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GeoLift: Methodology

How GeoLift works technically

GeoLift measures incremental impact by building a counterfactual: what the treatment market would likely have done without the intervention. The gap between actual performance and that counterfactual is the estimated lift.

The full process has five stages:

  1. Prepare data — map columns, clean the panel, validate quality
  2. Characterize markets — learn pre-treatment behavior per geo
  3. Set up test vs control — select or rank comparable control markets
  4. Run causal models — estimate lift with one or more inference methods
  5. Score reliability — power analysis, quality status, and report generation

Default GeoLift runs use all three models (ANCOVA, Synthetic DiD, BSTS) so results are not dependent on a single approach.


Stage 1: Data preparation

Column mapping

The pipeline auto-detects:

  • date (week/day/period),
  • location (market, store, DMA, etc.),
  • outcome (sales, revenue, units, or another KPI).

You can also specify the outcome column explicitly when submitting a job.

Panel balancing

  • Duplicate rows are aggregated
  • Time index is normalized (weekly alignment where applicable)
  • Missing values are handled so trends stay stable
  • Geos with too much missing history may be dropped

Why it matters: sparse or inconsistent panels produce unreliable lift estimates.

Validation

Checks include:

  • minimum number of geos and time periods,
  • missingness and sparsity,
  • structural readiness for causal modeling.

Validation issues feed into the final quality score.


Stage 2: Pre-treatment market characterization

Before the intervention date, each geo gets a fingerprint summarizing historical behavior:

  • average outcome level,
  • volatility,
  • trend direction,
  • seasonality-like patterns,
  • stability signals.

Fingerprints are computed on pre-treatment data only so post-campaign changes do not bias control selection.


Stage 3: Test and control setup

GeoLift supports two input modes:

ModeWhat you provideWhat the system does
ExplicitTest + control marketsRuns inference on your specified pair(s)
Test onlyTest market(s) onlyRanks and selects best controls from remaining geos

Controls are sorted by similarity to the treatment geo. Top matches are used for inference (typically capped for performance).


Stage 4: Causal inference

Each model estimates lift differently but answers the same question: how much extra outcome came from the intervention?

See geolift-models for a detailed breakdown of ANCOVA, Synthetic DiD, and BSTS.

Common outputs per method:

  • total lift (absolute),
  • relative lift (%),
  • confidence interval,
  • p-value,
  • model fit diagnostics.

Stage 5: Power and quality scoring

Power analysis

Answers: "Could this study reliably detect an effect of realistic size?"

Key outputs:

  • MDE — smallest lift the design can detect at target power
  • power curve — detectability across effect sizes

If MDE cannot be computed, the run is treated as underpowered.

Quality status

StatusMeaning
SignificantAt least one method found a reliable effect
InconclusiveModels ran but no method reached significance
UnderpoweredDesign too weak for confident detection
Data IssuesInput quality problems dominate
No ResultsModels failed to produce output

Quality combines significance evidence, effect size, and data-issue penalties.


Data requirements

RequirementPractical guidance
HistoryAim for 10+ pre-treatment weeks where possible
Post windowEnough weeks after intervention to observe effect
GeosAt least 1 treatment + 2 controls after cleaning
FrequencyWeekly time series is the typical grain
OutcomeSingle stable KPI (sales, revenue, units, etc.)

Automated safeguards

  • Parallel-trend checks (ANCOVA)
  • Pre-period fit reliability (Synthetic DiD)
  • Bootstrap/simulation-based confidence intervals
  • Plausibility guards on extreme lift values
  • Multi-method agreement as a sanity check

What can go wrong

  • Wrong column mapped as outcome or location
  • Treatment geo dropped due to missing data
  • Weak or contaminated controls
  • Methods disagree strongly on direction or magnitude
  • Underpowered design mistaken for "no effect"

For interpretation guidance, see geolift-results.