Performance Tracking Skill

When to Use

• Before launch to define metrics, data sources, and reporting cadence.

• During active campaigns to monitor pacing vs goals and trigger optimizations.

• Post-campaign retros to capture learnings and benchmarks.

Framework

• Metric Hierarchy – define business (pipeline, revenue), leading (MQL, CTR), and diagnostic metrics (CPC, landing page CVR).

• Data Plumbing – map sources (ad platforms, MA, CRM, BI) and ensure consistent IDs/UTMs.

• Dashboard Build – create executive + operator views with automated refresh.

• Alerting – set thresholds for spend pacing, CPA, conversion drops, SLAs.

• Insight Cadence – daily standups, weekly deep dives, end-of-campaign retros.

• Documentation – record hypotheses, experiments, and outcomes.

Templates

• KPI tree worksheet.

• Dashboard spec (dataset, visualization, owner, refresh schedule).

• Optimization log (date, insight, action, result).

Tips

• Automate alert routing (Slack, email) so anomalies are actioned quickly.

• Pair dashboards with narrative summaries to help execs interpret shifts.

• Capture experiment context in the optimization log to prevent repeating failed tests.

• Align BI/RevOps early so new metrics get logged before launch.