2. Run the Pre-Delivery QA Checklist

Work through the checklist below — data quality, calculation, reasonableness, and presentation checks.

3. Check for Common Analytical Pitfalls

Systematically review against the detailed pitfall catalog below (join explosion, survivorship bias, incomplete period comparison, denominator shifting, average of averages, timezone mismatches, selection bias).

4. Verify Calculations and Aggregations

Where possible, spot-check:

• Recalculate a few key numbers independently
• Verify that subtotals sum to totals
• Check that percentages sum to 100% (or close to it) where expected
• Confirm that YoY/MoM comparisons use the correct base periods
• Validate that filters are applied consistently across all metrics

Apply the result sanity-checking techniques below (magnitude checks, cross-validation, red-flag detection).

5. Assess Visualizations

If the analysis includes charts:

• Do axes start at appropriate values (zero for bar charts)?
• Are scales consistent across comparison charts?
• Do chart titles accurately describe what's shown?
• Could the visualization mislead a quick reader?
• Are there truncated axes, inconsistent intervals, or 3D effects that distort perception?

6. Evaluate Narrative and Conclusions

Review whether:

• Conclusions are supported by the data shown
• Alternative explanations are acknowledged
• Uncertainty is communicated appropriately
• Recommendations follow logically from findings
• The level of confidence matches the strength of evidence

7. Suggest Improvements

Provide specific, actionable suggestions:

• Additional analyses that would strengthen the conclusions
• Caveats or limitations that should be noted
• Better visualizations or framings for key points
• Missing context that stakeholders would want

8. Generate Confidence Assessment

Rate the analysis on a 3-level scale:

Ready to share -- Analysis is methodologically sound, calculations verified, caveats noted. Minor suggestions for improvement but nothing blocking.

Share with noted caveats -- Analysis is largely correct but has specific limitations or assumptions that must be communicated to stakeholders. List the required caveats.

Needs revision -- Found specific errors, methodological issues, or missing analyses that should be addressed before sharing. List the required changes with priority order.

Output Format

## Validation Report

### Overall Assessment: [Ready to share | Share with caveats | Needs revision]

### Methodology Review
[Findings about approach, data selection, definitions]

### Issues Found
1. [Severity: High/Medium/Low] [Issue description and impact]
2. ...

### Calculation Spot-Checks

…

customer-research

围绕客户问题进行多来源调研与溯源，快速整理背景并支持准确回复。

verification-loop

为 Claude Code 会话提供系统化校验流程，帮助检查结果正确性与质量。