Quarterly Funnel Review Q4 2026
Find where your sales are leaking, choose the one number that will move your Q4 revenue, and plan the events that will move it.
Your numbers
From Shopify, Meta Business Suite and Klaviyo. Everything else in this workbook works itself out from these.
In Shopify, go to Analytics and set the date range to each quarter. Copy the numbers exactly as Shopify shows them, including your conversion rate.
| Q11 Jan to 31 Mar | Q21 Apr to 30 Jun | Q31 Jul to 30 Sep | |
|---|---|---|---|
| SessionsVisits to your website | |||
| Conversion rateUse Shopify's figure, not your own maths | % |
% |
% |
| OrdersTotal orders placed | |||
| Average order valueWhat a typical order is worth | $ |
$ |
$ |
| Total salesShopify's total sales for the quarter | $ |
$ |
$ |
Shopify's total sales includes shipping and tax, so it will sit a little above sessions × conversion rate × average order value. That's normal.
These two only feed the top of your funnel, so one total each is all you need.
Black Friday and Christmas lift Q4 for most product businesses, so your Q1 to Q3 average can undersell what's realistic. If you have it, this helps you set your goal in step 4.
Your funnel
1 January to 30 September 2026. How many people moved through each stage, and what percentage made it to the next one.
Before you choose your lever: check in on the top of your funnel. Are you doing everything you'd like to do to get seen and get traffic? Whatever lever you choose in step 4, anything you add here stays in your plan.
How are people finding you right now, and how do you know it's working?
Ideas
Do you have a measurable traffic strategy? Ads are one option, not the only one.
Ideas
Your 3 metrics, quarter by quarter
Which went up, which stayed flat, which went backwards? Your best quarter for each is shown in green.
Your best quarter isn't luck. Something you did made the difference, and it's usually worth doing again.
Your Q4 goal and your one lever
Set your goal for Q4 (1 October to 31 December 2026) in the 3 Metrics That Matter™ Calculator, play with the numbers, then choose the one number you'll move.
Everything starts at your Q1 to Q3 averages, with your goal set to your average quarter. Change any of the three, by typing or dragging, and watch what happens to the traffic you need.
Reset puts your conversion rate and average order value back to your averages. Your goal stays as you set it.
Pick the one number you'll focus on this quarter, then type the number you want to lift it to. The other two stay at your Q1 to Q3 average.
Your boosters
Shortlist up to three from the Bank Balance Booster™ Library. Open each blueprint and check its lead time and effort before you commit.
Your three events
One marketing event a month. October is already underway, so pick something you can get live quickly.
Your non-negotiables
The habits that protect this plan when the quarter gets busy.
Start with one of each. One habit you'll actually do beats five you won't, but you can add up to three of each. Every habit becomes a checkbox on your calendar in step 8.
Your Q4 marketing calendar
Your booster events from step 6 are already on it. Plan everything else around them, and tick off your non-negotiables as you go.
Tap any day, or the + in it, to add an email, SMS, social post or anything else you're planning.
