Use Cases & Workflows

Practical scenarios and ready-to-use workflows for daily store operations, ad optimization, inventory management, and more.

1. Daily Store Check

Start every morning with a quick health check of your store. This takes under a minute and surfaces anything that needs immediate attention.

What to Ask

Give me a quick overview of yesterday's store performance:
total revenue, number of orders, average order value, and total sessions
Were there any orders flagged as high fraud risk yesterday?
Are any products currently out of stock or below 5 units?
Show me yesterday's top 5 selling products

Building a Morning Routine

Combine these into a single prompt for a complete daily briefing:

Morning briefing: Show me yesterday's total revenue, order count, AOV,
and sessions from GA4. Flag any out-of-stock products and any high-risk
orders. Compare revenue to the same day last week.

This gives you a snapshot of store health, inventory alerts, and fraud flags in one response.

2. Weekly Performance Report

Generate a comprehensive weekly report covering sales, traffic, and marketing performance. Use this for team meetings or stakeholder updates.

What to Ask

Create a weekly performance report for last week including:
- Total revenue and order count with week-over-week change
- Daily revenue breakdown with a chart
- Top 10 products by revenue
- Traffic breakdown by source from GA4
- Total ad spend and ROAS for Google Ads and Meta Ads
Show me a chart of daily revenue for last week compared to the week before
What were the biggest changes in traffic sources compared to the previous week?
Summarize last week's performance in 3-4 bullet points I can share with my team

Going Deeper

After the overview, drill into areas that need attention:

Which product categories grew the most last week?
Break down conversion rate by device type for last week
Which traffic sources had the highest and lowest conversion rates?

3. Ad Campaign Optimization

Compare performance across advertising platforms and identify where to allocate budget for maximum return.

Cross-Platform Comparison

Compare Google Ads and Meta Ads for the last 30 days:
show spend, revenue, ROAS, CPA, and number of conversions for each
Which platform is giving me a better cost per acquisition this month?
Show me the ROAS trend for both Google Ads and Meta Ads over the past 8 weeks

Campaign-Level Analysis

List all my Google Ads campaigns with their spend, conversions, and ROAS
for the past 30 days, sorted by ROAS descending
Which Meta Ads campaigns have a ROAS below 1.0 in the last 14 days?
I might need to pause or optimize them.
Show me my top 5 best-performing ad campaigns across all platforms by ROAS

Budget Optimization

Based on the last 30 days of data, which campaigns should I increase
budget on and which should I decrease? Consider ROAS and conversion volume.
If I had an extra $1,000 to spend on ads this week, which campaigns
would give me the best return based on recent performance?
Are there any campaigns where CPA has been rising over the past 4 weeks?

4. Conversion Drop Investigation

When conversions suddenly drop, use Presso to run a systematic root cause analysis across all your data sources.

Initial Assessment

Compare my conversion rate for the last 3 days to the previous 7-day average.
How much did it drop and when exactly did it start?
Show me hourly conversion rates for the past 48 hours to pinpoint
when the drop began

Traffic Source Analysis

Break down conversion rate by traffic source for the past 7 days.
Did the drop happen across all sources or just specific ones?
Did my traffic mix change? Show me session share by source for this week
versus last week.

Device and Technical Analysis

Compare conversion rates by device type (desktop, mobile, tablet)
for the past 7 days versus the prior 7 days
Were there any significant changes in bounce rate or session duration
from GA4 that might indicate a site issue?

Ad Platform Investigation

Did anything change in my Google Ads or Meta Ads campaigns around
the time conversions dropped? Check for paused campaigns, budget
changes, or sudden CPC increases.
Compare my ad campaign click-through rates this week to last week.
Are ads still driving qualified traffic?

Putting It Together

Based on all the data we've looked at, summarize the most likely
reasons for the conversion drop and recommend 3 actions I should take

5. Inventory Management

Monitor stock levels, predict shortages, and make informed reorder decisions.

Stock Level Monitoring

Show me all products with fewer than 10 units in stock
Which products are currently out of stock?
List products where current stock is below 20% of what I sold last month

Stock-Out Risk Detection

Based on the last 30 days of sales velocity, which products will
likely run out of stock within the next 2 weeks?
Show me my top 20 products by units sold last month alongside their
current inventory levels. Flag any that look at risk.

Reorder Planning

For products selling more than 5 units per day, show me current stock
and estimated days until stock-out
Which of my best-selling products from last month need to be reordered
most urgently based on current stock levels?

Dead Stock Identification

Which products have had zero sales in the past 60 days but still
have inventory in stock?
Show me products with more than 50 units in stock that sold fewer
than 5 units last month

6. Customer Analysis

Understand who your customers are, how they behave, and where to focus retention efforts.

Customer Overview

How many new customers versus returning customers placed orders last month?
What is my repeat purchase rate for the past 90 days?
Show me my top 10 customers by total lifetime spend

Segment Analysis

List my customer segments with their size and description
What is the average order value for first-time buyers versus repeat customers?
How does the average number of items per order differ between
new and returning customers?

Customer Lifetime Value

What is the average customer lifetime value based on order history?
Which customer segments have the highest average order value?
How many customers who bought in January came back to purchase again
in February?

At-Risk Customers

How many customers who ordered 2+ times in the past have not placed
an order in the last 90 days?
Show me customers who have spent over $500 total but haven't ordered
in the last 60 days

7. SEO Monitoring

Track your search performance, identify keyword opportunities, and monitor ranking changes using Search Console data.

Performance Overview

Show me total clicks, impressions, CTR, and average position from
Search Console for the past 30 days compared to the previous 30 days
Create a chart of daily organic clicks for the past 3 months

Keyword Analysis

What are my top 20 search queries by clicks in the last 30 days?
Include impressions, CTR, and average position.
Which search queries have the most impressions but a CTR below 2%?
These might need better title tags or meta descriptions.
Show me queries where my average position improved the most in the
last 30 days compared to the prior 30 days

Page Performance

Which pages get the most organic search traffic?
Are there any pages that lost significant organic clicks this month
compared to last month?
Show me pages with an average position between 4 and 10 -- these are
opportunities to push to the first page

Identifying Opportunities

Find search queries where I rank on page 2 (positions 11-20) with
high impressions. These are my best opportunities for quick ranking gains.
Which of my top landing pages have the lowest CTR? Improving their
title tags could drive more traffic without ranking changes.

8. Monthly Executive Report

Generate a comprehensive monthly business review suitable for executive stakeholders, investors, or strategic planning.

Full Business Overview

Create a comprehensive monthly report for last month including:
- Total revenue, orders, and AOV with month-over-month change
- Revenue by week with a trend chart
- Top 10 products by revenue
- Customer breakdown: new vs returning
- Traffic sources and their conversion rates from GA4
- Ad spend, revenue, and ROAS for Google Ads and Meta Ads
- Search Console: organic traffic trend and top keywords
- Key inventory alerts

Financial Summary

Show me total revenue, total ad spend, and overall ROAS for last month.
What was my estimated gross margin after ad costs?
Break down revenue by sales channel for last month
Compare last month's financial metrics to the same month last year
if data is available

Channel Performance

Rank all my marketing channels by revenue attributed, from highest
to lowest, for last month
Which channel had the best improvement in ROAS compared to the
previous month?

Executive Summary

Based on all the data we've reviewed, write a 5-bullet executive
summary of last month's performance including what went well,
what needs attention, and one recommended action item
What are the 3 biggest risks to the business based on current trends,
and what should we do about each?