Where we start
Five sessions built five artifacts: a tracking plan, an activation candidate, an engagement curve, an adoption table and an AI metric sheet. Each one taught a single question to ask of a number. Tonight they become one checklist, asked in the same order every time, so that a review stops being an argument about whose chart is right and becomes a short walk through what each number can and cannot say. Every number on this page comes from the same public GitHub data the earlier sessions used; nothing new is introduced, it is all re-read.
★ What you walk out with tonight. A six-question review card you can take into any product meeting, one of your own dashboards walked through it question by question, and for each number on it the honest sentence it has earned: what it counts, of whom, beside what share, with which blind spots, and whether anybody has tested that it causes anything.
Six pins in one dashboard
5 min livePut six real numbers from the earlier sessions on one sketched dashboard and each of them looks settled. None of them is. Every tile carries a question that has to be answered before the number can be used for a decision, and the same six questions come up on every product dashboard, whether it tracks repositories, songs or invoices.
LiveThe six questions, one line each3 min▶
1 · Which definition? The same 28 days of sampled GitHub accounts give a monthly active count of 79,555 if any event counts, 48,946 if only a push counts, 8,993 if only opening an issue or pull request counts. A tile that says "MAU" without saying which one is three different claims.
2 · Which cohort, and when does it start? A cohort has to begin at a moment the diary recorded. The first time an account appears in a window is not its first day; the bench's cohort is 8,348 repositories born in one hour, one per non-bot account, because a repository's birth is written down and an account's is not.
3 · Which denominator? A lift is a ratio of two return rates; it says nothing about how many people it applies to. "3+ events in week one" calls 46.0 percent activated at 2.93x; "seen on 2+ days" calls 14.2 percent activated at 5.44x. Read the share beside the lift, always.
4 · What can the diary not see? The engagement numbers come from two sampled hours a day, and the activation bench from every second hour. Every count is "seen in the sampled hours", and a daily user who works at other times looks occasional.
5 · Where are the bots? In one hour, 409 [bot] logins produce 15.5 percent of events, and the busiest account of all, censameesss with 25,458 events, carries no suffix. Filtering by name catches the honest bots only.
6 · What has been shown to cause what? Usually nothing. A lift is a correlation. Proving that pushing people toward a behaviour changes whether they stay needs an experiment, which is its own discipline: learn experimentation with phoebe.
Self-studyWhy the order matters2 min▶
The questions are ordered so that each one only makes sense once the one before it is answered. A denominator cannot be checked until the cohort is fixed, and the cohort cannot be fixed until the definition is written. Sampling and bots come next because they change the counts inside an agreed frame. Cause comes last because it is the only question that the dashboard, on its own, can never answer.
Asking in order also keeps the meeting civil. "Which definition is this?" is a question nobody is embarrassed by. Starting at question 6, "is this causal?", sounds like an accusation, and the review turns into a defence of the chart rather than a reading of it.
Two MAUs in one meeting. A common pattern, not a named case: marketing's deck says monthly active users are up, product's deck says they are flat, and twenty minutes go on whose tool is broken. Neither is. One counts anyone who opened the app, the other counts anyone who did the core action. The GitHub sample shows how wide that gap can be on identical accounts: 79,555 against 8,993. Question 1, asked first, would have ended the argument in a sentence.
One headline, six questions
6 min liveThe strongest-looking finding on these pages is the activation bench's: "coming back on a second day activates 14.2 percent at 5.44x". It is real, measured on 8,348 real new repositories and checked by two independent programs that agree on every count. Walk it through the six questions and see which parts of the sentence survive as written.
LiveQuestions 1 to 3: the frame holds3 min▶
Definition. Written down, and narrow enough to check: a repository counts as activated if it is seen on two or more separate days in its first seven, and it "came back" if any non-bot event touches it in days 28 to 41, weeks 5 and 6. Pass.
Cohort. 8,348 repositories, each the first new repository of a non-bot account in the hour 2024-03-04 15:00 UTC. The start is a recorded birth, not a first sighting. The note to keep: these are public projects, not people, the way a SaaS product counts new workspaces.
Denominator. 1,186 repositories, 14.2 percent, are activated. They came back at 13.0 percent; the other 7,162 came back at 2.4 percent. Across the whole cohort only 325 came back, 3.9 percent, so the definition catches 47.4 percent of returners. Set beside "3+ events", which calls 46.0 percent activated at 2.93x and catches 71.4 percent of returners, it is a sharper rule that covers fewer. Both facts belong on the slide.
LiveQuestions 4 and 5: keep the caveats in the sentence2 min▶
Sampling. The bench read every second hour: 84 sampled hours for days 0 to 6 and 168 for the return window. "Seen on 2+ days" means seen in the sampled hours of two days. A repository worked on only in the unsampled hours looks inactive. The effect on the lift is unknown, so the caveat stays on the slide rather than being argued away.
Bots. Events by [bot] logins are dropped everywhere, and 127 of the hour's 10,384 new repositories came from them. Automation without the suffix cannot be detected reliably from a name and stays in. One account created 115 repositories in the hour; the cohort keeps only its first. Say both things out loud.
Self-studyQuestion 6: why the verb fails3 min▶
"Activates" is a causal verb. It invites a roadmap: nudge new projects toward a second day and more of them will stay. The bench cannot support that. Coming back on a second day is an early version of the outcome itself, coming back later. A repository its owner already cares about will show up on day two and on day thirty for the same reason.
The shuffle is the other half of the reading. When the bench keeps the group size at 1,186 and randomly reassigns which repositories are "activated", the lift falls to 0.85x. That is what no link looks like at this size, and 5.44x is far from it. So the association is real. What it is not, yet, is a lever. The rewritten sentence at the bottom of the figure keeps every number and changes one clause.
Slack's 2,000 messages, reviewed. Stewart Butterfield told First Round Review in 2015 that any team which had exchanged 2,000 messages had really tried Slack, and that 93 percent of those were still using it. Run it through the six questions and question 6 fails the same way: teams that reach 2,000 messages have already stayed long enough to send them. The number is a fine description of committed teams; as a target it has the survivorship problem built in.
Running the review
4 min liveThe six questions are only useful if the meeting is built to ask them. That means the right things arrive on the table, every headline arrives as one honest sentence rather than a slogan, and everyone knows in advance what gets an analysis sent back for another week instead of into the roadmap.
LiveWhat to bring1 min▶
The five artifacts from sessions 1 to 5 are the review's reference shelf. The tracking plan answers question 1 and holds the blank-pages tab for question 4. The activation candidate with its honest sentence answers questions 2 and 3. The engagement curve shows which definition of active was used and what sampling it rests on. The adoption table keeps breadth, depth and time apart, so a setup artefact like "branch created", adopted by 68.8 percent, is not mistaken for value. The AI metric sheet says which of acceptance, persistence or characters kept was chosen, and for which decision.
Ask for these before the meeting, not during it. A number whose definition has to be looked up live is a number that will be decided on before the answer comes back.
LiveThe honest sentence2 min▶
Every headline arrives in one fixed shape, the same one the analyst track's bench uses: "X percent are activated; they come back at A against B; lift L; it catches C of returners; nobody has tested whether it causes anything." The shape does the reviewing for you. It cannot be filled in without a definition, a share, both return rates and a coverage figure, and its last clause is a standing reminder that a correlation has not yet become a lever.
Filled in for the busiest-birth-hour rule, it reads: 1.4 percent are activated; they come back at 3.4 percent against 3.9; lift 0.88x; it catches 1.2 percent of returners. With only 117 repositories in the group, and a shuffled version of the same size reading 1.32x, the honest verdict is "no signal", not "harm". The sentence keeps the reader from over-reading in either direction.
Self-studyWhen to send an analysis back2 min▶
Send it back, politely and with the question written down, when any of these is true:
- No written definition for a metric on the slide, or two teams using the same name for different counts.
- A cohort that starts at "first seen" in a source that never recorded the real start.
- A lift with no share beside it, or no base rate for the whole group.
- A small group, under about 300, presented without a shuffled or otherwise "no signal" comparison. On the bench, groups of 117 to 288 wander furthest from 1 when the link is removed.
- No statement about bots or blind spots in a stream known to carry both.
- A causal verb ("drives", "activates", "makes users stay") for something nobody has tested.
Sending back is not rejection. The finding may be exactly right; it is not yet in a form a decision can rest on. Reading metrics as an executive more generally is its own subject: learn data literacy with phoebe.
"7 friends in 10 days", reviewed. Chamath Palihapitiya is reported, through a transcript of his 2012 talk, to have said that the single biggest thing Facebook's growth team realised was to get any individual to 7 friends in 10 days. The analysis behind it was never published. Benn Stancil of Mode called it a memorable rally cry rather than a threshold, and Mixpanel reports Andrew Chen's point that it could as easily have been 10 in 12. In a review it stops at question 1: nobody outside can see the definition, the cohort or the denominator. It is folklore worth knowing, and it would be sent back.
Review one real dashboard of yours
★ 22 min · everyone buildsNo tools and no data access beyond a screenshot or a printout of one dashboard your team really uses. Pick one with no more than six numbers on it. You will walk each number through the six questions and end with the sentence it has earned, which is usually shorter and more useful than the tile it came from.
Copy the tiles as shown. One row per number, written exactly as the dashboard labels it, including the delta and the period. Do not fix anything yet; the point is to see what a reader is actually given.
Ask question 1 of every tile: which definition? Find where the definition is written. If it is only in the query, write it out in one plain line. If two tiles share a word, "active", "new", "engaged", check whether they share a definition.
Ask questions 2 and 3: which cohort, and beside which share? For every rate or lift, write the group it is computed on, where that group starts, how big it is, and what share of the whole it is. A rate on a group of a few hundred gets a "small" flag.
Ask questions 4 and 5: blind spots and bots. Use the blank-pages tab from your session 1 tracking plan. Write which sampling, consent gaps or logged-out use could move each number, and how automation, test accounts and internal staff are removed, or that they are not.
Ask question 6, then write the sentence each number earns. Strike every causal verb that is not backed by an experiment. Use the honest sentence shape for any activation or feature claim. Anything left unanswered goes on the send-back list, with its owner.
The dashboard is not the problem. Building a better one is a separate job: learn business intelligence with phoebe. Tonight's job is reading the one you have, and most of the value is in the send-back list.
Before your next product review
30 min- Finish the review card for the dashboard you started tonight: every tile, all six questions, and the sentence each number earns. Date it.
- Send the send-back list to the owners it names, one line per item, phrased as a question rather than a verdict: "which definition of engaged should this tile use?"
- Rewrite one headline from your last review in the honest sentence shape, with the share, both return rates, the coverage figure and the closing clause about cause. Put it on the first slide next time.
- Pick the one causal claim your team most wants to be true and write what it would take to test it: who gets the change, who does not, and what is measured when. Take it to learn experimentation with phoebe for the design.
Three questions
Clear all three and leader session 6 gets stamped in your passport.
1 · The same 28 days of sampled GitHub accounts give monthly active counts of 79,555, 48,946 and 8,993. What is the right first question in a review?
Nothing is broken. The three numbers count different behaviour on the same accounts. Until the definition is on the slide, the review is comparing three different claims under one name.
2 · "3+ events in week one" has a lift of 2.93x; "seen on 2+ days" has 5.44x. What else must be on the slide before choosing?
A lift is a ratio of two return rates and says nothing about how many repositories it applies to. The broad rule covers more and catches 71.4 percent of returners; the sharp rule separates better per head. The decision needs both.
3 · The headline says "coming back on a second day activates 14.2 percent at 5.44x". Which part fails the review?
The count is sound and far from its shuffled floor of 0.85x, so the association is real. Agreement between two programs proves the arithmetic, not the cause. Coming back on day two is an early version of coming back later.
What this session teaches, and where it came from
Every fact on this page, and its verification tier, is recorded in the course's source map.
Leader session 6 cheat sheet · pin this
That is the end of the leader track. If you want to see every number on these pages being made, the analyst track starts at session 1, the tracking plan as code, and builds the same artifacts in Python on real GH Archive rows. If you only want the headline machinery, go straight to the activation bench: pick a definition, read its share, lift and returners caught, then press the break button and watch what no signal looks like.