Audit after a migration for measurement models / early-stage SaaS team

For early-stage SaaS team, ad spend, leads, and revenue cannot be reconciled. This field note turns which source owns each metric into a short test for early-stage SaaS team, so the next change has a traceable reason.

Frame the signal

Context check: trial-to-demo conversion. Topic check: document the owner and grain for every metric.

Start with the first journey after the platform or domain changed. Treat the dashboard number as a question, not an explanation. Follow one real journey from the first interaction to the system that owns the outcome. If a value is missing, mark it unknown instead of filling the gap with an assumption.

Trace the handoff

• Record the value at the first step and note the exact page, event, or record where it appears.
• Compare the browser, tag manager, analytics, ad platform, and CRM views without changing the implementation during the check.
• Check redirects, consent state, validation, naming, timestamps, and timezone before comparing totals.
• The migration record should compare the old contract with the new one.

Leave a decision record

the migration record should compare the old contract with the new one. Keep the owner, timestamp, evidence link, expected result, observed result, and next action together. Checking what the migration preserved only after the current path is readable to someone who did not build it.

Reference: Google Tag Manager data layer guidance. For the next handoff, LeadSheet keeps the record connected.