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The monthly performance review loop

Turn a raw export of post or campaign metrics into a clear read on what's working, why, and what to do more of — a repeatable monthly ritual, not a one-off.

متوسّط ~40 min

متى تلجأ إلى هذا

Most teams have dashboards full of numbers and no time to find the story in them, so they keep doing what feels good instead of what works. This loop turns a metrics export into an honest monthly read: the real winners, the pattern behind them, and a short list of bets for next month. Run it the same way every month and the comparisons start compounding into actual learning.

جهّز هذا أولًا

  • A metrics export as CSV — posts-last-90.csv with columns like date, channel, post, impressions, engagement, clicks, conversions.
  • Last month's review (if you've run this before) so Claude can compare and track whether bets paid off.
  • Context Claude can't see: any post that was boosted, went viral by luck, or rode a news moment — flag these so they don't skew the read.

الـ workflow

  1. Get the lay of the land

    Start with an honest summary before any analysis, so you can sanity-check that Claude read the file correctly and you spot any junk data early.

    أنت تطلب 
    Read posts-last-90.csv. Give me a plain-English summary: how many posts, across which channels, and the median + top/bottom for each metric. Flag anything that looks like a data error or an outlier.

    ما تحصل عليه A grounded overview with medians (not just averages, which outliers distort) and a flag on anything suspect — your data sanity check.

    Always anchor on the median. One viral post can drag the average up and make a bad month look great.

  2. Find the pattern, not just the top row

    The value isn't "this post won" — it's *why*. Ask Claude to find what the winners share, which is the thing you can actually repeat.

    أنت تطلب 
    Identify the top 5 posts by engagement rate (not raw impressions). What do they have in common — format, topic, length, hook, time of day? Then do the same for the bottom 5. Give me the contrast as a short table.

    ما تحصل عليه A winners-vs-losers contrast — e.g. "top posts: how-to, under 120 words, open with a number; bottom posts: announcements, long, open with 'We're excited'" — the repeatable signal.

  3. Turn the read into bets

    Convert the pattern into a few specific, testable actions for next month. Vague takeaways die in the doc; bets get tested.

    أنت تطلب 
    Based on this, give me 3 specific things to do MORE of and 2 to stop, each phrased as a testable bet for next month with a metric to watch. Be concrete enough that I could tell in 30 days whether it worked.

    ما تحصل عليه Five concrete bets, each tied to a metric — "ship 2 how-tos a week, target +20% engagement" — not platitudes.

  4. Close last month's loop

    If you ran this before, this is the step that makes it a *system*: did last month's bets pay off? That accountability is where the compounding happens.

    أنت تطلب 
    Here's last month's review. Did the bets I made then actually move the numbers this month? Mark each as worked / didn't / unclear, and tell me what to keep testing.

    ما تحصل عليه A scorecard on last month's bets so winners get doubled down and dead ends get dropped — learning, not just reporting.

اجعله ملكك

  • **Channel deep-dive:** narrow any step to one channel when a platform is behaving strangely and you need to know why.
  • **Campaign view:** swap posts for campaigns and add spend to get a rough cost-per-result read alongside engagement.
  • **Automate the ritual:** save the prompt chain and run it on the 1st of each month; advanced teams can wire it to a scheduled agent (see the *Features* tab).

انتبه إلى

  • Correlation isn't cause. "Tuesday posts do best" might just be *what you happened to post on Tuesdays.* Treat findings as hypotheses to test, not laws.
  • Feed Claude context it can't see — a boosted post or a lucky viral hit will otherwise be read as a repeatable win.
  • Don't let the metric become the goal. Optimizing engagement can quietly trade away the conversions that actually matter — keep an eye on the downstream number.

ستحصل في النهاية على A repeatable monthly ritual that turns raw exports into an honest read on what's working and a short list of tested bets — so next month's content is informed by this month's, not by vibes.