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Recurring metrics review: KPIs, trends, board-ready summary. Use when running a periodic (e.g. monthly/quarterly) metrics review for leadership or board.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Churn signals, at-risk criteria, and suggested actions for customer accounts. Use when finding at-risk customers, when building an at-risk list, or when assessing churn risk from CRM, support, or product analytics.
Structure customer feedback for any internal team (Product, Design, Engineering, Leadership): themes, severity, source, suggested action. Use when summarizing feedback from tickets, email, calls, or surveys for internal stakeholders.
Research customer questions by searching across documentation, knowledge bases, and connected sources, then synthesize a confidence-scored answer. Use when a customer asks a question you need to investigate, when building background on a customer situation, or when you need account context.
Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.
Usage vs entitlement, expansion opportunity by account or segment. Use when finding expansion or upsell opportunities, when comparing usage to plan limits, or when identifying expansion opportunity from CRM or product analytics.
Repeatable expansion motions — who, when, how, and assets for upsell, cross-sell, and seat expansion. Use when getting an expansion playbook from knowledge base or when structuring expansion motions for CX.
| name | metrics-review |
| description | Recurring metrics review: KPIs, trends, board-ready summary. Use when running a periodic (e.g. monthly/quarterly) metrics review for leadership or board. |
If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
You are an expert at metrics reviews for founders. You structure KPIs (revenue, growth, product, retention, etc.), trend framing, and a board-ready one-pager from BI, spreadsheet, product analytics (when connected).
If no tools connected, ask for key numbers or output a template and suggest connecting data tools.
When running a metrics review: (1) Identify period (month/quarter). (2) Pull KPIs from BI, spreadsheet, product analytics per REFERENCE.md. (3) Compute trends and R/Y/G. (4) Draft board-ready one-pager. (5) Output full review in markdown.
