aa-executive-briefing

Executive Briefing (Adobe Analytics)

Generate a concise, executive-ready performance summary with narrative context, metric highlights, and key drivers. Designed for leadership audiences — no raw data dumps, just clear signals and business implications.

Key parameter facts validated during implementation:

• runReport → metricIds (plural), not metricId; dates as YYYY-MM-DDTHH:mm:ss
• findMetrics → expansions is a required parameter (use "componentType")
• describeAa → parameter is guideType, not guide; REPORT_SUITE_CONTEXT_GUIDE may return empty for some report suites — skip gracefully and proceed
• metrics/uniquevisitors is often unauthorized — use metrics/visits instead
• setSessionDefaults is the correct tool name (not setDefaultReportSuite)

---

AA MCP Tools Used

• findReportSuites — select report suite
• setSessionDefaults — set session context (reportSuiteId + globalCompanyId)
• describeAa(guideType: "REPORT_SUITE_CONTEXT_GUIDE") — load org context; note: may return no output for some report suites — proceed without it
• findMetrics(expansions: "componentType") — resolve metric IDs (expansions parameter is required)
• listComponentUsage(componentType: "metric") — identify most-used metrics if not specified by the user
• runReport — current and comparison period with all metrics batched in one call (metricIds accepts comma-separated IDs); dimension breakdowns for top movers
• searchDimensionItems — validate dimension values for driver callouts

---

Phase 0 — Setup

1. Confirm report suite.
2. Load organizational context:

findReportSuites()
setSessionDefaults(reportSuiteId: "<rsid>", globalCompanyId: "<companyId>")
describeAa(guideType: "REPORT_SUITE_CONTEXT_GUIDE")   # may return empty — proceed if so

Use the context guide to understand:

• The organization's name and industry
• Which metrics are most used (top KPIs)
• Calendar conventions and timezone. Record these values — they are inputs to every date computation in Phase 1:
  • WEEK_START_DOW — day of week each week starts on. Default: Monday (ISO 8601).
  • FISCAL_YEAR_START_MONTH — month the fiscal year begins. Default: January (calendar year).
  • TIMEZONE — for example, America/Los_Angeles.
  • CALENDAR_SOURCE — one of "context guide", "default fallback", or "user override".
• Any active report suite segments

---

Phase 1 — Clarify the Briefing

Ask the user:

1. Period — "What time period should this briefing cover?"
   • Last week
   • Last month
   • Month-to-date (MTD)
   • This quarter / QTD
   • Last quarter
   • Custom date range

The principle

Two runs of this skill on the same report suite, period type, and prompt MUST produce identical current and comparison date ranges. Determinism comes from (a) reading calendar conventions from Phase 0 instead of improvising, and (b) applying the alignment rule for the period type without taste calls.

Period type → alignment rule

Pick exactly one period type from the user's request:

User request	PERIOD_TYPE	Current period	Comparison period
"last week"	weekly	Most recent full week ending before today, aligned to WEEK_START_DOW (exactly 7 days)	The week immediately before, same alignment
"this month" / "MTD"	month-to-date	1st of current month → today	1st of prior month → same day-of-month as today
"last month"	monthly	Prior full calendar month	The month before that
"this quarter" / "QTD"	quarter-to-date	Start of current fiscal quarter → today; fiscal quarters derived from FISCAL_YEAR_START_MONTH	Same days into the prior fiscal quarter
"last quarter" / "Q[N]"	quarterly	Prior full fiscal quarter	The fiscal quarter before that
Custom date range	custom	Use as specified	Equal-length window ending the day before current.startDate

Universal invariants (must hold for every period type)

Before calling runReport, verify all six:

1. current.startDate < current.endDate
2. comparison.startDate < comparison.endDate
3. comparison.endDate < current.startDate (no overlap)
4. The day after comparison.endDate equals current.startDate (contiguous)
5. current and comparison have the same length in days
6. The alignment rule for PERIOD_TYPE is satisfied:
   • weekly: both startDates fall on WEEK_START_DOW
   • monthly: both startDates fall on the 1st of a month
   • month-to-date: both startDates fall on the 1st; both endDates have the same day-of-month
   • quarterly: both startDates fall on the first day of a fiscal quarter
   • quarter-to-date: both startDates fall on a fiscal quarter start; both endDates are the same number of days into the quarter
   • custom: lengths match; contiguity holds

If ANY invariant fails, recompute the dates. Never paper over a mismatch by editing the footer.

Worked examples — today is Tuesday, May 26, 2026

Assumes WEEK_START_DOW = Sunday and FISCAL_YEAR_START_MONTH = January. Numbers change for other calendars — that's the point.

User request	PERIOD_TYPE	Current	Comparison
"last week"	weekly	May 17 (Sun) – May 23 (Sat)	May 10 (Sun) – May 16 (Sat)
"this month" / "MTD"	month-to-date	May 1 – May 26	Apr 1 – Apr 26
"last month"	monthly	Apr 1 – Apr 30	Mar 1 – Mar 31
"this quarter" / "QTD"	quarter-to-date	Apr 1 – May 26	Jan 1 – Feb 24
"last quarter"	quarterly	Jan 1 – Mar 31	Oct 1 – Dec 31 (2025)
Custom: "May 15–22"	custom	May 15 – May 22 (8 days)	May 7 – May 14 (8 days)

If WEEK_START_DOW = Monday instead, the weekly row becomes May 18 (Mon) – May 24 (Sun) vs May 11 (Mon) – May 17 (Sun). The other rows are unchanged.

A common AI failure mode

The AI may "know" from training data that weeks are Mon–Sun (ISO 8601) or that quarters are Q1=Jan–Mar (calendar). Silently overriding the context guide with those defaults is exactly the determinism bug this section exists to prevent. The footer's methodology line MUST accurately describe the dates you computed — if footer says "weeks start Sunday" but current.startDate is a Monday, that's a bug to fix in the dates, not in the footer.

2. Audience — "Who is this briefing for?"

   • C-suite / board (highest level, fewest metrics, most context)
   • VP/Director level (more detail, some dimension context)
   • Marketing leadership (channel and campaign focus) Default: C-suite tone (concise, business-focused).

3. North-star metric — "What is the single most important metric for this briefing?" (e.g., revenue, conversions, retention rate) If not specified, use the most-used metric from listComponentUsage.

4. Supporting metrics — "What other metrics should be included? (up to 5)"

5. Specific topic focus — "Is there anything you want to highlight or investigate? (e.g., mobile performance, campaign results)"

---

Phase 2 — Resolve Metrics

findMetrics(expansions: "componentType")  # expansions required
listComponentUsage(componentType: "metric")  # if metrics not specified

Important: findMetrics requires the expansions parameter (use "componentType" as a safe default). Without it the call will fail.

Avoid metrics/uniquevisitors — this metric is frequently restricted and returns an "unauthorized_metric" error. Prefer metrics/visits for audience size.

Reliable standard metrics for AA briefings: metrics/pageviews, metrics/visits, metrics/orders, metrics/revenue, metrics/bouncerate, metrics/occurrences

Deterministic selection — do not improvise

The KPI set MUST be reproducible across runs. Two runs of this skill on the same report suite + period must produce the same metric values, which requires selecting the same metric IDs every time. Follow this algorithm exactly:

1. If the user named metrics explicitly, resolve each to ONE specific metric ID via findMetrics. On ambiguity, pick the metric with the highest usageCount from listComponentUsage and document the choice.
2. Otherwise, take listComponentUsage(componentType: "metric") results, sort by usageCount descending with metric ID alphabetical as the tiebreak (stable secondary sort), and take the top 6 metric IDs.
3. Use describeMetric to resolve to display names.
4. Do NOT cherry-pick by metric "type" (volume vs conversion vs revenue) and do NOT swap in an alternative metric because its name reads better in the narrative. Different runs picking metrics/orders vs a calculated metric also called "Orders" produce wildly different numbers and break trust.

Always disclose the metric IDs used

Include a "Metrics included" line in the briefing artifact's footer listing the resolved metric IDs. This makes the report auditable and lets the user confirm a re-run is using the same metrics.

Record metric IDs and display names. Limit to 6 metrics total.

---

Phase 3 — Fetch Performance Data

Batch all metrics into a single runReport call per period:

runReport(
  dimensionId: "variables/daterangeday",
  metricIds: "<metricId1>,<metricId2>,<metricId3>,...",
  startDate: "<YYYY-MM-DDTHH:mm:ss>",
  endDate:   "<YYYY-MM-DDTHH:mm:ss>"
)

Critical: The runReport parameter is metricIds (plural), not metricId. It accepts comma-separated IDs — pass all metrics in one call. Dates must be ISO 8601 with time component: 2026-03-31T00:00:00 / 2026-04-06T23:59:59. Use variables/daterangeday as dimensionId to get a day-by-day breakdown; totals for each metric are in summaryData.totals[0], totals[1], etc. in order. If a metric is unauthorized, it surfaces in columnErrors — the overall call still succeeds.

For 6 metrics: 2 calls total (current period + comparison period).

From each pair compute:

• Current total
• Prior total
• Absolute and percent delta
• Trend direction (up/flat/down)

---

Phase 4 — Driver Context

For the north-star metric and any metric with a change > ±10%, run a marketing channel breakdown to find what drove the movement:

runReport(
  metricIds: "<northStarMetricId>",
  dimensionId: "variables/marketingchannel",
  startDate: "<current period start>T00:00:00",
  endDate: "<current period end>T23:59:59",
  limit: 8
)

Run the same for the comparison period if needed to identify share shift.

Also check device type if the user mentioned mobile:

runReport(
  metricIds: "<northStarMetricId>",
  dimensionId: "variables/mobiledevicetype",
  startDate: "<current period start>T00:00:00",
  endDate: "<current period end>T23:59:59",
  limit: 5
)

---

Phase 5 — Write the Narrative

Compose the executive briefing as a structured narrative, not a data table. Tone: confident, clear, forward-looking. Avoid jargon. Use business language.

Narrative structure

1. Opening headline — 1 sentence capturing the period's overall result. "Q2 performance was strong, with revenue growing 14% and conversion rates reaching a 12-month high."

2. North-star metric — 2–3 sentences on the most important KPI: value, change, context, what drove it.

3. Supporting highlights — 1 sentence per additional metric (positive first, then concerns).

4. Key driver — 2 sentences identifying what primarily caused movement. "Paid Search drove 60% of revenue growth, up from 48% in the prior period. Email performance also improved materially with a 22% lift in conversions."

5. Risk or watch item — 1–2 sentences on anything concerning: "Bounce rate on mobile increased 4pp, suggesting friction in the mobile experience worth investigating."

6. Forward look / ask — optional: what does this imply for next period?

---

Phase 6 — Generate HTML Briefing Document

Build the executive briefing HTML and write to /tmp/aa_executive_briefing_<YYYY-MM-DD_HHMMSS>.html.

Rendering rules — apply consistently across runs

Two runs of this skill on the same report suite + period must render identically (modulo the generation timestamp). The rules below pin the formatting choices that the AI would otherwise drift on.

Number formatting

• KPI values (the big number in each tile) — use full digits with thousands separators (8,160, 77,584, 1,250,000). Do NOT use SI suffixes like K or M, even for large values. Executives want exact numbers, not abbreviations.
• Percent change (in pills and narrative bullets) — always one decimal place, rounded half-away-from-zero. For example, −23.55% displays as −23.6%, never −23.5%. Compute on full-precision values; round only at display time.
• Percentage-point change (for already-percentage metrics like Conversion Rate or Bounce Rate) — same rounding, suffix pp. Example: +0.40 pp.
• Currency — $ prefix with thousands separators and no decimals for values ≥ $100 ($1,240,000); cents only when value < $100 ($45.20).

Null / missing data handling

A KPI tile must reflect what the report suite actually returned. The AI must not silently substitute a different metric or hide a tile to make the briefing look cleaner.

• Both periods return 0 or NULL for a metric in the resolved set: render the tile with kpi-value = Data unavailable, pill class flat, pill text ⚠ N/A, and prior text = Both periods returned no data — validate instrumentation. The tile stays in the grid; do not omit it.
• One period returns valid data, the other 0 / NULL: render the tile with the valid value as kpi-value, pill class flat, pill text ⚠ N/A, and prior text = Prior {period_noun}: no data.
• Never substitute a derived metric (e.g., adding "Conversion Rate" because Revenue came back $0). The visible KPI set MUST match the resolved metric IDs disclosed in the footer.
• If a Revenue / monetary metric is unavailable, surface a .callout.note above the KPI grid explaining the gap. Do not invent a value.

HTML template

Template variables

Populate every {PLACEHOLDER} in the HTML template below using these rules. The briefing belongs to the customer — never substitute Adobe, AA, or any vendor language into customer-visible fields.

• {ORG_NAME} — The customer's business or brand name, derived from the report suite context loaded in Phase 0. Strip technical/environment suffixes like — Prod, - Demo, Stage, Test, MCP. If the report suite name has no clean brand label, fall back to the report suite display name with suffixes removed. Do not invent a name and do not substitute a vendor name.
• {PERIOD_TYPE} — One of Weekly, Monthly, Quarterly, or Performance (default), chosen from the period inferred in Phase 1.
• {LEDE_SENTENCE} — Use exactly this pattern, with no vendor names: Leadership readout for the {period type lowercase} of {PERIOD_LABEL} compared to {COMPARISON_LABEL}.
• {REPORT_SUITE} — Report suite display name. Suffixes are acceptable here — this row is the technical identifier line, not the title.
• {PERIOD_LABEL} / {COMPARISON_LABEL} — Human-readable date ranges, e.g., May 12–18, 2026.
• {GENERATED_DATE} — Today's date in the same human format.
• {METRIC_LABEL} / {FORMATTED_VALUE} / {PCT_CHANGE} / {PRIOR_VALUE} — Per-KPI values from Phase 3. Use the metric's customer-facing display name, not its internal ID.

HTML Template

Read template.html and use it verbatim. Do not improvise the HTML structure or CSS — only fill in the {PLACEHOLDER} tokens documented in Template variables above. Preserve the .up | .down | .flat and .green | .red | .yellow | .grey modifier classes per the trend rules in Phase 3.

Section titles — no phase prefix: Section headings in the HTML report must not include the phase number. Use the plain section name only (e.g., "KPI Scorecards" not "Phase 2 — KPI Scorecards", "Narrative" not "Phase 3 — Narrative", "Watch Items" not "Phase 5 — Watch Items").

Write to /tmp/aa_executive_briefing_<YYYY-MM-DD_HHMMSS>.html and open:

open /tmp/aa_executive_briefing_<YYYY-MM-DD_HHMMSS>.html

---

Tone and Style Guidelines

Audience	Tone	Metrics	Length
C-suite	High-level, business outcomes, 1-2 sentences per metric	3–5 max	1 page
VP/Director	Operational detail, channel context, trend narrative	5–7	1.5 pages
Marketing leadership	Campaign and channel depth, attribution, segment	5–8	2 pages

Always:

• Lead with the positive, then address concerns.
• Express deltas as business impact, not just percentages ("revenue grew $42K, up 14%" not just "+14%").
• For metrics that went down, include a possible explanation or next step.

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Guardrails

• Do not present raw API output — always narrate the numbers.
• If a metric change is within ±3%, describe as "roughly flat" not a directional story.
• Always identify the comparison period explicitly in the briefing header.
• If context from REPORT_SUITE_CONTEXT_GUIDE identifies the company name or industry, use it in the narrative for a more personalized output.

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Example Interaction

"Write an exec summary of last week's performance for our leadership team."

1. Confirm report suite; load context guide.
2. Identify period: last 7 days vs. prior 7 days. Audience: VP level.
3. Confirm metrics: revenue, visits, orders, conversion rate, bounce rate.
4. Run 2 reports (all 5 metrics batched in one call per period).
5. Run channel breakdown for revenue.
6. Compose narrative: "Revenue grew 9% WoW to $186K, led by Paid Search which contributed 58% of revenue. Visits grew 18%, but mobile bounce rate increased 4pp, signaling a checkout experience issue worth investigating."
7. Generate HTML briefing and open.
8. Deliver the narrative as inline text for immediate use.