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Expert Playbooks
for questions
that matter.

Sundial selects the right expert Playbook for each question, guiding its Analysis Agent on what to check, what to rule out, and when not to force a conclusion.

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What are our biggest growth opportunities?
I'll find the right method for this question, then use it to guide the analysis.
Thinking...Searching for relevant Playbook
Long Term Metric ChangeLoaded Long Term Metric Change Playbook
Marketing Weekly
Funnel Analysis
Engagement Analysis
I found a highly relevant Playbook. I'll use its steps to investigate the leading growth opportunities.
Planning the analysis as per the Playbook
Sundial is searching through Playbooks.

A library of analytical methods, crafted for the questions you ask again and again.

Start with proven methods for metric changes, funnels, user behavior, and more. Then add the ones unique to your business.

  1. Explain a recent rise or drop by verifying the change, decomposing its drivers, and testing the leading explanation.

And many more. Want the deeper definition?

Read what an analytics Playbook is.

Inside the Metric Change Playbook

See how Sundial moves from a change in a metric to a tested explanation, starting with whether there is anything meaningful to explain.

  1. 0

    Verify the change

    Check whether the movement is outside normal variation. If not, stop before attributing a cause.

  2. 1

    Frame the change

    State the metric, observed movement, and time period before looking for causes.

  3. 2

    Decompose the metric

    Separate structural factors from segment contribution and mix.

  4. 3

    Follow the main driver

    Trace the component that explains most of the change, then break it down again.

  5. 4

    Test the explanation

    Develop competing hypotheses, then test them with internal data and external context.

  6. 5

    Check the wider impact and conclude

    Examine related metrics and downstream effects, then review the evidence before summarizing the answer.

Create Playbooks for how your company works.

Create and manage organization-wide or personal Playbooks for recurring questions in Context Engine or Git.

A custom customer retention Playbook editor with a Playbook list and Publish button.

What to know before you start

Do I need to choose a Playbook before I ask a question?
No. When a question fits a known analytical situation, Sundial can select the relevant Playbook and follow its method. Straightforward lookups can use governed definitions without a Playbook.
Can we see which Playbook informed an answer?
Yes. Sundial can show the method used, supporting definitions, evidence, and analysis steps so your team can understand how the conclusion was reached.
What if Sundial does not have expertise in our industry?
Sundial’s applied engineering team will work with you to understand how your industry operates and create Playbooks for the questions and decisions specific to your business.
Do Playbooks replace analysts?
No. Playbooks scale the repeatable, high-value investigations that often become analyst requests. Analysts remain essential for novel, highly contextual, and high-stakes work.

A proven method for every recurring question.

Give every team a dependable path to trusted answers.

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