Customer Experience

Weekly Performance Report Generator

Generate a structured weekly report with executive summary, KPI dashboard, traffic analysis, and specific action items for next week.

What This Skill Does

This skill turns raw weekly metrics into a structured performance report that your team can actually act on. It produces an executive summary, a KPI dashboard with week-over-week and year-over-year comparisons, traffic and product analysis, and — most importantly — three specific action items for the coming week with expected impact.

What You Need

This week's KPIs: revenue, orders, AOV, conversion rate, sessions, ad spend, ROAS, email revenue, top products. Same metrics for last week and same week last year (for comparison).

Prompt Template

Copy this prompt, replace the [BRACKETED] placeholders with your data, and paste into Claude.

Generate a weekly e-commerce performance report. This week: - Revenue: $[X] - Orders: [X] - AOV: $[X] - Conversion rate: [X]% - Sessions: [X] - New vs. returning customers: [X]% / [X]% - Ad spend: $[X] - ROAS: [X]x - Email revenue: $[X] - Top 5 products by revenue: [LIST] - Return rate: [X]% Last week: [SAME METRICS] Same week last year: [SAME METRICS, or "not available"] Monthly target: [SAME METRICS] Produce: 1. Executive summary (3 sentences: overall performance, biggest win, biggest concern) 2. KPI dashboard table with WoW change %, YoY change %, and vs. target 3. Traffic analysis: which sources grew/declined, quality by channel 4. Product performance: top 5 movers (up and down) with likely reasons 5. Three specific action items for next week with expected impact 6. Risks or anomalies to investigate

Example Output

Here is what Claude produces when you use this skill with sample data.

**Executive Summary:** Revenue grew 8% WoW to $42,300, driven by a 12% increase in returning customer orders. The biggest win was email revenue hitting $6,200 (+22% WoW) from the new post-purchase sequence. The key concern is a declining conversion rate on mobile (down 0.4% WoW to 1.8%), suggesting a UX issue to investigate. **KPI Dashboard:** | Metric | This Week | Last Week | WoW | YoY | Target | Status | |--------|-----------|-----------|-----|-----|--------|--------| | Revenue | $42,300 | $39,200 | +8% | +23% | $40,000 | On track | | Orders | 520 | 485 | +7% | +18% | 500 | On track | | AOV | $81.35 | $80.82 | +1% | +4% | $80.00 | On track | | CVR | 2.6% | 2.8% | -7% | +2% | 3.0% | At risk | | Sessions | 20,000 | 18,900 | +6% | +15% | 19,000 | On track | | New/Return | 58/42% | 62/38% | — | — | 55/45% | Improving | | Ad Spend | $8,200 | $7,800 | +5% | +30% | $8,000 | On track | | ROAS | 3.4x | 3.5x | -3% | -5% | 3.5x | Watch | | Email Rev | $6,200 | $5,100 | +22% | +45% | $5,000 | Exceeding | | Return Rate | 8.2% | 7.5% | +9% | +1% | <8% | Watch | **Traffic Analysis:** - Organic search: +12% WoW (new blog posts driving discovery traffic) - Paid social: +3% sessions but -0.2% CVR (creative fatigue likely) - Email: +22% revenue, best performing channel this week - Direct: -5% (normal week-to-week fluctuation) **Product Performance:** - Top mover up: Vitamin C Serum (+35% units) — featured in email campaign - Top mover down: Travel Kit (-18%) — seasonal decline post-holiday - New launch: Retinol Night Cream tracking 20% above forecast **Action Items for Next Week:** 1. [URGENT] Debug mobile conversion drop — run PageSpeed Insights, check recent deploys. Mobile CVR at 1.8% vs. 2.2% last week suggests a rendering or performance issue. Expected recovery: +0.4% CVR = ~$1,200/week. 2. [GROWTH] Refresh paid social creative — ROAS declining 3 weeks in a row. Test 3 new UGC-style video ads. Expected impact: +0.2x ROAS = $400/week at current spend. 3. [OPTIMIZATION] Double down on email — post-purchase sequence producing 22% more revenue. Extend to win-back segment this week. Expected impact: +$800-$1,200/week. **Risks to Watch:** - Return rate ticking up (8.2% vs. 7.5%) — investigate if tied to specific product or new customer cohort - ROAS trending down 3 consecutive weeks — if it hits 3.0x, pause lowest-performing ad sets

Tips for Best Results

Consistency is key — generate this every Monday morning using the same format so your team knows what to expect.

Keep action items to exactly 3. More than that and nothing gets prioritized.

After a month, review which action items actually got done and impacted metrics — this builds accountability.

Skip the Prompt — Automate This

Finsi runs this analysis automatically on your live data. No prompting, no copy-pasting — just real-time insights and AI-powered recommendations.

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