5 Forces: Strategic Analysis

This article is for users who leveraging the 5 Forces AI to analyze their marketing results.

 

5 Froces AI is in closed beta.  For access to the closed beta, please contact support.

Table of Contents

What Is The Strategic Analysis

Strategic Analysis is an AI-powered report in Wicked Reports that evaluates your campaign performance through the lens of your marketing intentions—not just channel metrics. It uses our proprietary 5 Forces Methodology to analyze campaign data in a way that reflects the real goal behind each marketing effort.

The report runs automatically each day or can be triggered on-demand with a single click.

Why This Is Valuable

Most marketers look at metrics like ROAS or CAC in isolation—without considering why a campaign exists in the first place. That’s where the 5 Forces Methodology changes everything.

By first setting the Intention of each campaign (e.g., “Cold Traffic Prospecting” or “Immediate Sales”) and defining your performance zones (SCALE / CHILL / KILL), you give Wicked Reports the strategic context it needs to deliver smarter, more meaningful insights.

The Strategic Analysis doesn’t just show what’s happening—it tells you what to do about it, based on:

  • The right attribution model and date range for the campaign’s intention

  • Your defined performance goals (zones)

  • Trends across Traffic, Creative + Offer, and Budget

This gives you a daily strategic playbook, automatically sorted by channel, that helps you:

  • Scale campaigns that are trending toward success

  • Identify early signs of weakness (before it costs you)

  • Understand whether poor performance is due to traffic, creative, or budget

How To Use The Strategic Analysis Report

1.  Set Up Campaign Intentions

First, make sure your campaigns have Intentions assigned in the FunnelVision report. This tells Wicked Reports how to analyze them.

2.  Define Your KPI Zones

Next, define SCALE / CHILL / KILL zones for the primary KPI metric associated with each intention. These will guide how our AI interprets success or failure for each campaign.

Example:
For the “Acquire New Customers” intention, your primary metric might be 30-Day Full Impact nCAC.
You might define:

  • SCALE: <$50

  • CHILL: $50–$80

  • KILL: >$80

3. Run the Strategic Analysis

Once Intentions and KPI Zones are set, go to the Strategic Analysis page and:

  • View the daily updated report or

  • Click "Run 5 Forces Analysis" to get the latest analysis

4. Review Campaign Insights

The report is grouped by channel, with each campaign showing:

  • The assigned Intention

  • An AI Summary Recommendation

  • An expandable section for Strategic Insights to see deeper details on how the Recommendation was generated, broken into:

    • Traffic: New vs. Repeat Visitors, New vs. Repeat Customers, etc.

    • Creative + Offer: Conversion Rates, etc.

    • Budget: ROAS, AOV, spend trends, etc.

5. Take Action

Use the insights to decide whether to:

  • Increase or shift budget to top-performing campaigns

  • Tweak creative or offers where conversion is lagging

  • Pause or reassess underperforming efforts

Remember: the AI weighs trends too. A campaign in the “Kill” zone that’s improving may still be a “Chill” recommendation—because context matters.


Pro Tips for Success

  • Run it daily: Use this as part of your morning routine for quick campaign assessments.

  • Focus on trends, not just thresholds: An upward trend can mean recovery—even if the campaign is in a danger zone.

  • Act on the insights: The true power comes when you integrate this into your campaign decision-making process.