Marketing triangulation: explaining the gaps between methods.

SUPPORTED DECISIONBase the decision on the most identifiable compatible evidence and use the divergences to define the next tests, rather than forcing a single figure.

Key distinctions

Three conditions before calculating.

01

Identical estimand

Marginal iROAS, average ROAS, attributed sales and consideration lift are not interchangeable. Write treatment, outcome, population and horizon precisely before comparing.

02

Independent biases

Two methods using the same data and the same selection do not constitute two independent pieces of evidence. The value of triangulation increases when the weaknesses differ.

03

Productive divergence

A gap is not resolved by majority vote. It triggers an analysis of timing, targeting, saturation, contamination, definition and transportability.

Method

Triangulating measurements from the gap to the synthesis

  1. 01Align the questions

    Build a sheet per method with treatment, counterfactual, outcome, population, period and unit; exclude the measurements that answer a different question.

  2. 02Map the biases

    Document selection, confounding, contamination, measurement error, specification and extrapolation; state whether two methods share the same weakness.

  3. 03Compare the intervals

    Put estimates and uncertainties on a common scale; a point divergence can disappear once the intervals are honestly presented.

  4. 04Synthesise or separate

    Combine by inverse-variance weighting only the compatible estimates; otherwise keep several figures and define the decision that is robust across their range.

ORIGINAL ASSET

The evidence compatibility register

Four methods are compared on measured effect, horizon, dominant bias and decision role. Only two enter the causal synthesis.

MethodEstimandResultIntervalDominant biasRole
ExperimentMarginal iROAS1.400.90–1.90Weak selectionSynthesis
MMMHistorical iROAS1.801.20–2.40SpecificationSynthesis
AttributionCredited sales3.20not causalStrong selectionJourney
SurveyConsideration+6 pts±3 ptsSelf-reportedMechanism
CAUSAL SYNTHESISiROAS 1.56interval: 1.18–1.95
CSVDownload the triangulation register↓
ILLUSTRATIVE EXAMPLE · SIMULATED DATA

A causal synthesis at 1.56 of iROAS, not an average of 2.13

01 · SITUATION

An experiment estimates 1.40 with a standard deviation of 0.255; a compatible MMM estimates 1.80 with 0.306. An attribution shows 3.20 but measures credited conversions, not a causal effect.

02 · CALCULATION

Inverse-variance weighting: weights 15.38 and 10.68. Synthesis = (1.40 × 15.38 + 1.80 × 10.68) ÷ 26.06 = 1.56. Standard deviation = √(1 ÷ 26.06) = 0.196; approximate interval 1.18–1.95.

03 · DECISION

The attribution remains useful for the journey but does not enter the causal average. The budget decision rests on 1.56 and tests its robustness down to 1.18.

Acceptance conditions

What must be true to act.

  1. 01

    Treatment, population, outcome and horizon are aligned before comparison.

  2. 02

    Data and bias dependencies between methods are documented.

  3. 03

    Only compatible estimates enter a quantitative synthesis.

  4. 04

    The decision is tested on the interval, not only on the mean.

Limits

What this analysis does not prove.

  • Inverse-variance weighting assumes comparable and weakly dependent estimates.
  • Narrow intervals can still be biased by poor identification.
  • The transportability of a local experiment to the national budget must be justified.

References

Works cited.

  1. Gordon, B. R. et al. (2019), “A Comparison of Approaches to Advertising Measurement”, Marketing Science.
  2. Shadish, W. R., Cook, T. D. & Campbell, D. T. (2002), Experimental and Quasi-Experimental Designs.
  3. Salaka, V. & Prabhu, J. (2011), “Information Theoretic Metrics for Combining Qualitative and Quantitative Data”, Service Science.