claudecodex

Lead Analyst

Senior analyst workflows for intake, planning, metric contracts and reconciliation, SQL review, diagnostics, forecasting, reproducible handoffs, executive readouts, and decision logs.

1 on GitHubby Brian Weisbergv0.2.1MITupdated 2 days agoDeveloper Tools
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Plugin lead-analyst from marketplace agile-agentic-analytics in weisberg/agile_agentic_analytics. Commands read from the repo's manifest — yesterday.

What it installs

Skills (20)

  • analysis-brief

    Use this skill when the user asks the lead analyst or senior analyst to analyze data, answer a business/product/marketing/operations question, diagnose a metric movement, summarize what the data says, produce an insight brief, or recommend what to do from evidence. Trigger on phrases like "lead anal

  • analysis-handoff

    Use to make a recurring SQL analysis reproducible, hand it to another analyst, or check whether an analysis bundle changed. Capture the exact query, metric definitions, inputs, source vintages, checks, and rerun steps in a portable folder without requiring a copy of row-level results.

  • analysis-intake

    Use this skill when a stakeholder request is vague, political, broad, or under-specified and needs to become a crisp analytics intake before planning or execution. Trigger on phrases like intake this request, clarify this analysis ask, stakeholder wants analysis, turn this vague question into an ana

  • analysis-planning

    Use this skill when the user wants to plan an analysis before running it, scope analytical work, design an investigation, write an analysis plan, decide what data or metrics are needed, or turn a vague metric/business question into an executable analyst workplan. Trigger on phrases like "analysis pl

  • analysis-review

    Use this skill when the user wants a senior analyst review of an existing analysis, dashboard, notebook, SQL query, KPI claim, experiment readout, executive brief, or report. Trigger on phrases like "review this analysis", "check this dashboard", "is this conclusion valid", "audit this notebook", "s

  • cohort-analysis

    Use this skill to design or perform cohort analysis for retention, activation, repeat behavior, lifecycle progression, revenue, churn, or product usage. Trigger on phrases like cohort analysis, retention cohorts, activation by signup month, repeat purchase cohort, churn by cohort, lifecycle cohort,

  • dashboard-audit

    Use this skill to review an existing dashboard for decision usefulness, metric definition quality, freshness, misleading charts, broken filters, stale data, alert thresholds, and governance. Trigger on phrases like dashboard audit, review this dashboard, can execs trust this dashboard, dashboard QA,

  • dashboard-spec

    Use this skill to design a dashboard specification from an operating decision: audience, cadence, metrics, definitions, source of truth, layout, alerts, drilldowns, states, and governance. Trigger on phrases like dashboard spec, design a dashboard, KPI dashboard requirements, operating dashboard, sc

  • data-quality-audit

    Use this skill when the user wants to audit whether data, SQL, dashboards, extracts, notebooks, or metric pipelines are reliable enough for analysis or decision use. Trigger on phrases like "data quality audit", "can we trust this data", "validate this dataset", "profile this CSV", "check the SQL",

  • decision-log

    Use this skill to capture, update, or review analytical decisions and follow-through: recommendation, evidence, confidence, owner decision, action taken, follow-up date, and outcome. Trigger on phrases like decision log, record this decision, analytics decision record, what did we decide, follow up

  • eda-profile

    Use this skill for exploratory data analysis profiling before deeper analysis: row counts, date coverage, schema, missingness, duplicates, distributions, outliers, categorical levels, grain, and first-cut anomalies. Trigger on phrases like EDA, exploratory data analysis, profile this dataset, inspec

  • executive-readout

    Use this skill when the user wants to turn analysis into an executive-ready readout, decision memo, operating-review narrative, stakeholder update, board-ready summary, or concise recommendation. Trigger on phrases like "executive readout", "decision memo", "summarize for leadership", "turn this ana

  • forecast-scenario

    Use this skill to design or review forecasts, scenarios, sensitivity analyses, targets, plans, capacity models, revenue forecasts, demand forecasts, budget scenarios, or what-if models. Trigger on phrases like forecast, scenario planning, sensitivity analysis, what if, target setting, capacity forec

  • metric-contract

    Use this skill when the user wants to define, document, reconcile, or review a KPI or metric. Trigger on phrases like "define this metric", "metric contract", "KPI definition", "source of truth", "North Star metric", "active user definition", "conversion definition", "retention metric", "metric gove

  • metric-lineage

    Use this skill to trace a KPI or metric from dashboard/report back through SQL, dbt models, semantic layers, events, source tables, transformations, filters, and owners. Trigger on phrases like metric lineage, trace this KPI, where does this dashboard number come from, lineage for conversion rate, s

  • metric-movement-diagnostic

    Use this skill when a KPI or metric moved and the team needs to understand why. Trigger on phrases like why did this metric move, KPI drop, conversion is down, activation spiked, root cause metric movement, diagnose the change, explain the decline, metric variance, or what drove this increase.

  • metric-reconciliation

    Use when two reports disagree, a KPI needs reconciliation across sources, or actuals need to be compared with a plan, forecast vintage, or prior methodology. Align population, coverage, calendar, attribution, and observation windows before computing gaps. Identify missing slices and preserve unresol

  • segment-diagnostics

    Use this skill to diagnose which segments explain a metric movement, opportunity, risk, or performance gap without overclaiming post-hoc slices. Trigger on phrases like segment diagnostics, which segment drove this, segment contribution, where is the opportunity, breakdown by segment, mix shift, cus

  • source-inventory

    Use this skill when the analyst needs to map available data sources before analysis: tables, files, dashboards, notebooks, reports, APIs, owners, freshness, grain, access, and source-of-truth status. Trigger on phrases like source inventory, data source map, what data do we have, find the relevant t

  • sql-review

    Use this skill to review SQL, dbt models, BI queries, warehouse transformations, or notebook queries for analytical correctness. Trigger on phrases like review this SQL, check this query, SQL audit, join fanout, denominator bug, dbt model review, query correctness, aggregation bug, or why is this qu

Subagents (5)

  • analysis-planner

    Use this agent to plan analytical work before execution: define the decision, pressure-test the analysis question, choose metrics and evidence, compare analysis designs, identify validity threats, and produce or review an analysis plan. Invoke before analysts write SQL/notebooks or when a metric que

  • data-quality-auditor

    Use this agent to audit datasets, extracts, SQL, notebooks, dashboards, and metric pipelines before analysis or decision use. It checks freshness, grain, duplicates, missingness, joins, unit mismatches, denominator drift, instrumentation changes, and decision risk.

  • insight-editor

    Use this agent to turn analytical work into an executive-ready readout without overstating certainty. It sharpens the answer, evidence, caveats, recommendation, decision options, and stakeholder narrative.

  • lead-analyst

    Use this agent for senior analyst judgment on ambiguous business/data questions, metric definitions, exploratory analysis, data-quality audits, dashboard or notebook review, and decision-ready insight synthesis. Invoke when analysis needs an independent skeptical reviewer or when another skill needs

  • metric-steward

    Use this agent to define, reconcile, or review KPI and metric definitions: numerator, denominator, grain, eligibility, attribution window, source of truth, owner, refresh cadence, and governance rules.

View source on GitHub

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