The working reference

Metrics and frameworks without the fog

Quick formulas and planning prompts for reading a dashboard, writing a brief, or asking better questions in the room.

Formula sheet

Start with the denominator

Before comparing a rate, confirm what counted, what was eligible, the time window, and the attribution model.

MetricFormulaWhat it helps answer
CTRClicks ÷ impressions × 100How often an impression produces a click
Conversion rateConversions ÷ eligible visits × 100How often the measured audience completes an outcome
CPCAd cost ÷ clicksAverage media cost for each click
CPMAd cost ÷ impressions × 1,000Cost to deliver one thousand impressions
CPAAd cost ÷ acquisitionsAverage media cost per defined acquisition
ROASAttributed revenue ÷ ad costRevenue attributed for each advertising dollar
Email click rateUnique clickers ÷ delivered emails × 100Share of delivered recipients who clicked
Retention rateRetained starting customers ÷ starting customers × 100Share of a cohort that remains after a period

Funnel check

Match the metric to the job

A healthy report includes the business outcome and the leading signals that help explain it.

1
Awareness

Do the right people notice and remember us?

Reach, aided awareness, share of search

2
Consideration

Do they understand and evaluate the offer?

Engaged visits, content depth, product views

3
Conversion

Do they complete the primary action?

Purchases, qualified leads, conversion rate, CPA

4
Activation

Do new customers reach meaningful value?

Setup completion, first value event, time to value

5
Retention

Do they continue receiving enough value to stay?

Repeat purchase, renewal, churn, retention rate

Campaign hygiene

Name links so future-you can read the report

Use a shared lowercase convention for source, medium, campaign, content, and term. Keep names stable, human-readable, and free of personal data.

sourcelinkedin+mediumpaid_social+campaignq3_report
Before you decide5 checks
  • Is the metric tied to the actual objective?
  • Is the formula defined and unchanged?
  • Is the comparison period fair?
  • Is tracking complete enough for this decision?
  • What action changes if the number moves?