Performance report | Business Helper AI

Inputs and purpose

Use this workflow to prepare: Marketing scorecard and optimization recommendations.

Start with: Pasted/exported marketing metrics, targets and comparison periods.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

Procedure

Confirm goals, targets, measurement windows and attribution rules. Reconcile the supplied campaign data before reporting results.
Compare outcomes, efficiency and relevant segments using consistent denominators and periods.
Explain material changes, distinguishing measurement changes from performance changes and correlation from cause.
Return a scorecard and prioritized recommendations with evidence limits. Make clear which metrics describe activity and which describe business outcomes.

Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve messaging and campaign choices.

Possible success measures: Qualified inquiries, conversion, contribution after advertising. Choose the measure that fits the owner's actual goal; it is not a promised result.

Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.

Plain-text instructions

---
name: performance-report
description: "Prepare marketing scorecard and optimization recommendations. Use for this workflow with supplied business information."
---

# Performance report

## Inputs and purpose

Use this workflow to prepare: Marketing scorecard and optimization recommendations.

Start with: Pasted/exported marketing metrics, targets and comparison periods.

Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.

## Procedure

1. Confirm goals, targets, measurement windows and attribution rules. Reconcile the supplied campaign data before reporting results.

2. Compare outcomes, efficiency and relevant segments using consistent denominators and periods.

3. Explain material changes, distinguishing measurement changes from performance changes and correlation from cause.

4. Return a scorecard and prioritized recommendations with evidence limits. Make clear which metrics describe activity and which describe business outcomes.

## Deliverable

Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.

Business value: Improve messaging and campaign choices.

Possible success measures: Qualified inquiries, conversion, contribution after advertising. Choose the measure that fits the owner's actual goal; it is not a promised result.

## Execution and verification

This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.

Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.

When useful, consult the [input guide](../../../references/INPUT_DATA_GUIDE.md), [calculation reference](../../../references/CALCULATIONS.md) or [output template](../../../references/WORKFLOW_OUTPUT_TEMPLATE.md). For tool setup, use the [shared instructions](../../../AGENTS.md).