data-storytelling

• The task is unrelated to data storytelling
• You need a different domain or tool outside this scope

• Clarify goals, constraints, and required inputs.
• Apply relevant best practices and validate outcomes.
• Provide actionable steps and verification.
• If detailed examples are required, open resources/implementation-playbook.md.

• Presenting analytics to executives
• Creating quarterly business reviews
• Building investor presentations
• Writing data-driven reports
• Communicating insights to non-technical audiences
• Making recommendations based on data

1. Story Structure

```

Setup → Conflict → Resolution

Setup: Context and baseline

Conflict: The problem or opportunity

Resolution: Insights and recommendations

```

2. Narrative Arc

```

1. Hook: Grab attention with surprising insight
2. Context: Establish the baseline
3. Rising Action: Build through data points
4. Climax: The key insight
5. Resolution: Recommendations
6. Call to Action: Next steps

```

3. Three Pillars

| Pillar | Purpose | Components |

| ------------- | -------- | -------------------------------- |

| Data | Evidence | Numbers, trends, comparisons |

| Narrative | Meaning | Context, causation, implications |

| Visuals | Clarity | Charts, diagrams, highlights |

Framework 1: The Problem-Solution Story

```markdown

# Customer Churn Analysis

"We're losing $2.4M annually to preventable churn."

• Current churn rate: 8.5% (industry average: 5%)
• Average customer lifetime value: $4,800
• 500 customers churned last quarter

Analysis of churned customers reveals a pattern:

• 73% churned within first 90 days
• Common factor: < 3 support interactions
• Low feature adoption in first month

[Show engagement curve visualization]

Customers who don't engage in the first 14 days

are 4x more likely to churn.

1. Implement 14-day onboarding sequence
2. Proactive outreach at day 7
3. Feature adoption tracking

• Reduce early churn by 40%
• Save $960K annually
• Payback period: 3 months

Approve $50K budget for onboarding automation.

```

Framework 2: The Trend Story

```markdown

# Q4 Performance Analysis

Q3 ended with $1.2M MRR, 15% below target.

Team morale was low after missed goals.

[Timeline visualization]

• Oct: Launched self-serve pricing
• Nov: Reduced friction in signup
• Dec: Added customer success calls

[Before/after comparison chart]

| Metric | Q3 | Q4 | Change |

|----------------|--------|--------|--------|

| Trial → Paid | 8% | 15% | +87% |

| Time to Value | 14 days| 5 days | -64% |

| Expansion Rate | 2% | 8% | +300% |

Self-serve + high-touch creates compound growth.

Customers who self-serve AND get a success call

have 3x higher expansion rate.

Double down on hybrid model.

Target: $1.8M MRR by Q2.

```

Framework 3: The Comparison Story

```markdown

# Market Opportunity Analysis

Should we expand into EMEA or APAC first?

[Side-by-side market analysis]

EMEA

• Market size: $4.2B
• Growth rate: 8%
• Competition: High
• Regulatory: Complex (GDPR)
• Language: Multiple

APAC

• Market size: $3.8B
• Growth rate: 15%
• Competition: Moderate
• Regulatory: Varied
• Language: Multiple

[Weighted scoring matrix visualization]

| Factor | Weight | EMEA Score | APAC Score |

| ----------- | ------ | ---------- | ---------- |

| Market Size | 25% | 5 | 4 |

| Growth | 30% | 3 | 5 |

| Competition | 20% | 2 | 4 |

| Ease | 25% | 2 | 3 |

| Total | | 2.9 | 4.1 |

APAC first. Higher growth, less competition.

Start with Singapore hub (English, business-friendly).

Enter EMEA in Year 2 with localization ready.

• Timezone coverage: Hire 24/7 support
• Cultural fit: Local partnerships
• Payment: Multi-currency from day 1

```

Technique 1: Progressive Reveal

```markdown

Start simple, add layers:

Slide 1: "Revenue is growing" [single line chart]

Slide 2: "But growth is slowing" [add growth rate overlay]

Slide 3: "Driven by one segment" [add segment breakdown]

Slide 4: "Which is saturating" [add market share]

Slide 5: "We need new segments" [add opportunity zones]

```

Technique 2: Contrast and Compare

```markdown

Before/After:

┌─────────────────┬─────────────────┐

│ BEFORE │ AFTER │

│ │ │

│ Process: 5 days│ Process: 1 day │

│ Errors: 15% │ Errors: 2% │

│ Cost: $50/unit │ Cost: $20/unit │

└─────────────────┴─────────────────┘

This/That (emphasize difference):

┌─────────────────────────────────────┐

│ CUSTOMER A vs B │

│ ┌──────────┐ ┌──────────┐ │

│ │ ████████ │ │ ██ │ │

│ │ $45,000 │ │ $8,000 │ │

│ │ LTV │ │ LTV │ │

│ └──────────┘ └──────────┘ │

│ Onboarded No onboarding │

└─────────────────────────────────────┘

```

Technique 3: Annotation and Highlight

```python

import matplotlib.pyplot as plt

import pandas as pd

fig, ax = plt.subplots(figsize=(12, 6))

# Plot the main data

ax.plot(dates, revenue, linewidth=2, color='#2E86AB')

# Add annotation for key events

ax.annotate(

'Product Launch\n+32% spike',

xy=(launch_date, launch_revenue),

xytext=(launch_date, launch_revenue * 1.2),

fontsize=10,

arrowprops=dict(arrowstyle='->', color='#E63946'),

color='#E63946'

)

# Highlight a region

ax.axvspan(growth_start, growth_end, alpha=0.2, color='green',

label='Growth Period')

# Add threshold line

ax.axhline(y=target, color='gray', linestyle='--',

label=f'Target: ${target:,.0f}')

ax.set_title('Revenue Growth Story', fontsize=14, fontweight='bold')

ax.legend()

```

Template 1: Executive Summary Slide

```

┌─────────────────────────────────────────────────────────────┐

│ KEY INSIGHT │

│ ══════════════════════════════════════════════════════════│

│ │

│ "Customers who complete onboarding in week 1 │

│ have 3x higher lifetime value" │

│ │

├──────────────────────┬──────────────────────────────────────┤

│ │ │

│ THE DATA │ THE IMPLICATION │

│ │ │

│ Week 1 completers: │ ✓ Prioritize onboarding UX │

│ • LTV: $4,500 │ ✓ Add day-1 success milestones │

│ • Retention: 85% │ ✓ Proactive week-1 outreach │

│ • NPS: 72 │ │

│ │ Investment: $75K │

│ Others: │ Expected ROI: 8x │

│ • LTV: $1,500 │ │

│ • Retention: 45% │ │

│ • NPS: 34 │ │

│ │ │

└──────────────────────┴──────────────────────────────────────┘

```

Template 2: Data Story Flow

```

Slide 1: THE HEADLINE

"We can grow 40% faster by fixing onboarding"

Slide 2: THE CONTEXT

Current state metrics

Industry benchmarks

Gap analysis

Slide 3: THE DISCOVERY

What the data revealed

Surprising finding

Pattern identification

Slide 4: THE DEEP DIVE

Root cause analysis

Segment breakdowns

Statistical significance

Slide 5: THE RECOMMENDATION

Proposed actions

Resource requirements

Timeline

Slide 6: THE IMPACT

Expected outcomes

ROI calculation

Risk assessment

Slide 7: THE ASK

Specific request

Decision needed

Next steps

```

Template 3: One-Page Dashboard Story

```markdown

# Monthly Business Review: January 2024

Revenue up 15% but CAC increasing faster than LTV

┌────────┬────────┬────────┬────────┐

│ MRR │ NRR │ CAC │ LTV │

│ $125K │ 108% │ $450 │ $2,200 │

│ ▲15% │ ▲3% │ ▲22% │ ▲8% │

└────────┴────────┴────────┴────────┘

✓ Enterprise segment growing 25% MoM

✓ Referral program driving 30% of new logos

✓ Support satisfaction at all-time high (94%)

✗ SMB acquisition cost up 40%

✗ Trial conversion down 5 points

✗ Time-to-value increased by 3 days

[Mini chart showing SMB vs Enterprise CAC trend]

SMB paid ads becoming less efficient.

CPC up 35% while conversion flat.

1. Shift $20K/mo from paid to content
2. Launch SMB self-serve trial
3. A/B test shorter onboarding

• Launch content marketing pilot
• Complete self-serve MVP
• Reduce time-to-value to < 7 days

```

Headlines That Work

```markdown

BAD: "Q4 Sales Analysis"

GOOD: "Q4 Sales Beat Target by 23% - Here's Why"

BAD: "Customer Churn Report"

GOOD: "We're Losing $2.4M to Preventable Churn"

BAD: "Marketing Performance"

GOOD: "Content Marketing Delivers 4x ROI vs. Paid"

Formula:

[Specific Number] + [Business Impact] + [Actionable Context]

```

Transition Phrases

```markdown

Building the narrative:

• "This leads us to ask..."

• "When we dig deeper..."

• "The pattern becomes clear when..."

• "Contrast this with..."

Introducing insights:

• "The data reveals..."

• "What surprised us was..."

• "The inflection point came when..."

• "The key finding is..."

Moving to action:

• "This insight suggests..."

• "Based on this analysis..."

• "The implication is clear..."

• "Our recommendation is..."

```

Handling Uncertainty

```markdown

Acknowledge limitations:

• "With 95% confidence, we can say..."

• "The sample size of 500 shows..."

• "While correlation is strong, causation requires..."

• "This trend holds for [segment], though [caveat]..."

Present ranges:

• "Impact estimate: $400K-$600K"

• "Confidence interval: 15-20% improvement"

• "Best case: X, Conservative: Y"

```

Do's

• Start with the "so what" - Lead with insight
• Use the rule of three - Three points, three comparisons
• Show, don't tell - Let data speak
• Make it personal - Connect to audience goals
• End with action - Clear next steps

Don'ts

• Don't data dump - Curate ruthlessly
• Don't bury the insight - Front-load key findings
• Don't use jargon - Match audience vocabulary
• Don't show methodology first - Context, then method
• Don't forget the narrative - Numbers need meaning

• [Storytelling with Data (Cole Nussbaumer)](https://www.storytellingwithdata.com/)
• [The Pyramid Principle (Barbara Minto)](https://www.amazon.com/Pyramid-Principle-Logic-Writing-Thinking/dp/0273710516)
• [Resonate (Nancy Duarte)](https://www.duarte.com/resonate/)