Context Slice Analysis Types
Segment Performance Analysis
Required columns: Segment/category column, performance metric column
Output format:
## Segment Performance Analysis
### Performance Rankings
| Rank | Segment | [Metric] | vs Average | Trend |
|------|---------|----------|------------|-------|
| 1 | [Segment] | [Value] | +[X]% | [↑/↓/—] |
| 2 | [Segment] | [Value] | +[X]% | [↑/↓/—] |
...
| [Last] | [Segment] | [Value] | -[X]% | [↑/↓/—] |
### Top Performers (Top Quartile)
- **[Segment 1]:** [Key strength or driver]
- **[Segment 2]:** [Key strength]
### Underperformers (Bottom Quartile)
- **[Segment 1]:** [Root cause hypothesis]
- **[Segment 2]:** [Issue identified]
### Key Metrics Driving Performance
1. [Metric 1] explains [X]% of variance
2. [Metric 2] correlates with top performers
### Recommendations
1. **Invest in:** [Top segment opportunity]
2. **Investigate:** [Underperformer with potential]
3. **Consider divesting:** [Chronic underperformer]Quarterly Business Review
Required columns: Date/period column, metric columns (revenue, customers, etc.)
Output format:
## Q[X] Business Review
### Key Metrics Summary
| Metric | Q[X] | Q[X-1] | QoQ Change | YoY Change |
|--------|------|--------|------------|------------|
| Revenue | $[X] | $[X] | [+/-X]% | [+/-X]% |
| Customers | [N] | [N] | [+/-X]% | [+/-X]% |
| [Metric 3] | [X] | [X] | [+/-X]% | [+/-X]% |
### Highlights
- **Best performance:** [Metric] at [X], up [Y]% from last quarter
- **Concerning trend:** [Metric] declined for [N] consecutive periods
- **Notable shift:** [Observation about change in pattern]
### Trend Analysis
[3-5 sentence analysis of overall business trajectory]
### Board-Ready Insights
1. [Insight suitable for board presentation]
2. [Second insight]
3. [Third insight]
### Questions to Address
- Why did [metric] [increase/decrease] by [X]%?
- What's driving [observed trend]?Customer Funnel Analysis
Required columns: Stage/step column, count or conversion column
Output format:
## Customer Journey Analysis
### Funnel Overview
| Stage | Volume | Conversion to Next | Cumulative | Drop-off |
|-------|--------|-------------------|------------|----------|
| [Stage 1] | [N] | — | 100% | — |
| [Stage 2] | [N] | [X]% | [X]% | [N] lost |
| [Stage 3] | [N] | [X]% | [X]% | [N] lost |
...
### Critical Drop-off Points
1. **[Stage A → Stage B]:** [X]% drop-off ([N] customers lost)
- Hypothesis: [Why customers leave here]
- Impact: $[X] potential revenue at risk
2. **[Stage B → Stage C]:** [X]% drop-off
- Hypothesis: [Reason]
### Healthy Stages
- **[Stage X → Stage Y]:** [X]% conversion (above benchmark)
### Recommendations
1. **Quick win:** [Low-effort improvement at biggest drop-off]
2. **Investigate:** [Stage needing user research]
3. **Optimize:** [Process improvement opportunity]Forecasting Analysis
Required columns: Date/period column, metric to forecast
Output format:
## Forecast: [Metric Name]
### Historical Trend
| Period | Actual | Growth Rate |
|--------|--------|-------------|
| [Period -3] | [X] | — |
| [Period -2] | [X] | [+/-X]% |
| [Period -1] | [X] | [+/-X]% |
| Current | [X] | [+/-X]% |
### Forecast (Next Quarter/Period)
| Scenario | Forecast | Assumptions |
|----------|----------|-------------|
| Conservative | [X] | [Growth rate used] |
| Base Case | [X] | [Growth rate used] |
| Optimistic | [X] | [Growth rate used] |
### Methodology
- Model: [Simple linear, moving average, etc.]
- Data points used: [N] periods
- Key assumption: [Seasonality, trend continuation, etc.]
### Confidence Factors
- **Supporting:** [Factors that increase confidence]
- **Risks:** [Factors that could invalidate forecast]
### Caveats
[1-2 sentences on limitations of this forecast]Investment Prioritization
Required columns: Initiative name, cost/effort column, impact/value column
Output format:
## Investment Prioritization
### Scoring Summary
| Rank | Initiative | Cost | Impact | Score | Recommendation |
|------|------------|------|--------|-------|----------------|
| 1 | [Name] | $[X] | [High/Med/Low] | [X] | **Proceed** |
| 2 | [Name] | $[X] | [High/Med/Low] | [X] | **Proceed** |
| 3 | [Name] | $[X] | [High/Med/Low] | [X] | Consider |
...
### Priority Matrix
**High Impact / Low Effort (Do First)**
- [Initiative 1]: [Why it's a quick win]
- [Initiative 2]
**High Impact / High Effort (Plan Carefully)**
- [Initiative 1]: [Why it's worth the investment]
**Low Impact / Low Effort (Fill-ins)**
- [Initiative 1]
**Low Impact / High Effort (Avoid)**
- [Initiative 1]: [Why to deprioritize]
### Investment Allocation Recommendation
- **Must-fund (Top 3):** $[X] total, [X]% of budget
- **Should-fund (Next 3):** $[X] total, [X]% of budget
- **Defer:** $[X] total
### Decision Framework Used
[Explanation of how scores were calculated]Analysis Guidelines
See Data Analytics Guidelines for complete analysis principles. Key points for executive data:
- Executive-ready formatting — Clean tables, clear headers, scannable structure
- Time context — Always include QoQ and YoY comparisons when possible
- Benchmark context — Show how segments/metrics compare to averages and peers
- Forecasting caution — Require at least 4 data points for any projection