Source Coverage and Freshness Check (QA)

Source Coverage and Freshness Check (QA)

1. 01

   Map every data source the client contract names against what the platform actually ingests

   List contracted channels (paid search, paid social, organic, email, CRM) beside the connector list. A 30-connector platform such as DashThis or a 200-source platform such as Klipfolio only helps where the specific source is live, not where the catalog is long.

2. 02

   Record the refresh interval per source and flag anything slower than the client's review cadence

   Daily pulls are fine for a monthly retainer; a weekly client meeting fed by a 7-day-lagged ad connector produces decisions on stale spend.

3. 03

   Reconcile platform totals against the native interface for three high-spend accounts

   Pull the same date range in Google Ads or Meta directly and compare. Note variance above 2% in the QA log with the likely cause (attribution window, currency, timezone).

4. 04

   Label every metric that consent banners, ad blockers, or AI referrals distort as directional

   Session and conversion counts under GA4 undercount by design; present them as trend indicators rather than absolute totals so the client does not read a drop as agency underperformance.

5. 05

   Confirm white-label and access controls before the first client login

   Check custom domain, logo, and permission tiers so a client cannot see another account's dashboard or an internal cost view.

6. 06

   Freeze the dashboard layout for the reporting period and log any mid-period change

   Swapping a metric mid-month breaks comparison and invites the question of why the number moved.