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

When to use it

Week 4, after ingest is live.

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

  1. 0. Use this spec
  2. 1. Why a dedicated dashboard (vs piping pageevents to Metabase / GA UI)
  3. 2. Architecture
  4. 3. The ET-anchored range engine (copy this verbatim — it's the load-bearing piece)
  5. 4. The commercial join (the number that matters)
  6. 5. AnalyticsSummary — the one object the whole dashboard renders
  7. 6. The channel classifier (the secret sauce — port it faithfully)
  8. 7. Self-referrer + KPI-exclusion hygiene (don't skip — it silently corrupts every table)
  9. 8. Active Now — live globe
  10. 9. Weekly reports (optional — the LLM narrative layer)
  11. 10. Auth model
  12. 11. Performance discipline
  13. 12. Common pitfalls
  14. 13. Build order
  15. 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.

↓ Download the playbook

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