This template is used to standardize all incoming analytics requests. It ensures that every data initiative is clearly defined in terms of business objective, metrics, data needs, and expected impact before execution.

Business Question

What is the core question or problem to be solved?

👉 Example prompts:

• What do you want to understand or decide?
• What problem are you trying to solve?
• What triggered this request?

Objective

What decision will this analysis support?

👉 Clarify:

• Strategic decision
• Operational decision
• Tactical optimization

Metrics / KPIs

Which metrics will define success or be analyzed?

👉 Examples:

• Revenue
• Conversion Rate
• CAC
• Retention
• Engagement

Scope of Analysis

Define the boundaries of the request.

👉 Specify:

• Time period
• Business unit / department
• Geography (if applicable)
• Granularity (daily, weekly, user-level, etc.)

Data Requirements

What data is needed to answer the question?

👉 Consider:

• Events / transactions
• Customer data
• Financial data
• Product usage data

Data Sources / Systems

Where will the data come from?

👉 Examples:

• CRM systems
• ERP systems
• Product analytics tools
• Data warehouse

Type of Analysis

What kind of analytical approach is required?

• Descriptive → what happened
• Diagnostic → why it happened
• Predictive → what will happen
• Prescriptive → what should be done

8. Stakeholders

Who requested this and who will use the output?

👉 Include:

• Request owner
• Decision makers
• End users

Expected Business Impact

Why does this matter?

👉 Define:

• Revenue impact
• Cost reduction
• Efficiency gain
• Customer impact
• Strategic relevance

Priority & Urgency

How critical is this request?

• High → business-critical decision
• Medium → operational improvement
• Low → exploratory analysis

Expected Output

What should be delivered?

👉 Examples:

• Dashboard
• Report
• Ad-hoc analysis
• Data model
• Recommendation document

Success Criteria

How will we know this request was successful?

👉 Define:

• Decision made using insights
• KPI improvement
• Problem resolution
• Adoption of dashboard/report