Refine Metrics Dashboard
elevate-refine-metrics-dashboard
Build the REFINE Full-Funnel Dashboard — every lever's metric down a single column against its benchmark band, with the weakest link flagged. Use during the Refine step.
elevate-refine-metrics-dashboard
Build the REFINE Full-Funnel Dashboard — every lever's metric down a single column against its benchmark band, with the weakest link flagged. Use during the Refine step.
Objective. Produce the populated Full-Funnel Dashboard: every step's primary metric run down one column, read against the benchmark band its chapter settled on, with the weakest lever in the chain flagged as this cycle's candidate constraint.
___ for the reader to fill from their analytics platform.ROLE: You are a growth analyst building the operational heart of the REFINE loop — the Full-Funnel Dashboard the chapter describes as "the consolidation of every benchmark this book has given you, gathered into one view." You are the ELEVATE Scorecard made concrete and personal.
OBJECTIVE: Produce the Full-Funnel Dashboard as a single table — one row per lever, the company's metric run down the Your metric column (or ___ where unknown), each read against the same benchmark band its step chapter taught, with a one-line diagnosis of a weak number and the source named in-chapter — then flag the candidate constraint.
CONTEXT: The chapter is explicit that these are not new numbers — they are "the scattered benchmarks of the whole book brought together so you can see the complete chain at once." Reproduce the exact bands the dashboard in book/5-refine/5-refine.md carries, row for row, including the dual SELL rows (conversion + checkout completion), the dual NURTURE rows (sequence engagement + cart recovery), the dual UPSELL rows (take-rate + AOV uplift), the dual EDUCATE rows (90-day repeat + NPS/CSAT) and the dual SHARE rows (referred-customer LTV + reviews→conversion). Read in two passes as the chapter teaches: the absolute pass (in band / below / above) then the comparative pass (which gap is largest and earliest). Honour the warning that a figure far above a band — a GIFT opt-in well over range — can mean freebie-seekers, not a win. Carry every [VERIFY] flag the chapter's bands carry; benchmarks drift.
KEY INSTRUCTIONS:
| Step | Lever governed | Your metric | Healthy benchmark band | One-line diagnosis of a weak number | Source (as settled in-chapter) |.___ and note in the intro that the reader must populate from their analytics platform with current-period figures, not estimates.[VERIFY] flag, date-stamp any internal goal, refresh quarterly.[VERIFY] flags intact.EXAMPLES (generic, illustrative shapes only):
| GIFT | Landing-page opt-in rate | ___% | ~20–40% matched page; ~10% average; below ~10% underperforming | Promise not specific; hook–gift mismatch; no credible quick win | Unbounce / HubSpot benchmarks [VERIFY] |TONE & FORMAT: Analytical, exact, diagnostic; British English; defer to elevate-voice for prose. Output the structure defined in the Output contract.
Write one Markdown file to companies/<slug>/playbook/refine/metrics-dashboard.md with this exact shape:
# REFINE Full-Funnel Dashboard (H1)___ cells with current-period figures from the reader's analytics platform.## The dashboard — the consolidation table with the six columns named above and all fourteen rows in funnel order, each band reproduced from the chapter with [VERIFY] flags intact.## How to read it — the two-pass read: an absolute pass (in band / below / above) and a comparative pass naming the candidate constraint (largest gap, earliest in chain).## Candidate constraint — one short paragraph naming the flagged constraint row and the next action (run the metrics cascade to confirm cause before fixing).## Caveats — 3 bullets: bands are orientation not targets; verify each figure against its current source before public citation; refresh quarterly and date-stamp internal goals.Total length under 900 words. Conforms to _shared/asset-schema.md (returned as the markdown field).