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Week 5 · Proof

Conversion fell and everyone has a theory

Walk down the metric tree. Don't argue at the top of it.

The brief

Tuesday, 08:15, exec staff. Sofia puts the chart up. Conversion rate for deals created in May and June is well below the first four months of the year.

  • Dana: "It's the price increase in May. I said so."
  • Lena: "It's the new outbound lead-scoring vendor. The leads are garbage."
  • Raj: "Are we sure it isn't the stale-stage problem from week 3?"
  • Tomás: "Is this deal count or deal value?"

Four hypotheses, one number. This is what the Metric Dependency Tree is for. A drop at the top has to show up somewhere at the bottom: a segment, a stage, a rep, a source. Root-cause analysis is walking down the tree with a query at each level until one branch explains most of the move.

This week: confirm the drop is real (and not an artifact of open deals), then slice it by region × source, by stage velocity, and by rep. Bring the exec team a cause, a size, and a fix, not a theory.

Lessons

  1. 1Is the drop real?1 min
  2. 2Walk down the tree1 min
  3. 3Where in the funnel1 min
  4. 4LAG and LEAD1 min
  5. 5Bring a cause, a size, and a fix1 min

Read

Lab

Debrief

Finish this unit's 5 lessons to unlock the debrief: what a good week looked like, and what carries into the next one.