2. Organize the Metrics

Structure the review using a metrics hierarchy: North Star metric at the top, L1 health indicators (acquisition, activation, engagement, retention, revenue, satisfaction), and L2 diagnostic metrics for drill-down. See Product Metrics Hierarchy below for full definitions.

If the user has not defined their metrics hierarchy, help them identify their North Star and key L1 metrics before proceeding.

3. Analyze Trends

For each key metric:

• Current value: What is the metric today?
• Trend: Up, down, or flat compared to previous period? Over what timeframe?
• vs Target: How does it compare to the goal or target?
• Rate of change: Is the trend accelerating or decelerating?
• Anomalies: Any sudden changes, spikes, or drops?

Identify correlations:

• Do changes in one metric correlate with changes in another?
• Are there leading indicators that predict lagging metric changes?
• Do segment breakdowns reveal that an aggregate trend is driven by a specific cohort?

4. Generate the Review

Summary

2-3 sentences: overall product health, most notable changes, key callout.

Metric Scorecard

Table format for quick scanning:

Trend Analysis

For each metric worth discussing:

• What happened and how significant is the change
• Why it likely happened (attribution based on known events, correlated metrics, segment analysis)
• Whether this is a one-time event or a sustained trend

Bright Spots

What is going well:

• Metrics beating targets
• Positive trends to sustain
• Segments or features showing strong performance

Areas of Concern

What needs attention:

• Metrics missing targets or trending negatively
• Early warning signals before they become problems
• Metrics where we lack visibility or understanding

Recommended Actions

Specific next steps based on the analysis:

• Investigations to run (dig deeper into a concerning trend)
• Experiments to launch (test hypotheses about what could improve a metric)
• Investments to make (double down on what is working)
• Alerts to set (monitor a metric more closely)

Context and Caveats

• Known data quality issues
• Events that affect comparability (outages, holidays, launches)
• Metrics we should be tracking but are not yet

5. Follow Up

After generating the review:

• Ask if any metric needs deeper investigation
• Offer to create a dashboard spec for ongoing monitoring
• Offer to draft experiment proposals for areas of concern
• Offer to set up a metrics review template for recurring use

Product Metrics Hierarchy

North Star Metric

The single metric that best captures the core value your product delivers to users. It should be:

…

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。

pipeline-review

帮助你审查销售管道健康度，识别风险商机并生成每周跟进重点计划。