marketing-performance-report

Generates marketing performance reports with KPI scorecards, funnel analysis, and attribution from Excel and SharePoint data.

Updated Jun 21, 2026
One-click install
npx skills add https://github.com/lwokeray/cowork-plugins --skill marketing-performance-report-lwokeray
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: marketing-performance-report
Source: https://github.com/lwokeray/cowork-plugins/tree/main/plugins/marketing-cowork/skills/marketing-performance-report
Command: npx skills add https://github.com/lwokeray/cowork-plugins --skill marketing-performance-report-lwokeray

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Marketing data scattered across Excel files, SharePoint, campaign exports, and meeting notes is inconsistent and hard to compare, making it difficult to produce a trustworthy performance report that separates actuals from targets, benchmarks, and estimates. ## Core Features & Use Cases - Metric Dictionary & Data Quality Validation: Defines each KPI's formula, grain, source, and limitations, then checks completeness, duplicates, timezone, currency, and reconciliation conflicts before analysis. - Scorecard, Funnel & Budget Analysis: Builds KPI scorecards with target variance, funnel and cohort conversion views, and budget pacing that separates planned, committed, actual, and forecast spend. - Honest Attribution & Decision Output: Distinguishes first-touch, last-touch, and influenced pipeline from causal impact, and converts findings into prioritized decisions with owners and review dates. - Use Case: A marketing lead asks for a monthly report; the Skill resolves the full calendar month, validates KPI definitions against targets and prior comparable periods, and delivers an executive summary with a scorecard, funnel analysis, and three to five prioritized decisions. ## Quick Start Ask the assistant to build last month's marketing performance report from your exported campaign and budget files, including a KPI scorecard and key decisions.

Frequently Asked Questions about marketing-performance-report

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a monthly marketing performance report from Excel data?▼

Provide your exported campaign, channel, and budget files, then specify the reporting period, timezone, currency, and targets. The Skill builds a metric dictionary, validates data quality, and produces a scorecard with funnel, budget, and attribution analysis plus prioritized decisions.

How to compare marketing KPIs across different periods correctly?▼

Compare only compatible periods with matching definitions, timezones, and currencies. Partial months must be compared against compatible partial periods or flagged as incomplete, and KPIs with different formulas or attribution windows should never be directly compared.

Can this report modify live campaigns or budgets automatically?▼

No. The Skill only analyzes data and produces reports; it never adjusts budgets, pauses or scales campaigns, updates lifecycle statuses, or sends reports. Saving a report file requires explicit user approval and runtime support.

Why do the same KPI names show different numbers across sources?▼

Differences usually come from mismatched formulas, sources, attribution windows, or timezones. The Skill resolves this by building a metric dictionary and reconciliation table that lists differences, likely causes, and which version is adopted.

What are the limitations of marketing attribution in these reports?▼

Attribution models like first-touch, last-touch, or position-based show association, not causation. Influenced pipeline cannot be summed as caused revenue, and without an experiment or holdout design, results are described as associated rather than driven.

When should I not use a marketing performance report?▼

Avoid it when you only have vanity metrics but want to claim ROI, when no baseline exists to show movement, or when you need statistical experiment inference, which belongs to experiment design instead.