1---2name: performance-tracking3description: Use when establishing measurement frameworks, dashboards, and optimization rhythms for live campaigns.4---5
6# Performance Tracking Skill
7
8## When to Use
9- Before launch to define metrics, data sources, and reporting cadence.
10- During active campaigns to monitor pacing vs goals and trigger optimizations.
11- Post-campaign retros to capture learnings and benchmarks.
12
13## Framework
141. **Metric Hierarchy** – define business (pipeline, revenue), leading (MQL, CTR), and diagnostic metrics (CPC, landing page CVR).
152. **Data Plumbing** – map sources (ad platforms, MA, CRM, BI) and ensure consistent IDs/UTMs.
163. **Dashboard Build** – create executive + operator views with automated refresh.
174. **Alerting** – set thresholds for spend pacing, CPA, conversion drops, SLAs.
185. **Insight Cadence** – daily standups, weekly deep dives, end-of-campaign retros.
196. **Documentation** – record hypotheses, experiments, and outcomes.
20
21## Templates
22- KPI tree worksheet.
23- Dashboard spec (dataset, visualization, owner, refresh schedule).
24- Optimization log (date, insight, action, result).
25
26## Tips
27- Automate alert routing (Slack, email) so anomalies are actioned quickly.
28- Pair dashboards with narrative summaries to help execs interpret shifts.
29- Capture experiment context in the optimization log to prevent repeating failed tests.
30- Align BI/RevOps early so new metrics get logged before launch.
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