/report

Language & Quality Standards

CRITICAL: Respond in the same language the user is using. If Vietnamese, respond in Vietnamese. If Spanish, respond in Spanish.

Standards: Token efficiency, sacrifice grammar for concision, list unresolved questions at end.

Skills: Activate marketing-fundamentals, analytics-attribution skills.

Components: Reference ./.claude/components/interactive-questions.md and ./.claude/components/date-helpers.md

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Interactive Parameter Collection

Step 0: Get Current Date (MANDATORY)

Execute BEFORE asking any questions:

# Get current date info
CURRENT_DATE=$(date +%Y-%m-%d)
CURRENT_MONTH_NAME=$(date +"%B %Y")

# Date ranges
DAYS_7_AGO=$(date -v-7d +%Y-%m-%d 2>/dev/null || date -d "-7 days" +%Y-%m-%d)
DAYS_30_AGO=$(date -v-30d +%Y-%m-%d 2>/dev/null || date -d "-30 days" +%Y-%m-%d)
PREV_MONTH=$(date -v-1m +"%B %Y" 2>/dev/null || date -d "-1 month" +"%B %Y")

echo "Report Date: $CURRENT_DATE"

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Step 1: Ask Report Scope

Question: "What level of performance report do you need?" Header: "Scope" MultiSelect: false

Options:

• Basic - Key metrics dashboard only
• Recommended - Full report with insights
• Complete - Comprehensive with raw data
• Custom - I'll select specific sections

---

Step 2: Ask Time Period (DYNAMIC - use Step 0 values)

Question: "What time period should this report cover?" Header: "Period" MultiSelect: false

Options (generated from Step 0):

• Last 7 days - [DAYS_7_AGO] to [CURRENT_DATE]
• Last 30 days (Recommended) - [DAYS_30_AGO] to [CURRENT_DATE]
• Last month ([PREV_MONTH]) - Full previous month
• Custom range - I'll specify dates

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Step 3: Ask Channels to Include

Question: "Which channels should we include?" Header: "Channels" MultiSelect: true

Options:

• All Channels - Complete marketing overview
• Paid Media - PPC, display, social ads
• Organic & SEO - Search, content marketing
• Email & Social - Email campaigns, social media

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Step 4: Ask Comparison Type

Question: "What comparison would you like?" Header: "Compare" MultiSelect: false

Options:

• vs Previous Period (Recommended) - Compare to prior timeframe
• vs Same Period Last Year - Year-over-year comparison
• vs Targets - Compare to set goals
• No comparison - Current period only

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Step 5: Confirmation

Display summary:

## Performance Report Configuration

| Parameter | Value |
|-----------|-------|
| Period | [selected dates] |
| Channels | [selected channels] |
| Comparison | [selected comparison] |
| Scope | [Basic/Recommended/Complete] |

Question: "Generate performance report?" Header: "Confirm" MultiSelect: false

Options:

• Yes, generate report - Start report generation
• No, change settings - Go back to modify

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Data Reliability (MANDATORY)

CRITICAL: Follow ./workflows/data-reliability-rules.md strictly.

Required MCP Sources

Metric	MCP Server	Fallback
Traffic	google-analytics	⚠️ NOT AVAILABLE
Search	google-search-console	⚠️ NOT AVAILABLE
Ads	meta-ads	⚠️ NOT AVAILABLE
CRM	hubspot	⚠️ NOT AVAILABLE

Rules

1. NEVER fabricate metrics - use MCP data only
2. If MCP unavailable: Show "⚠️ DATA NOT AVAILABLE" with setup instructions
3. Cite sources: Mark all data with ✅ VERIFIED or source indicator
4. Partial data OK: Report what's available, clearly mark gaps

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Workflow

1. Data Collection

   • Traffic metrics
   • Conversion data
   • Engagement metrics
   • Revenue attribution

2. KPI Calculation

   • Visitor metrics
   • Lead generation
   • Conversion rates
   • Cost metrics
   • Revenue metrics

3. Benchmark Comparison

   • vs Previous period
   • vs Same period last year
   • vs Industry benchmarks
   • vs Targets

4. Trend Analysis

   • Growth trends
   • Seasonal patterns
   • Channel performance trends
   • Content performance trends

5. Executive Summary

   • Key wins
   • Areas of concern
   • Recommendations
   • Next steps

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Agent Delegation

Task	Agent	Trigger
Data compilation	researcher	Report generation
Analysis	lead-qualifier	Performance review
Insights	planner	Recommendations

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Output Format

Basic Scope

# Marketing Performance Report
**Period:** [Date Range]

## Key Metrics
| Metric | Value | vs Prior | Status |
|--------|-------|----------|--------|
| Sessions | X | +X% | 🟢 |
| Leads | X | +X% | 🟢 |
| Conversions | X | +X% | 🟡 |

## Highlights
- [Key insight 1]
- [Key insight 2]

Recommended Scope

[Include Basic + Channel Breakdown + Trend Analysis + Recommendations]

Complete Scope

[Include all + Raw Data + Visualizations + Detailed Methodology]

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Output Location

Save report to: ./docs/analytics/reports/performance-[YYYY-MM-DD].md