Use this page as the operating spec for monetization analytics in Umami.
Event Taxonomy
| Event | Trigger | Required attributes |
|---|---|---|
cta_click | Click on monetization CTA from /verified and skill pages | source, funnel, placement, label, href |
checkout_start | Quick Scan / Standard Audit checkout initiated | package, source |
checkout_complete | Checkout success page load | package, source |
lead_submit | Premium API waitlist form submitted | funnel, source |
sponsor_cta_click | Sponsor booking/media-kit CTA click on /sponsor | href, source |
Funnel Views (Umami)
Create three dashboard views in Umami Events:
Audit Funnel
- Filter:
event in (cta_click, checkout_start, checkout_complete) - Additional filter:
funnel = audit OR source in (verified_page, skill_page, verification_checkout) - KPI cards:
Audit CTA Clicks= count(cta_click)Checkout Starts= count(checkout_start)Checkout Completes= count(checkout_complete)
- Conversion:
CTA -> Start=Checkout Starts / Audit CTA ClicksStart -> Complete=Checkout Completes / Checkout Starts
- Filter:
Sponsor Funnel
- Filter:
event = sponsor_cta_click - KPI cards:
Sponsor CTA Clicks- Breakdown by
hrefand by page path.
- Filter:
Premium API Funnel
- Filter:
event = lead_submit - Additional filter:
funnel = premium_api_waitlist - KPI cards:
Waitlist Leads- Leads by page path and day.
- Filter:
Weekly Review Checklist
- Compare 7-day vs previous 7-day for all three funnels.
- Flag any drop >20% in:
checkout_startcheckout_completelead_submit
- Review top CTA placements (
placement) and source pages (source). - Capture action items (copy, placement, offer tweaks) in your planning file.