Metrics Review Template
Usage note
Use this 30-minute monthly template to run a concise metrics review. Prepare scorecard numbers in advance. Each review must produce at least one action (investigate / experiment / invest / alert).
Scorecard
| Metric | Current | Trend (↑/↓/—) | Vs target | Status (Green/Yellow/Red) |
|---|---|---|---|---|
| WAEP | ||||
| Discover (unique visitors) | ||||
| Activate (quickstart→install) | ||||
| Return (repeat visitors) |
Bright spots
- List 2–4 positive signals, with short evidence and owner.
Concerns
- List top concerns (2–4). Include one-line evidence and impact estimate.
Recommended actions
-
Action 1: [type: investigate|experiment|invest|alert] — owner — due date — short rationale.
-
Action 2: [type] — owner — due date — short rationale.
(Every review must include >=1 action.)
Metrics we should track but are not
- List missing metrics, brief reason why they matter, and proposed instrumentation owner.
Caveats
- Note measurement gaps, estimation methods, confidence bands, and any recent changes that affect comparability across months.
Meeting cadence
-
Prepare: 15 minutes prior (collect numbers, links).
-
Meeting: 30 minutes (scorecard, bright spots, concerns, actions).
-
Follow-up: publish one-line recap with assigned actions to the metrics channel.