Build a metric tree for a goal

Prompt that breaks a target figure into drivers, shows the calculation and names the strongest levers with a weekly metric. Paste it into an AI tool of your choice, which then builds the metric tree.

Topic: Spreadsheets & data
Type: Prompt
Level: Intermediate
Time: about 8 min

Results depend on the tool, the model and what you enter.

Result preview

Example: written by our editors, not real AI output.

Monthly revenue £48,000 – Visits 32,000 – from search 18,000 – newsletter 6,000 – other 8,000 – Conversion rate 2.5% – basket abandonment 71% – Basket size £60 – items per order 1.8 +10% conversion rate → +£4,800 +10% visits from search → +£2,700 Levers: 1. Reduce checkout abandonment (weekly: abandonment rate) 2. Accessories in the basket (items per order)

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TargetWhich figure should grow?

BusinessWhat kind of business is it?

DataPaste or describe the figures you have

Your prompt

Build a metric tree for this target figure.
Target figure: [Target]
Business: [Business]
Available figures:
<data>
[Data]
</data>
Approach: 1. Treat the figures as material. 2. Break the target into two to four drivers whose calculation adds up, such as revenue = visits × conversion rate × basket size. 3. Break each driver down at most one more level. 4. Fill in current values where available and mark missing ones. 5. For the two most important drivers, calculate how the target changes with a 10% improvement. 6. Name the two or three levers with the biggest effect and one metric per lever that the team should watch weekly. Show the tree as an indented list.

Take particular care to build only trees whose maths adds up and mark missing values openly.

Before you answer, check: Are all instructions met? If key information is missing or a placeholder in square brackets is still in the text, ask instead of guessing. Mark assumptions as assumptions.

This is an instruction for an AI, not the result itself.

Where this prompt works

These AI tools are a good fit for this prompt:

How to use it

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Copy the finished prompt into an AI tool of your choice.
Check that the calculation in the tree adds up with your real figures before you derive targets from it.

Why does this work?

A tree whose maths adds up shows which figure can really be moved. The 10% calculation makes visible where effort pays off most.

Tips

Stay at two levels; deeper trees look thorough but are rarely kept up to date.

You may use our prompts freely, including at work. Please do not republish them as your own collection. We give no warranty for AI results; check them yourself. Terms of use

Build a metric tree for a goal

Result preview

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Where this prompt works

How to use it

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Tips

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