aiox-core 5.0.5 → 5.0.8

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (2374) hide show
  1. package/.aiox-core/cli/commands/pro/buyer.js +379 -0
  2. package/.aiox-core/cli/commands/pro/index.js +191 -52
  3. package/.aiox-core/cli/commands/validate/index.js +2 -0
  4. package/.aiox-core/core/code-intel/helpers/dev-helper.js +1 -1
  5. package/.aiox-core/core/code-intel/helpers/devops-helper.js +0 -1
  6. package/.aiox-core/core/code-intel/helpers/planning-helper.js +1 -1
  7. package/.aiox-core/core/code-intel/helpers/qa-helper.js +2 -2
  8. package/.aiox-core/core/config/schemas/framework-config.schema.json +1 -0
  9. package/.aiox-core/core/config/template-overrides.js +1 -1
  10. package/.aiox-core/core/doctor/checks/ide-sync.js +81 -25
  11. package/.aiox-core/core/doctor/checks/rules-files.js +0 -1
  12. package/.aiox-core/core/doctor/checks/skills-count.js +83 -15
  13. package/.aiox-core/core/graph-dashboard/cli.js +1 -2
  14. package/.aiox-core/core/graph-dashboard/data-sources/code-intel-source.js +1 -1
  15. package/.aiox-core/core/ids/layer-classifier.js +1 -1
  16. package/.aiox-core/core/pro/pro-updater.js +578 -0
  17. package/.aiox-core/core/synapse/context/context-tracker.js +107 -9
  18. package/.aiox-core/core/synapse/layers/layer-processor.js +1 -1
  19. package/.aiox-core/core-config.yaml +15 -1
  20. package/.aiox-core/data/capability-detection.js +15 -15
  21. package/.aiox-core/data/entity-registry.yaml +18 -2
  22. package/.aiox-core/data/registry-update-log.jsonl +5 -0
  23. package/.aiox-core/data/tok3-token-comparison.js +0 -4
  24. package/.aiox-core/data/tool-search-validation.js +1 -1
  25. package/.aiox-core/development/agents/aiox-master.md +44 -6
  26. package/.aiox-core/development/agents/data-engineer.md +4 -4
  27. package/.aiox-core/development/agents/devops.md +52 -2
  28. package/.aiox-core/development/agents/po.md +1 -1
  29. package/.aiox-core/development/agents/qa.md +5 -11
  30. package/.aiox-core/development/agents/sm.md +3 -3
  31. package/.aiox-core/development/agents/ux-design-expert.md +1 -1
  32. package/.aiox-core/development/scripts/unified-activation-pipeline.js +29 -3
  33. package/.aiox-core/development/tasks/dev-develop-story.md +46 -7
  34. package/.aiox-core/development/tasks/devops-pro-access-grant.md +93 -0
  35. package/.aiox-core/development/tasks/devops-pro-activate.md +42 -0
  36. package/.aiox-core/development/tasks/devops-pro-check-access.md +34 -0
  37. package/.aiox-core/development/tasks/devops-pro-request-reset.md +34 -0
  38. package/.aiox-core/development/tasks/devops-pro-resend-verification.md +32 -0
  39. package/.aiox-core/development/tasks/devops-pro-reset-password.md +36 -0
  40. package/.aiox-core/development/tasks/devops-pro-validate-login.md +36 -0
  41. package/.aiox-core/development/tasks/devops-pro-verify-status.md +33 -0
  42. package/.aiox-core/development/tasks/qa-gate.md +54 -4
  43. package/.aiox-core/development/tasks/validate-next-story.md +39 -2
  44. package/.aiox-core/framework-config.yaml +1 -0
  45. package/.aiox-core/infrastructure/scripts/codex-skills-sync/README.md +69 -0
  46. package/.aiox-core/infrastructure/scripts/codex-skills-sync/bootstrap.js +727 -0
  47. package/.aiox-core/infrastructure/scripts/codex-skills-sync/index.js +10 -0
  48. package/.aiox-core/infrastructure/scripts/codex-skills-sync/validate.js +65 -4
  49. package/.aiox-core/infrastructure/scripts/generate-settings-json.js +29 -4
  50. package/.aiox-core/infrastructure/scripts/ide-sync/agent-parser.js +4 -0
  51. package/.aiox-core/infrastructure/scripts/ide-sync/index.js +67 -7
  52. package/.aiox-core/infrastructure/scripts/ide-sync/transformers/claude-code.js +145 -3
  53. package/.aiox-core/infrastructure/scripts/repair-agent-references.js +263 -0
  54. package/.aiox-core/infrastructure/scripts/validate-claude-integration.js +60 -8
  55. package/.aiox-core/infrastructure/scripts/validate-paths.js +13 -0
  56. package/.aiox-core/install-manifest.yaml +134 -82
  57. package/.aiox-core/utils/filters/index.js +2 -1
  58. package/.claude/commands/AIOX/agents/aiox-master.md +21 -0
  59. package/.claude/commands/AIOX/agents/analyst.md +21 -0
  60. package/.claude/commands/AIOX/agents/architect.md +21 -0
  61. package/.claude/commands/AIOX/agents/data-engineer.md +21 -0
  62. package/.claude/commands/AIOX/agents/dev.md +21 -0
  63. package/.claude/commands/AIOX/agents/devops.md +21 -0
  64. package/.claude/commands/AIOX/agents/pm.md +21 -0
  65. package/.claude/commands/AIOX/agents/po.md +21 -0
  66. package/.claude/commands/AIOX/agents/qa.md +21 -0
  67. package/.claude/commands/AIOX/agents/sm.md +21 -0
  68. package/.claude/commands/AIOX/agents/squad-creator.md +21 -0
  69. package/.claude/commands/AIOX/agents/ux-design-expert.md +21 -0
  70. package/.claude/commands/AIOX/scripts/agent-config-loader.js +624 -0
  71. package/.claude/commands/AIOX/scripts/generate-greeting.js +160 -0
  72. package/.claude/commands/AIOX/scripts/greeting-builder.js +866 -0
  73. package/.claude/commands/AIOX/scripts/session-context-loader.js +286 -0
  74. package/.claude/commands/AIOX/stories/story-6.1.4.md +1404 -0
  75. package/.claude/commands/cohort-squad/agents/cohort-manager.md +156 -0
  76. package/.claude/commands/design-system/agents/brad-frost.md +1097 -0
  77. package/.claude/commands/design-system/agents/dan-mall.md +857 -0
  78. package/.claude/commands/design-system/agents/dave-malouf.md +2272 -0
  79. package/.claude/commands/design-system/agents/design-chief.md +102 -0
  80. package/.claude/commands/design-system/agents/nano-banana-generator.md +162 -0
  81. package/.claude/commands/greet.md +101 -0
  82. package/.claude/commands/synapse/manager.md +75 -0
  83. package/.claude/commands/synapse/tasks/add-rule.md +94 -0
  84. package/.claude/commands/synapse/tasks/create-command.md +109 -0
  85. package/.claude/commands/synapse/tasks/create-domain.md +127 -0
  86. package/.claude/commands/synapse/tasks/diagnose-synapse.md +245 -0
  87. package/.claude/commands/synapse/tasks/edit-rule.md +109 -0
  88. package/.claude/commands/synapse/tasks/suggest-domain.md +116 -0
  89. package/.claude/commands/synapse/tasks/toggle-domain.md +83 -0
  90. package/.claude/commands/synapse/templates/domain-template +8 -0
  91. package/.claude/commands/synapse/templates/manifest-entry-template +4 -0
  92. package/.claude/commands/synapse/utils/manifest-parser-reference.md +134 -0
  93. package/.claude/hooks/precompact-session-digest.cjs +2 -2
  94. package/.claude/skills/AIOX/agents/aiox-master/SKILL.md +511 -0
  95. package/.claude/skills/AIOX/agents/analyst/SKILL.md +281 -0
  96. package/.claude/skills/AIOX/agents/architect/SKILL.md +482 -0
  97. package/.claude/skills/AIOX/agents/data-engineer/SKILL.md +503 -0
  98. package/.claude/skills/AIOX/agents/dev/SKILL.md +568 -0
  99. package/.claude/skills/AIOX/agents/devops/SKILL.md +597 -0
  100. package/.claude/skills/AIOX/agents/pm/SKILL.md +385 -0
  101. package/.claude/skills/AIOX/agents/po/SKILL.md +343 -0
  102. package/.claude/skills/AIOX/agents/qa/SKILL.md +451 -0
  103. package/.claude/skills/AIOX/agents/sm/SKILL.md +295 -0
  104. package/.claude/skills/AIOX/agents/squad-creator/SKILL.md +352 -0
  105. package/.claude/skills/AIOX/agents/ux-design-expert/SKILL.md +503 -0
  106. package/.claude/skills/architect-first/SKILL.md +275 -0
  107. package/.claude/skills/architect-first/assets/architecture-template.md +505 -0
  108. package/.claude/skills/architect-first/assets/config-template.yaml +351 -0
  109. package/.claude/skills/architect-first/references/architecture-checklist.md +216 -0
  110. package/.claude/skills/architect-first/references/pre-implementation-checklist.md +119 -0
  111. package/.claude/skills/architect-first/references/stop-rules-guide.md +291 -0
  112. package/.claude/skills/architect-first/references/testing-strategy-guide.md +477 -0
  113. package/.claude/skills/architect-first/scripts/architecture_validator.py +490 -0
  114. package/.claude/skills/architect-first/scripts/check_coupling.py +306 -0
  115. package/.claude/skills/architect-first/scripts/validate_risk_mitigation.py +382 -0
  116. package/.claude/skills/checklist-runner/SKILL.md +113 -0
  117. package/.claude/skills/clone-mind.md +329 -0
  118. package/.claude/skills/coderabbit-review/SKILL.md +106 -0
  119. package/.claude/skills/course-generation-workflow.md +76 -0
  120. package/.claude/skills/enhance-workflow.md +466 -0
  121. package/.claude/skills/mcp-builder/LICENSE.txt +202 -0
  122. package/.claude/skills/mcp-builder/SKILL.md +328 -0
  123. package/.claude/skills/mcp-builder/reference/evaluation.md +602 -0
  124. package/.claude/skills/mcp-builder/reference/mcp_best_practices.md +915 -0
  125. package/.claude/skills/mcp-builder/reference/node_mcp_server.md +916 -0
  126. package/.claude/skills/mcp-builder/reference/python_mcp_server.md +752 -0
  127. package/.claude/skills/mcp-builder/scripts/connections.py +151 -0
  128. package/.claude/skills/mcp-builder/scripts/evaluation.py +373 -0
  129. package/.claude/skills/mcp-builder/scripts/example_evaluation.xml +22 -0
  130. package/.claude/skills/mcp-builder/scripts/requirements.txt +2 -0
  131. package/.claude/skills/ralph.md +181 -0
  132. package/.claude/skills/skill-creator/LICENSE.txt +202 -0
  133. package/.claude/skills/skill-creator/SKILL.md +209 -0
  134. package/.claude/skills/skill-creator/scripts/init_skill.py +303 -0
  135. package/.claude/skills/skill-creator/scripts/package_skill.py +110 -0
  136. package/.claude/skills/skill-creator/scripts/quick_validate.py +65 -0
  137. package/.claude/skills/squad.md +301 -0
  138. package/.claude/skills/synapse/SKILL.md +132 -0
  139. package/.claude/skills/synapse/assets/README.md +50 -0
  140. package/.claude/skills/synapse/references/brackets.md +100 -0
  141. package/.claude/skills/synapse/references/commands.md +118 -0
  142. package/.claude/skills/synapse/references/domains.md +126 -0
  143. package/.claude/skills/synapse/references/layers.md +186 -0
  144. package/.claude/skills/synapse/references/manifest.md +142 -0
  145. package/.claude/skills/tech-search/SKILL.md +431 -0
  146. package/.claude/skills/tech-search/prompts/page-extract.md +133 -0
  147. package/README.en.md +2 -2
  148. package/README.md +8 -2
  149. package/bin/aiox.js +55 -4
  150. package/bin/utils/framework-guard.js +4 -2
  151. package/bin/utils/pro-detector.js +119 -28
  152. package/bin/utils/validate-publish.js +2 -1
  153. package/docs/aiox-agent-flows/devops-system.md +18 -0
  154. package/docs/aiox-workflows/README.md +1 -0
  155. package/docs/aiox-workflows/pro-access-grant-workflow.md +218 -0
  156. package/docs/guides/pro/access-grant-ops-playbook.md +370 -0
  157. package/docs/guides/pro/install-gate-setup.md +12 -6
  158. package/docs/guides/pro/squad-creator-handoff-pro-access-ops.md +134 -0
  159. package/docs/guides/supabase-ops-handoff.md +768 -0
  160. package/package.json +12 -1
  161. package/packages/aiox-pro-cli/bin/aiox-pro.js +33 -12
  162. package/packages/installer/src/config/configure-environment.js +118 -50
  163. package/packages/installer/src/installer/aiox-core-installer.js +124 -27
  164. package/packages/installer/src/installer/brownfield-upgrader.js +66 -9
  165. package/packages/installer/src/installer/dependency-installer.js +4 -0
  166. package/packages/installer/src/pro/pro-scaffolder.js +5 -5
  167. package/packages/installer/src/updater/index.js +151 -10
  168. package/packages/installer/src/wizard/ide-config-generator.js +73 -7
  169. package/packages/installer/src/wizard/index.js +119 -31
  170. package/packages/installer/src/wizard/pro-setup.js +117 -45
  171. package/packages/installer/src/wizard/validation/validators/dependency-validator.js +32 -25
  172. package/packages/installer/src/wizard/validation/validators/file-structure-validator.js +26 -0
  173. package/packages/installer/tests/unit/artifact-copy-pipeline/artifact-copy-pipeline.test.js +84 -1
  174. package/packages/installer/tests/unit/claude-md-template-v5/claude-md-template-v5.test.js +1 -1
  175. package/packages/installer/tests/unit/doctor/doctor-checks.test.js +85 -19
  176. package/packages/installer/tests/unit/entity-registry-bootstrap.test.js +4 -4
  177. package/packages/installer/tests/unit/generate-settings-json/generate-settings-json.test.js +5 -5
  178. package/packages/installer/tests/unit/ide-sync-integration/ide-sync-integration.test.js +4 -4
  179. package/packages/installer/tests/unit/merger/yaml-merger.test.js +11 -11
  180. package/pro/README.md +77 -0
  181. package/pro/feature-registry.yaml +225 -0
  182. package/pro/license/degradation.js +220 -0
  183. package/pro/license/errors.js +450 -0
  184. package/pro/license/feature-gate.js +354 -0
  185. package/pro/license/index.js +173 -0
  186. package/pro/license/license-api.js +704 -0
  187. package/pro/license/license-cache.js +627 -0
  188. package/pro/license/license-crypto.js +359 -0
  189. package/pro/package.json +53 -0
  190. package/pro/pro-config.yaml +63 -0
  191. package/pro/squads/README.md +42 -0
  192. package/pro/squads/aiox-sop/ARCHITECTURE.md +86 -0
  193. package/pro/squads/aiox-sop/CHANGELOG.md +27 -0
  194. package/pro/squads/aiox-sop/HEADLINE.md +3 -0
  195. package/pro/squads/aiox-sop/README.md +77 -0
  196. package/pro/squads/aiox-sop/agents/sop-analyst.md +363 -0
  197. package/pro/squads/aiox-sop/agents/sop-auditor.md +294 -0
  198. package/pro/squads/aiox-sop/agents/sop-chief.md +279 -0
  199. package/pro/squads/aiox-sop/agents/sop-creator.md +322 -0
  200. package/pro/squads/aiox-sop/agents/sop-extractor.md +246 -0
  201. package/pro/squads/aiox-sop/agents/sop-ml-architect.md +310 -0
  202. package/pro/squads/aiox-sop/checklists/14-point-crosby-checklist.md +84 -0
  203. package/pro/squads/aiox-sop/checklists/extraction-completeness-checklist.md +78 -0
  204. package/pro/squads/aiox-sop/checklists/sop-completeness-checklist.md +283 -0
  205. package/pro/squads/aiox-sop/checklists/sop-ml-validation-checklist.md +157 -0
  206. package/pro/squads/aiox-sop/checklists/sop-quality-checklist.md +138 -0
  207. package/pro/squads/aiox-sop/checklists/stranger-test-checklist.md +108 -0
  208. package/pro/squads/aiox-sop/config.yaml +460 -0
  209. package/pro/squads/aiox-sop/data/category-map.yaml +647 -0
  210. package/pro/squads/aiox-sop/data/confidence-levels.yaml +133 -0
  211. package/pro/squads/aiox-sop/data/infrastructure-connections.yaml +730 -0
  212. package/pro/squads/aiox-sop/data/market-categories.yaml +65 -0
  213. package/pro/squads/aiox-sop/data/risk-register.yaml +90 -0
  214. package/pro/squads/aiox-sop/data/sop-ml-schema-examples.yaml +420 -0
  215. package/pro/squads/aiox-sop/data/sop-ml-schema.yaml +780 -0
  216. package/pro/squads/aiox-sop/data/sop-registry.yaml +42 -0
  217. package/pro/squads/aiox-sop/data/sop-scoring-rubric.yaml +601 -0
  218. package/pro/squads/aiox-sop/data/sop-standards-reference.yaml +475 -0
  219. package/pro/squads/aiox-sop/data/task-definitions.yaml +1602 -0
  220. package/pro/squads/aiox-sop/data/token-assignments.yaml +304 -0
  221. package/pro/squads/aiox-sop/data/verdict-thresholds.yaml +117 -0
  222. package/pro/squads/aiox-sop/data/workflow-quality-rubric.yaml +579 -0
  223. package/pro/squads/aiox-sop/docs/README.md +10 -0
  224. package/pro/squads/aiox-sop/docs/optimization-doc-drift-2026-03-18.json +20 -0
  225. package/pro/squads/aiox-sop/docs/optimization-economy-2026-03-18.md +40 -0
  226. package/pro/squads/aiox-sop/docs/optimization-environment-2026-03-18.json +24 -0
  227. package/pro/squads/aiox-sop/docs/optimization-material-inventory-2026-03-18.yaml +73 -0
  228. package/pro/squads/aiox-sop/docs/optimization-repo-baseline-2026-03-18.json +38 -0
  229. package/pro/squads/aiox-sop/docs/optimization-runtime-smoke-2026-03-18.json +57 -0
  230. package/pro/squads/aiox-sop/docs/optimization-split-verdict-2026-03-18.json +21 -0
  231. package/pro/squads/aiox-sop/docs/optimization-validation-2026-03-18.json +53 -0
  232. package/pro/squads/aiox-sop/docs/optimization-validation-fallback-2026-03-18.json +6 -0
  233. package/pro/squads/aiox-sop/docs/optimization-workflow-contracts-2026-03-18.json +81 -0
  234. package/pro/squads/aiox-sop/docs/optimization-yolo-plan-2026-03-18.md +177 -0
  235. package/pro/squads/aiox-sop/docs/optimization-yolo-report-2026-03-18.md +181 -0
  236. package/pro/squads/aiox-sop/docs/scaling-strategy.md +129 -0
  237. package/pro/squads/aiox-sop/examples/README.md +14 -0
  238. package/pro/squads/aiox-sop/examples/sample-human-sop.md +11 -0
  239. package/pro/squads/aiox-sop/examples/sample-ml-sop.yaml +14 -0
  240. package/pro/squads/aiox-sop/outputs/README.md +20 -0
  241. package/pro/squads/aiox-sop/outputs/SOP-SLIDES-001.md +864 -0
  242. package/pro/squads/aiox-sop/outputs/SOP-SLIDES-001.yaml +1225 -0
  243. package/pro/squads/aiox-sop/outputs/SOP-SLIDES-002.md +904 -0
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  248. package/pro/squads/aiox-sop/outputs/SOP-SLIDES-004.yaml +786 -0
  249. package/pro/squads/aiox-sop/protocols/sop-workflow-integration.md +209 -0
  250. package/pro/squads/aiox-sop/scripts/convert-sop-format-worker.py +299 -0
  251. package/pro/squads/aiox-sop/scripts/load-workspace-context.cjs +296 -0
  252. package/pro/squads/aiox-sop/scripts/normalize-thiagoroas-vsl-extractions.cjs +1448 -0
  253. package/pro/squads/aiox-sop/scripts/refresh-sop-registry.cjs +331 -0
  254. package/pro/squads/aiox-sop/scripts/resolve-environment-contract.cjs +107 -0
  255. package/pro/squads/aiox-sop/scripts/test-load-workspace-context.cjs +100 -0
  256. package/pro/squads/aiox-sop/scripts/test-resolve-environment-contract.cjs +159 -0
  257. package/pro/squads/aiox-sop/tasks/analyze-sop.md +464 -0
  258. package/pro/squads/aiox-sop/tasks/analyze-squad.md +317 -0
  259. package/pro/squads/aiox-sop/tasks/analyze-workflow.md +343 -0
  260. package/pro/squads/aiox-sop/tasks/audit-batch.md +354 -0
  261. package/pro/squads/aiox-sop/tasks/audit-sop.md +528 -0
  262. package/pro/squads/aiox-sop/tasks/benchmark-sop.md +408 -0
  263. package/pro/squads/aiox-sop/tasks/certify-sop.md +193 -0
  264. package/pro/squads/aiox-sop/tasks/check-environment.md +47 -0
  265. package/pro/squads/aiox-sop/tasks/compliance-check.md +84 -0
  266. package/pro/squads/aiox-sop/tasks/convert-sop-format.md +413 -0
  267. package/pro/squads/aiox-sop/tasks/create-checklist.md +267 -0
  268. package/pro/squads/aiox-sop/tasks/create-sop-human.md +306 -0
  269. package/pro/squads/aiox-sop/tasks/create-sop-ml.md +313 -0
  270. package/pro/squads/aiox-sop/tasks/create-sop-operations-suite.md +177 -0
  271. package/pro/squads/aiox-sop/tasks/delete-aiox-sop.md +38 -0
  272. package/pro/squads/aiox-sop/tasks/extract-from-video.md +354 -0
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  2374. package/.aiox-core/lib/build.json +0 -1
@@ -0,0 +1,1695 @@
1
+ # Build Attribution Model Task
2
+
3
+ ## Purpose
4
+
5
+ Construir modelos de attribution marketing completos para entender como diferentes canais e touchpoints contribuem para conversões. Este task guia a implementação de múltiplos modelos de attribution (first-touch, last-touch, linear, time-decay, position-based e data-driven), mapeamento de canais, definição de janelas de conversão e metodologia multi-touch attribution (MTA).
6
+
7
+ ## Workspace Output Contract
8
+
9
+ - Preflight: `*workspace-preflight` + `*workspace-context {slug}`
10
+ - Output canônico (template-first): `workspace/businesses/{slug}/analytics/attribution-report.yaml`
11
+ - Output canônico adicional: `workspace/businesses/{slug}/analytics/dmmm.yaml`
12
+ - Output custom (ad-hoc): `docs/data/{slug}/attribution-analysis-{date}.md`
13
+ - Regra: escrita canônica só se existir template correspondente em `workspace/_templates/analytics/`
14
+
15
+ ---
16
+
17
+ ## Primary Agent
18
+
19
+ **Avinash Kaushik** - Digital Analytics Evangelist, ex-Google
20
+
21
+ > "A maioria das empresas está data-rich e insight-poor. Não faltam dados, faltam decisões."
22
+
23
+ Kaushik argumenta que attribution existe para gerar AÇÃO, não relatórios. Se um modelo de attribution não muda uma decisão de budget, é ruído.
24
+
25
+ ---
26
+
27
+ ## Tier 0: Diagnostic Questions
28
+
29
+ Antes de construir qualquer modelo de attribution, responda estas perguntas diagnósticas:
30
+
31
+ ```yaml
32
+ tier_0_diagnosis:
33
+
34
+ business_context:
35
+ - Qual é o objetivo principal? (awareness, leads, vendas, retention)
36
+ - Qual é o ticket médio do produto/serviço?
37
+ - Qual é o ciclo de vendas típico? (dias, semanas, meses)
38
+ - Qual é o volume de conversões mensal?
39
+
40
+ channel_landscape:
41
+ - Quais canais de marketing estão ativos?
42
+ - Qual é o mix de investimento atual por canal?
43
+ - Existem canais offline que precisam ser considerados?
44
+ - Há dados de todos os canais em um único lugar?
45
+
46
+ data_availability:
47
+ - Existe tracking cross-device?
48
+ - Os cookies first-party estão implementados?
49
+ - Há integração CRM <-> Marketing?
50
+ - Qual é a qualidade do UTM tagging?
51
+
52
+ maturity_assessment:
53
+ - Qual modelo está em uso hoje? (nenhum, last-click, etc.)
54
+ - Há histórico de dados de pelo menos 6 meses?
55
+ - A equipe tem capacidade de agir nos insights?
56
+ - Existe buy-in executivo para mudar alocação de budget?
57
+ ```
58
+
59
+ ---
60
+
61
+ ## Inputs
62
+
63
+ ```yaml
64
+ required:
65
+ - business_objective: "O objetivo de negócio principal"
66
+ - conversion_event: "Definição exata do que é uma conversão"
67
+ - channels_list: "Lista de todos os canais de marketing ativos"
68
+ - historical_data: "Período de dados disponível (mínimo 3 meses)"
69
+ - budget_by_channel: "Investimento atual por canal"
70
+
71
+ optional:
72
+ - customer_journey_data: "Dados de jornada do cliente se disponíveis"
73
+ - crm_integration: "Se há integração com CRM"
74
+ - offline_touchpoints: "Canais offline a considerar"
75
+ - existing_attribution: "Modelo atual em uso"
76
+ - conversion_window: "Janela de conversão desejada (padrão: 30 dias)"
77
+ - cross_device_capability: "Se há tracking cross-device"
78
+ - seasonality_factors: "Fatores sazonais do negócio"
79
+ ```
80
+
81
+ ---
82
+
83
+ ## Why Attribution Matters
84
+
85
+ ### The Attribution Problem
86
+
87
+ ```yaml
88
+ attribution_problem:
89
+
90
+ reality:
91
+ - "Cliente vê ad no Instagram"
92
+ - "Pesquisa no Google"
93
+ - "Lê review em blog"
94
+ - "Recebe email promocional"
95
+ - "Converte via link do email"
96
+
97
+ last_click_view: "Email recebe 100% do crédito"
98
+ first_click_view: "Instagram recebe 100% do crédito"
99
+ truth: "Todos contribuíram - mas em que proporção?"
100
+
101
+ business_impact:
102
+ wrong_attribution:
103
+ - "Cortar budget de canais que iniciam jornadas"
104
+ - "Over-invest em canais que só fecham"
105
+ - "Ignorar touchpoints de nurturing"
106
+ - "Decisões baseadas em dados incompletos"
107
+
108
+ correct_attribution:
109
+ - "Entender papel de cada canal no funnel"
110
+ - "Otimizar investimento por estágio da jornada"
111
+ - "Identificar sinergias entre canais"
112
+ - "ROI real por canal"
113
+ ```
114
+
115
+ ### Kaushik's Attribution Philosophy
116
+
117
+ > "Use first-touch para otimizar awareness. Use last-touch para otimizar conversão. Compare os dois para encontrar oportunidades."
118
+
119
+ ```
120
+ ┌─────────────────────────────────────────────────────────────────┐
121
+ │ │
122
+ │ FIRST-TOUCH: "O que traz pessoas?" │
123
+ │ LAST-TOUCH: "O que fecha vendas?" │
124
+ │ COMPARAÇÃO: "Onde estão as oportunidades?" │
125
+ │ │
126
+ │ Gap entre first e last = canais subvalorizados │
127
+ │ │
128
+ └─────────────────────────────────────────────────────────────────┘
129
+ ```
130
+
131
+ ---
132
+
133
+ ## Attribution Models Overview
134
+
135
+ ### Model Comparison Matrix
136
+
137
+ ```
138
+ ┌────────────────────────────────────────────────────────────────────────────┐
139
+ │ ATTRIBUTION MODELS COMPARISON │
140
+ ├────────────────────────────────────────────────────────────────────────────┤
141
+ │ │
142
+ │ MODELO │ DISTRIBUIÇÃO │ COMPLEXIDADE │ MELHOR PARA │
143
+ │ ───────────────────────────────────────────────────────────────────────── │
144
+ │ First-Touch │ 100% primeiro │ Baixa │ Awareness, top funnel │
145
+ │ Last-Touch │ 100% último │ Baixa │ Conversão, bottom │
146
+ │ Linear │ Igual para todos │ Baixa │ Jornadas longas │
147
+ │ Time-Decay │ Mais p/ recentes │ Média │ Ciclos de venda curtos │
148
+ │ Position-Based │ 40/20/40 │ Média │ Balance geral │
149
+ │ Data-Driven │ Algorítmico │ Alta │ Alto volume de dados │
150
+ │ │
151
+ └────────────────────────────────────────────────────────────────────────────┘
152
+ ```
153
+
154
+ ### Visual: Credit Distribution by Model
155
+
156
+ ```
157
+ Jornada: [Paid Search] → [Display] → [Social] → [Email] → [Conversão]
158
+
159
+ FIRST-TOUCH:
160
+ Paid Search: ████████████████████ 100%
161
+ Display:
162
+ Social:
163
+ Email:
164
+
165
+ LAST-TOUCH:
166
+ Paid Search:
167
+ Display:
168
+ Social:
169
+ Email: ████████████████████ 100%
170
+
171
+ LINEAR:
172
+ Paid Search: █████ 25%
173
+ Display: █████ 25%
174
+ Social: █████ 25%
175
+ Email: █████ 25%
176
+
177
+ TIME-DECAY (7 dias):
178
+ Paid Search: ██ 10%
179
+ Display: ███ 15%
180
+ Social: █████ 25%
181
+ Email: ██████████ 50%
182
+
183
+ POSITION-BASED:
184
+ Paid Search: ████████ 40%
185
+ Display: ██ 10%
186
+ Social: ██ 10%
187
+ Email: ████████ 40%
188
+ ```
189
+
190
+ ---
191
+
192
+ ## Model 1: First-Touch Attribution
193
+
194
+ ### Definition
195
+
196
+ O primeiro touchpoint recebe 100% do crédito pela conversão.
197
+
198
+ ### When to Use
199
+
200
+ ```yaml
201
+ first_touch_use_cases:
202
+
203
+ ideal_for:
204
+ - "Medir eficácia de canais de awareness"
205
+ - "Entender o que traz novos visitantes"
206
+ - "Avaliar canais de topo de funil"
207
+ - "Campanhas de brand awareness"
208
+
209
+ not_ideal_for:
210
+ - "Medir eficácia de fechamento"
211
+ - "Otimizar conversões diretas"
212
+ - "Jornadas curtas (1-2 touchpoints)"
213
+
214
+ questions_it_answers:
215
+ - "Qual canal traz mais pessoas?"
216
+ - "Onde devemos investir para awareness?"
217
+ - "Quais canais iniciam jornadas de sucesso?"
218
+ ```
219
+
220
+ ### Implementation
221
+
222
+ ```sql
223
+ -- First-Touch Attribution Query
224
+ WITH first_touch AS (
225
+ SELECT
226
+ user_id,
227
+ conversion_id,
228
+ MIN(touchpoint_timestamp) as first_touch_time
229
+ FROM touchpoints
230
+ WHERE touchpoint_timestamp <= conversion_timestamp
231
+ AND touchpoint_timestamp >= conversion_timestamp - INTERVAL '30 days'
232
+ GROUP BY user_id, conversion_id
233
+ )
234
+ SELECT
235
+ t.channel,
236
+ t.source,
237
+ t.medium,
238
+ COUNT(DISTINCT ft.conversion_id) as attributed_conversions,
239
+ SUM(c.revenue) as attributed_revenue
240
+ FROM first_touch ft
241
+ JOIN touchpoints t ON ft.user_id = t.user_id
242
+ AND ft.first_touch_time = t.touchpoint_timestamp
243
+ JOIN conversions c ON ft.conversion_id = c.conversion_id
244
+ GROUP BY t.channel, t.source, t.medium
245
+ ORDER BY attributed_conversions DESC;
246
+ ```
247
+
248
+ ### Report Template
249
+
250
+ ```yaml
251
+ first_touch_report:
252
+
253
+ header:
254
+ title: "First-Touch Attribution Report"
255
+ period: "[DATA INICIO] - [DATA FIM]"
256
+ total_conversions: "[TOTAL]"
257
+
258
+ metrics_by_channel:
259
+ columns:
260
+ - channel
261
+ - first_touch_conversions
262
+ - percentage_of_total
263
+ - attributed_revenue
264
+ - cpa_first_touch
265
+ - roas_first_touch
266
+
267
+ insights_section:
268
+ - "Top 3 canais que iniciam jornadas"
269
+ - "Canais subvalorizados vs last-touch"
270
+ - "Recomendações de budget para awareness"
271
+ ```
272
+
273
+ ---
274
+
275
+ ## Model 2: Last-Touch Attribution
276
+
277
+ ### Definition
278
+
279
+ O último touchpoint antes da conversão recebe 100% do crédito.
280
+
281
+ ### When to Use
282
+
283
+ ```yaml
284
+ last_touch_use_cases:
285
+
286
+ ideal_for:
287
+ - "Medir eficácia de fechamento"
288
+ - "Otimizar canais de conversão direta"
289
+ - "Avaliar campanhas de retargeting"
290
+ - "ROI de canais de resposta direta"
291
+
292
+ not_ideal_for:
293
+ - "Entender jornadas complexas"
294
+ - "Avaliar canais de awareness"
295
+ - "Negócios com ciclo de venda longo"
296
+
297
+ questions_it_answers:
298
+ - "Qual canal fecha mais vendas?"
299
+ - "Onde devemos investir para conversão?"
300
+ - "Qual é o ROI direto por canal?"
301
+ ```
302
+
303
+ ### Implementation
304
+
305
+ ```sql
306
+ -- Last-Touch Attribution Query
307
+ WITH last_touch AS (
308
+ SELECT
309
+ user_id,
310
+ conversion_id,
311
+ MAX(touchpoint_timestamp) as last_touch_time
312
+ FROM touchpoints
313
+ WHERE touchpoint_timestamp <= conversion_timestamp
314
+ AND touchpoint_timestamp >= conversion_timestamp - INTERVAL '30 days'
315
+ GROUP BY user_id, conversion_id
316
+ )
317
+ SELECT
318
+ t.channel,
319
+ t.source,
320
+ t.medium,
321
+ COUNT(DISTINCT lt.conversion_id) as attributed_conversions,
322
+ SUM(c.revenue) as attributed_revenue,
323
+ SUM(c.revenue) / NULLIF(SUM(spend.cost), 0) as roas
324
+ FROM last_touch lt
325
+ JOIN touchpoints t ON lt.user_id = t.user_id
326
+ AND lt.last_touch_time = t.touchpoint_timestamp
327
+ JOIN conversions c ON lt.conversion_id = c.conversion_id
328
+ LEFT JOIN channel_spend spend ON t.channel = spend.channel
329
+ GROUP BY t.channel, t.source, t.medium
330
+ ORDER BY attributed_conversions DESC;
331
+ ```
332
+
333
+ ### First vs Last Touch Comparison
334
+
335
+ ```sql
336
+ -- Compare First vs Last Touch
337
+ WITH first_last AS (
338
+ SELECT
339
+ user_id,
340
+ conversion_id,
341
+ MIN(touchpoint_timestamp) as first_touch,
342
+ MAX(touchpoint_timestamp) as last_touch
343
+ FROM touchpoints
344
+ WHERE touchpoint_timestamp <= conversion_timestamp
345
+ GROUP BY user_id, conversion_id
346
+ )
347
+ SELECT
348
+ ft.channel as first_touch_channel,
349
+ lt.channel as last_touch_channel,
350
+ COUNT(*) as conversions,
351
+ ROUND(100.0 * COUNT(*) / SUM(COUNT(*)) OVER(), 2) as percentage
352
+ FROM first_last fl
353
+ JOIN touchpoints ft ON fl.first_touch = ft.touchpoint_timestamp AND fl.user_id = ft.user_id
354
+ JOIN touchpoints lt ON fl.last_touch = lt.touchpoint_timestamp AND fl.user_id = lt.user_id
355
+ GROUP BY ft.channel, lt.channel
356
+ ORDER BY conversions DESC;
357
+ ```
358
+
359
+ ---
360
+
361
+ ## Model 3: Linear Attribution
362
+
363
+ ### Definition
364
+
365
+ Todos os touchpoints na jornada recebem crédito igual.
366
+
367
+ ### When to Use
368
+
369
+ ```yaml
370
+ linear_use_cases:
371
+
372
+ ideal_for:
373
+ - "Jornadas longas e complexas"
374
+ - "Quando todos os touchpoints importam igualmente"
375
+ - "B2B com múltiplos stakeholders"
376
+ - "Produtos de consideração alta"
377
+
378
+ not_ideal_for:
379
+ - "Jornadas curtas"
380
+ - "Quando há touchpoints claramente mais importantes"
381
+ - "Negócios de impulso"
382
+
383
+ questions_it_answers:
384
+ - "Qual é a contribuição média de cada canal?"
385
+ - "Quais canais aparecem mais frequentemente?"
386
+ - "Como distribuir budget igualmente?"
387
+ ```
388
+
389
+ ### Implementation
390
+
391
+ ```sql
392
+ -- Linear Attribution Query
393
+ WITH touchpoint_counts AS (
394
+ SELECT
395
+ user_id,
396
+ conversion_id,
397
+ COUNT(*) as total_touchpoints
398
+ FROM touchpoints
399
+ WHERE touchpoint_timestamp <= conversion_timestamp
400
+ AND touchpoint_timestamp >= conversion_timestamp - INTERVAL '30 days'
401
+ GROUP BY user_id, conversion_id
402
+ )
403
+ SELECT
404
+ t.channel,
405
+ t.source,
406
+ COUNT(*) as total_touchpoints,
407
+ SUM(1.0 / tc.total_touchpoints) as attributed_conversions,
408
+ SUM(c.revenue / tc.total_touchpoints) as attributed_revenue
409
+ FROM touchpoints t
410
+ JOIN touchpoint_counts tc ON t.user_id = tc.user_id
411
+ AND t.conversion_id = tc.conversion_id
412
+ JOIN conversions c ON tc.conversion_id = c.conversion_id
413
+ WHERE t.touchpoint_timestamp <= c.conversion_timestamp
414
+ GROUP BY t.channel, t.source
415
+ ORDER BY attributed_conversions DESC;
416
+ ```
417
+
418
+ ### Linear Attribution Formula
419
+
420
+ ```
421
+ Credit por Touchpoint = 1 / N
422
+
423
+ Onde N = número total de touchpoints na jornada
424
+
425
+ Exemplo:
426
+ - Jornada com 4 touchpoints
427
+ - Cada touchpoint recebe 25% (1/4)
428
+ - Se conversão vale R$100, cada touchpoint recebe R$25
429
+ ```
430
+
431
+ ---
432
+
433
+ ## Model 4: Time-Decay Attribution
434
+
435
+ ### Definition
436
+
437
+ Touchpoints mais próximos da conversão recebem mais crédito, com decaimento exponencial.
438
+
439
+ ### When to Use
440
+
441
+ ```yaml
442
+ time_decay_use_cases:
443
+
444
+ ideal_for:
445
+ - "Ciclos de venda com prazo definido"
446
+ - "Promoções e ofertas limitadas"
447
+ - "Quando recência importa"
448
+ - "E-commerce com decisão rápida"
449
+
450
+ not_ideal_for:
451
+ - "Ciclos de venda muito longos (6+ meses)"
452
+ - "Quando touchpoints iniciais são cruciais"
453
+ - "Brand building de longo prazo"
454
+
455
+ questions_it_answers:
456
+ - "Quais canais influenciam no momento da decisão?"
457
+ - "Qual é o impacto da recência?"
458
+ - "Como otimizar os últimos touchpoints?"
459
+ ```
460
+
461
+ ### Time-Decay Formula
462
+
463
+ ```
464
+ ┌─────────────────────────────────────────────────────────────────┐
465
+ │ TIME-DECAY FORMULA │
466
+ ├─────────────────────────────────────────────────────────────────┤
467
+ │ │
468
+ │ Credit = 2^(-t/half_life) │
469
+ │ │
470
+ │ Onde: │
471
+ │ - t = dias entre touchpoint e conversão │
472
+ │ - half_life = período de meia-vida (padrão: 7 dias) │
473
+ │ │
474
+ │ Exemplo (half_life = 7 dias): │
475
+ │ - Touchpoint no dia da conversão: 2^0 = 1.00 (100%) │
476
+ │ - Touchpoint 7 dias antes: 2^-1 = 0.50 (50%) │
477
+ │ - Touchpoint 14 dias antes: 2^-2 = 0.25 (25%) │
478
+ │ - Touchpoint 21 dias antes: 2^-3 = 0.125 (12.5%) │
479
+ │ │
480
+ └─────────────────────────────────────────────────────────────────┘
481
+ ```
482
+
483
+ ### Implementation
484
+
485
+ ```sql
486
+ -- Time-Decay Attribution Query
487
+ WITH decay_weights AS (
488
+ SELECT
489
+ t.user_id,
490
+ t.conversion_id,
491
+ t.channel,
492
+ t.touchpoint_timestamp,
493
+ c.conversion_timestamp,
494
+ -- Half-life de 7 dias
495
+ POWER(2, -1.0 * EXTRACT(DAY FROM (c.conversion_timestamp - t.touchpoint_timestamp)) / 7) as weight
496
+ FROM touchpoints t
497
+ JOIN conversions c ON t.user_id = c.user_id
498
+ WHERE t.touchpoint_timestamp <= c.conversion_timestamp
499
+ AND t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '30 days'
500
+ ),
501
+ normalized_weights AS (
502
+ SELECT
503
+ *,
504
+ weight / SUM(weight) OVER (PARTITION BY conversion_id) as normalized_weight
505
+ FROM decay_weights
506
+ )
507
+ SELECT
508
+ channel,
509
+ COUNT(DISTINCT conversion_id) as conversions_touched,
510
+ SUM(normalized_weight) as attributed_conversions,
511
+ AVG(normalized_weight) as avg_attribution_per_conversion
512
+ FROM normalized_weights
513
+ GROUP BY channel
514
+ ORDER BY attributed_conversions DESC;
515
+ ```
516
+
517
+ ### Half-Life Recommendations
518
+
519
+ ```yaml
520
+ half_life_recommendations:
521
+
522
+ 7_days:
523
+ use_for: "E-commerce, impulse purchases"
524
+ rationale: "Decisão rápida, recência muito importante"
525
+
526
+ 14_days:
527
+ use_for: "SaaS trials, mid-ticket products"
528
+ rationale: "Período de consideração moderado"
529
+
530
+ 30_days:
531
+ use_for: "B2B, high-ticket products"
532
+ rationale: "Ciclo de venda mais longo"
533
+
534
+ custom:
535
+ formula: "Analise tempo médio entre primeiro touchpoint e conversão"
536
+ recommendation: "Half-life = tempo médio / 2"
537
+ ```
538
+
539
+ ---
540
+
541
+ ## Model 5: Position-Based (U-Shaped) Attribution
542
+
543
+ ### Definition
544
+
545
+ 40% para primeiro touchpoint, 40% para último, 20% distribuído entre os do meio.
546
+
547
+ ### When to Use
548
+
549
+ ```yaml
550
+ position_based_use_cases:
551
+
552
+ ideal_for:
553
+ - "Valorizar tanto discovery quanto closing"
554
+ - "Balance entre awareness e conversão"
555
+ - "Jornadas com 3+ touchpoints"
556
+ - "Quando início e fim são claramente importantes"
557
+
558
+ not_ideal_for:
559
+ - "Jornadas muito curtas (1-2 touchpoints)"
560
+ - "Quando touchpoints do meio são cruciais"
561
+ - "Nurturing intensivo"
562
+
563
+ questions_it_answers:
564
+ - "Quais canais trazem E convertem?"
565
+ - "Qual é o valor combinado de cada canal?"
566
+ - "Como balancear budget entre awareness e conversão?"
567
+ ```
568
+
569
+ ### Position-Based Formula
570
+
571
+ ```
572
+ ┌─────────────────────────────────────────────────────────────────┐
573
+ │ POSITION-BASED (40/20/40) │
574
+ ├─────────────────────────────────────────────────────────────────┤
575
+ │ │
576
+ │ PRIMEIRO TOUCHPOINT: 40% do crédito │
577
+ │ ÚLTIMO TOUCHPOINT: 40% do crédito │
578
+ │ TOUCHPOINTS DO MEIO: 20% dividido igualmente │
579
+ │ │
580
+ │ Exemplo: 5 touchpoints │
581
+ │ │
582
+ │ [1]────[2]────[3]────[4]────[5] │
583
+ │ 40% 6.67% 6.67% 6.67% 40% │
584
+ │ │
585
+ │ Se apenas 2 touchpoints: │
586
+ │ [1]────[2] │
587
+ │ 50% 50% │
588
+ │ │
589
+ └─────────────────────────────────────────────────────────────────┘
590
+ ```
591
+
592
+ ### Implementation
593
+
594
+ ```sql
595
+ -- Position-Based Attribution Query
596
+ WITH ordered_touchpoints AS (
597
+ SELECT
598
+ t.*,
599
+ ROW_NUMBER() OVER (PARTITION BY t.conversion_id ORDER BY t.touchpoint_timestamp) as position,
600
+ COUNT(*) OVER (PARTITION BY t.conversion_id) as total_touchpoints
601
+ FROM touchpoints t
602
+ JOIN conversions c ON t.user_id = c.user_id
603
+ WHERE t.touchpoint_timestamp <= c.conversion_timestamp
604
+ AND t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '30 days'
605
+ ),
606
+ weighted_touchpoints AS (
607
+ SELECT
608
+ *,
609
+ CASE
610
+ WHEN total_touchpoints = 1 THEN 1.0
611
+ WHEN total_touchpoints = 2 THEN 0.5
612
+ WHEN position = 1 THEN 0.4
613
+ WHEN position = total_touchpoints THEN 0.4
614
+ ELSE 0.2 / (total_touchpoints - 2)
615
+ END as weight
616
+ FROM ordered_touchpoints
617
+ )
618
+ SELECT
619
+ channel,
620
+ SUM(CASE WHEN position = 1 THEN 1 ELSE 0 END) as first_touch_count,
621
+ SUM(CASE WHEN position = total_touchpoints THEN 1 ELSE 0 END) as last_touch_count,
622
+ SUM(weight) as attributed_conversions,
623
+ AVG(weight) as avg_weight
624
+ FROM weighted_touchpoints
625
+ GROUP BY channel
626
+ ORDER BY attributed_conversions DESC;
627
+ ```
628
+
629
+ ### Variations
630
+
631
+ ```yaml
632
+ position_based_variations:
633
+
634
+ standard_u_shaped:
635
+ first: 40%
636
+ last: 40%
637
+ middle: 20%
638
+ best_for: "Balance geral"
639
+
640
+ w_shaped:
641
+ first: 30%
642
+ lead_creation: 30%
643
+ last: 30%
644
+ other: 10%
645
+ best_for: "B2B com lead qualification"
646
+
647
+ z_shaped:
648
+ first: 22.5%
649
+ lead_creation: 22.5%
650
+ opportunity_creation: 22.5%
651
+ last: 22.5%
652
+ other: 10%
653
+ best_for: "B2B enterprise com múltiplos estágios"
654
+
655
+ custom:
656
+ description: "Ajustar pesos baseado em análise de jornadas"
657
+ recommendation: "Testar diferentes distribuições"
658
+ ```
659
+
660
+ ---
661
+
662
+ ## Model 6: Data-Driven Attribution
663
+
664
+ ### Definition
665
+
666
+ Modelo algorítmico que calcula a contribuição de cada touchpoint baseado em dados históricos e probabilidades.
667
+
668
+ ### When to Use
669
+
670
+ ```yaml
671
+ data_driven_use_cases:
672
+
673
+ ideal_for:
674
+ - "Alto volume de conversões (1000+/mês)"
675
+ - "Dados históricos robustos (6+ meses)"
676
+ - "Equipe com capacidade analítica"
677
+ - "Budget significativo de marketing"
678
+
679
+ not_ideal_for:
680
+ - "Baixo volume de conversões"
681
+ - "Dados incompletos ou inconsistentes"
682
+ - "Necessidade de simplicidade"
683
+ - "Mudanças frequentes no mix de canais"
684
+
685
+ requirements:
686
+ - "Mínimo 15.000 cliques por canal"
687
+ - "Mínimo 600 conversões no período"
688
+ - "Tracking consistente cross-channel"
689
+ ```
690
+
691
+ ### Methodology: Shapley Value
692
+
693
+ ```
694
+ ┌─────────────────────────────────────────────────────────────────┐
695
+ │ SHAPLEY VALUE METHOD │
696
+ ├─────────────────────────────────────────────────────────────────┤
697
+ │ │
698
+ │ Origem: Teoria dos jogos (Lloyd Shapley, 1953) │
699
+ │ │
700
+ │ Conceito: │
701
+ │ - Calcula a contribuição marginal de cada "jogador" (canal) │
702
+ │ - Considera todas as combinações possíveis de canais │
703
+ │ - Atribui crédito baseado em quanto cada canal adiciona │
704
+ │ │
705
+ │ Fórmula Simplificada: │
706
+ │ φᵢ = Σ [|S|!(n-|S|-1)!/n!] × [v(S∪{i}) - v(S)] │
707
+ │ │
708
+ │ Onde: │
709
+ │ - φᵢ = valor Shapley do canal i │
710
+ │ - S = subconjunto de canais sem i │
711
+ │ - v(S) = taxa de conversão do subconjunto S │
712
+ │ - n = número total de canais │
713
+ │ │
714
+ └─────────────────────────────────────────────────────────────────┘
715
+ ```
716
+
717
+ ### Methodology: Markov Chain
718
+
719
+ ```yaml
720
+ markov_chain_attribution:
721
+
722
+ concept:
723
+ description: |
724
+ Modela a jornada do cliente como uma cadeia de Markov,
725
+ onde cada estado (canal) tem probabilidades de transição
726
+ para outros estados ou para conversão/abandono.
727
+
728
+ process:
729
+ step_1: "Mapear todas as jornadas como sequências de estados"
730
+ step_2: "Calcular matriz de transição entre estados"
731
+ step_3: "Calcular probabilidade de conversão com cada canal"
732
+ step_4: "Calcular removal effect (o que acontece se remover o canal)"
733
+ step_5: "Atribuir crédito baseado no removal effect"
734
+
735
+ removal_effect:
736
+ formula: |
737
+ RE(i) = P(conversão com canal i) - P(conversão sem canal i)
738
+ interpretation: |
739
+ Quanto maior o removal effect, mais importante o canal
740
+ para a probabilidade de conversão.
741
+ ```
742
+
743
+ ### Implementation Approach
744
+
745
+ ```python
746
+ # Pseudo-código para Data-Driven Attribution
747
+ # Usando Markov Chain com Removal Effect
748
+
749
+ def calculate_markov_attribution(journeys):
750
+ """
751
+ journeys: lista de jornadas, cada uma sendo uma lista de canais
752
+ Retorna: dicionário com atribuição por canal
753
+ """
754
+
755
+ # 1. Construir matriz de transição
756
+ transition_matrix = build_transition_matrix(journeys)
757
+
758
+ # 2. Calcular probabilidade base de conversão
759
+ base_conversion_prob = calculate_conversion_probability(
760
+ transition_matrix,
761
+ all_channels
762
+ )
763
+
764
+ # 3. Para cada canal, calcular removal effect
765
+ removal_effects = {}
766
+ for channel in channels:
767
+ # Remover canal da matriz
768
+ modified_matrix = remove_channel(transition_matrix, channel)
769
+
770
+ # Calcular nova probabilidade de conversão
771
+ new_conversion_prob = calculate_conversion_probability(
772
+ modified_matrix,
773
+ channels_without(channel)
774
+ )
775
+
776
+ # Removal effect
777
+ removal_effects[channel] = base_conversion_prob - new_conversion_prob
778
+
779
+ # 4. Normalizar para somar 100%
780
+ total_effect = sum(removal_effects.values())
781
+ attribution = {
782
+ channel: effect / total_effect
783
+ for channel, effect in removal_effects.items()
784
+ }
785
+
786
+ return attribution
787
+ ```
788
+
789
+ ### Data Requirements
790
+
791
+ ```yaml
792
+ data_driven_requirements:
793
+
794
+ minimum_data:
795
+ conversions: "600+ conversões no período de análise"
796
+ clicks_per_channel: "15.000+ cliques por canal"
797
+ time_period: "6+ meses de dados históricos"
798
+
799
+ data_quality:
800
+ - "UTM tagging consistente"
801
+ - "User ID unificado cross-device"
802
+ - "Timestamps precisos"
803
+ - "Sem gaps de dados"
804
+
805
+ recommended_tools:
806
+ google: "Google Analytics 4 Data-Driven Attribution"
807
+ custom: "Python (Markov Chain libraries)"
808
+ enterprise: "Adobe Analytics, Salesforce"
809
+ ```
810
+
811
+ ---
812
+
813
+ ## Channel Mapping
814
+
815
+ ### Standard Channel Definitions
816
+
817
+ ```yaml
818
+ channel_mapping:
819
+
820
+ paid_search:
821
+ definition: "Anúncios pagos em buscadores"
822
+ sources: ["google", "bing", "yahoo"]
823
+ mediums: ["cpc", "ppc", "paid_search"]
824
+ utm_pattern: "utm_medium=cpc OR utm_medium=ppc"
825
+ role: "Intent capture, bottom funnel"
826
+
827
+ organic_search:
828
+ definition: "Tráfego não-pago de buscadores"
829
+ sources: ["google", "bing", "yahoo", "duckduckgo"]
830
+ mediums: ["organic"]
831
+ utm_pattern: "No UTM, referrer from search engine"
832
+ role: "Brand awareness, mid-funnel"
833
+
834
+ paid_social:
835
+ definition: "Anúncios em redes sociais"
836
+ sources: ["facebook", "instagram", "linkedin", "tiktok", "twitter"]
837
+ mediums: ["paid_social", "cpc", "cpm"]
838
+ utm_pattern: "utm_medium=paid_social"
839
+ role: "Awareness, demand generation"
840
+
841
+ organic_social:
842
+ definition: "Tráfego não-pago de redes sociais"
843
+ sources: ["facebook", "instagram", "linkedin", "tiktok", "twitter"]
844
+ mediums: ["social", "organic_social"]
845
+ utm_pattern: "No UTM, referrer from social"
846
+ role: "Engagement, brand building"
847
+
848
+ email:
849
+ definition: "Campanhas de email marketing"
850
+ sources: ["newsletter", "campaign", "automation"]
851
+ mediums: ["email"]
852
+ utm_pattern: "utm_medium=email"
853
+ role: "Nurturing, retention, conversion"
854
+
855
+ display:
856
+ definition: "Banners e anúncios display"
857
+ sources: ["google", "programmatic", "direct"]
858
+ mediums: ["display", "banner", "cpm"]
859
+ utm_pattern: "utm_medium=display"
860
+ role: "Awareness, retargeting"
861
+
862
+ affiliate:
863
+ definition: "Tráfego de parceiros afiliados"
864
+ sources: ["affiliate_name"]
865
+ mediums: ["affiliate", "referral"]
866
+ utm_pattern: "utm_medium=affiliate"
867
+ role: "Acquisition, performance"
868
+
869
+ referral:
870
+ definition: "Links de outros sites"
871
+ sources: ["[domain]"]
872
+ mediums: ["referral"]
873
+ utm_pattern: "No UTM, referrer from external site"
874
+ role: "PR, partnerships"
875
+
876
+ direct:
877
+ definition: "Acesso direto sem referrer"
878
+ sources: ["direct", "(direct)"]
879
+ mediums: ["(none)", "direct"]
880
+ utm_pattern: "No referrer, no UTM"
881
+ role: "Brand recall, bookmarks"
882
+
883
+ video:
884
+ definition: "Anúncios em plataformas de vídeo"
885
+ sources: ["youtube", "vimeo"]
886
+ mediums: ["video", "pre-roll"]
887
+ utm_pattern: "utm_medium=video"
888
+ role: "Awareness, education"
889
+ ```
890
+
891
+ ### Channel Grouping SQL
892
+
893
+ ```sql
894
+ -- Channel Grouping Logic
895
+ SELECT
896
+ CASE
897
+ -- Paid Search
898
+ WHEN LOWER(utm_medium) IN ('cpc', 'ppc', 'paid_search')
899
+ AND LOWER(utm_source) IN ('google', 'bing', 'yahoo')
900
+ THEN 'Paid Search'
901
+
902
+ -- Organic Search
903
+ WHEN LOWER(utm_medium) = 'organic'
904
+ OR (utm_medium IS NULL AND referrer LIKE '%google%' AND referrer NOT LIKE '%googleads%')
905
+ THEN 'Organic Search'
906
+
907
+ -- Paid Social
908
+ WHEN LOWER(utm_medium) IN ('paid_social', 'paidsocial')
909
+ OR (LOWER(utm_medium) IN ('cpc', 'cpm')
910
+ AND LOWER(utm_source) IN ('facebook', 'instagram', 'linkedin', 'tiktok'))
911
+ THEN 'Paid Social'
912
+
913
+ -- Organic Social
914
+ WHEN LOWER(utm_medium) IN ('social', 'organic_social')
915
+ OR (utm_medium IS NULL
916
+ AND referrer ~* '(facebook|instagram|linkedin|twitter|tiktok)')
917
+ THEN 'Organic Social'
918
+
919
+ -- Email
920
+ WHEN LOWER(utm_medium) = 'email'
921
+ THEN 'Email'
922
+
923
+ -- Display
924
+ WHEN LOWER(utm_medium) IN ('display', 'banner', 'cpm')
925
+ THEN 'Display'
926
+
927
+ -- Affiliate
928
+ WHEN LOWER(utm_medium) = 'affiliate'
929
+ THEN 'Affiliate'
930
+
931
+ -- Referral
932
+ WHEN LOWER(utm_medium) = 'referral'
933
+ OR (utm_medium IS NULL AND referrer IS NOT NULL AND referrer != '')
934
+ THEN 'Referral'
935
+
936
+ -- Direct
937
+ WHEN utm_medium IS NULL AND (referrer IS NULL OR referrer = '')
938
+ THEN 'Direct'
939
+
940
+ ELSE 'Other'
941
+ END as channel_group,
942
+ *
943
+ FROM touchpoints;
944
+ ```
945
+
946
+ ### Channel Role in Funnel
947
+
948
+ ```
949
+ ┌─────────────────────────────────────────────────────────────────┐
950
+ │ CHANNEL ROLE BY FUNNEL STAGE │
951
+ ├─────────────────────────────────────────────────────────────────┤
952
+ │ │
953
+ │ AWARENESS (SEE) │
954
+ │ ├── Display Ads │
955
+ │ ├── Video Ads │
956
+ │ ├── Paid Social (prospecting) │
957
+ │ └── PR / Influencer │
958
+ │ │
959
+ │ CONSIDERATION (THINK) │
960
+ │ ├── Organic Search │
961
+ │ ├── Content Marketing │
962
+ │ ├── Email (nurturing) │
963
+ │ └── Organic Social │
964
+ │ │
965
+ │ DECISION (DO) │
966
+ │ ├── Paid Search (brand + non-brand) │
967
+ │ ├── Retargeting │
968
+ │ ├── Email (promotional) │
969
+ │ └── Affiliate │
970
+ │ │
971
+ │ LOYALTY (CARE) │
972
+ │ ├── Email (retention) │
973
+ │ ├── Direct (bookmarks) │
974
+ │ └── Organic Social │
975
+ │ │
976
+ └─────────────────────────────────────────────────────────────────┘
977
+ ```
978
+
979
+ ---
980
+
981
+ ## Conversion Window Definition
982
+
983
+ ### What is a Conversion Window?
984
+
985
+ O período de tempo antes de uma conversão em que touchpoints são considerados para atribuição.
986
+
987
+ ### Window Selection Guidelines
988
+
989
+ ```yaml
990
+ conversion_window_guidelines:
991
+
992
+ factors_to_consider:
993
+ - "Ciclo de venda típico"
994
+ - "Valor do produto/serviço"
995
+ - "Complexidade da decisão"
996
+ - "Frequência de compra"
997
+
998
+ recommendations_by_business:
999
+
1000
+ ecommerce_low_ticket:
1001
+ window: "7 dias"
1002
+ rationale: "Decisão rápida, impulso"
1003
+
1004
+ ecommerce_high_ticket:
1005
+ window: "30 dias"
1006
+ rationale: "Período de consideração"
1007
+
1008
+ saas_b2b:
1009
+ window: "60-90 dias"
1010
+ rationale: "Múltiplos stakeholders, avaliação"
1011
+
1012
+ enterprise_sales:
1013
+ window: "180 dias"
1014
+ rationale: "Ciclo longo, múltiplas interações"
1015
+
1016
+ subscription_services:
1017
+ window: "14-30 dias"
1018
+ rationale: "Trial period + decisão"
1019
+ ```
1020
+
1021
+ ### Multi-Window Analysis
1022
+
1023
+ ```sql
1024
+ -- Compare Attribution Across Different Windows
1025
+ WITH touchpoints_by_window AS (
1026
+ SELECT
1027
+ t.channel,
1028
+ c.conversion_id,
1029
+ CASE
1030
+ WHEN t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '7 days' THEN '7_days'
1031
+ WHEN t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '14 days' THEN '14_days'
1032
+ WHEN t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '30 days' THEN '30_days'
1033
+ WHEN t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '60 days' THEN '60_days'
1034
+ WHEN t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '90 days' THEN '90_days'
1035
+ END as window_period
1036
+ FROM touchpoints t
1037
+ JOIN conversions c ON t.user_id = c.user_id
1038
+ WHERE t.touchpoint_timestamp <= c.conversion_timestamp
1039
+ )
1040
+ SELECT
1041
+ channel,
1042
+ COUNT(DISTINCT CASE WHEN window_period = '7_days' THEN conversion_id END) as conv_7d,
1043
+ COUNT(DISTINCT CASE WHEN window_period = '14_days' THEN conversion_id END) as conv_14d,
1044
+ COUNT(DISTINCT CASE WHEN window_period = '30_days' THEN conversion_id END) as conv_30d,
1045
+ COUNT(DISTINCT CASE WHEN window_period = '60_days' THEN conversion_id END) as conv_60d,
1046
+ COUNT(DISTINCT CASE WHEN window_period = '90_days' THEN conversion_id END) as conv_90d
1047
+ FROM touchpoints_by_window
1048
+ GROUP BY channel
1049
+ ORDER BY conv_30d DESC;
1050
+ ```
1051
+
1052
+ ### Finding Optimal Window
1053
+
1054
+ ```yaml
1055
+ optimal_window_analysis:
1056
+
1057
+ method_1_percentile:
1058
+ description: "Usar percentil 90 do tempo entre primeiro touchpoint e conversão"
1059
+ steps:
1060
+ - "Calcular tempo entre primeiro touchpoint e conversão para cada jornada"
1061
+ - "Encontrar percentil 90"
1062
+ - "Usar como janela de conversão"
1063
+ sql: |
1064
+ SELECT PERCENTILE_CONT(0.9) WITHIN GROUP (
1065
+ ORDER BY EXTRACT(DAY FROM conversion_timestamp - first_touchpoint_timestamp)
1066
+ ) as p90_window
1067
+ FROM journey_summary;
1068
+
1069
+ method_2_diminishing_returns:
1070
+ description: "Encontrar ponto onde adicionar mais dias não adiciona conversões significativas"
1071
+ steps:
1072
+ - "Calcular conversões por janela (7, 14, 30, 60, 90 dias)"
1073
+ - "Calcular incremento percentual"
1074
+ - "Parar quando incremento < 5%"
1075
+ ```
1076
+
1077
+ ---
1078
+
1079
+ ## Multi-Touch Attribution (MTA) Methodology
1080
+
1081
+ ### MTA Implementation Framework
1082
+
1083
+ ```
1084
+ ┌─────────────────────────────────────────────────────────────────┐
1085
+ │ MTA IMPLEMENTATION FRAMEWORK │
1086
+ ├─────────────────────────────────────────────────────────────────┤
1087
+ │ │
1088
+ │ FASE 1: DATA FOUNDATION (Semanas 1-2) │
1089
+ │ ├── Audit de tracking atual │
1090
+ │ ├── Padronização de UTMs │
1091
+ │ ├── Unificação de user IDs │
1092
+ │ └── Criação de tabela de touchpoints │
1093
+ │ │
1094
+ │ FASE 2: MODEL SELECTION (Semanas 3-4) │
1095
+ │ ├── Análise de jornadas existentes │
1096
+ │ ├── Teste de múltiplos modelos │
1097
+ │ ├── Comparação de resultados │
1098
+ │ └── Seleção do modelo primário │
1099
+ │ │
1100
+ │ FASE 3: IMPLEMENTATION (Semanas 5-6) │
1101
+ │ ├── Queries de produção │
1102
+ │ ├── Dashboard de attribution │
1103
+ │ ├── Automação de reports │
1104
+ │ └── Documentação │
1105
+ │ │
1106
+ │ FASE 4: OPTIMIZATION (Ongoing) │
1107
+ │ ├── Revisão mensal de resultados │
1108
+ │ ├── Ajustes de modelo se necessário │
1109
+ │ ├── Correlação com budget decisions │
1110
+ │ └── Refinamento contínuo │
1111
+ │ │
1112
+ └─────────────────────────────────────────────────────────────────┘
1113
+ ```
1114
+
1115
+ ### Journey Reconstruction
1116
+
1117
+ ```sql
1118
+ -- Reconstruct Customer Journeys
1119
+ WITH journeys AS (
1120
+ SELECT
1121
+ c.user_id,
1122
+ c.conversion_id,
1123
+ c.conversion_timestamp,
1124
+ c.revenue,
1125
+ STRING_AGG(
1126
+ t.channel || ' (' || t.touchpoint_timestamp::date || ')',
1127
+ ' -> '
1128
+ ORDER BY t.touchpoint_timestamp
1129
+ ) as journey_path,
1130
+ COUNT(t.touchpoint_id) as touchpoint_count,
1131
+ MIN(t.touchpoint_timestamp) as first_touch,
1132
+ MAX(t.touchpoint_timestamp) as last_touch,
1133
+ EXTRACT(DAY FROM c.conversion_timestamp - MIN(t.touchpoint_timestamp)) as journey_length_days
1134
+ FROM conversions c
1135
+ JOIN touchpoints t ON c.user_id = t.user_id
1136
+ WHERE t.touchpoint_timestamp <= c.conversion_timestamp
1137
+ AND t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '30 days'
1138
+ GROUP BY c.user_id, c.conversion_id, c.conversion_timestamp, c.revenue
1139
+ )
1140
+ SELECT
1141
+ journey_path,
1142
+ COUNT(*) as occurrence_count,
1143
+ AVG(revenue) as avg_revenue,
1144
+ AVG(touchpoint_count) as avg_touchpoints,
1145
+ AVG(journey_length_days) as avg_journey_days
1146
+ FROM journeys
1147
+ GROUP BY journey_path
1148
+ ORDER BY occurrence_count DESC
1149
+ LIMIT 50;
1150
+ ```
1151
+
1152
+ ### Assisted vs Direct Conversions
1153
+
1154
+ ```sql
1155
+ -- Assisted vs Direct Conversions
1156
+ WITH journey_stats AS (
1157
+ SELECT
1158
+ t.channel,
1159
+ c.conversion_id,
1160
+ CASE
1161
+ WHEN t.touchpoint_timestamp = (
1162
+ SELECT MAX(touchpoint_timestamp)
1163
+ FROM touchpoints
1164
+ WHERE user_id = t.user_id
1165
+ AND touchpoint_timestamp <= c.conversion_timestamp
1166
+ ) THEN 'last_touch'
1167
+ ELSE 'assisted'
1168
+ END as touch_type
1169
+ FROM touchpoints t
1170
+ JOIN conversions c ON t.user_id = c.user_id
1171
+ WHERE t.touchpoint_timestamp <= c.conversion_timestamp
1172
+ AND t.touchpoint_timestamp >= c.conversion_timestamp - INTERVAL '30 days'
1173
+ )
1174
+ SELECT
1175
+ channel,
1176
+ COUNT(DISTINCT CASE WHEN touch_type = 'last_touch' THEN conversion_id END) as direct_conversions,
1177
+ COUNT(DISTINCT CASE WHEN touch_type = 'assisted' THEN conversion_id END) as assisted_conversions,
1178
+ ROUND(
1179
+ COUNT(DISTINCT CASE WHEN touch_type = 'assisted' THEN conversion_id END)::numeric /
1180
+ NULLIF(COUNT(DISTINCT CASE WHEN touch_type = 'last_touch' THEN conversion_id END), 0),
1181
+ 2
1182
+ ) as assist_to_direct_ratio
1183
+ FROM journey_stats
1184
+ GROUP BY channel
1185
+ ORDER BY direct_conversions DESC;
1186
+ ```
1187
+
1188
+ ---
1189
+
1190
+ ## Reporting Recommendations
1191
+
1192
+ ### Executive Dashboard
1193
+
1194
+ ```yaml
1195
+ executive_dashboard:
1196
+
1197
+ headline_metrics:
1198
+ - total_conversions: "Total de conversões no período"
1199
+ - total_revenue: "Receita total atribuída"
1200
+ - avg_touchpoints: "Média de touchpoints por conversão"
1201
+ - avg_journey_days: "Dias médios até conversão"
1202
+
1203
+ model_comparison_chart:
1204
+ type: "Stacked bar chart"
1205
+ x_axis: "Canais"
1206
+ y_axis: "Conversões atribuídas"
1207
+ series: ["First-Touch", "Last-Touch", "Position-Based"]
1208
+ insight: "Highlight canais com maior diferença entre modelos"
1209
+
1210
+ channel_performance_table:
1211
+ columns:
1212
+ - channel
1213
+ - first_touch_conversions
1214
+ - last_touch_conversions
1215
+ - position_based_conversions
1216
+ - spend
1217
+ - cpa_by_model
1218
+ - roas_by_model
1219
+
1220
+ journey_insights:
1221
+ - top_10_journeys: "Jornadas mais comuns"
1222
+ - avg_touchpoints_by_conversion_value: "Correlação touchpoints x valor"
1223
+ - channel_overlap: "Quais canais aparecem juntos"
1224
+ ```
1225
+
1226
+ ### So What Framework for Attribution Reports
1227
+
1228
+ ```yaml
1229
+ attribution_so_what:
1230
+
1231
+ section_1_so_what:
1232
+ question: "Por que isso importa?"
1233
+ template: |
1234
+ Attribution analysis reveals that [CHANNEL X] brings [Y%] of first touches
1235
+ but only [Z%] of last touches, indicating its role as an
1236
+ [awareness/nurturing] channel that's currently [undervalued/overvalued]
1237
+ by last-click attribution.
1238
+
1239
+ section_2_what_changed:
1240
+ question: "O que mudou desde a última análise?"
1241
+ template: |
1242
+ Compared to [PREVIOUS PERIOD]:
1243
+ - [CHANNEL A] first-touch share increased by [X%]
1244
+ - [CHANNEL B] assist ratio decreased by [Y%]
1245
+ - Average journey length changed from [N] to [M] touchpoints
1246
+
1247
+ section_3_why:
1248
+ question: "Por que mudou?"
1249
+ template: |
1250
+ Key factors:
1251
+ - [CAMPAIGN/CHANGE 1] launched in [DATE]
1252
+ - [BUDGET SHIFT] from [CHANNEL X] to [CHANNEL Y]
1253
+ - [SEASONAL FACTOR] affecting [BEHAVIOR]
1254
+
1255
+ section_4_now_what:
1256
+ question: "O que vamos fazer?"
1257
+ template: |
1258
+ Recommendations:
1259
+ 1. [INCREASE/DECREASE] [CHANNEL X] budget by [%] because [REASON]
1260
+ 2. Test [STRATEGY] in [CHANNEL Y] to improve [METRIC]
1261
+ 3. [ACTION 3]
1262
+
1263
+ Expected impact: [PROJECTED CHANGE] in [METRIC]
1264
+ ```
1265
+
1266
+ ### Model Selection Report
1267
+
1268
+ ```yaml
1269
+ model_selection_report:
1270
+
1271
+ analysis_approach:
1272
+ step_1: "Run all models on same dataset"
1273
+ step_2: "Compare attribution distribution"
1274
+ step_3: "Identify major discrepancies"
1275
+ step_4: "Recommend based on business context"
1276
+
1277
+ comparison_table:
1278
+ rows: "Channels"
1279
+ columns:
1280
+ - first_touch_pct
1281
+ - last_touch_pct
1282
+ - linear_pct
1283
+ - time_decay_pct
1284
+ - position_based_pct
1285
+ - variance: "Max - Min"
1286
+
1287
+ recommendation_criteria:
1288
+ high_variance_channels:
1289
+ description: "Canais com alta variância entre modelos"
1290
+ action: "Investigar mais a fundo, pode ser over/under valued"
1291
+
1292
+ consistent_channels:
1293
+ description: "Canais com atribuição similar em todos modelos"
1294
+ action: "Confiança alta na performance real"
1295
+
1296
+ final_recommendation:
1297
+ template: |
1298
+ Based on [BUSINESS CONTEXT], we recommend:
1299
+
1300
+ PRIMARY MODEL: [MODEL NAME]
1301
+ Reason: [WHY THIS MODEL FITS]
1302
+
1303
+ SECONDARY MODEL: [MODEL NAME]
1304
+ Use for: [SPECIFIC USE CASE]
1305
+
1306
+ AVOID: [MODEL NAME]
1307
+ Reason: [WHY NOT APPROPRIATE]
1308
+ ```
1309
+
1310
+ ---
1311
+
1312
+ ## Common Pitfalls and Solutions
1313
+
1314
+ ### Attribution Pitfalls
1315
+
1316
+ ```yaml
1317
+ attribution_pitfalls:
1318
+
1319
+ pitfall_1_incomplete_tracking:
1320
+ problem: "Touchpoints não trackados corretamente"
1321
+ symptoms:
1322
+ - "Alto volume de (direct)/(none)"
1323
+ - "Canais aparecem com menos conversões que esperado"
1324
+ - "Gaps nas jornadas"
1325
+ solution:
1326
+ - "Audit completo de UTM tagging"
1327
+ - "Implementar tracking server-side"
1328
+ - "Padronizar nomenclatura cross-team"
1329
+
1330
+ pitfall_2_cross_device_blindness:
1331
+ problem: "Mesmo usuário em múltiplos devices não é identificado"
1332
+ symptoms:
1333
+ - "Jornadas parecem mais curtas que realidade"
1334
+ - "Direct/Organic inflados"
1335
+ - "Paid undervalued"
1336
+ solution:
1337
+ - "Implementar login/user ID"
1338
+ - "Usar probabilistic matching"
1339
+ - "First-party data collection"
1340
+
1341
+ pitfall_3_walled_gardens:
1342
+ problem: "Plataformas (FB, Google) não compartilham dados completos"
1343
+ symptoms:
1344
+ - "Discrepância entre platform reports e analytics"
1345
+ - "Conversões duplicadas"
1346
+ - "Impossível ver jornada completa"
1347
+ solution:
1348
+ - "UTM tracking rigoroso"
1349
+ - "Server-side tracking (CAPI)"
1350
+ - "MMM para validação"
1351
+
1352
+ pitfall_4_single_model_bias:
1353
+ problem: "Usar apenas um modelo para todas decisões"
1354
+ symptoms:
1355
+ - "Budget concentrado em canais de fechamento"
1356
+ - "Awareness channels cortados"
1357
+ - "Long-term brand building prejudicado"
1358
+ solution:
1359
+ - "Usar múltiplos modelos"
1360
+ - "First-touch para awareness budget"
1361
+ - "Last-touch para conversion budget"
1362
+
1363
+ pitfall_5_ignoring_offline:
1364
+ problem: "Touchpoints offline não considerados"
1365
+ symptoms:
1366
+ - "Conversões parecem surgir do nada"
1367
+ - "Subestimar impacto de eventos/vendas pessoais"
1368
+ solution:
1369
+ - "Tracking de offline (QR codes, vanity URLs)"
1370
+ - "CRM integration"
1371
+ - "Surveys pós-conversão"
1372
+ ```
1373
+
1374
+ ### Quality Assurance Checklist
1375
+
1376
+ ```yaml
1377
+ attribution_qa_checklist:
1378
+
1379
+ data_quality:
1380
+ - [ ] UTMs padronizados e consistentes
1381
+ - [ ] Sem duplicação de touchpoints
1382
+ - [ ] Timestamps corretos (timezone)
1383
+ - [ ] User IDs unificados
1384
+ - [ ] Conversões linkadas corretamente a touchpoints
1385
+
1386
+ model_validation:
1387
+ - [ ] Soma das atribuições = 100%
1388
+ - [ ] Nenhum canal com atribuição negativa
1389
+ - [ ] Resultados fazem sentido business
1390
+ - [ ] Comparação entre modelos realizada
1391
+
1392
+ reporting:
1393
+ - [ ] Período de análise definido
1394
+ - [ ] Janela de conversão documentada
1395
+ - [ ] Definição de conversão clara
1396
+ - [ ] Insights acionáveis incluídos
1397
+
1398
+ governance:
1399
+ - [ ] Stakeholders alinhados no modelo
1400
+ - [ ] Frequência de review definida
1401
+ - [ ] Ownership de dados claro
1402
+ - [ ] Processo de mudança documentado
1403
+ ```
1404
+
1405
+ ---
1406
+
1407
+ ## Implementation Roadmap
1408
+
1409
+ ### Phase 1: Foundation (Week 1-2)
1410
+
1411
+ ```yaml
1412
+ phase_1_foundation:
1413
+
1414
+ week_1:
1415
+ tasks:
1416
+ - "Audit current tracking implementation"
1417
+ - "Document all channels and sources"
1418
+ - "Identify data gaps"
1419
+ - "Create UTM standards document"
1420
+ deliverables:
1421
+ - "Tracking audit report"
1422
+ - "UTM standards guide"
1423
+ - "Gap analysis"
1424
+
1425
+ week_2:
1426
+ tasks:
1427
+ - "Fix critical tracking issues"
1428
+ - "Implement missing UTMs"
1429
+ - "Create touchpoints table"
1430
+ - "Test data collection"
1431
+ deliverables:
1432
+ - "Updated tracking implementation"
1433
+ - "Touchpoints table schema"
1434
+ - "Data quality report"
1435
+ ```
1436
+
1437
+ ### Phase 2: Model Selection (Week 3-4)
1438
+
1439
+ ```yaml
1440
+ phase_2_model_selection:
1441
+
1442
+ week_3:
1443
+ tasks:
1444
+ - "Extract historical journey data"
1445
+ - "Calculate first-touch attribution"
1446
+ - "Calculate last-touch attribution"
1447
+ - "Calculate linear attribution"
1448
+ deliverables:
1449
+ - "Journey dataset"
1450
+ - "Basic attribution tables"
1451
+
1452
+ week_4:
1453
+ tasks:
1454
+ - "Calculate time-decay attribution"
1455
+ - "Calculate position-based attribution"
1456
+ - "Compare all models"
1457
+ - "Recommend primary model"
1458
+ deliverables:
1459
+ - "Full model comparison report"
1460
+ - "Model recommendation document"
1461
+ ```
1462
+
1463
+ ### Phase 3: Production (Week 5-6)
1464
+
1465
+ ```yaml
1466
+ phase_3_production:
1467
+
1468
+ week_5:
1469
+ tasks:
1470
+ - "Build production queries"
1471
+ - "Create automated pipelines"
1472
+ - "Design dashboard"
1473
+ - "Write documentation"
1474
+ deliverables:
1475
+ - "Production SQL queries"
1476
+ - "Automated data pipeline"
1477
+ - "Dashboard wireframe"
1478
+
1479
+ week_6:
1480
+ tasks:
1481
+ - "Deploy dashboard"
1482
+ - "Train stakeholders"
1483
+ - "Set up alerts"
1484
+ - "Document maintenance procedures"
1485
+ deliverables:
1486
+ - "Live attribution dashboard"
1487
+ - "Training materials"
1488
+ - "Maintenance runbook"
1489
+ ```
1490
+
1491
+ ### Ongoing: Optimization
1492
+
1493
+ ```yaml
1494
+ ongoing_optimization:
1495
+
1496
+ monthly:
1497
+ - "Review attribution trends"
1498
+ - "Compare to budget allocation"
1499
+ - "Identify optimization opportunities"
1500
+ - "Update model if needed"
1501
+
1502
+ quarterly:
1503
+ - "Deep dive analysis"
1504
+ - "Model accuracy assessment"
1505
+ - "Stakeholder presentation"
1506
+ - "Budget reallocation recommendations"
1507
+
1508
+ annually:
1509
+ - "Full model audit"
1510
+ - "Consider advanced models (data-driven)"
1511
+ - "Benchmark against industry"
1512
+ - "Technology stack review"
1513
+ ```
1514
+
1515
+ ---
1516
+
1517
+ ## Output Deliverables
1518
+
1519
+ ```yaml
1520
+ deliverables:
1521
+
1522
+ primary:
1523
+ attribution_model: |
1524
+ Modelo de attribution implementado com:
1525
+ - Queries de produção
1526
+ - Channel mapping completo
1527
+ - Conversion window definido
1528
+
1529
+ attribution_dashboard: |
1530
+ Dashboard interativo com:
1531
+ - Comparação de modelos
1532
+ - Channel performance
1533
+ - Journey analysis
1534
+
1535
+ recommendation_report: |
1536
+ Relatório com recomendações de:
1537
+ - Budget allocation
1538
+ - Channel optimization
1539
+ - Model selection rationale
1540
+
1541
+ secondary:
1542
+ channel_mapping_document: |
1543
+ Documentação de:
1544
+ - Definição de cada canal
1545
+ - UTM standards
1546
+ - Grouping logic
1547
+
1548
+ journey_analysis: |
1549
+ Análise de:
1550
+ - Top journeys
1551
+ - Assist patterns
1552
+ - Channel synergies
1553
+
1554
+ optional:
1555
+ data_driven_model: |
1556
+ Se volume suficiente:
1557
+ - Markov chain implementation
1558
+ - Shapley value calculation
1559
+ - Model comparison
1560
+ ```
1561
+
1562
+ ---
1563
+
1564
+ ## Quality Checklist
1565
+
1566
+ ### Pre-Implementation Checklist
1567
+
1568
+ ```yaml
1569
+ pre_implementation_checklist:
1570
+ - [ ] Business objective claramente definido
1571
+ - [ ] Definição de conversão acordada
1572
+ - [ ] Canais ativos listados
1573
+ - [ ] Tracking audit completo
1574
+ - [ ] Stakeholders alinhados
1575
+ - [ ] Timeline definido
1576
+ ```
1577
+
1578
+ ### Model Quality Checklist
1579
+
1580
+ ```yaml
1581
+ model_quality_checklist:
1582
+ - [ ] Atribuições somam 100% por conversão
1583
+ - [ ] Sem valores negativos
1584
+ - [ ] Todos canais representados
1585
+ - [ ] Janela de conversão apropriada
1586
+ - [ ] Múltiplos modelos comparados
1587
+ - [ ] Resultados validados com stakeholders
1588
+ ```
1589
+
1590
+ ### Report Quality Checklist
1591
+
1592
+ ```yaml
1593
+ report_quality_checklist:
1594
+ - [ ] So What framework aplicado
1595
+ - [ ] Insights acionáveis incluídos
1596
+ - [ ] Recomendações específicas
1597
+ - [ ] Visualizações claras
1598
+ - [ ] Comparação com período anterior
1599
+ - [ ] Next steps definidos
1600
+ ```
1601
+
1602
+ ---
1603
+
1604
+ ## Integration with Other Tasks
1605
+
1606
+ ### Related Data Pack Tasks
1607
+
1608
+ ```yaml
1609
+ related_tasks:
1610
+
1611
+ calculate_clv:
1612
+ integration: "CLV por canal de aquisição (first-touch)"
1613
+ value: "Entender quais canais trazem clientes de maior valor"
1614
+
1615
+ segment_rfm:
1616
+ integration: "RFM segments por attribution path"
1617
+ value: "Identificar quais jornadas produzem melhores clientes"
1618
+
1619
+ design_health_score:
1620
+ integration: "Health Score por canal de origem"
1621
+ value: "Correlacionar canal de aquisição com retenção"
1622
+
1623
+ create_dashboard:
1624
+ integration: "Attribution como módulo do DMMM dashboard"
1625
+ value: "Visão unificada de marketing performance"
1626
+ ```
1627
+
1628
+ ---
1629
+
1630
+ ## Glossary
1631
+
1632
+ ```yaml
1633
+ glossary:
1634
+
1635
+ attribution:
1636
+ definition: "Processo de atribuir crédito a touchpoints pelo resultado"
1637
+
1638
+ touchpoint:
1639
+ definition: "Qualquer interação do cliente com marketing antes da conversão"
1640
+
1641
+ conversion_window:
1642
+ definition: "Período antes da conversão onde touchpoints são considerados"
1643
+
1644
+ first_touch:
1645
+ definition: "Primeiro touchpoint na jornada do cliente"
1646
+
1647
+ last_touch:
1648
+ definition: "Último touchpoint antes da conversão"
1649
+
1650
+ assisted_conversion:
1651
+ definition: "Conversão onde o canal participou mas não foi o last-touch"
1652
+
1653
+ mta_multi_touch_attribution:
1654
+ definition: "Atribuição que considera múltiplos touchpoints"
1655
+
1656
+ shapley_value:
1657
+ definition: "Método de teoria dos jogos para distribuir crédito"
1658
+
1659
+ markov_chain:
1660
+ definition: "Modelo probabilístico de transição entre estados"
1661
+
1662
+ removal_effect:
1663
+ definition: "Impacto na conversão se um canal for removido"
1664
+
1665
+ utm_parameters:
1666
+ definition: "Tags de URL para tracking de campanhas (source, medium, campaign)"
1667
+
1668
+ walled_garden:
1669
+ definition: "Plataforma que limita compartilhamento de dados (FB, Google)"
1670
+ ```
1671
+
1672
+ ---
1673
+
1674
+ ## Version History
1675
+
1676
+ ```yaml
1677
+ version: "1.0"
1678
+ created: "2026-01-23"
1679
+ primary_agent: "Avinash Kaushik"
1680
+ lines: "1100+"
1681
+
1682
+ changelog:
1683
+ - "1.0: Task inicial criado com 6 modelos de attribution"
1684
+ - "1.0: Channel mapping completo com SQL"
1685
+ - "1.0: Conversion window methodology"
1686
+ - "1.0: Multi-touch attribution framework"
1687
+ - "1.0: Reporting recommendations com So What framework"
1688
+ - "1.0: Implementation roadmap"
1689
+ ```
1690
+
1691
+ ---
1692
+
1693
+ *Data Intelligence Pack - Task: Build Attribution*
1694
+ *Primary Agent: Avinash Kaushik*
1695
+ *Framework: DMMM + See-Think-Do-Care*