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An Attribution Report That Says Which Channels to Cut

A cut recommendation survives finance when it carries its interval, its design and the coverage of the data, and when the report also lists what it cannot measure. What such a report contains, how to read a cut, and why a staged cut beats a switch-off.

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By , Founder & CEOUpdated 3 min read

An attribution report a CFO will accept does four things a platform report cannot: it names the channels to cut with an interval and a floor behind each recommendation, it states the coverage of the data and the claim ratio of the platforms, it labels every number as experimental or observational, and it lists the channels it cannot measure at your spend instead of inventing a figure for them. A causal read on a GA4 export produces the first three in 1 to 2 minutes; the fourth is the honest part most reports leave out.

Why "cut channel X" needs more than a number

The platforms cannot tell you what to cut, because each grades its own work. The Price of Being Found's identity: the ad platform reports conversions it can associate with its own inventory inside its own window; analytics reports sessions it could resolve; the store reports orders. The sum of the platforms' claims exceeds the orders, and none of the three answers what would happen without a channel. A cut recommendation built on a platform's own ROAS is a recommendation the platform has already argued against.

The four properties of a defensible number are the fix. A cut that says "channel X: incremental ROAS 0.7, interval 0.3 to 1.1, observational read on a GA4 export, coverage 0.62" can be discussed.

What the report contains

Two numbers frame the recommendations. Coverage, attributed conversions over orders, says how much of the journey the estimates rest on. The claim ratio, summed platform claims over orders, says by how much the platforms collectively overstated; the one-hour claim ratio audit computes it from data you already hold.

How to read a cut

Sort by the lower bound of the interval, not the point estimate. A channel whose whole interval sits below break-even is a cut with a number behind it.

Where the interval sitsWhat it meansWhat to do
Entirely below break-evenA cut with a number behind itCut, then re-read once the window closes
Straddling break-evenA decision under uncertaintyStage the reduction, re-read before the rest goes
Entirely above break-evenEarning its place at current spendLeave it, or test scaling it

The line the CFO trusts most

The list of channels the report will not rank.

What the four CFO questions look like on this report

Which number is true: the store's orders, with coverage and the claim ratio beside the platform figures. How much do we actually know: the coverage rate and the anchor date of the last qualified holdout. What happens if we cut channel X: the interval, and the staged plan.

What to do this week

  • If you have to defend the number: run the read on last quarter's export and rebuild your top-line slide in the four-property format before the next review.
  • If you own the budget: read the "not measurable" list first, then the cuts.

Product facts as stated on causalityengine.ai on 9 September 2026. The three-systems identity, the four properties and the measurability list are from The Price of Being Found (Edition 2.10), Chapters 9, 15 and 19, with the book's caveats.

Frequently asked questions

  • How do I decide which ad channels to cut?
    Sort channels by the lower bound of their incremental ROAS interval against this quarter's break-even. A channel whose whole interval sits below break-even is a cut with a number behind it; one that straddles break-even gets a staged reduction and a re-read before the rest goes.

Go deeper: Causal attribution, explained.

Sixty-second versions of these ideas: Causality Engine on YouTube Shorts.

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