Claude Templates / A-tier · High leverage
Admin & Ops
The Admin Analytics Dashboard Playbook
The visualization half — KPI tiles, funnels, channel breakdown, per-page drill-down.
ADMIN-ANALYTICS-DASHBOARD-PLAYBOOK.md · 15 sections · 2,908 words · 22 KB · markdown
Customer Analytics collects the data; this builds the room you read it in. A timezone-anchored range engine, KPI tiles with sparklines, a conversion funnel, channel classification that recovers referrer-stripped AI traffic, UTM and SEO tables, a live-visitor globe, and weekly emailed reports.
What's inside
- //An ET-anchored date-range engine (no more off-by-one-day charts)
- //KPI tiles with sparklines and period-over-period deltas
- //A conversion funnel view wired to your funnel-step model
- //Channel breakdown + the classifier that recovers stripped referrers
- //UTM / referrer / SEO / AI-source conversion tables
- //An Active-Now globe and per-page drill-down
- //Weekly report generation and delivery
When to use it
Week 4, after ingest is live.
Build these first
Straight from the file
This is the read/visualize half. The ingest half (schema, /api/track, visitor IDs, attribution, RPC) lives in CUSTOMER-ANALYTICS-PLAYBOOK — build that first, this consumes its tables. CUSTOMER-ANALYTICS §10 describes these views in four prose paragraphs; this playbook is that §10 fully expanded into the real 3,500-LOC surface.
Table of contents
- 0. Use this spec
- 1. Why a dedicated dashboard (vs piping pageevents to Metabase / GA UI)
- 2. Architecture
- 3. The ET-anchored range engine (copy this verbatim — it's the load-bearing piece)
- 4. The commercial join (the number that matters)
- 5. AnalyticsSummary — the one object the whole dashboard renders
- 6. The channel classifier (the secret sauce — port it faithfully)
- 7. Self-referrer + KPI-exclusion hygiene (don't skip — it silently corrupts every table)
- 8. Active Now — live globe
- 9. Weekly reports (optional — the LLM narrative layer)
- 10. Auth model
- 11. Performance discipline
- 12. Common pitfalls
- 13. Build order
- 14. Kickoff prompt
How to run it
Drop ADMIN-ANALYTICS-DASHBOARD-PLAYBOOK.md into your repo, then tell Claude Code: “Read ADMIN-ANALYTICS-DASHBOARD-PLAYBOOK.md and implement it in this codebase.” It's written for an agent to execute end to end. Search the file for angle-bracket placeholders and swap in your own project names, domains, and keys before the first run.
More admin & ops playbooks
Admin Console
A 12-section operator cockpit: accounts, impersonation, P&L, audit log, settings.
Read + download →A-tierSupport Inbox
In-app ticketing and a shared inbox — no third-party helpdesk.
Read + download →A-tierEmail Automation Console
The operator half of email — campaigns, templates, enrollments, analytics.
Read + download →