Performance Report
Generate performance reports.
Marketing teams lose hours to ad-hoc, inconsistent performance report work — Generate performance reports. Use when: tracking KPIs, trend analysis, anomaly detection, and actionable recommendations. This playbook turns the process into a repeatable, brand-aware workflow.
Who it's for: marketing analysts, growth analysts, BI leads
Example
"Run /performance-report for our brand" → Performance Report 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.
# Performance Report
# /dm:performance-report
## Purpose
Generate a structured marketing performance report that transforms raw data into insights. Covers KPI tracking, trend analysis, anomaly detection, and prioritized recommendations for optimization.
## Input Required
The user must provide (or will be prompted for):
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What This Does
Generate a structured marketing performance report that transforms raw data into insights. Covers KPI tracking, trend analysis, anomaly detection, and prioritized recommendations for optimization.
Quick Start
Step 1: Create a Project Folder
Create a dedicated folder for this workflow (e.g. ~/marketing/performance-report).
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
The user must provide (or will be prompted for):
- Reporting period: Date range for the report
- Channels to cover: Which marketing channels to include (all, or specific ones)
- Data source: Raw data (paste, CSV, or connected platform)
- KPIs of interest: Specific metrics to focus on (or use defaults for the channel)
- Comparison period: Previous period, YoY, or custom benchmark
- Audience: Who will read the report (executive summary vs. tactical detail)
How It Works
- Load brand context: Read
~/.claude-marketing/brands/_active-brand.jsonfor the active slug, then load~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. Also check for guidelines at~/.claude-marketing/brands/{slug}/guidelines/_manifest.json— if present, load restrictions and relevant category files. Check for custom templates at~/.claude-marketing/brands/{slug}/templates/. Check for agency SOPs at~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults. - Ingest and validate the provided performance data
- Calculate core KPIs per channel: traffic, conversions, revenue, ROAS, CPA, engagement, growth
- Run trend analysis: period-over-period changes, trajectory, seasonality adjustments
- Detect anomalies: significant spikes or drops with likely root causes
- Benchmark against industry averages and brand targets
- Generate insights: what worked, what underperformed, and why
- Produce prioritized recommendations for the next period
- Format report for the specified audience (executive vs. tactical)
What You Get
A structured performance report containing:
- Executive summary with headline metrics and overall assessment
- Channel-by-channel KPI dashboard with period-over-period comparison
- Trend analysis with visualizable data points
- Anomaly alerts with root cause hypotheses
- Top wins and underperformers with context
- Actionable recommendations ranked by expected impact
- Next period goals and focus areas