Generate executive-ready performance summaries with insights and recommendations.
Generates executive-ready performance summaries with insights and recommendations from marketing data.
/plugin marketplace add jmagly/aiwg/plugin install marketing@aiwgThis skill inherits all available tools. When active, it can use any tool Claude has access to.
Generate executive-ready performance summaries with insights and recommendations.
This skill generates clear, actionable performance summaries by:
When triggered, this skill:
Determines report scope:
Aggregates metrics:
Identifies highlights:
Generates insights:
Formats for audience:
daily_digest:
audience: marketing_team
time: 9:00 AM
length: 2 minutes read
sections:
- yesterday_snapshot
- notable_changes
- today_priorities
- quick_wins
metrics:
- spend_vs_budget
- conversions
- anomalies
weekly_summary:
audience: marketing_manager
time: Monday 8:00 AM
length: 5 minutes read
sections:
- week_performance
- channel_breakdown
- campaign_highlights
- next_week_focus
metrics:
- all_core_kpis
- week_over_week
- trend_analysis
monthly_report:
audience: marketing_leadership
time: 1st of month
length: 10 minutes read
sections:
- executive_summary
- goal_progress
- channel_performance
- campaign_analysis
- competitive_context
- recommendations
metrics:
- all_kpis
- month_over_month
- year_over_year
- target_vs_actual
quarterly_review:
audience: c_suite
time: End of quarter
length: 15 minutes read
sections:
- quarter_highlights
- business_impact
- market_position
- strategic_progress
- next_quarter_plan
- investment_request
metrics:
- revenue_impact
- market_share
- brand_metrics
- efficiency_ratios
# Marketing Performance Summary
**Period**: [Date Range]
**Prepared For**: [Audience]
**Prepared By**: performance-digest skill
---
## At a Glance
| KPI | Actual | Target | Status |
|-----|--------|--------|--------|
| Revenue | $X | $Y | ✅ 110% |
| New Customers | X | Y | ⚠️ 95% |
| CAC | $X | $Y | ✅ -8% |
| ROAS | X.Xx | Y.Yx | ❌ 85% |
**Overall Status**: On Track / At Risk / Behind
---
## Key Wins 🎯
1. **[Win Title]**
- Result: [Metric achieved]
- Impact: [Business impact]
- Credit: [Team/campaign]
2. **[Win Title]**
- Result: [Metric achieved]
- Impact: [Business impact]
---
## Areas of Concern ⚠️
1. **[Issue Title]**
- Current: [Metric]
- Target: [Target]
- Gap: [X%]
- Action: [Recommendation]
---
## Channel Performance
| Channel | Spend | Revenue | ROAS | vs Target |
|---------|-------|---------|------|-----------|
| Paid Search | $X | $Y | Z.Zx | ✅ +12% |
| Paid Social | $X | $Y | Z.Zx | ⚠️ -5% |
| Email | $X | $Y | Z.Zx | ✅ +25% |
| Organic | $0 | $Y | - | ✅ +8% |
---
## Top Campaigns
| Rank | Campaign | Revenue | ROAS | Notes |
|------|----------|---------|------|-------|
| 1 | [Name] | $X | Z.Zx | [Insight] |
| 2 | [Name] | $X | Z.Zx | [Insight] |
| 3 | [Name] | $X | Z.Zx | [Insight] |
---
## Trends
### Positive Trends ↑
- [Trend 1]: [X% improvement over Y period]
- [Trend 2]: [X% improvement over Y period]
### Concerning Trends ↓
- [Trend 1]: [X% decline over Y period]
- [Trend 2]: [X% decline over Y period]
---
## Recommendations
### Immediate Actions (This Week)
1. [ ] [Action] - Expected impact: [X%]
2. [ ] [Action] - Expected impact: [X%]
### Strategic Recommendations (This Quarter)
1. [ ] [Recommendation] - Investment: $X, ROI: Y%
2. [ ] [Recommendation] - Investment: $X, ROI: Y%
---
## Next Period Outlook
- **Target**: [Key goal]
- **Focus**: [Priority areas]
- **Risks**: [Key risks to monitor]
- **Opportunities**: [Growth opportunities]
# Daily Marketing Digest
**Date**: 2025-12-08
**Prepared**: 9:00 AM
---
## Yesterday's Snapshot
| Metric | Yesterday | Avg (7d) | Status |
|--------|-----------|----------|--------|
| Spend | $4,523 | $4,200 | +8% |
| Impressions | 245K | 220K | +11% |
| Clicks | 3,421 | 3,100 | +10% |
| Conversions | 87 | 75 | +16% |
**Overall**: Strong day, above average on all metrics
---
## Notable Changes
### ✅ Wins
- Email campaign "Holiday Sale" hit 32% open rate (vs 24% avg)
- LinkedIn ads CPC dropped 15% with new creative
### ⚠️ Watch
- Google Ads CTR down 8% - reviewing ad copy
- Instagram reach declined for 3rd day
### 🚨 Action Needed
- Facebook ad account approaching spending limit
- [Action: Increase daily budget]
---
## Today's Priorities
1. [ ] Review and approve new ad creative for launch
2. [ ] Increase FB budget to avoid delivery issues
3. [ ] Prep weekly report for 10am team meeting
---
## Quick Stats
Budget Pacing: ████████████████░░░░ 78% spent, 80% of month Conversion Goal: ████████████████░░░░ 82% achieved
insight_types:
win:
template: "[Metric] exceeded target by [X%] driven by [cause]"
example: "Email revenue exceeded target by 25% driven by holiday campaign"
concern:
template: "[Metric] fell [X%] below target due to [cause], recommend [action]"
example: "CAC rose 15% above target due to increased competition, recommend testing new channels"
trend:
template: "[Metric] has [increased/decreased] [X%] over [period], indicating [interpretation]"
example: "Organic traffic has increased 12% over 3 months, indicating SEO investments paying off"
anomaly:
template: "[Metric] showed unusual [spike/drop] of [X%] on [date], likely due to [cause]"
example: "Conversions showed unusual spike of 200% on Friday, likely due to influencer mention"
context_types:
comparison:
- vs_target: "Target: $X, Actual: $Y (Z%)"
- vs_prior_period: "vs Last Week: +X%"
- vs_prior_year: "vs Last Year: +X%"
- vs_industry: "Industry Avg: X%, Our Performance: Y%"
benchmark:
- channel_benchmark: "Email avg open rate: 21%, Ours: 28%"
- competitor_context: "While competitors pulled back spend, we maintained"
explanation:
- why_up: "Driven by [factor1], [factor2]"
- why_down: "Impacted by [factor1], [factor2]"
- external_factor: "Industry-wide due to [event]"
User: "Weekly performance summary"
Skill generates:
1. Aggregate week's data
2. Compare to prior week
3. Highlight wins/concerns
4. Generate recommendations
Output:
"Weekly Marketing Performance
Week of Dec 2-8, 2025
Summary:
- Revenue: $342,100 (+22% vs last week)
- Spend: $125,432 (+12%)
- ROAS: 2.73x (target: 2.5x) ✅
- New Customers: 3,421 (+8%)
Top Win:
Holiday email campaign drove $45K revenue (32% of total)
with industry-leading 28% open rate
Area of Concern:
Paid social ROAS declined to 2.1x (from 2.5x)
- Cause: Increased competition during holiday
- Action: Refresh creative, test new audiences
Recommendations:
1. Double down on email (highest ROAS at 8.5x)
2. Test new social audiences before year end
3. Increase retargeting budget by 20%
Full report: .aiwg/marketing/reports/weekly-2025-12-08.md"
User: "How are we doing?"
Skill returns quick status:
"Marketing Performance Status
Period: MTD (Dec 1-8)
✅ On Track:
- Revenue: 105% of target
- Email: Exceeding all metrics
- Organic: Traffic up 12% MoM
⚠️ Watch:
- Paid social ROAS down 10%
- CAC creeping up (now $42 vs $38 target)
❌ Action Needed:
- Conversion rate drop on landing page
- Investigate and fix today
Overall: Solid performance, one issue to address"
User: "Prepare executive summary for leadership meeting"
Skill generates executive-ready report:
"Preparing Executive Marketing Summary...
Report: Q4 Marketing Performance Review
Key Highlights:
1. Revenue attribution: $1.2M (+18% YoY)
2. Marketing efficiency improved: CAC down 12%
3. Brand awareness: Share of voice up 5 points
Investment Recommendation:
Request 15% budget increase for Q1 based on:
- Proven ROAS of 3.2x
- Market opportunity in healthcare vertical
- Competitor pullback creating opportunity
Full report with visualizations prepared.
Location: .aiwg/marketing/reports/exec-q4-2025.md"
This skill uses:
data-pipeline: Source all marketing datacompetitive-intel: Market contextartifact-metadata: Track report versionsagents:
analysis:
agent: marketing-analyst
focus: Data analysis and insights
reporting:
agent: reporting-specialist
focus: Report formatting and visualization
strategy:
agent: campaign-strategist
focus: Recommendations and action items
schedule:
daily_digest:
time: "09:00"
timezone: "America/New_York"
recipients: [marketing_team]
weekly_summary:
day: "Monday"
time: "08:00"
recipients: [marketing_manager, director]
monthly_report:
day: 1
time: "08:00"
recipients: [leadership, finance]
thresholds:
green:
vs_target: ">= 100%"
vs_prior: ">= -5%"
yellow:
vs_target: "80-99%"
vs_prior: "-5% to -15%"
red:
vs_target: "< 80%"
vs_prior: "< -15%"
audience_config:
executive:
detail_level: high
focus: business_impact
length: brief
visualizations: summary_charts
manager:
detail_level: medium
focus: tactical_insights
length: moderate
visualizations: detailed_charts
team:
detail_level: detailed
focus: operational_metrics
length: comprehensive
visualizations: data_tables
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