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■ BUSINESS // FIELD NOTE

Monetization Analytics Dashboard

Event map and Umami dashboard setup for audit, sponsor, and premium API funnels.

■ [ · ] ON THIS PAGE ▼

Use this page as the operating spec for monetization analytics in Umami.

Event Taxonomy

EventTriggerRequired attributes
cta_clickClick on monetization CTA from /verified and skill pagessource, funnel, placement, label, href
checkout_startQuick Scan / Standard Audit checkout initiatedpackage, source
checkout_completeCheckout success page loadpackage, source
lead_submitPremium API waitlist form submittedfunnel, source
sponsor_cta_clickSponsor booking/media-kit CTA click on /sponsorhref, source

Funnel Views (Umami)

Create three dashboard views in Umami Events:

  1. 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 Clicks
      • Start -> Complete = Checkout Completes / Checkout Starts
  2. Sponsor Funnel

    • Filter: event = sponsor_cta_click
    • KPI cards:
      • Sponsor CTA Clicks
      • Breakdown by href and by page path.
  3. Premium API Funnel

    • Filter: event = lead_submit
    • Additional filter: funnel = premium_api_waitlist
    • KPI cards:
      • Waitlist Leads
      • Leads by page path and day.

Weekly Review Checklist

  • Compare 7-day vs previous 7-day for all three funnels.
  • Flag any drop >20% in:
    • checkout_start
    • checkout_complete
    • lead_submit
  • Review top CTA placements (placement) and source pages (source).
  • Capture action items (copy, placement, offer tweaks) in your planning file.