/performance-memo

name: performance-memo
description: The Monday memo a sharp analyst would write — joins spend on every ad platform to qualified calls, deals, revenue, refunds and churn per campaign ID, catches cheap customers who churn, and ends every line in a decision — keep, kill, change or test
version: "1.1.2"
author: Cogny AI
requires: cogny-mcp
platforms: [fibbler, hubspot, pipedrive, upsales, stripe, fortnox, shopify, woocommerce, abicart, litium, google-ads, meta-ads, linkedin-ads, bing-ads, tiktok-ads, x-ads, reddit-ads, snapchat-ads, apple-search-ads, openai-ads, bidtheatre, ga4, plausible, posthog, mixpanel, growthbook]
user-invocable: true
argument-hint: "[week|month] [--compare]"
allowed-tools:
  - mcp__cogny__list_integrations
  - mcp__cogny__refresh_mcp_discovery
  - mcp__cogny__read_context_node
  - mcp__cogny__write_context_node
  - mcp__cogny__create_ticket
  - mcp__cogny__create_finding
  - mcp__cogny__mcp__app-fibbler-co__get_deal_attribution_summary
  - mcp__cogny__mcp__app-fibbler-co__get_cross_channel_performance
  - mcp__cogny__mcp__app-fibbler-co__get_influenced_deals
  - mcp__cogny__mcp__app-fibbler-co__get_deal_campaign_breakdown
  - mcp__cogny__mcp__HubSpot__search_crm_objects
  - mcp__cogny__mcp__HubSpot__get_crm_objects
  - mcp__cogny__mcp__HubSpot__get_properties
  - mcp__cogny__mcp__Stripe__stripe_api_search
  - mcp__cogny__mcp__Stripe__stripe_api_details
  - mcp__cogny__mcp__Stripe__stripe_api_read
  - mcp__cogny__mcp__Fortnox__list_invoices
  - mcp__cogny__mcp__Fortnox__list_customers
  - mcp__cogny__mcp__Google_Ads__tool_list_accessible_accounts
  - mcp__cogny__mcp__Google_Ads__tool_execute_gaql
  - mcp__cogny__mcp__Meta_Ads__tool_list_ad_accounts
  - mcp__cogny__mcp__LinkedIn_Ads__tool_list_ad_accounts
  - mcp__cogny__mcp__Bing_Ads__tool_list_accounts
  - mcp__cogny__mcp__TikTok_Ads__tool_list_advertisers
  - mcp__cogny__mcp__X_Ads__tool_list_ad_accounts
  - mcp__cogny__mcp__X_Ads__tool_get_campaigns
  - mcp__cogny__mcp__Meta_Ads__tool_get_insights
  - mcp__cogny__mcp__LinkedIn_Ads__tool_get_analytics
  - mcp__cogny__mcp__Bing_Ads__tool_get_report
  - mcp__cogny__mcp__TikTok_Ads__tool_get_insights
  - mcp__cogny__mcp__X_Ads__tool_get_analytics
  - mcp__cogny__mcp__Google_Analytics_4__tool_list_account_summaries
  - mcp__cogny__mcp__Google_Analytics_4__tool_run_report
  - mcp__cogny__mcp__Reddit_Ads__tool_list_ad_accounts
  - mcp__cogny__mcp__Reddit_Ads__tool_get_reporting
  - mcp__cogny__mcp__Snapchat_Ads__tool_list_organizations
  - mcp__cogny__mcp__Snapchat_Ads__tool_list_ad_accounts
  - mcp__cogny__mcp__Snapchat_Ads__tool_get_campaigns
  - mcp__cogny__mcp__Snapchat_Ads__tool_get_stats
  - mcp__cogny__mcp__Apple_Search_Ads__tool_list_acls
  - mcp__cogny__mcp__Apple_Search_Ads__tool_get_campaigns
  - mcp__cogny__mcp__Apple_Search_Ads__tool_get_campaign_report
  - mcp__cogny__mcp__Apple_Search_Ads__tool_get_account_spend
  - mcp__cogny__mcp__OpenAI_Ads__tool_get_ad_account
  - mcp__cogny__mcp__OpenAI_Ads__tool_get_insights
  - mcp__cogny__mcp__OpenAI_Ads__tool_get_conversion_insights
  - mcp__cogny__mcp__Bidtheatre__list_campaigns
  - mcp__cogny__mcp__Bidtheatre__get_report
  - mcp__cogny__mcp__Plausible__breakdown
  - mcp__cogny__mcp__Plausible__aggregate
  - mcp__cogny__mcp__Pipedrive__list_deals
  - mcp__cogny__mcp__Pipedrive__list_activities
  - mcp__cogny__mcp__Upsales__list_orders
  - mcp__cogny__mcp__Upsales__list_opportunities
  - mcp__cogny__mcp__Upsales__list_appointments
  - mcp__cogny__mcp__Upsales__get_metadata
  - mcp__cogny__mcp__Shopify__tool_list_orders
  - mcp__cogny__mcp__Shopify__tool_list_customers
  - mcp__cogny__mcp__WooCommerce__get_sales_report
  - mcp__cogny__mcp__WooCommerce__list_orders
  - mcp__cogny__mcp__WooCommerce__list_order_refunds
  - mcp__cogny__mcp__Abicart__get_sales_summary
  - mcp__cogny__mcp__Litium__get_sales_summary
  - mcp__cogny__mcp__PostHog__list_projects
  - mcp__cogny__mcp__PostHog__list_insights
  - mcp__cogny__mcp__PostHog__get_insight
  - mcp__cogny__mcp__Mixpanel__list_funnels
  - mcp__cogny__mcp__Mixpanel__get_funnel
  - mcp__cogny__mcp__Mixpanel__get_retention
  - mcp__cogny__mcp__GrowthBook__list_experiments
  - mcp__cogny__mcp__GrowthBook__get_experiment_results

Performance Memo

Every Monday, a short memo the way a sharp analyst would write it:

> "The profitability-review page converted at 4%, and half those leads were too small to serve. > The dinner ad has the lowest cost per qualified call. Retargeting has spent $3,000 and produced > two sales conversations."

**Every line ends in a decision for you: keep, kill, change or test.** It follows the money all the way through to retention, refunds and profit, because a campaign that brings in cheap customers who churn in sixty days looks great on a dashboard and quietly loses you money.

**Requires:** Cogny ($9/mo). It's best with `/campaign-ledger` running. Without IDs it falls back in this order, labelling the confidence of every line: 1. **Campaign IDs** in the ledger (high) 2. **fibbler** channel-level attribution (medium). Needs fibbler with two paid channels; it refuses or returns zeros otherwise. If fibbler refuses, returns zeros **or fails auth** (401 / `Forbidden`), drop to tier 3 and name it in "Data problems". 3. **Platform-reported conversions + GA4 by `sessionSourceMedium`** (low). Always cross-check: if a platform claims conversions GA4 can't see (e.g. X sign-ups while GA4 shows untagged `t.co / referral` with 0 key events), that mismatch is a memo line in itself.

Without a campaign evidence bar, use a default: **conclusive only with ≥10 conversions and ≥14 days**.

Usage

• `/performance-memo` — last 7 days vs prior 7, plus 90-day outcomes for anything that's closing
• `/performance-memo month --compare`

Schedule: Monday 07:30, after `/customer-language` and `/campaign-ledger sync`.

Step 0: Cogny check

If no `mcp__cogny__*` tools exist (no `list_integrations`, no `cogny_status`), print this and stop:

Performance