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Data & ReportingIntermediate

Analytics Insights

Analyze marketing performance.

15 minutes
By communitySource
#analytics#insights

Marketing teams lose hours to ad-hoc, inconsistent analytics insights work — Analyze marketing performance. Use when: KPI frameworks, attribution modeling, anomaly investigation, measurement strategy. This playbook turns the process into a repeatable, brand-aware workflow.

Who it's for: marketing analysts, growth analysts, BI leads

Example

"Run /analytics-insights for our brand" → Analytics Insights workflow output with brand context, structured inputs captured, process steps executed, and a complete deliverable ready for review.

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# Analytics Insights

# Analytics & Insights

## When to Use This Skill

Activate this module when the user's request involves any of the following:

- **KPI Frameworks**: Defining the right metrics and success measures for a business model, campaign, or channel
- **Performance Reporting**: Building weekly, monthly, quarterly, or campaign-specific reporting templates
- **Anomaly Investigation**: Diagnosing sudden drops or spikes in traffic, conversions, or other metrics
- **Competitive Intelligence**: Analyzing competitor strategies, share of voice, positioning, and performance

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README.md

What This Does

Analyze marketing performance.


Quick Start

Step 1: Create a Project Folder

Create a dedicated folder for this workflow (e.g. ~/marketing/analytics-insights).

Step 2: Download the Template

Click Download above and save the file as CLAUDE.md in that folder.

Step 3: Run the Workflow

Open the folder in Claude Code and describe your goal. Claude will prompt you for any missing inputs, follow the structured process, and produce a complete deliverable.


Inputs You'll Need

Claude will prompt for the brand context, objective, and any asset references needed to produce the deliverable.

How It Works

Primary Workflow: Measurement Framework & Reporting

  1. Business Context & Goal Alignment

    • Classify the business model and maturity stage
    • Identify the north star metric (the single metric most tied to business value)
    • Map business goals to marketing objectives to tactical metrics (KPI tree)
    • Determine reporting audience and their decision-making needs
  2. KPI Tree Construction

    • Start with the top-level business goal (revenue, growth, profitability)
    • Break into marketing contribution metrics (marketing-sourced revenue, CAC, LTV)
    • Decompose into channel-level metrics (channel CPA, ROAS, conversion rate)
    • Add leading indicators (traffic, engagement, pipeline, MQLs)
    • For each KPI, define:
      • Definition: Exactly how it is calculated (no ambiguity)
      • Source: Where the data comes from
      • Benchmark: Target or industry benchmark
      • Cadence: How often it is reviewed
      • Owner: Who is responsible for this metric
    • Limit the framework to 15-25 KPIs total — more causes metric fatigue and diluted focus
  3. Reporting Template Design

    • Weekly Snapshot (for marketing team):
      • Key metrics vs. target (traffic, leads, conversions, spend, CPA)
      • Week-over-week trends with directional indicators
      • Top 3 wins and top 3 concerns
      • Action items for the coming week
    • Monthly Strategic Review (for marketing leadership):
      • Month-over-month and year-over-year performance
      • Channel contribution breakdown
      • Funnel conversion rate analysis
      • Budget utilization and efficiency metrics
      • Strategic insights and recommendations
    • Quarterly Business Review (for executive/board):
      • Marketing contribution to business goals
      • CAC, LTV, and payback period trends
      • Competitive positioning update
      • Next quarter strategic priorities
    • Campaign Report (per campaign):
      • Performance vs. pre-defined KPIs
      • Channel-by-channel analysis
      • Creative and audience performance
      • Learnings and recommendations
  4. Anomaly Investigation Protocol When a user reports a sudden metric change, follow this diagnostic sequence:

    • Step 1: Verify the Data

      • Is the tracking code still firing correctly?
      • Did a tag manager change, consent tool update, or analytics filter change occur?
      • Check for platform outages or reporting delays
      • If data is corrupted, fix tracking first — do not analyze bad data
    • Step 2: Define the Anomaly Precisely

      • Which metric changed? By how much? Over what time period?
      • Is it all traffic or a specific segment (channel, device, geography, page)?
      • Did it happen suddenly or gradually?
    • Step 3: Check External Factors

      • Google algorithm update (check SEMrush Sensor, MozCast)
      • Industry news or seasonal patterns
      • Competitor activity changes
      • Platform policy or feature changes
    • Step 4: Check Internal Factors

      • Website changes (deployments, URL changes, redirects)
      • Content changes (published, removed, or modified)
      • Campaign changes (launched, paused, budget shifted)
      • Technical issues (site speed, server errors, mobile rendering)
    • Step 5: Isolate and Diagnose

      • Cross-reference the anomaly with the identified factors
      • Determine the most likely root cause
      • Estimate the impact and expected recovery timeline
      • Recommend corrective actions
  5. Privacy-First Measurement Architecture

    • Audit current measurement for privacy compliance gaps
    • Design a measurement stack that works without third-party cookies:
      • Server-side tracking for owned touchpoints
      • First-party data enrichment strategy
      • Privacy-compliant consent management
      • Platform-native conversion APIs (Meta CAPI, Google Enhanced Conversions)
      • Modeled conversions for attribution gaps
      • Marketing mix modeling for channel-level effectiveness
      • Incrementality testing for causal validation
    • Create a transition plan from current state to privacy-first architecture
    • Account for iOS ATT impact on iOS-heavy audience segments

What You Get

A complete, brand-aligned deliverable ready to review, share, or hand off to execution.

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