Data Analysis

What it does

This skill provides a structured workflow for data analysis and storytelling, particularly suited for financial, SaaS, and RevOps contexts. It transforms raw data into actionable insights while maintaining transparency through logged analytical decisions and bias awareness. The process involves seven phases, from initial notebook setup to final report generation, ensuring reproducibility and progressive disclosure of findings.

When to use it

• Analyzing financial performance metrics to identify trends and areas for improvement.
• Creating reports on SaaS usage data to understand customer behavior and churn drivers.
• Developing RevOps dashboards that track key operational efficiency indicators.
• Building presentations or reports that require clear explanations of analytical choices.
• When needing a documented audit trail of all analytical decisions made during the process.

Key capabilities

• Structured 7-phase workflow: Setup, Ingest, Explore, Model (optional), Interpret, Wishlist, and Output.
• Decision Logging Protocol: Requires logging every analytical choice with specific formats for filtering, metric selection, visualizations, assumptions, and proxy usage.
• Marimo Notebook Initialization: Provides a script (init_marimo_notebook.py) to create pre-built notebooks.
• Bias Awareness & Progressive Disclosure: Encourages consideration of biases and phased reporting of insights.

Example prompts

• "Create a data analysis notebook for our Q3 SaaS revenue, following the standard workflow."
• "Analyze customer churn data and document all decisions made in the decision log format."
• "Generate a report on marketing campaign performance, including an assessment of any assumptions used."

Tips & gotchas

• Notebook Initialization Required: You must run python scripts/init_marimo_notebook.py <notebook_name> to set up a new analysis project.
• Decision Logging is Mandatory: The skill requires meticulous logging of all analytical choices for reproducibility and transparency. Failure to log decisions will impact the quality and usefulness of the analysis.