GA4 Configuration Workbook
Complete your configuration workbook
GA4 Configuration Workbook
Your comprehensive guide to optimizing your Google Analytics 4 settings configuration
🚀 Before You Start
What you'll need:
- • Access to your GA4 property admin section
- • Your GA4 Helper Settings Check results
- • About 30-45 minutes
💡 Pro Tip:
If you've already run a GA4 settings check, click the "Autofill from Audit" button above to automatically populate this workbook with your actual GA4 data!
✅ GA4 Helper's Settings Check's AUTOMATIC CHECKS
These are checked automatically by the Settings Checker, but it's good to understand.
📊 Status Legend:
Property Foundation
Data Quality Checks
🔍 MANUAL REVIEW CHECKLIST
The human judgment part that requires your business knowledge
CONFIGURATION TAB REVIEW
⏰ Timezone Settings
Current Setting:
Review Questions:
- • Is this the same timezone as Meta Ads?
- • Does this match your CRM timezone?
- • Are all marketing platforms aligned?
✍️ Notes:
💰 Currency Settings
Current Setting:
Review Questions:
• Is this your main reporting currency?
✍️ Notes:
🏢 Business Industry
Current Setting:
Review Questions:
• Does this actually align with your business?
✍️ Notes:
🌐 Cross-Domain Tracking
Current Domains Listed:
Review Questions:
- • Are ALL your subdomains listed?
- • Any missing checkout or landing page domains?
- • Are ALL your domains listed?
✍️ Notes:
EVENTS & TRACKING TAB REVIEW
🎯 Key Events
Current Key Events:
Review Questions:
- • Do these TRULY match your business objectives?
- • Could any of these events skew your key event rate?
- • Are you missing any critical business actions?
✍️ Notes:
🔧 GA4 Created/Modified Events
Current created events:
Name:
Condition:
Name:
Condition:
Name:
Condition:
Name:
Condition:
Name:
Condition:
Name:
Condition:
Name:
Condition:
Review Questions:
- • Did a GA4 expert verify these?
- • Were these auto-migrated from UA?
- • Are they still relevant to current goals?
- • Do you understand what each event/modification does?
✍️ Notes:
ATTRIBUTION TAB REVIEW
📊 Attribution Model
Current Model:
Current Attribution Window:Days
Review Questions:
- • Do you understand how this model works?
- • Does the conversion window match your sales cycle?
✍️ Notes:
INTEGRATIONS TAB REVIEW
🔌 Measurement Protocol Secrets
Current Secrets:
Review Questions:
- • Are these set up correctly?
- • Do you know what each one is used for?
- • Are you seeing any data quality issues that could be attributed to one of these?
✍️ Notes:
CUSTOMIZATIONS TAB REVIEW
📏 Custom Dimensions
Current Dimensions (list first 10):
Review Questions:
- • Are you using ALL registered dimensions? Any old dimensions you can archive?
- • Any missing parameters you send but forgot to register?
- • Are dimension names clear and consistent?
✍️ Notes:
📈 Custom Metrics
Current Metrics (list first 5):
Review Questions:
- • Are you using ALL registered metrics? Any old metrics you can archive?
- • Any missing parameters you send but forgot to register?
- • Are metric names clear and consistent?
✍️ Notes:
📋 QUICK REFERENCE: GA4 ADMIN PATHS
Property Settings: Admin > Property > Property Settings
Enhanced Measurement: Admin > Data Streams > [Web Stream] > Enhanced Measurement
Measurement Protocol: Admin > Data Streams > [Web Stream] > Measurement Protocol API secrets
Cross-Domain: Admin > Data Streams > [Web Stream] > Configure Tag Settings > Configure your domains
Unwanted Referrals: Admin > Data Streams > [Web Stream] > Configure Tag Settings > Show more > List unwanted referrals
Google Signals: Admin > Data Collection and Modification > Data Collection
Data Retention: Admin > Data Collection and Modification > Data Retention
Key Events: Admin > Data display > Key events
Attribution Settings: Admin > Events > In the events screen, click on "Attribution settings"
GA4 Created/Modified Events: Admin > Events > In the events screen, click on "Custom configurations"
Custom Dimensions and Metrics: Admin > Data display > Custom Definitions
Google Ads Links: Admin > Product Linking > Google Ads Links
Search Console Links: Admin > Product Linking > Google Ads Links
BigQuery: Admin > Product Linking > BigQuery Links
🔄 WHEN TO REPEAT THIS WORKBOOK
• Quarterly - Full comprehensive review
• After major website changes - Check tracking impact
• Before peak seasons - Ensure data accuracy for high-traffic periods
• After team changes - New people may have changed settings
• When data looks weird - Configuration drift investigation
📧 Questions about your results?
Check out BEAST Analytics for a professional GA4 audit or subscribe to the GA4 Helper Substack for ongoing GA4 best practices.
Last Updated: August 2025 | Works with current GA4 interface