Marketing Data Analysis (Global)
Insight before numbers. Lead with judgment, illustrate with data — never list numbers without interpretation.
Information Gathering
Ask up to 4 questions:
- Data source? Meta Ads, TikTok Ads, GA4, Shopify, Triple Whale/Hyros/Northbeam, Google Sheets — single source or combined?
- Time window? This week, this month, A vs B (e.g. March vs April)?
- Current business goal? Increase leads, lower CPL, raise ROAS, or a specific issue to fix?
- Paste data here — drop a table, or describe core metrics (spend, impressions, clicks, leads, revenue).
Analysis Principles
Reading Order
1. DESCRIPTIVE — What happened? (numbers, trends)
2. DIAGNOSTIC — Why? (root cause)
3. PREDICTIVE — What's next? (forecast)
4. PRESCRIPTIVE — What to do? (concrete actions)
Presentation Rules
| Rule |
Explanation |
| Insight first, numbers second |
"CPL up 40% due to creative fatigue" — not "CPL went from $5 to $7" |
| Compare, don't quote absolutes |
Always compare with: prior week (WoW), prior month (MoM), or industry benchmark |
| Flag anomalies |
Any metric moving > 20% vs prior period → flag for investigation |
| Recommendations have deadlines |
Each recommendation specifies: action, when, owner, success metric |
Analysis Frameworks by Source
Meta Ads
| Level |
Primary metrics |
Secondary metrics |
| Account |
Spend, ROAS, CPA |
Frequency, Reach |
| Campaign |
CPM, CPL, Conv rate |
Budget utilization |
| Ad Set |
CPC, CTR, CPM |
Audience size, overlap |
| Ad (Creative) |
Hook rate (3s view), Hold rate, CTR |
Engagement rate, save rate |
Reading Meta Ads:
High spend + low impressions → CPM high → audience too narrow or auction-pressured
High impressions + low clicks → CTR low → creative not compelling
High clicks + low leads → LP problem or form too long
High leads + low bookings → poor lead quality or weak nurture
TikTok Ads
| Level |
Primary metrics |
Secondary metrics |
| Account |
Spend, CPA, ROAS |
Total impressions |
| Campaign |
CPM, Cost per result |
Campaign type performance |
| Ad Group |
CPC, CTR, Conv rate |
Audience size, age/gender split |
| Ad (Video) |
2s view rate, 6s view rate, completion rate |
Like, comment, share |
Reading TikTok Ads:
2s view rate low → weak hook — first 3 seconds aren't strong enough
6s view rate low → losing attention after the hook
Completion rate low + CTR low → video doesn't drive action
CPV high → wrong audience, or video doesn't fit TikTok format
Google Analytics 4
| Metric group |
Metric |
Meaning |
| Acquisition |
Users, Sessions, Source/Medium |
Traffic origin |
| Engagement |
Engagement rate, Time on page, Pages/session |
Traffic quality |
| Conversion |
Conv rate, Events (form submit, click CTA) |
Conversion effectiveness |
| Retention |
Returning users, User retention |
Stickiness |
Reading GA4:
Traffic up + engagement down → low-quality traffic, filter sources
Traffic up + conversions down → LP problem or wrong-intent traffic
Bounce rate high (>70%) on one page → mismatch with ad copy or slow load
E-commerce Attribution Tools (Dropshipping/DTC)
For dropshipping or DTC stores, native ad-platform metrics often diverge from real revenue. Use one of these:
| Tool |
Best for |
Key feature |
| Triple Whale |
Shopify DTC |
Pixel-based attribution, blended ROAS, AI insights |
| Hyros |
Info products + DTC |
Server-side tracking, long-window attribution |
| Northbeam |
High-spend DTC ($100K+/mo) |
MTA + MMM, incrementality testing |
| Polar Analytics |
Mid-market DTC |
All-in-one dashboards, source-of-truth tracking |
| Wicked Reports |
Email-heavy DTC |
Multi-touch attribution including email |
Cross-checking: when Meta reports 5x ROAS but Shopify reports 2x ROAS, trust the platform-of-record (Shopify). The gap is usually iOS 14+ attribution loss.
Spreadsheet Data (Manual)
When user pastes data from a sheet:
- Identify core columns: date, channel, spend, units (impressions/clicks/leads/orders), revenue
- Compute derived metrics: CPL, CPA, ROAS, conversion rate
- Sort by time to surface trends
- Group by channel/campaign for comparison
Trend Detection
Week over Week (WoW)
| Metric |
Prior week |
This week |
Change |
Status |
| [Metric] |
[Value] |
[Value] |
[+/- %] |
[Normal / Watch / Alert] |
Alert thresholds:
- 10–20% change → monitor, no action yet
- 20–40% change → investigate, prepare a response
40% change → act now
Month over Month (MoM)
| Metric |
Prior month |
This month |
Change |
vs Industry benchmark |
| [Metric] |
[Value] |
[Value] |
[+/- %] |
[Above/Below industry avg] |
Seasonality (Global)
| Period |
Impact |
Adjustment |
| Q4 holiday (US: Black Friday → Christmas) |
CPM +30–50%, conversion up |
Increase budget; book inventory early; lock LPs |
| Chinese New Year |
Asia logistics paused, CPM +20% in APAC |
Move launches before/after; warn customers about shipping |
| Back-to-school (US: Aug; UK: Sep) |
CPM +10–15% (education/electronics) |
Plan from June |
| Valentine's, Mother's Day, Father's Day |
CPM +15–25% (gifting niches) |
Run campaigns 1 week before |
| Summer (Northern hemisphere: Jun–Aug) |
CPM dips 10–15% in many verticals |
Test creative, scale new channels |
| Ramadan / Eid (varies by year) |
MENA conversion shifts |
Adjust tone, timing — engagement spikes after iftar |
Anomaly Detection (Decision Trees)
CPL Spike
CPL up
├── CTR down? → Creative fatigue → Refresh creative
├── CTR normal + Conv rate down? → LP issue
│ ├── Slow load? → Check PageSpeed
│ ├── Form broken? → Test form on mobile
│ └── Wrong intent traffic? → Audit audience targeting
└── CPM up? → Auction pressure or seasonality
├── Holiday / sale season? → Increase budget or pause
└── Competitor spend up? → Switch audience or channel
ROAS Drop
ROAS down
├── Revenue down + spend flat? → Conversion problem
│ ├── Lead quality poor? → Check audience
│ ├── Sales team slow? → Check response time
│ └── Pricing changed? → Audit pricing
├── Revenue flat + spend up? → Over-spending
│ ├── Scaled too fast? → Reduce, max 20%/day increase
│ └── New channel not optimized? → Stop scaling, optimize first
└── Both down? → Systemic issue
├── Competitor running big promo? → Competitor scan
└── Off-season? → Check seasonality
Engagement Drop
Engagement down
├── Reach down? → Algo de-prioritized
│ ├── Too many promo posts? → Increase educational/entertainment ratio
│ └── Posting too often? → Reduce frequency
├── Reach normal + ER down? → Content not compelling
│ ├── Stale format? → Try new formats (carousel, POV, duet)
│ └── Repetitive topics? → Rotate angles per content matrix
└── Reach up + ER down? → Wrong audience reaching
Cohort Analysis
Monthly Cohort Template
| Cohort (signup month) |
Month 1 |
Month 2 |
Month 3 |
Month 6 |
Month 12 |
| Jan 2026 (100 customers) |
100% |
[X%] active |
[X%] |
[X%] |
[X%] |
| Feb 2026 (120 customers) |
100% |
[X%] |
[X%] |
[X%] |
— |
| Mar 2026 (95 customers) |
100% |
[X%] |
[X%] |
— |
— |
Reading:
- Steady decline across months → natural churn, build retention program
- Sharp drop in month 2 → bad first experience, fix onboarding
- Stable from month 3 → retention floor reached, focus on this segment
Cohort by Acquisition Source
| Source |
Customers |
CAC |
LTV 90 days |
LTV:CAC |
| Meta Ads |
[X] |
[X] |
[X] |
[X:1] |
| TikTok Ads |
[X] |
[X] |
[X] |
[X:1] |
| Organic |
[X] |
[X] |
[X] |
[X:1] |
| Referral |
[X] |
[X] |
[X] |
[X:1] |
| Email |
[X] |
[X] |
[X] |
[X:1] |
Healthy LTV:CAC is generally 3:1 or better.
Attribution Models
Comparing 3 Models
| Model |
How it credits |
When to use |
| Last Click |
100% to final touch |
Default, simple, short funnels |
| First Click |
100% to first touch |
Evaluating TOFU/awareness channels |
| Linear |
Equal split across all touches |
Long funnels, multi-channel, fair credit |
Attribution comparison template:
| Channel |
Last Click |
First Click |
Linear |
Note |
| Meta Ads |
[X orders] |
[X orders] |
[X orders] |
[Role: TOFU/BOFU?] |
| TikTok Ads |
[X orders] |
[X orders] |
[X orders] |
[Role?] |
| Google Search |
[X orders] |
[X orders] |
[X orders] |
[Role?] |
| Organic |
[X orders] |
[X orders] |
[X orders] |
[Role?] |
| Email |
[X orders] |
[X orders] |
[X orders] |
[Role?] |
Recommendations:
- Short funnel (1–3 days): Last Click works
- Medium funnel (7–14 days): use Linear
- Long funnel (30+ days): First Click for TOFU, Last Click for BOFU
- DTC/dropshipping at scale: switch to a dedicated tool (Triple Whale, Hyros, Northbeam)
Output Template
# Data Analysis Report — [Brand/Campaign]
Period: [Start] — [End]
Data sources: [Meta Ads / TikTok Ads / GA4 / Shopify / ...]
Analysis date: [YYYY-MM-DD]
---
## 1. Executive Summary
**3 most important insights:**
1. [Insight 1 — written as judgment, not raw numbers]
2. [Insight 2]
3. [Insight 3]
**Overall status:** [Green = stable | Yellow = monitor | Red = urgent action]
---
## 2. Descriptive — What happened?
### Top-line metrics
| Metric | This period | Prior period | Change | Industry benchmark | Status |
|--------|-------------|--------------|--------|--------------------|--------|
| Spend | [X] | [X] | [+/- %] | — | [icon] |
| Impressions | [X] | [X] | [+/- %] | — | [icon] |
| Clicks | [X] | [X] | [+/- %] | — | [icon] |
| CTR | [X%] | [X%] | [+/- %] | [X%] | [icon] |
| Leads | [X] | [X] | [+/- %] | — | [icon] |
| CPL | [X] | [X] | [+/- %] | [X] | [icon] |
| ROAS | [Xx] | [Xx] | [+/- %] | [Xx] | [icon] |
### Performance by channel
| Channel | Spend | Leads | CPL | ROAS | % of budget | Note |
|---------|-------|-------|-----|------|-------------|------|
| Meta Ads | [X] | [X] | [X] | [Xx] | [X%] | [1 sentence] |
| TikTok Ads | [X] | [X] | [X] | [Xx] | [X%] | [1 sentence] |
| Google Ads | [X] | [X] | [X] | [Xx] | [X%] | [1 sentence] |
### Top 5 campaigns
| Campaign | Spend | Leads | CPL | ROAS | Note |
|----------|-------|-------|-----|------|------|
| 1. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
| 2. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
| 3. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
| 4. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
| 5. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
### Top 3 creatives
| Creative | Format | Hook rate | CTR | CPL | Days running | Note |
|----------|--------|-----------|-----|-----|--------------|------|
| 1. [Name/desc] | [Video/Image/Carousel] | [X%] | [X%] | [X] | [X days] | [1 sentence] |
| 2. [Name/desc] | [Format] | [X%] | [X%] | [X] | [X days] | [1 sentence] |
| 3. [Name/desc] | [Format] | [X%] | [X%] | [X] | [X days] | [1 sentence] |
---
## 3. Diagnostic — Why?
### What's working — why?
- [Cause 1 + supporting data]
- [Cause 2 + supporting data]
### What's not — why?
- [Cause 1 + supporting data + remedy]
- [Cause 2 + supporting data + remedy]
### Anomalies to investigate
- [Anomaly 1 — description + likely cause + investigation step]
- [Anomaly 2]
---
## 4. Predictive — Forecast
### Next period (3 scenarios)
| Metric | Bear | Base | Bull |
|--------|------|------|------|
| Spend | [X] | [X] | [X] |
| Leads | [X] | [X] | [X] |
| CPL | [X] | [X] | [X] |
| ROAS | [Xx] | [Xx] | [Xx] |
| Revenue | [X] | [X] | [X] |
### Forecast drivers
- [Driver 1: seasonality, competitor, algo change, ...]
- [Driver 2]
---
## 5. Prescriptive — Actions
### Act now (next 48h)
| # | Action | Owner | Deadline | Measure by |
|---|--------|-------|----------|------------|
| 1 | [Specific action] | [Role] | [Date] | [Metric] |
| 2 | [Specific action] | [Role] | [Date] | [Metric] |
### This week
| # | Action | Owner | Deadline | Measure by |
|---|--------|-------|----------|------------|
| 1 | [Specific action] | [Role] | [Date] | [Metric] |
| 2 | [Specific action] | [Role] | [Date] | [Metric] |
### This month
| # | Action | Owner | Deadline | Measure by |
|---|--------|-------|----------|------------|
| 1 | [Specific action] | [Role] | [Date] | [Metric] |
| 2 | [Specific action] | [Role] | [Date] | [Metric] |
Auto-Diagnostics
When analyzing, automatically check these conditions:
| Condition |
Check |
Action |
| CPL up > 30% WoW |
Creative running > 14 days? Frequency > 3? |
Refresh creative, rotate audience |
| CTR < 0.8% |
Strong 3s hook? Eye-catching imagery? |
A/B test hooks, change opening frame |
| ROAS < 2x for 7 days |
Right audience? LP conv rate? |
Narrow audience, audit LP |
| LP conv rate < 3% |
Load time? Form length? CTA clarity? |
Trigger skill 12-landing-page-brief-global |
| Frequency > 4 |
Audience saturated |
Expand audience or switch channel |
| Spend < 70% of budget |
Audience too narrow or bid too low |
Expand audience, raise bid |
| One channel > 60% spend |
Single-channel dependency risk |
Reallocate, test new channel |
Skill Cross-references
03-performance-review-global — broader marketing performance review
07-marketing-report-global — turn analysis into stakeholder-ready monthly/quarterly report
10-reverse-kpi-calc-global — recompute KPIs and budget from real data
12-landing-page-brief-global — when LP conversion is the bottleneck
05-ad-copy-global — when creative is the bottleneck
15-social-listening-global — add qualitative data (sentiment, trends) alongside quantitative
Quality Checklist
Before delivering the report
1---2name: 13-data-analysis-global3description: Use when raw data exists — Meta, Google, TikTok, GA4, Shopify, a CRM export, or a spreadsheet — and has to become insight and decisions: descriptive, diagnostic, predictive, and prescriptive layers, cuts by channel, campaign, creative, audience, and time, cohorts, and a decision log. Trigger on 'analyze this data', 'read these numbers for me', 'what does this export say', 'pull insight from GA4', 'cohort analysis', 'here is the spreadsheet'. Also use when the user pastes a table and asks what it means. Not for — diagnosing ad root cause, see `03-performance-eval-global`; writing the report a stakeholder reads, see `07-marketing-report-global`; auditing account setup, see `21-ads-audit-global`.4---5
6# Marketing Data Analysis (Global)
7
8> Insight before numbers. Lead with judgment, illustrate with data — never list numbers without interpretation.
9
10---
11
12## Information Gathering
13
14Ask up to 4 questions:
15
161. **Data source?** Meta Ads, TikTok Ads, GA4, Shopify, Triple Whale/Hyros/Northbeam, Google Sheets — single source or combined?
172. **Time window?** This week, this month, A vs B (e.g. March vs April)?
183. **Current business goal?** Increase leads, lower CPL, raise ROAS, or a specific issue to fix?
194. **Paste data here** — drop a table, or describe core metrics (spend, impressions, clicks, leads, revenue).
20
21---
22
23## Analysis Principles
24
25### Reading Order
26
27```
281. DESCRIPTIVE — What happened? (numbers, trends)
292. DIAGNOSTIC — Why? (root cause)
303. PREDICTIVE — What's next? (forecast)
314. PRESCRIPTIVE — What to do? (concrete actions)
32```
33
34### Presentation Rules
35
36| Rule | Explanation |
37|------|-------------|
38| Insight first, numbers second | "CPL up 40% due to creative fatigue" — not "CPL went from $5 to $7" |
39| Compare, don't quote absolutes | Always compare with: prior week (WoW), prior month (MoM), or industry benchmark |
40| Flag anomalies | Any metric moving > 20% vs prior period → flag for investigation |
41| Recommendations have deadlines | Each recommendation specifies: action, when, owner, success metric |
42
43---
44
45## Analysis Frameworks by Source
46
47### Meta Ads
48
49| Level | Primary metrics | Secondary metrics |
50|-------|-----------------|-------------------|
51| Account | Spend, ROAS, CPA | Frequency, Reach |
52| Campaign | CPM, CPL, Conv rate | Budget utilization |
53| Ad Set | CPC, CTR, CPM | Audience size, overlap |
54| Ad (Creative) | Hook rate (3s view), Hold rate, CTR | Engagement rate, save rate |
55
56**Reading Meta Ads:**
57
58```
59High spend + low impressions → CPM high → audience too narrow or auction-pressured
60High impressions + low clicks → CTR low → creative not compelling
61High clicks + low leads → LP problem or form too long
62High leads + low bookings → poor lead quality or weak nurture
63```
64
65### TikTok Ads
66
67| Level | Primary metrics | Secondary metrics |
68|-------|-----------------|-------------------|
69| Account | Spend, CPA, ROAS | Total impressions |
70| Campaign | CPM, Cost per result | Campaign type performance |
71| Ad Group | CPC, CTR, Conv rate | Audience size, age/gender split |
72| Ad (Video) | 2s view rate, 6s view rate, completion rate | Like, comment, share |
73
74**Reading TikTok Ads:**
75
76```
772s view rate low → weak hook — first 3 seconds aren't strong enough
786s view rate low → losing attention after the hook
79Completion rate low + CTR low → video doesn't drive action
80CPV high → wrong audience, or video doesn't fit TikTok format
81```
82
83### Google Analytics 4
84
85| Metric group | Metric | Meaning |
86|--------------|--------|---------|
87| Acquisition | Users, Sessions, Source/Medium | Traffic origin |
88| Engagement | Engagement rate, Time on page, Pages/session | Traffic quality |
89| Conversion | Conv rate, Events (form submit, click CTA) | Conversion effectiveness |
90| Retention | Returning users, User retention | Stickiness |
91
92**Reading GA4:**
93
94```
95Traffic up + engagement down → low-quality traffic, filter sources
96Traffic up + conversions down → LP problem or wrong-intent traffic
97Bounce rate high (>70%) on one page → mismatch with ad copy or slow load
98```
99
100### E-commerce Attribution Tools (Dropshipping/DTC)
101
102For dropshipping or DTC stores, native ad-platform metrics often diverge from real revenue. Use one of these:
103
104| Tool | Best for | Key feature |
105|------|----------|-------------|
106| **Triple Whale** | Shopify DTC | Pixel-based attribution, blended ROAS, AI insights |
107| **Hyros** | Info products + DTC | Server-side tracking, long-window attribution |
108| **Northbeam** | High-spend DTC ($100K+/mo) | MTA + MMM, incrementality testing |
109| **Polar Analytics** | Mid-market DTC | All-in-one dashboards, source-of-truth tracking |
110| **Wicked Reports** | Email-heavy DTC | Multi-touch attribution including email |
111
112**Cross-checking:** when Meta reports 5x ROAS but Shopify reports 2x ROAS, trust the platform-of-record (Shopify). The gap is usually iOS 14+ attribution loss.
113
114### Spreadsheet Data (Manual)
115
116When user pastes data from a sheet:
117
1181. Identify core columns: date, channel, spend, units (impressions/clicks/leads/orders), revenue
1192. Compute derived metrics: CPL, CPA, ROAS, conversion rate
1203. Sort by time to surface trends
1214. Group by channel/campaign for comparison
122
123---
124
125## Trend Detection
126
127### Week over Week (WoW)
128
129| Metric | Prior week | This week | Change | Status |
130|--------|-----------|-----------|--------|--------|
131| [Metric] | [Value] | [Value] | [+/- %] | [Normal / Watch / Alert] |
132
133**Alert thresholds:**
134- 10–20% change → monitor, no action yet
135- 20–40% change → investigate, prepare a response
136- > 40% change → act now
137
138### Month over Month (MoM)
139
140| Metric | Prior month | This month | Change | vs Industry benchmark |
141|--------|------------|-----------|--------|----------------------|
142| [Metric] | [Value] | [Value] | [+/- %] | [Above/Below industry avg] |
143
144### Seasonality (Global)
145
146| Period | Impact | Adjustment |
147|--------|--------|-----------|
148| Q4 holiday (US: Black Friday → Christmas) | CPM +30–50%, conversion up | Increase budget; book inventory early; lock LPs |
149| Chinese New Year | Asia logistics paused, CPM +20% in APAC | Move launches before/after; warn customers about shipping |
150| Back-to-school (US: Aug; UK: Sep) | CPM +10–15% (education/electronics) | Plan from June |
151| Valentine's, Mother's Day, Father's Day | CPM +15–25% (gifting niches) | Run campaigns 1 week before |
152| Summer (Northern hemisphere: Jun–Aug) | CPM dips 10–15% in many verticals | Test creative, scale new channels |
153| Ramadan / Eid (varies by year) | MENA conversion shifts | Adjust tone, timing — engagement spikes after iftar |
154
155---
156
157## Anomaly Detection (Decision Trees)
158
159### CPL Spike
160
161```
162CPL up
163├── CTR down? → Creative fatigue → Refresh creative
164├── CTR normal + Conv rate down? → LP issue
165│ ├── Slow load? → Check PageSpeed
166│ ├── Form broken? → Test form on mobile
167│ └── Wrong intent traffic? → Audit audience targeting
168└── CPM up? → Auction pressure or seasonality
169 ├── Holiday / sale season? → Increase budget or pause
170 └── Competitor spend up? → Switch audience or channel
171```
172
173### ROAS Drop
174
175```
176ROAS down
177├── Revenue down + spend flat? → Conversion problem
178│ ├── Lead quality poor? → Check audience
179│ ├── Sales team slow? → Check response time
180│ └── Pricing changed? → Audit pricing
181├── Revenue flat + spend up? → Over-spending
182│ ├── Scaled too fast? → Reduce, max 20%/day increase
183│ └── New channel not optimized? → Stop scaling, optimize first
184└── Both down? → Systemic issue
185 ├── Competitor running big promo? → Competitor scan
186 └── Off-season? → Check seasonality
187```
188
189### Engagement Drop
190
191```
192Engagement down
193├── Reach down? → Algo de-prioritized
194│ ├── Too many promo posts? → Increase educational/entertainment ratio
195│ └── Posting too often? → Reduce frequency
196├── Reach normal + ER down? → Content not compelling
197│ ├── Stale format? → Try new formats (carousel, POV, duet)
198│ └── Repetitive topics? → Rotate angles per content matrix
199└── Reach up + ER down? → Wrong audience reaching
200```
201
202---
203
204## Cohort Analysis
205
206### Monthly Cohort Template
207
208| Cohort (signup month) | Month 1 | Month 2 | Month 3 | Month 6 | Month 12 |
209|-----------------------|---------|---------|---------|---------|----------|
210| Jan 2026 (100 customers) | 100% | [X%] active | [X%] | [X%] | [X%] |
211| Feb 2026 (120 customers) | 100% | [X%] | [X%] | [X%] | — |
212| Mar 2026 (95 customers) | 100% | [X%] | [X%] | — | — |
213
214**Reading:**
215- Steady decline across months → natural churn, build retention program
216- Sharp drop in month 2 → bad first experience, fix onboarding
217- Stable from month 3 → retention floor reached, focus on this segment
218
219### Cohort by Acquisition Source
220
221| Source | Customers | CAC | LTV 90 days | LTV:CAC |
222|--------|-----------|-----|-------------|---------|
223| Meta Ads | [X] | [X] | [X] | [X:1] |
224| TikTok Ads | [X] | [X] | [X] | [X:1] |
225| Organic | [X] | [X] | [X] | [X:1] |
226| Referral | [X] | [X] | [X] | [X:1] |
227| Email | [X] | [X] | [X] | [X:1] |
228
229**Healthy LTV:CAC** is generally 3:1 or better.
230
231---
232
233## Attribution Models
234
235### Comparing 3 Models
236
237| Model | How it credits | When to use |
238|-------|---------------|-------------|
239| Last Click | 100% to final touch | Default, simple, short funnels |
240| First Click | 100% to first touch | Evaluating TOFU/awareness channels |
241| Linear | Equal split across all touches | Long funnels, multi-channel, fair credit |
242
243**Attribution comparison template:**
244
245| Channel | Last Click | First Click | Linear | Note |
246|---------|-----------|-------------|--------|------|
247| Meta Ads | [X orders] | [X orders] | [X orders] | [Role: TOFU/BOFU?] |
248| TikTok Ads | [X orders] | [X orders] | [X orders] | [Role?] |
249| Google Search | [X orders] | [X orders] | [X orders] | [Role?] |
250| Organic | [X orders] | [X orders] | [X orders] | [Role?] |
251| Email | [X orders] | [X orders] | [X orders] | [Role?] |
252
253**Recommendations:**
254- Short funnel (1–3 days): Last Click works
255- Medium funnel (7–14 days): use Linear
256- Long funnel (30+ days): First Click for TOFU, Last Click for BOFU
257- DTC/dropshipping at scale: switch to a dedicated tool (Triple Whale, Hyros, Northbeam)
258
259---
260
261## Output Template
262
263```markdown
264# Data Analysis Report — [Brand/Campaign]
265Period: [Start] — [End]
266Data sources: [Meta Ads / TikTok Ads / GA4 / Shopify / ...]
267Analysis date: [YYYY-MM-DD]
268
269---
270
271## 1. Executive Summary
272
273**3 most important insights:**
2741. [Insight 1 — written as judgment, not raw numbers]
2752. [Insight 2]
2763. [Insight 3]
277
278**Overall status:** [Green = stable | Yellow = monitor | Red = urgent action]
279
280---
281
282## 2. Descriptive — What happened?
283
284### Top-line metrics
285
286| Metric | This period | Prior period | Change | Industry benchmark | Status |
287|--------|-------------|--------------|--------|--------------------|--------|
288| Spend | [X] | [X] | [+/- %] | — | [icon] |
289| Impressions | [X] | [X] | [+/- %] | — | [icon] |
290| Clicks | [X] | [X] | [+/- %] | — | [icon] |
291| CTR | [X%] | [X%] | [+/- %] | [X%] | [icon] |
292| Leads | [X] | [X] | [+/- %] | — | [icon] |
293| CPL | [X] | [X] | [+/- %] | [X] | [icon] |
294| ROAS | [Xx] | [Xx] | [+/- %] | [Xx] | [icon] |
295
296### Performance by channel
297
298| Channel | Spend | Leads | CPL | ROAS | % of budget | Note |
299|---------|-------|-------|-----|------|-------------|------|
300| Meta Ads | [X] | [X] | [X] | [Xx] | [X%] | [1 sentence] |
301| TikTok Ads | [X] | [X] | [X] | [Xx] | [X%] | [1 sentence] |
302| Google Ads | [X] | [X] | [X] | [Xx] | [X%] | [1 sentence] |
303
304### Top 5 campaigns
305
306| Campaign | Spend | Leads | CPL | ROAS | Note |
307|----------|-------|-------|-----|------|------|
308| 1. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
309| 2. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
310| 3. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
311| 4. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
312| 5. [Name] | [X] | [X] | [X] | [Xx] | [1 sentence] |
313
314### Top 3 creatives
315
316| Creative | Format | Hook rate | CTR | CPL | Days running | Note |
317|----------|--------|-----------|-----|-----|--------------|------|
318| 1. [Name/desc] | [Video/Image/Carousel] | [X%] | [X%] | [X] | [X days] | [1 sentence] |
319| 2. [Name/desc] | [Format] | [X%] | [X%] | [X] | [X days] | [1 sentence] |
320| 3. [Name/desc] | [Format] | [X%] | [X%] | [X] | [X days] | [1 sentence] |
321
322---
323
324## 3. Diagnostic — Why?
325
326### What's working — why?
327- [Cause 1 + supporting data]
328- [Cause 2 + supporting data]
329
330### What's not — why?
331- [Cause 1 + supporting data + remedy]
332- [Cause 2 + supporting data + remedy]
333
334### Anomalies to investigate
335- [Anomaly 1 — description + likely cause + investigation step]
336- [Anomaly 2]
337
338---
339
340## 4. Predictive — Forecast
341
342### Next period (3 scenarios)
343
344| Metric | Bear | Base | Bull |
345|--------|------|------|------|
346| Spend | [X] | [X] | [X] |
347| Leads | [X] | [X] | [X] |
348| CPL | [X] | [X] | [X] |
349| ROAS | [Xx] | [Xx] | [Xx] |
350| Revenue | [X] | [X] | [X] |
351
352### Forecast drivers
353- [Driver 1: seasonality, competitor, algo change, ...]
354- [Driver 2]
355
356---
357
358## 5. Prescriptive — Actions
359
360### Act now (next 48h)
361| # | Action | Owner | Deadline | Measure by |
362|---|--------|-------|----------|------------|
363| 1 | [Specific action] | [Role] | [Date] | [Metric] |
364| 2 | [Specific action] | [Role] | [Date] | [Metric] |
365
366### This week
367| # | Action | Owner | Deadline | Measure by |
368|---|--------|-------|----------|------------|
369| 1 | [Specific action] | [Role] | [Date] | [Metric] |
370| 2 | [Specific action] | [Role] | [Date] | [Metric] |
371
372### This month
373| # | Action | Owner | Deadline | Measure by |
374|---|--------|-------|----------|------------|
375| 1 | [Specific action] | [Role] | [Date] | [Metric] |
376| 2 | [Specific action] | [Role] | [Date] | [Metric] |
377```
378
379---
380
381## Auto-Diagnostics
382
383When analyzing, automatically check these conditions:
384
385| Condition | Check | Action |
386|-----------|-------|--------|
387| CPL up > 30% WoW | Creative running > 14 days? Frequency > 3? | Refresh creative, rotate audience |
388| CTR < 0.8% | Strong 3s hook? Eye-catching imagery? | A/B test hooks, change opening frame |
389| ROAS < 2x for 7 days | Right audience? LP conv rate? | Narrow audience, audit LP |
390| LP conv rate < 3% | Load time? Form length? CTA clarity? | Trigger skill 12-landing-page-brief-global |
391| Frequency > 4 | Audience saturated | Expand audience or switch channel |
392| Spend < 70% of budget | Audience too narrow or bid too low | Expand audience, raise bid |
393| One channel > 60% spend | Single-channel dependency risk | Reallocate, test new channel |
394
395---
396
397## Skill Cross-references
398
399- **`03-performance-review-global`** — broader marketing performance review
400- **`07-marketing-report-global`** — turn analysis into stakeholder-ready monthly/quarterly report
401- **`10-reverse-kpi-calc-global`** — recompute KPIs and budget from real data
402- **`12-landing-page-brief-global`** — when LP conversion is the bottleneck
403- **`05-ad-copy-global`** — when creative is the bottleneck
404- **`15-social-listening-global`** — add qualitative data (sentiment, trends) alongside quantitative
405
406---
407
408## Quality Checklist
409
410### Before delivering the report
411
412- [ ] Every insight has supporting data
413- [ ] Every number is compared (WoW, MoM, or vs benchmark)
414- [ ] Anomalies (> 20% change) flagged and explained
415- [ ] Recommendations specify: owner, deadline, success metric
416- [ ] Forecast includes 3 scenarios (bear, base, bull)
417- [ ] No raw numbers without interpretation
418- [ ] Source and time window are clearly stated
419- [ ] Cross-checked: ad-platform spend matches actual spend
420- [ ] For dropshipping/DTC: revenue cross-checked between Shopify and ad platform