic that tells you what is broken, where trust is failing, and what the highest-leverage fix would be. A full engagement actually builds the fix. Most teams start with the audit to confirm the problem before committing to a larger project.

How do I know which diagnostic is right for my situation?

Match the diagnostic to where the trust break shows up first. If the argument is about marketing spend, start with Where Did the Money Go. If marketing, sales, and finance are all showing different numbers, start with Three Teams Three Numbers. If you are not sure what to build next, start with Translate the Ask.

What happens after the audit?

You get a clear deliverable with findings, a prioritized action plan, and a recommendation for the next step. That might be a larger Domain Methods engagement, internal work your team can handle, or an honest assessment that no further outside help is needed.

Can we use the diagnostic to build an internal business case for a larger project?

Yes, and many teams do exactly that. The diagnostic gives you a third-party read on the problem, a scoped recommendation, and enough specificity to take to leadership or finance with a concrete ask instead of a vague request for better data.

Not sure which diagnostic fits?

Tell us where trust is breaking down — attribution, revenue metrics, roadmap bets, analytics requests, or profitability — and we will point you to the right starting point. If the real pressure is AI readiness, use the dedicated AI readiness service instead.

Talk Through the Situation
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