A practical way to review offline conversion feedback for a B2B SaaS team: an incident review

When a B2B SaaS team has an open tracking incident, change one thing at a time. First write down the symptom, the affected record, and the time it appeared.

Read the symptom

The handoff depends on a business record being connected to the original ad interaction. The identifier, conversion action, timestamp, timezone, and sales status need to stay together while the deal moves through the CRM.

Inspect the path

• Find the identifier captured at the first interaction.
• Compare the CRM status with the conversion action name.
• Check the timestamp and timezone used by the upload.
• Keep a response log for accepted, rejected, and unmatched rows.

During the incident

Make the upload record readable to someone who did not build the integration. For platform details, compare the fields in your implementation with Google’s offline conversion documentation.

If the next step is a shared source and outcome record, see LeadSheet.