Free template
AI-Attributed Revenue Report Template (GA4 + Data Studio)
A step-by-step build sheet for a monthly AI revenue report: the GA4 channel group and regex for every AI assistant, Data Studio (formerly Looker Studio) fields, four report pages and the KPIs to log.
CSV · 33 steps · 7 columns
Who it's for: Anyone asked "how much revenue is AI bringing us?" who wants a number with its limits written next to it.
What's in it
Exactly what you're getting.
- 1GA4 setup: where the built-in AI Assistant channel sits, what it leaves out (AI Mode and AI Overviews stay in Organic), and a custom channel group with one regex for every named AI assistant, ordered above Referral.
- 2Data Studio fields, ready to paste: a CASE that names each assistant, an AI / Not AI switch, revenue per session and purchase conversion rate.
- 3Four report pages: summary scorecards, an assistant league table with a site benchmark, AI landing pages (including the ones that never sell), and the Organic and Direct context.
- 4The monthly KPIs to log, a small-sample flag, and a caveats box so nobody reads the number as total AI influence.
- 5A monthly and quarterly routine, including re-checking the regex as assistants launch and rename.
How to use it
The order that actually works.
Most of these templates fail the same way — filled in completely, applied to nothing. This is the sequence we'd follow.
- 1Work through the GA4 rows first (steps 1–7). The custom channel group applies to past data, so last month is reportable on day one.
- 2Create the Data Studio report and paste the calculated fields (steps 8–13). This is a build sheet, not a one-click copy, so every field is yours to change.
- 3Build the four pages (steps 14–22). Each row says which dimension, metric and filter to use.
- 4On the first working day of each month, read the report and write three lines: what moved, why, and the one action (steps 31–32).
- 5Every quarter, read the sources the regex matches and update it in both places (step 33).
The thinking behind it
The Monthly AI-Attributed Revenue Report: What to Put in It and How to Build It →The full guide this template came out of. No email required — it's just on the site.
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Would rather we just ran it?
The free AI Shelf Check does the measurement side for you — whether ChatGPT, Perplexity and Gemini recommend your products or a competitor's. No call required.
Weighing whether to do this in-house? Compare the approaches