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performance-report

Generate a marketing performance report with KPI tracking, trend analysis, anomaly detection, and recommendations

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performance-report.md

# Performance Report

> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../CONNECTORS.md).

Generate a structured marketing performance report that transforms raw data into actionable insights. Covers KPI tracking, period-over-period trends, anomaly detection, channel benchmarking, and prioritized optimization recommendations.

## Trigger

User runs `/performance-report` or asks for a marketing report, performance review, channel analysis, or campaign results summary.

## Inputs

Gather the following from the user. If not provided, ask before proceeding:

1. **Reporting period** — date range for the report (e.g., "last 30 days", "Q1 2026", "Feb 1-28")

2. **Channels to cover** — which marketing channels to include:
   - All channels (default)
   - Specific: organic search, paid search, social media, email, direct, referral

3. **Data source** — raw performance data in any of these forms:
   - Pasted directly into the conversation
   - CSV or spreadsheet file
   - Connected platform (if ~~analytics or ~~advertising are available)

4. **Comparison period** — previous period, year-over-year, or custom benchmark

5. **Report audience** — who will read this:
   - **Executive** — high-level summary with headline metrics and strategic recommendations
   - **Tactical** — detailed breakdown with granular data and specific optimizations

6. **KPIs of interest** (optional) — specific metrics to focus on, or use defaults:
   - Traffic: sessions, users, pageviews, bounce rate
   - Conversions: conversion rate, leads, revenue, ROAS
   - Engagement: time on site, pages per session, social engagement
   - Email: open rate, click rate, unsubscribe rate

## Process

1. **Load brand context** — apply brand goals, targets, and industry benchmarks from the active profile

2. **Ingest data** — validate and normalize the provided performance data

3. **Calculate core KPIs** — per channel: traffic, conversions, revenue, ROAS, CPA, engagement metrics, growth rates

4. **Trend analysis** — period-over-period changes, trajectory direction, seasonality adjustments

5. **Anomaly detection** — flag significant spikes or drops with likely root causes:
   - Traffic anomalies (algorithm update, viral content, technical issue)
   - Conversion anomalies (landing page change, pricing update, competitive action)
   - Cost anomalies (bid changes, new competition, quality score shifts)

6. **Benchmark comparison** — compare against industry averages and brand-specific targets

7. **Generate insights** — what worked, what underperformed, and hypotheses for why

8. **Produce recommendations** — prioritized optimizations for the next period, ranked by expected impact

## Output Format

### Executive Summary
- 3-5 headline metrics with period-over-period change and trend direction
- Overall assessment: on track, needs attention, or urgent action required
- Top win and top concern with context

### Channel Performance Dashboard

| Channel | Sessions | Conversions | Revenue | ROAS | vs. Prior | Trend |
|---------|----------|-------------|---------|------|-----------|-------|

### Trend Analysis
- Period-over-period comparison with percentage changes
- Trajectory indicators (accelerating, stable, decelerating)
- Seasonality context where relevant

### Anomaly Alerts

| Metric | Change | Likely Cause | Recommended Action |
|--------|--------|--------------|-------------------|

Flag any metric that moved more than 2 standard deviations from its trend.

### Top Wins
- 3-5 areas of strongest performance with context and contributing factors

### Areas Needing Attention
- 3-5 underperforming areas with root cause hypotheses and fix recommendations

### Recommendations

**Immediate Actions (this week):**
- Quick optimizations with expected impact

**Strategic Adjustments (this month):**
- Larger changes to channel mix, budget allocation, or content strategy

**Next Period Goals:**
- Recommended targets based on current trajectory and optimization potential

## After the Report

Ask: "Would you like me to:
- Dive deeper into any specific channel? (`/analytics-insights`)
- Investigate an anomaly in detail? (`/anomaly-scan`)
- Adjust budget allocation based on these results? (`/budget-optimizer`)
- Generate a client-ready version of this report? (`/client-report`)
- Create a live dashboard to track these KPIs? (`/live-dashboard`)
- Export this data to a spreadsheet? (`/data-export`)"
agency-operationsSubagent

Invoke when the user needs to manage multiple client brands, view portfolio-level dashboards, generate client reports, manage SOPs, switch credential profiles, assign team tasks, configure regions, or generate executive summaries. Triggers on requests involving multi-client management, agency workflows, client onboarding, or portfolio oversight.

analytics-analystSubagent

Invoke when the user needs help with marketing measurement, KPI definition, dashboard design, attribution modeling, performance analysis, anomaly detection, competitive benchmarking, or translating data into marketing decisions. Triggers on requests involving metrics, reporting, analytics setup, or data interpretation.

brand-guardianSubagent

Invoke when marketing content needs quality control review — brand voice consistency checks, regulatory compliance verification (GDPR, CAN-SPAM, CCPA, HIPAA, FTC, industry-specific), accessibility auditing (WCAG 2.1), inclusive language review, or brand safety assessment. Automatically invoked as a final review step before any content is published or delivered.

competitive-intelSubagent

Invoke when the user needs competitor analysis — content strategy teardowns, SEO gap analysis, paid ad analysis from ad libraries, social media benchmarking, AI visibility comparisons, pricing and positioning research, or market landscape mapping. Triggers on requests mentioning competitors, competitive gaps, market analysis, or benchmarking.

competitor-intelligenceSubagent

Use when the task requires ongoing competitive monitoring, competitor change detection, share of voice tracking, competitive alerts, ad monitoring, price monitoring, win/loss analysis, or competitive narrative mapping.

content-creatorSubagent

Invoke when the user needs any form of marketing content created or refined — blog posts, ad copy, email campaigns, social media posts, landing page copy, press releases, video scripts, product descriptions, or newsletter content. Triggers on requests to write, draft, rewrite, or improve marketing copy.

crm-managerSubagent

Invoke when the user needs to manage CRM operations — creating contacts, importing leads, updating deals, syncing campaign data, segmenting audiences, managing pipelines, or connecting marketing data to Salesforce, HubSpot, Zoho, or Pipedrive. Triggers on requests involving CRM data, lead management, pipeline updates, or sales-marketing alignment.

cro-specialistSubagent

Invoke when the user needs help with conversion rate optimization — landing page audits, A/B test design, form optimization, pricing page strategy, checkout flow improvement, personalization, statistical significance calculations, page speed impact analysis, or mobile conversion optimization. Triggers on requests involving conversions, landing pages, A/B testing, or optimization experiments.