aa-top-movers-watchlist

Top Movers Watchlist (Adobe Analytics)

Identify which dimension items had the biggest increases and decreases for a key metric between two time periods. Surface the top gainers and losers across pages, channels, campaigns, products, or any other breakout dimension.

---

AA MCP Tools Used

• findReportSuites — select report suite
• setSessionDefaults — set session context (reportSuiteId + globalCompanyId)
• describeAa(REPORT_SUITE_CONTEXT_GUIDE) — load calendar/timezone context
• findMetrics — resolve the key metric ID
• findDimensions — discover available breakdown dimensions
• runReport — period A and period B for each dimension
• searchDimensionItems — validate specific items if needed

---

Phase 0 — Setup

1. Confirm report suite with findReportSuites / setSessionDefaults.

2. Call describeAa(REPORT_SUITE_CONTEXT_GUIDE) to load report suite context. Record:

   • WEEK_START_DOW — first-day-of-week from the context guide. If the context guide returns no value, use Monday (ISO 8601) as the explicit deterministic default. This is not a fallback that drifts between runs: every run on the same report suite resolves to the same WEEK_START_DOW, either from the context guide or from the fixed Monday default.
   • TIMEZONE — report suite timezone.
   • WEEK_START_DOW_SOURCE — "context guide" if the value came from describeAa, "default" if the context guide was silent and Monday was used. Surface this in the artifact footer so the source is auditable.

   You will use these values in Phase 1 when defining Period A and Period B.

findReportSuites(globalCompanyId: "<gcid>")
setSessionDefaults(globalCompanyId: "<gcid>", reportSuiteId: "<rsid>")
describeAa(guideType: "REPORT_SUITE_CONTEXT_GUIDE")

---

Phase 1 — Confirm Parameters

Ask the user:

1. Metric — "Which metric should I rank movers by? (visits, revenue, conversions, page views, etc.)" If not specified, default to metrics/visits.

2. Dimension — "Which dimension should I break down?

   • Pages
   • Marketing Channel
   • Campaigns
   • Products
   • Traffic Sources
   • Geographic Regions
   • Entry Pages" If not specified, offer the above list.

3. Time periods — "What two periods should I compare?" Common defaults:

   • This week vs. last week
   • This month vs. last month
   • Last 7 days vs. prior 7 days
   • Last 30 days vs. prior 30 days

   Calendar rule (mandatory): Period A and Period B MUST use the same WEEK_START_DOW from Phase 0 — both periods' startDate fall on the same day-of-week, both are exactly equal length, and Period B ends immediately before Period A starts. Never mix conventions (e.g., a Mon–Sun Period A with a Sun–Sat Period B) within the same run. For custom date ranges, compute Period B as the equal-length window ending immediately before Period A starts.

   Sanity check before calling runReport: confirm periodA.startDate and periodB.startDate are the same day-of-week and that periodA.startDate - periodB.endDate == 1 day. If not, recompute.

4. Item limit — how many top gainers and losers to show (default: 10 each).

5. Materiality threshold — minimum absolute value in Period A or B to be included (filters out noise from low-volume items). Default: exclude items with fewer than 100 visits (or equivalent) in both periods.

Confirm: "I'll show the top 10 gainers and losers for [metric] broken down by [dimension], comparing [Period A] vs [Period B]."

---

Phase 2 — Resolve Components

findMetrics(expansions: "componentType")
findDimensions(page: 1, limit: 100)

Note: findMetrics requires the expansions parameter (use "componentType" or "categories"). findDimensions requires page and limit.

Record id for the metric and dimension.

---

Phase 3 — Run Period Reports

Run the metric for the selected dimension in both periods:

runReport(
  metricIds: "<metricId>",
  dimensionId: "<dimensionId>",
  startDate: "<period A start>T00:00",
  endDate: "<period A end>T23:59",
  limit: 200
)

runReport(
  metricIds: "<metricId>",
  dimensionId: "<dimensionId>",
  startDate: "<period B start>T00:00",
  endDate: "<period B end>T23:59",
  limit: 200
)

Note: runReport uses metricIds (not metricId) and startDate/endDate in ISO 8601 format (YYYY-MM-DDTHH:mm), not a dateRange parameter.

Use limit: 200 to capture enough items for a meaningful mover analysis.

---

Phase 4 — Compute Deltas and Rank

For each dimension item present in either period:

1. Period A value (or 0 if not in results)
2. Period B value (or 0 if not in results)
3. Absolute delta: Period A - Period B
4. Percent change: delta / Period B × 100 (or "+100% new" if Period B = 0)
5. Apply materiality filter: exclude items where max(Period A, Period B) < materiality threshold

Sort by absolute delta descending for gainers (positive delta). Sort by absolute delta ascending for losers (negative delta).

Take top N from each list.

Special cases

• New items (present in Period A only): flag as "New — no prior period data." Include if materiality threshold met.
• Disappeared items (present in Period B only, 0 in Period A): flag as "Dropped — no current period data."
• Near-zero items: items with <1% of total metric value — consider excluding from the watchlist unless they show very large percent changes.

---

Phase 5 — Optional Multi-Dimension Watchlist

If the user wants movers across multiple dimensions (e.g., both pages AND channels), repeat Phase 3–4 for each additional dimension. Each additional dimension adds 2 more runReport calls.

runReport(metricIds: "<metricId>", dimensionId: "variables/marketingchannel",
          startDate: "<A>T00:00", endDate: "<A>T23:59", ...)
runReport(metricIds: "<metricId>", dimensionId: "variables/page",
          startDate: "<A>T00:00", endDate: "<A>T23:59", ...)

Group results into separate tables by dimension in the HTML report.

---

Phase 6 — Generate HTML Report

Build the movers report inline and write to /tmp/aa_top_movers_report_<YYYY-MM-DD_HHMMSS>.html.

Rendering rules — apply consistently across runs

Two runs of this skill on the same report suite + metric/dimension + 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 summary tile, and per-row mover values) — 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. Stakeholders 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 or mover row must reflect what the report suite actually returned. The AI must not silently substitute a different metric or hide a tile to make the report look cleaner.

• Both periods return 0 or NULL for the tracked metric in a summary tile: 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 different metric (e.g., switching from Revenue to Orders because Revenue came back $0). The metric being analyzed MUST be the metric rendered.

HTML template

<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<title>Top Movers &mdash; {ORG_NAME} &mdash; {METRIC_NAME}</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
<link href="https://fonts.googleapis.com/css2?family=Playfair+Display:wght@700;900&family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet">
<style>
  * { box-sizing: border-box; margin: 0; padding: 0; }
  :root {
    --bg: #f5f4f1;
    --surface: #ffffff;
    --ink: #1a1a1a;
    --ink-muted: #6b6b6b;
    --border: #e5e2dc;
    --header-bg: #0e0e10;
    --header-warm: #3a1010;
    --accent-red: #c8312f;
    --accent-red-bright: #ff6b68;
    --accent-red-soft: #fdecea;
    --accent-green: #1f7a4d;
    --accent-yellow: #d4a017;
  }
  body { font-family: "Inter", -apple-system, BlinkMacSystemFont, "Segoe UI", sans-serif;
         background: var(--bg); color: var(--ink); line-height: 1.5;
         -webkit-font-smoothing: antialiased; }

  /* === Header === */
  header { background: linear-gradient(120deg, var(--header-bg) 0%, #1a0d0d 55%, var(--header-warm) 100%);
           color: #fff; padding: 56px 56px 44px; position: relative; overflow: hidden; }
  header::after { content: ""; position: absolute; right: -140px; top: -140px;
                  width: 460px; height: 460px;
                  background: radial-gradient(circle, rgba(200,49,47,.35) 0%, transparent 70%);
                  pointer-events: none; }
  .header-inner { max-width: 1080px; margin: 0 auto; position: relative; z-index: 1; }
  .eyebrow { display: inline-flex; align-items: center; gap: 8px;
             padding: 6px 14px; border: 1px solid rgba(255,107,104,.55);
             border-radius: 999px; color: var(--accent-red-bright);
             font-size: 11px; font-weight: 600; letter-spacing: 1.2px;
             text-transform: uppercase; margin-bottom: 24px;
             background: rgba(200,49,47,.10); }
  .eyebrow::before { content: ""; width: 6px; height: 6px;
                     background: var(--accent-red-bright); border-radius: 50%; }
  header h1 { font-family: "Playfair Display", Georgia, serif;
              font-size: 56px; font-weight: 700; letter-spacing: -1.5px;
              line-height: 1.05; margin-bottom: 14px; color: #fff; }
  header .lede { font-size: 16px; max-width: 600px;
                 color: rgba(255,255,255,.80); margin-bottom: 24px;
                 line-height: 1.55; }
  header .meta { display: flex; flex-wrap: wrap; gap: 22px;
                 font-size: 13px; color: rgba(255,255,255,.60); }
  header .meta span { display: inline-flex; align-items: center; gap: 6px; }
  header .meta .icon { opacity: .8; }

  /* === Tabs === */
  nav { background: var(--surface); border-bottom: 1px solid var(--border);
        padding: 0 56px; display: flex; gap: 28px;
        position: sticky; top: 0; z-index: 50; }
  nav a { display: block; padding: 16px 0; font-size: 14px;
          color: var(--ink); text-decoration: none;
          border-bottom: 2px solid transparent;
          transition: border-color .15s ease; }
  nav a:hover { border-bottom-color: var(--accent-red); }

  /* === Container === */
  .container { max-width: 1080px; margin: 0 auto; padding: 36px 56px 60px; }

  /* === Period strip === */
  .period-bar { background: var(--surface); border-radius: 8px;
                padding: 14px 22px; margin-bottom: 28px;
                font-size: 13px; color: var(--ink-muted);
                box-shadow: 0 1px 3px rgba(0,0,0,.04);
                border-left: 3px solid var(--accent-red); }
  .period-bar strong { color: var(--ink); font-weight: 600; }

  /* === Dimension section === */
  .dim-section { margin-top: 32px; }
  .dim-section > h2 { font-family: "Playfair Display", Georgia, serif;
                      font-size: 22px; font-weight: 700; color: var(--ink);
                      margin-bottom: 16px; padding-bottom: 10px;
                      border-bottom: 1px solid var(--border); }

  /* === Gainers / Losers dual panels === */
  .movers-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 22px;
                 margin-bottom: 32px; }
  .movers-panel { background: var(--surface); border-radius: 8px;
                  box-shadow: 0 1px 3px rgba(0,0,0,.05); overflow: hidden; }
  .movers-panel-header { padding: 18px 24px; border-bottom: 1px solid var(--border); }
  .movers-panel-header.gainers { border-top: 3px solid var(--accent-green); }
  .movers-panel-header.losers  { border-top: 3px solid var(--accent-red); }
  .movers-panel-header h2 { font-family: "Playfair Display", Georgia, serif;
                            font-size: 17px; font-weight: 700; }
  .movers-panel-header.gainers h2 { color: var(--accent-green); }
  .movers-panel-header.losers  h2 { color: var(--accent-red); }

  /* === Tables === */
  table { width: 100%; border-collapse: collapse; font-size: 13px; }
  thead th { background: #faf8f4; padding: 10px 18px;
             text-align: left; font-weight: 600;
             text-transform: uppercase; letter-spacing: .6px;
             font-size: 11px; color: var(--ink-muted);
             border-bottom: 1px solid var(--border); }
  tbody td { padding: 10px 18px; border-bottom: 1px solid #f4f1eb; }
  tbody tr:last-child td { border-bottom: none; }
  .delta-pos { color: var(--accent-green); font-weight: 700; }
  .delta-neg { color: var(--accent-red); font-weight: 700; }

  /* === Rank badges (circular) === */
  .rank-badge { display: inline-flex; align-items: center; justify-content: center;
                width: 24px; height: 24px;
                border-radius: 50%;
                background: var(--accent-red); color: #fff;
                font-size: 11px; font-weight: 700;
                margin-right: 8px; vertical-align: middle; }
  .rank-badge.gain { background: var(--accent-green); }

  .back-top { position: fixed; bottom: 24px; right: 24px; background: var(--accent-red);
              color: #fff; width: 44px; height: 44px; border-radius: 50%; border: none;
              font-size: 20px; cursor: pointer;
              box-shadow: 0 4px 12px rgba(200,49,47,.35); }
  footer { text-align: center; padding: 32px 24px;
           font-size: 12px; color: var(--ink-muted); }
  @media (max-width: 700px) { .movers-grid { grid-template-columns: 1fr; } }

  /* === Print === */
  @media print {
    nav { display: none; position: static; }
    header { padding: 36px 32px 28px; }
    header h1 { font-size: 42px; }
    .back-top { display: none; }
    .movers-grid { page-break-inside: avoid; }
    .movers-panel, .period-bar {
      box-shadow: none; border: 1px solid var(--border);
    }
  }
</style>
</head>
<body>
<header>
  <div class="header-inner">
    <div class="eyebrow">Top Movers Watchlist</div>
    <h1>{ORG_NAME} Top Movers</h1>
    <p class="lede">Biggest gainers and decliners for {METRIC_NAME} between {PERIOD_A} and {PERIOD_B}.</p>
    <div class="meta">
      <span><span class="icon">&#128197;</span> {PERIOD_A} vs {PERIOD_B}</span>
      <span><span class="icon">&#128202;</span> {REPORT_SUITE}</span>
      <span><span class="icon">&#128340;</span> Prepared {GENERATED_DATE}</span>
    </div>
  </div>
</header>
<nav>
  <a href="#summary">Summary</a>
  <!-- one nav link per dimension -->
</nav>
<div class="container">
  <div id="summary" class="period-bar">
    <strong>Metric:</strong> {METRIC_NAME} &nbsp;|&nbsp;
    <strong>Period A:</strong> {PERIOD_A} &nbsp;|&nbsp;
    <strong>Period B:</strong> {PERIOD_B} &nbsp;|&nbsp;
    <strong>Materiality:</strong> &ge;{THRESHOLD} {METRIC_UNIT}
  </div>
  <!-- One .dim-section per dimension -->
  <div id="dim-{DIM_ID}" class="dim-section">
    <h2>{DIMENSION_NAME}</h2>
    <div class="movers-grid">
      <div class="movers-panel">
        <div class="movers-panel-header gainers"><h2>&#9650; Top Gainers</h2></div>
        <table>
          <thead><tr>
            <th>#</th><th>Item</th><th>Period A</th><th>Period B</th>
            <th>Delta</th><th>% Change</th>
          </tr></thead>
          <tbody><!-- gainer rows: use <span class="rank-badge gain">N</span> --></tbody>
        </table>
      </div>
      <div class="movers-panel">
        <div class="movers-panel-header losers"><h2>&#9660; Top Losers</h2></div>
        <table>
          <thead><tr>
            <th>#</th><th>Item</th><th>Period A</th><th>Period B</th>
            <th>Delta</th><th>% Change</th>
          </tr></thead>
          <tbody><!-- loser rows: use <span class="rank-badge">N</span> --></tbody>
        </table>
      </div>
    </div>
  </div>
</div>
<button class="back-top" onclick="window.scrollTo({top:0,behavior:'smooth'})">
  &#8679;
</button>
<footer>Top Movers Watchlist &mdash; {ORG_NAME} &mdash; Generated {GENERATED_DATE}</footer>
</body>
</html>

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., "Top Movers" not "Phase 3 — Top Movers", "Dimension Breakdown" not "Phase 4 — Dimension Breakdown").

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

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

---

Inline Summary (Always Deliver)

Always follow the HTML report with a brief text callout:

Top Movers: [Metric] — [Period A] vs [Period B]

GAINERS (by [Dimension])
1. [Item A]  +12,400 visits  (+34%)
2. [Item B]  +8,200 visits   (+21%)
3. [Item C]  +5,100 visits   (+18%)

LOSERS
1. [Item X]  -9,800 visits   (-41%)
2. [Item Y]  -4,200 visits   (-18%)
3. [Item Z]  -2,900 visits   (-12%)

Key takeaway: [1 sentence explanation of the story]

---

Guardrails

• Always apply a materiality threshold to suppress noise from items with negligible volume.
• Flag new items (no prior period) and disappeared items (no current period) explicitly — they often tell a significant story.
• For percent-change ranking, use absolute delta (not percent) as primary sort to avoid surfacing low-volume items with misleading large percentages.
• Cap dimension list at 6 for call efficiency. Offer to run additional dimensions on request.

---

Example Interaction

"What pages were up and down the most last week?"

1. Confirm report suite.
2. Confirm metric: page views. Dimension: page name. Period: last 7 days vs prior 7 days. Limit: top 10 each.
3. Run 2 reports for page × visits.
4. Compute deltas, apply materiality (min 500 page views in either period).
5. Generate HTML report and deliver inline summary.
6. "Top gainer: /products/new-feature with +18,200 page views (+312%). Top loser: /promo/expired-campaign with -9,400 page views (-88%)."