Rules before you join data
Agree upfront
Before you connect systems, write down a few simple rules. Otherwise every team will maintain its own spreadsheet with "corrected" numbers.
- GA4 reports traffic, events and purchase using analytics rules (session, last-click in reports).
- HubSpot reports contacts, deals and email activity using its own attribution model.
- The sales system (store, ERP) is the source of truth for revenue and order status.
- A form lead is one moment in time: do not add it up as two conversions in two tools.
- Cross-system comparisons use the same grain (order to order, not deal to session).