This notebook provides step-by-step instructions for analyzing sales CRM closed-lost reasons data to identify key patterns and insights into why deals are won or lost. Each cell contains both markdown instructions and AI prompts to guide the analysis process.
Simon
Acquisition Channel Efficiency Analysis evaluates the performance and cost-effectiveness of different marketing channels used to acquire customers. It identifies which channels deliver the highest return on investment and guides budget allocation decisions across paid search, social media, email, content marketing, and other acquisition strategies.
Tyler Shibata from Julius

Run significance test on columns in a sheet (e.g. t-test, chi-square)
Julius
Customer Segmentation Analysis groups customers into distinct segments based on shared characteristics, behaviors, and value to the business. It transforms customer data into actionable insights that enable personalized marketing strategies, targeted product development, and optimized resource allocation across different customer groups.
Tyler Shibata from Julius

Forecast time series data for understanding trends and relationships.
Julius

Extract tables from a PDF! Converts each of the tables into a CSV. Can choose which ones you want or just get them all!
Matt

Start a multivariate analysis with investigations correlations and conducting principal component analysis to identify key features.
Matt

Visually explore a spreadsheet! Let the AI start off and then continue on your own.
Julius

Load a SPSS file into Julius
Matt

Methodically clean your data from a CSV, Spreadsheet, or other file format.
Julius
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