active_channels: [
  "outbound_email",        # Cold email campaigns
  "outbound_linkedin",     # LinkedIn outreach
  "inbound_content",       # Blog, SEO, content marketing
  "inbound_website",       # Website conversions, demo requests
  "events",                # Conferences, webinars, meetups
  "referrals",             # Partner/customer referrals
  "paid_ads",              # Google Ads, LinkedIn Ads, Meta Ads
  "social_organic",        # LinkedIn posts, Twitter, community
  "partnerships",          # Co-selling, integrations, channel
  "product_led",           # Free trial, freemium, PLG
  "warm_outbound"          # Re-engagement, nurture, expansion
]

targets: {
  meetings_booked: integer | null
  qualified_opportunities: integer | null
  pipeline_created: number | null       # Dollar value
  deals_closed: integer | null
  revenue_closed: number | null
  other: [                              # Custom KPIs
    { name: string, target: number }
  ]
}

initiative_categories: [
  {
    name: "Outbound Email Campaigns"
    data_source: "smartlead"           # or "instantly", "outreach", etc.
    metrics_available: ["sent", "opens", "replies", "meetings"]
  },
  {
    name: "LinkedIn Outreach"
    data_source: "manual_tracking"     # or "dripify", "expandi"
    metrics_available: ["connections_sent", "accepted", "replies", "meetings"]
  },
  {
    name: "Events & Webinars"
    data_source: "spreadsheet"
    metrics_available: ["attended", "leads_captured", "meetings", "pipeline"]
  },
  {
    name: "Inbound / Content"
    data_source: "hubspot"             # or "website_analytics"
    metrics_available: ["visitors", "leads", "mqls", "meetings"]
  },
  {
    name: "Referrals & Partnerships"
    data_source: "crm"
    metrics_available: ["intros", "meetings", "pipeline", "closed"]
  }
]

period: {
  type: "weekly" | "fortnightly" | "monthly" | "quarterly" | "custom"
  start_date: string
  end_date: string
  comparison_period: boolean          # Default: true
}
initiative_categories: [...]          # From config
data_sources: { ... }                 # From config

initiative_inventory: [
  {
    id: string                         # Generated identifier
    name: string                       # Initiative name
    category: string                   # Which category it belongs to
    channel: string                    # "email", "linkedin", "event", "inbound", "referral", etc.
    launch_date: string
    status: "active" | "paused" | "completed"
    description: string                # 1-2 sentence summary of what this initiative was
    target_audience: string            # Who it was aimed at
    data_source: string                # Where the data came from
    raw_data_available: boolean        # Can we pull detailed metrics?
  }
]

undefined

---

initiative_inventory: [...]           # From Step 1
period: { ... }
outreach_tools: [...]                 # From config
crm_tool: string                     # From config

initiative_metrics: [
  {
    id: string                         # Matches inventory
    name: string
    category: string
    channel: string
    metrics: {
      # Activity metrics (what we did)
      activity_volume: integer          # Emails sent, connections sent, leads captured, etc.
      activity_label: string            # "emails sent", "connections sent", etc.

      # Response metrics (what happened)
      responses: integer                # Replies, accepts, form fills, etc.
      response_rate: percentage
      response_label: string            # "replies", "accepted", "submitted", etc.

      # Meeting metrics (pipeline entry)
      meetings_booked: integer
      meeting_rate: percentage           # Meetings / activity_volume
      meetings_qualified: integer | null
      qualification_rate: percentage | null

      # Pipeline metrics (business impact)
      pipeline_created: number | null    # Dollar value
      deals_created: integer | null
      avg_deal_size: number | null

      # Revenue metrics (if deals closed)
      deals_won: integer | null
      revenue_closed: number | null

      # Efficiency metrics
      cost: number | null                # If cost data available
      cost_per_meeting: number | null
      cost_per_pipeline_dollar: number | null
      roi: number | null                 # Revenue / cost

      # Comparison period
      vs_prior: {
        activity_change: percentage
        response_rate_change: percentage
        meetings_change: percentage
        pipeline_change: percentage
      } | null
    }
  }
]

undefined

---

initiative_metrics: [...]             # From Step 2
targets: { ... }                      # From config
team_members: [...]                   # From config
period: { ... }

Initiative: [Name]
Category: [Category] | Channel: [Channel]
Status: [Active/Paused/Completed]

Activity:    [X sent/captured/etc.]    [+/-Y% vs prior]
Response:    [X replies/accepts]       [Z% rate] [above/at/below benchmark]
Meetings:    [X booked]               [Z% conversion]
Pipeline:    $[X]                     [+/-Y% vs prior]
Revenue:     $[X]                     [if applicable]
Efficiency:  $[X] cost per meeting    [if cost data available]

Grade: [A/B/C/D/F]
Verdict: [One sentence — "Strong performer, scale up" / "Underperforming, diagnose copy" / etc.]

Total activity → Total responses → Total meetings → Qualified → Pipeline → Won
[X emails+      [Y replies+       [Z meetings]    [W qual]    [$P]      [$R]
 connections+    accepts+
 leads+etc.]     leads]

Conversion rates at each stage:
Activity → Response: X%
Response → Meeting: X%
Meeting → Qualified: X%
Qualified → Pipeline: X%
Pipeline → Won: X%

                    HIGH IMPACT
                        │
    SCALE UP            │           OPTIMIZE
    (High impact,       │       (High impact,
     low effort)        │        high effort)
                        │
────────────────────────┼─────────────────────
                        │
    MAINTAIN            │           QUESTION
    (Low impact,        │       (Low impact,
     low effort)        │        high effort)
                        │
                    LOW IMPACT

analysis: {
  initiative_scorecards: [
    {
      id: string
      name: string
      category: string
      grade: "A" | "B" | "C" | "D" | "F"
      verdict: string
      key_metrics_summary: string
    }
  ]

  cross_initiative_ranking: {
    by_meetings_per_dollar: [ { name: string, value: number } ] | null
    by_meeting_conversion: [ { name: string, value: percentage } ]
    by_pipeline_per_meeting: [ { name: string, value: number } ] | null
    by_win_rate: [ { name: string, value: percentage } ] | null
    overall_best_performer: string
    overall_worst_performer: string
  }

  funnel: {
    total_activity: integer
    total_responses: integer
    total_meetings: integer
    total_qualified: integer | null
    total_pipeline: number | null
    total_won: number | null
    stage_conversions: [ { from: string, to: string, rate: percentage } ]
    biggest_drop_off: string          # Which stage loses the most
  }

  gap_analysis: {
    targets_summary: [ { metric: string, target: number, actual: number, gap: number, status: string } ]
    behind_on: string[]               # Which targets are behind
    incremental_needed: string        # "Need X more meetings from Y channel to close the gap"
  } | null

  effort_impact_matrix: {
    scale_up: [ { name: string, reason: string } ]
    optimize: [ { name: string, reason: string } ]
    maintain: [ { name: string, reason: string } ]
    question: [ { name: string, reason: string } ]
  }

  trends: {
    overall_direction: "improving" | "stable" | "declining"
    notable_shifts: string[]
  } | null
}

Recommended time allocation (next period):
- [Channel A]: Increase from X% → Y% of team time (reason)
- [Channel B]: Maintain at X% (reason)
- [Channel C]: Reduce from X% → Y% or eliminate (reason)
- [New Channel]: Allocate Z% for testing (reason)

insights: {
  double_down: [
    { initiative: string, recommendation: string, expected_impact: string, data_point: string }
  ]
  fix_or_kill: [
    { initiative: string, recommendation: string, deadline: string, data_point: string }
  ]
  start: [
    { recommendation: string, rationale: string, effort_estimate: string }
  ]
  resource_allocation: {
    current: [ { channel: string, effort_percentage: percentage } ]
    recommended: [ { channel: string, effort_percentage: percentage, change: string, reason: string } ]
  }
  key_risks: string[]                 # Top 3 risks to next period's targets
}

initiative_inventory: [...]           # From Step 1
initiative_metrics: [...]             # From Step 2
analysis: { ... }                     # From Step 3
insights: { ... }                     # From Step 4
targets: { ... }                      # From config
report_audience: string               # From config
period: { ... }

undefined

SCALE UP (high impact, efficient):
  • [Initiative] — [why]
  • [Initiative] — [why]

OPTIMIZE (high impact, resource-heavy):
  • [Initiative] — [why]

MAINTAIN (low effort, moderate results):
  • [Initiative] — [why]

QUESTION (high effort, low results):
  • [Initiative] — [why]

[Total Activity] → [Responses] → [Meetings] → [Qualified] → [Pipeline] → [Won]
    X,XXX             XXX            XX           XX          $XXX K      $XX K
              X.X%          X.X%          XX%          XX%          XX%

---