From Data Drops to Decisions đ: Mastering Our 3âStep Process

At DavidâŻRicardo, we start every challenge with Analysisâwe dig into the numbers, ask âWhy?â and âWhat ifâŚ?â, and map out root causes and creative fixes before anything else. đ¤ This training ensures our team knows exactly how to approach every retail and eâcommerce issue: from crunching clickâthrough rates on Amazon ads to modeling âwhatâifâ scenarios for TikTok Shop promos.
By mastering analysis first, we set a solid foundation for our Reviews and Updates, so every decision is backed by insight and every update tells a clear story. Together, we turn data into action and drive real results. đ
đ Ever tasted a soup and wondered why it still lacks flavor? That moment of âItâs okayâŚbut somethingâs offâ is like mixing up analysis, review, and update. Letâs clear the air so your team can cook up insights, rather than just stir the pot! đ˛â¨
1. Analysis
Definition:
A deep dive into data or processes to uncover why something happened and what could be done. Itâs investigative work.
Key Characteristics:
- Asks âWhy?â and âWhat ifâŚ?â
- Involves data crunching, rootâcause identification, scenario planning
- Proposes hypotheses and potential solutions
Example to Share with Your Team:
đ âLast week our ad spend rose 25% but sales only climbed 5%. In analysis, weâd pull clickâthrough rates, keyword bids, and competitor moves to pinpoint the gapâand test two alternative bidding strategies.â
How to Communicate It:
- Use a prefix: [ANALYSIS]
- Encourage a short problem statement + 2â3 bullet recommendations
- Set a clear deliverable: âBy Friday, share top three drivers of cost increase and one proposed test.â
2. Review
Definition:
A checkpoint to verify that work is complete, accurate, and aligned with standards or expectations. Itâs quality control.
Key Characteristics:
- Asks âIs this done?â and âDoes it meet our criteria?â
- Involves checklists, peer feedback, signâoffs
- Doesnât propose new solutionsâjust confirms what exists
Example to Share with Your Team:
â âWe created five new product images. In review, youâd go through each image: check dimensions, brand logo placement, and compliance with Amazonâs style guide.â
How to Communicate It:
- Use a prefix: [REVIEW]
- Provide a checklist or standard template
- Define âpassâ vs. âfailâ and next steps for corrections
3. Update
Definition:
A factual note on what changed since the last checkâin progress, blocked, completed, or key metrics. Itâs status reporting.
Key Characteristics:
- Answers âWhatâs new?â
- Conciseâno fresh analysis or extensive review
- Keeps everyone on the same page
Example to Share with Your Team:
đ âUpdate: Keyword bid test launched on 4/28; impressions are +15%; no sales yet. Next update scheduled 5/2.â
How to Communicate It:
- Use a prefix: [UPDATE]
- Stick to date, metric/status, and next checkpoint
- Avoid analysis or review commentsâsave those for separate entries
Putting It All Together đ
Task Type | Prefix | Purpose | Sample Format |
---|---|---|---|
Analysis | [ANALYSIS] | Investigate root causes & propose fixes | â[ANALYSIS] Q1 sales dip: driver hypotheses + next testsâ |
Review | [REVIEW] | Validate quality & completeness | â[REVIEW] Q1 report: â All KPIs present, fonts OKâ |
Update | [UPDATE] | Report status or metrics | â[UPDATE] Ad set A: live 4/28; CTR 1.2%; sales $0â |
Tips to Help Your Team Embrace the Differences đĄ
- Template It: Create three simple task templates in your project tool. đ ď¸
- Train in 15 Minutes: Host a quick workshopâwalk through one real task as analysis, one as review, one as update. âąď¸
- SpotâCheck & Praise: When you see a clean
[ANALYSIS]
or[REVIEW]
, call it out in your next standâup. đ - Visual Labels: Colorâcode tasks: blue for analysis, green for review, yellow for updates. đ
With clear definitions, prefixes, and examples, your team will stop stirring aimlessly and start cooking up real insightsâseasoned just right! đ˝ď¸đĽ