How to Setup 5Forces
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      3. How to Setup 5Forces

      How to Setup 5 Forces

      This doc is for Wicked Reports users who want to configure and use the 5 Forces Methodology to get AI-driven, intention-based campaign insights.

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      Introduction

      The 5 Forces Methodology in Wicked Reports transforms how you assess campaign performance.
      Instead of relying on isolated metrics, 5 Forces uses your campaign’s strategic intention and custom KPI thresholds to deliver daily AI recommendations on whether to SCALE, CHILL, or KILL a campaign.

      Setting up 5 Forces involves:

      1. Assigning the right Intention to each campaign

      2. Defining your KPI Zones (performance thresholds)

      3. Using the Strategic Analysis Report to guide your decisions

      How to Setup 5 Forces

      Step 1 – Set Campaign Intentions

      Your campaign’s Intention tells Wicked Reports what success looks like. This determines which metrics, attribution model, and timeframes our AI uses in analysis.

      1. Open the FunnelVision report.

      2. Select a channel such as Facebook or Google Ads.

      3. Set Intentions

        1. To set intentions for one campaign:

          1. Click Add Intention in the Intention column.

          2. Choose the intention that matches the campaign’s strategic goal.

          3. Click Apply.

        2. To set intentions for multiple campaigns:

          1. Check the boxes next to the campaigns.

          2. Click Manage Intentions or Add Intentions to [X] Campaigns

          3. Select the appropriate Intention and click Apply.


      Learn more about campaign intentions here: How to Set Campaign Intentions

      Step 2 – Define KPI Zones

      Once Intentions are set, define KPI Zones that represent your success thresholds. These boundaries let the AI make accurate recommendations tailored to each channel and intention.

      1. Go to Reports → 5 Forces Analysis.

      2. Click Intention Settings.

      3. For each assigned Intention:

        • Expand the intention row.

        • Enter a Chill Zone From and To based on the acceptable range for the Intention’s KPI.

        • If thresholds differ by platform, click Customize Zones for Specific Channel and enter the values.

      4. Repeat for all assigned Intentions.

      5. Click Save.

      Learn more about intention metric zones here: How to Set Intention Metric Zones

      Step 3 – Run the Strategic Analysis Report

      With Intentions and KPI Zones in place, you can run the now Strategic Analysis. This report will get you AI-powered insights.

      1. Go to the Strategic Analysis page.

      2. Either:

        1. Click Run 5 Forces Analysis for an on-demand update

        2. Or, view the daily updated report
      3. Review the AI Summary Recommendations and drill down into Traffic, Creative + Offer, and Budget insights.
      4. Decide whether to Scale, Chill, or Kill each campaign.

      Learn more about the Strategic Analysis report here: How to Use the Strategic Analysis Report

      FAQ

      Do I need to set Intentions for every campaign?
      Yes, if you want to utilize the 5 forces. Without Intentions, the AI will not know the campaign’s strategic goal and cannot provide accurate recommendations.

      Can I change KPI Zones after setting them?
      Yes. You can adjust them anytime in the Intention Settings to refine AI recommendations.

      What if my campaign fits more than one Intention?
      Choose the primary goal. The AI’s analysis will be tailored to that objective.