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Zhongwei Li
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---
name: performance-metrics
description: Use to define KPIs, alert thresholds, and reporting cadences for social
calendars.
---
# Social Performance Metrics Skill
## When to Use
- Setting KPI targets for new campaigns or evergreen programs.
- Building dashboards or scorecards for exec/stakeholder updates.
- Diagnosing pacing, reach, or conversion issues mid-flight.
## Framework
1. **Metric Stack** map awareness (reach, impressions), engagement (ER, saves, shares), conversion (traffic, pipeline), and community health (sentiment, response time).
2. **Attribution & Tagging** enforce UTM structure, post IDs, and partner tags for downstream analysis.
3. **Alerting Rules** define thresholds (± variance vs goal), alert channels, and severity tiers.
4. **Reporting Cadence** daily pacing snapshots, weekly recaps, campaign retros, quarterly trendlines.
5. **Experiment Measurement** document test KPIs, guardrails, and success decision trees.
## Templates
- KPI scorecard (metric → target → actual → variance → owner → notes).
- Alert playbook (trigger condition → notification → response steps).
- Retro template summarizing learnings, insights, and backlog actions.
## Tips
- Normalize metrics per channel and audience to avoid false comparisons.
- Pair with analytics warehouse data for revenue-attribution context.
- Keep metadata consistent (pillar, campaign, creative ID) so insights are reusable.
---