| name | optimization.metric_review |
| phase | optimization |
| roles | Product Manager, Analytics Lead |
| description | Conduct a metric review that contextualizes performance trends, flags anomalies, and recommends actions. |
| variables | [object Object] |
| outputs | Trend analysis with visualizations and key drivers., Anomaly detection summary with hypotheses., Recommended actions and owners. |
Purpose
Support continuous optimization by providing a structured prompt for reviewing performance data and identifying next steps.
Pre-run Checklist
- ✅ Export relevant metric data (CSV or dashboard snapshots).
- ✅ Align on segments and filters to analyze.
- ✅ Confirm data freshness and quality.
Invocation Guidance
codex run --skill optimization.metric_review \
--input data/{{goal_metric}}-{{period}}.csv \
--vars "goal_metric={{goal_metric}}" \
"period={{period}}" \
"comparison_period={{comparison_period}}" \
"segments={{segments}}"
Recommended Input Attachments
- CSV exports or BI dashboard screenshots.
- Notes from recent experiments or launches impacting the metric.
Claude Workflow Outline
- Summarize the goal metric, period, and comparison baseline.
- Provide visual or tabular trend analysis highlighting significant movements.
- Identify anomalies or inflections, offering hypotheses tied to events or segments.
- Recommend actions, owners, and expected impact.
- List questions or data gaps to investigate further.
Output Template
## Metric Review — {{goal_metric}} ({{period}})
### Performance Summary
- Trend Overview:
- % Change vs {{comparison_period}}:
### Segment Analysis
| Segment | Current Value | Δ vs Baseline | Notable Insight |
| --- | --- | --- | --- |
### Anomalies & Hypotheses
1. Observation — Hypothesis — Supporting Evidence
### Recommended Actions
| Action | Owner | Timeline | Expected Impact |
| --- | --- | --- | --- |
### Follow-up Questions
- ...
Follow-up Actions
- Align on prioritized actions during weekly business reviews.
- File tickets or tasks for high-impact recommendations.
- Schedule the next review cadence.