Business Metrics Summary

1import { relay } from "@relayplane/workflows";
2
3const result = await relay
4  .workflow("metrics-summary")
5
6  // Step 1: Analyze growth metrics
7  .step("analyze-growth")
8  .with("openai:gpt-4o")
9  .prompt(`Analyze these growth metrics:
10
11Current Period: {{currentMetrics}}
12Previous Period: {{previousMetrics}}
13YoY Comparison: {{yoyMetrics}}
14
15Calculate:
16- MoM growth rate for each metric
17- YoY growth rate
18- Identify acceleration or deceleration
19- Compare to targets ({{targets}})
20
21Metrics to analyze:
22- Revenue (MRR/ARR)
23- Customer count
24- Average deal size
25- Churn rate
26- Net revenue retention
27
28Return structured analysis with percentages.`)
29
30  // Step 2: Detect anomalies
31  .step("detect-anomalies")
32  .with("anthropic:claude-3.5-sonnet")
33  .depends("analyze-growth")
34  .prompt(`Identify unusual patterns or anomalies:
35
36Growth Analysis: {{analyze-growth.output}}
37Daily Time Series: {{timeSeriesData}}
38
39Look for:
40- Sudden spikes or drops (>20% change)
41- Unexpected trends
42- Day-of-week patterns
43- Seasonal deviations
44- Metric correlations (e.g., traffic up but conversions down)
45
46For each anomaly:
47- What changed
48- When it started
49- Potential causes
50- Whether it's concerning`)
51
52  // Step 3: Identify key drivers
53  .step("identify-drivers")
54  .with("openai:gpt-4o")
55  .depends("analyze-growth", "detect-anomalies")
56  .prompt(`Identify what's driving the metrics:
57
58Analysis: {{analyze-growth.output}}
59Anomalies: {{detect-anomalies.output}}
60
61Additional context:
62- Marketing campaigns: {{campaigns}}
63- Product launches: {{productUpdates}}
64- Sales initiatives: {{salesInitiatives}}
65
66Determine:
67- Primary growth drivers
68- What's working well
69- What's underperforming
70- External factors (market, seasonality)
71
72Connect metrics to business activities.`)
73
74  // Step 4: Generate executive summary
75  .step("executive-summary")
76  .with("anthropic:claude-3.5-sonnet")
77  .depends("analyze-growth", "detect-anomalies", "identify-drivers")
78  .prompt(`Create executive summary:
79
80Growth: {{analyze-growth.output}}
81Anomalies: {{detect-anomalies.output}}
82Drivers: {{identify-drivers.output}}
83
84Format:
85# Business Summary - {{period}}
86
87## Headline Metrics
88- Key numbers with MoM/YoY change
89
90## Performance vs Targets
91- On track / ahead / behind for each goal
92
93## What's Working
94- Top 3 wins with supporting data
95
96## Areas of Concern
97- Top 3 risks or underperformance
98
99## Recommended Actions
100- 3-5 specific, actionable recommendations
101
102Keep under 500 words. Data-driven but narrative style.
103Target audience: C-suite executives.`)
104
105  .run({
106    currentMetrics: {
107      mrr: 285000,
108      customers: 142,
109      avgDealSize: 2007,
110      churnRate: 2.1,
111      nrr: 118,
112    },
113    previousMetrics: {
114      mrr: 268000,
115      customers: 134,
116      avgDealSize: 2000,
117      churnRate: 2.8,
118      nrr: 112,
119    },
120    yoyMetrics: {
121      mrr: 195000,
122      customers: 98,
123    },
124    targets: {
125      mrr: 300000,
126      customers: 150,
127      churnRate: 2.0,
128    },
129    timeSeriesData: dailyMetrics,
130    campaigns: "Product Hunt launch, LinkedIn campaign",
131    productUpdates: "v3.0 released with new features",
132    salesInitiatives: "Hired 2 new AEs, started outbound program",
133    period: "November 2024",
134  });
135
136console.log("Summary:", result.steps["executive-summary"].output);

1// Weekly metrics summary
2import { relay } from "@relayplane/workflows";
3import { fetchAnalytics } from "./analytics";
4
5async function weeklyMetricsReport() {
6  const current = await fetchAnalytics({ period: "last_7_days" });
7  const previous = await fetchAnalytics({ period: "previous_7_days" });
8  const yoy = await fetchAnalytics({ period: "same_week_last_year" });
9
10  const summary = await relay
11    .workflow("metrics-summary")
12    .run({
13      currentMetrics: current,
14      previousMetrics: previous,
15      yoyMetrics: yoy,
16      targets: await getTargets("monthly"),
17      timeSeriesData: await fetchTimeSeries("last_30_days"),
18      period: `Week of ${new Date().toLocaleDateString()}`,
19    });
20
21  // Send to leadership
22  await sendSlack({
23    channel: "#executive-metrics",
24    message: summary.steps["executive-summary"].output,
25    attachments: [{
26      title: "Detailed Analysis",
27      text: summary.steps["analyze-growth"].output,
28    }],
29  });
30
31  // Save to data warehouse
32  await saveReport({
33    type: "weekly_summary",
34    content: summary,
35    generatedAt: new Date(),
36  });
37}
38
39// Run every Monday at 9am
40cron.schedule('0 9 * * MON', weeklyMetricsReport);