1) Rapid scoping (0–1 hr)- Clarify exact change with leadership: what, effective date, affected products/customers, KPIs of interest, and acceptable assumptions.- Stakeholders: PM/product lead, finance, legal, ops, sales. Ask for any prior projections or constraints.2) Prioritize impact vectors (1–2 hrs)- Identify top metrics to quantify: revenue, margin, volume, churn, average order value (AOV), conversion.- Decide segmentation (product, region, channel, customer tier) with PM/finance.3) Pull quick baseline data (2–6 hrs)- Run fast SQL extracts for baseline and recent trends. Example queries:sql
-- Revenue and orders by product + month
SELECT product_id, DATE_TRUNC('month', order_date) AS month,
SUM(total_amount) AS revenue, COUNT(DISTINCT order_id) AS orders,
AVG(total_amount) AS aov
FROM orders
WHERE order_date BETWEEN CURRENT_DATE - INTERVAL '12 months' AND CURRENT_DATE
GROUP BY product_id, month;
sql
-- Customers by tier + churn proxy
SELECT customer_tier, COUNT(*) AS customers,
SUM(CASE WHEN last_order_date < CURRENT_DATE - INTERVAL '90 days' THEN 1 ELSE 0 END) AS likely_churn
FROM customers GROUP BY customer_tier;
4) Run quick sensitivity scenarios (6–18 hrs)- Apply conservative/central/aggressive assumptions to baseline (e.g., +5% price => estimate demand elasticity scenarios). Use simple Excel/SQL to project revenue and margin deltas by segment.- Coordinate with finance for cost/margin inputs and with analytics for any elasticity estimates.5) Prepare first update (24–48 hrs)- Deliver a concise slide/dashboard with: - Executive summary: top 3 impacts and confidence level - Key numbers: baseline revenue, projected delta under scenarios, segments most/least affected - Top risks & open questions (data gaps, dependencies) - Next steps and requests (deeper modeling, A/B test, timeline)- Share SQL extracts, methods, and assumptions appendix for transparency.This approach gives leadership actionable short-term estimates, highlights high-impact segments, and defines work required for a more precise analysis.