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Measure Dashboard Requirements: Brainshelf Resurface

Scenario

Before the A/B test began, Priya M. asked Chloe B. to build the Resurface experiment dashboard in Amplitude so the team could monitor the experiment in real time and have the results analysis ready on test completion day. The dashboard needed to serve two audiences: Priya and the product team (daily monitoring during the test) and Marco S. (weekly executive check-ins requiring a single-screen summary). Chloe documented the requirements to ensure the dashboard was built once, correctly, rather than assembled ad hoc during the test window.

Source Notes:

  • Stephen Few, “Information Dashboard Design” (perceptualedge.com) . the dashboard design principles applied in the layout specification; Few’s guidance on minimizing chart junk, using small multiples for comparison, and placing the most important metric in the top-left position informed the visualization specifications.
  • Amplitude, “Dashboard Best Practices” (amplitude.com/blog/analytics-dashboards) . the Amplitude-specific guidance on chart types, cohort definitions, and filter configuration used to translate the requirements into implementable specs.
  • Edward Tufte, “The Visual Display of Quantitative Information” (edwardtufte.com) . the data-ink ratio principle applied to the chart specifications; Tufte’s emphasis on maximizing the data-to-ink ratio influenced the decision to use line charts over bar charts for time-series metrics and to avoid decorative chart elements.

Prompt

/dashboard-requirements
resurface experiment dashboard for amplitude. need it ready before
the a/b test starts (mar 9).
two audiences:
1. product team (priya, chloe, alex, jordan) . daily monitoring
during the 4-week test
2. marco (ceo) . weekly exec check-in, needs a single-screen summary
questions the dashboard should answer:
- is the treatment group returning more than control?
- are users clicking items in the digest?
- is the unsubscribe rate within the guardrail?
- what's the opt-in funnel conversion rate?
- are there segment differences (library size, cadence)?
charts i want:
1. 7-day return rate trend (treatment vs control, weekly)
2. email CTR trend (daily)
3. opt-in funnel (card viewed → opted in)
4. unsubscribe rate trend (weekly, with guardrail line)
5. segment breakdown table (library size, cadence)
filters: date range, experiment variant, library size segment.

Output

Dashboard Requirements: Resurface Experiment Dashboard

Overview

Dashboard Name: Resurface Experiment (RSF-EXP-001) Requestor: Priya M., Product Manager Date: February 28, 2026 Priority: High Target Delivery: March 7, 2026 (2 days before A/B test start)


Purpose and Questions

Primary Questions This Dashboard Answers

  1. Is the treatment group’s 7-day return rate meaningfully higher than control, and is the difference growing or shrinking over time?
  2. Are opted-in users engaging with the digest content (clicking items), and is engagement stable or decaying over the test window?
  3. Is the email unsubscribe rate within the 2%-per-week guardrail, or is it trending toward the threshold?
  4. What is the opt-in funnel conversion rate (card viewed → opted in), and is it meeting the 10% minimum target?
  5. Do segment differences (heavy vs. light savers, daily vs. 3x/week cadence) suggest that the treatment effect varies by user type?

Decisions This Will Inform

  • Ship/iterate/kill decision for the Resurface feature at experiment close (April 5, 2026)
  • Whether to extend the experiment if results are directionally positive but not yet statistically significant
  • Whether to pause the experiment if the unsubscribe guardrail is breached
  • Whether to adjust the opt-in prompt if the opt-in rate is below the 10% target after week 1

What This Dashboard Is NOT For

  • Operational monitoring of the digest send pipeline (send failures, retry rates, Resend API health) . these are tracked in the Datadog operational dashboard, not Amplitude
  • Individual user debugging (“why didn’t user X receive their digest?”) . use Amplitude’s user timeline for individual-level investigation
  • Post-experiment deep analysis (regression models, causal inference) . the dashboard provides descriptive metrics; post-experiment analysis will be done in a separate notebook

Audience

AudienceUsage FrequencyPrimary Questions
Priya M. (PM)Daily during testReturn rate trend, CTR, unsubscribe rate
Chloe B. (Data)Daily during testAll metrics; data quality checks
Alex R. (Engineering)2 - 3x/weekSend success rate, item click distribution
Jordan L. (Growth)WeeklyOpt-in rate, segment differences
Marco S. (CEO)Weekly (Monday exec check-in)Single-screen summary: return rate, CTR, guardrail status

Usage Context

When will this be viewed? Daily at 9:00 AM by Priya and Chloe (after the morning digest cycle completes). Weekly on Mondays by Marco (5-minute screen share in the exec check-in).

What device/format? Desktop browser (Amplitude web app). Marco views via screen share . the dashboard must be readable at a glance on a projected screen without scrolling.


Key Metrics

Metric 1: 7-Day Return Rate (Primary Experiment Metric)

AttributeValue
Business DefinitionPercentage of users who had at least one session in week N and returned for at least one session in week N+1
Calculation(Users with ≥1 session in week N+1) / (Users with ≥1 session in week N) × 100, computed per experiment variant
Data SourceAmplitude session events (existing instrumentation) + experiment variant assignment
GranularityWeekly (computed each Monday for the prior 7-day window)
Current Baseline18% [fictional]
Target≥23% treatment (≥5pp lift over control) [fictional]
NotesIntent-to-treat: all treatment users are included regardless of opt-in status

Metric 2: Email Click-Through Rate (Secondary Metric)

AttributeValue
Business DefinitionPercentage of delivered digest emails where the user clicked at least one item
Calculation(Digests with ≥1 resurface_item_clicked event) / (Total resurface_digest_sent events) × 100
Data Sourceresurface_digest_sent and resurface_item_clicked events
GranularityDaily
Current Baselinen/a (new metric)
Target≥15% [fictional]
NotesTreatment only (control receives no email). Do NOT use open rate . Apple MPP inflates it.

Metric 3: Email Unsubscribe Rate (Guardrail Metric)

AttributeValue
Business DefinitionPercentage of opted-in treatment users who unsubscribe in a given week
Calculation(resurface_unsubscribe events in week N) / (Opted-in users at start of week N) × 100
Data Sourceresurface_unsubscribe events + digest_enabled user property
GranularityWeekly
Current Baselinen/a (new metric)
Target≤2% per week [fictional]
NotesGuardrail . breaching this threshold triggers experiment pause and review

Metric 4: Opt-In Rate (Diagnostic Metric)

AttributeValue
Business DefinitionPercentage of treatment users who enable the Resurface digest during the test window
Calculation(Treatment users with resurface_opt_in event) / (Total treatment users) × 100
Data Sourceresurface_opt_in events + experiment variant assignment
GranularityCumulative (running total, updated daily)
Current Baselinen/a
Target≥10% [fictional]
NotesAlso track the funnel: card_viewed → opted_in for conversion rate

Metrics Summary Table

MetricDefinitionSourceTarget
7-day return rateWeekly return rate by variantAmplitude sessions≥23% treatment [fictional]
Email CTRDaily click-through ratedigest_sent + item_clicked≥15% [fictional]
Unsubscribe rateWeekly unsubscribe % of opted-in usersunsubscribe events≤2%/week [fictional]
Opt-in rateCumulative opt-in % of treatment usersopt_in events≥10% [fictional]
Saved item revisit rate30-day revisit rate by variantAmplitude item eventsDirectional improvement

Visualization Specifications

Chart 1: 7-Day Return Rate Trend (Treatment vs. Control)

AttributeValue
PurposeIs the treatment group returning more than control, and is the gap growing?
Chart TypeLine chart (two series)
X-AxisWeek (Week 1, Week 2, Week 3, Week 4)
Y-Axis7-day return rate (%)
Series/BreakdownTwo lines: Control (gray) and Treatment (blue). Include 95% confidence interval shading.
InteractivityTooltip on hover shows exact value, sample size, and CI for each point
PositionTop-left (most prominent position . this is the primary metric)

Chart 2: Email CTR Trend (Daily)

AttributeValue
PurposeAre users engaging with the digest content, and is engagement stable?
Chart TypeLine chart (single series)
X-AxisDate (daily)
Y-AxisEmail CTR (%)
Series/BreakdownSingle line: treatment opted-in users. Include a horizontal reference line at 15% (target).
InteractivityTooltip shows CTR, total digests sent, total clicks, for each day
PositionTop-right

Chart 3: Opt-In Funnel

AttributeValue
PurposeWhat is the opt-in conversion rate from card viewed to opted in?
Chart TypeFunnel chart (horizontal)
X-AxisFunnel steps: Treatment Users → Card Viewed → Opted In
Y-AxisCount and conversion rate (%)
Series/BreakdownSingle funnel; show absolute count and % conversion at each step
InteractivityClick on a step to see the user list for debugging
PositionMiddle-left

Chart 4: Unsubscribe Rate Trend (Weekly)

AttributeValue
PurposeIs the unsubscribe rate within the guardrail, or trending toward the threshold?
Chart TypeBar chart (weekly) with horizontal guardrail reference line
X-AxisWeek (Week 1, Week 2, Week 3, Week 4)
Y-AxisUnsubscribe rate (%)
Series/BreakdownSingle series: weekly unsubscribe rate. Red horizontal line at 2% (guardrail threshold).
InteractivityTooltip shows unsubscribe count, opted-in base, and rate
PositionMiddle-right

Chart 5: Segment Breakdown Table

AttributeValue
PurposeDoes the treatment effect vary by library size or cadence?
Chart TypeTable
X-Axisn/a (table)
Y-Axisn/a (table)
Series/BreakdownRows: Heavy savers (100+), Medium savers (50 - 99), Light savers (10 - 49), Daily cadence, 3x/week cadence. Columns: Control return rate, Treatment return rate, Delta, p-value, CTR (treatment only).
InteractivitySortable columns
PositionBottom (full width)

Dashboard Layout Sketch

┌─────────────────────────────────────────────────────────┐
│ [KPI: Return Rate] [KPI: CTR] [KPI: Unsub Rate] │
├────────────────────────────┬────────────────────────────┤
│ │ │
│ Chart 1: Return Rate │ Chart 2: Email CTR │
│ Trend (weekly, by variant)│ Trend (daily) │
│ │ │
├────────────────────────────┬────────────────────────────┤
│ │ │
│ Chart 3: Opt-In Funnel │ Chart 4: Unsubscribe │
│ (treatment only) │ Rate (weekly + guardrail) │
│ │ │
├────────────────────────────┴────────────────────────────┤
│ │
│ Chart 5: Segment Breakdown Table │
│ │
└─────────────────────────────────────────────────────────┘

Filters and Segments

Global Filters

FilterTypeDefault ValueOptions
Date RangeDate pickerFull experiment window (Mar 9 - Apr 5, 2026)Custom range, last 7 days, last 14 days
Experiment VariantDropdownAll (both variants)All, Control, Treatment
Library Size SegmentDropdownAllAll, Heavy (100+), Medium (50 - 99), Light (10 - 49)

Chart-Specific Filters

ChartFilterType
Chart 2 (Email CTR)CadenceDropdown: All, Daily, 3x/week
Chart 5 (Segment Table)Metric toggleDropdown: Return Rate, CTR, Opt-In Rate

Segment Definitions

Segment NameDefinitionUse Case
Heavy saversUsers with 100+ saved items at experiment startAnalyze whether larger libraries produce stronger treatment effects
Medium saversUsers with 50 - 99 saved items at experiment startMiddle segment for comparison
Light saversUsers with 10 - 49 saved items at experiment startAnalyze whether small libraries limit topic-matching effectiveness
Daily cadenceOpted-in treatment users on daily deliveryCompare engagement by cadence
3x/week cadenceOpted-in treatment users on 3x/week deliveryCompare engagement by cadence

Data Sources

Primary Sources

SourceTypeOwnerLatencyQuality Notes
Amplitude events (client-side)Event streamChloe B.Near real-time (~30 seconds)Standard Amplitude SDK; no known quality issues
Amplitude events (server-side)Event streamChloe B.Near real-time (~30 seconds)Fired by cron job and redirect endpoint; depends on server availability
Amplitude Experiment (variant assignment)Feature flagChloe B.Instant (cached client-side)Consistent bucketing by user_id

Data Pipeline Requirements

Refresh Frequency: Near real-time (Amplitude default) Refresh Time: No batch processing required; all events stream to Amplitude in real time Historical Data Needed: Experiment window only (March 9 - April 5, 2026); 2-week pre-experiment baseline for return rate comparison Data Retention: 12 months (standard Amplitude retention)

Data Quality Considerations

  • Apple Mail Privacy Protection inflates resurface_digest_opened events; the dashboard does NOT include an open rate metric for this reason
  • The item_position property on resurface_item_clicked events should be validated: values must be 1 - 5; any values outside this range indicate an instrumentation bug
  • Server-side events (digest_sent, digest_skipped) are dependent on the cron job’s availability; if the cron job fails, these events will not fire, creating a data gap that must be reconciled with the Resend delivery logs

Access and Permissions

Access Levels

Role/GroupAccess LevelRestrictions
Product team (Priya, Chloe, Alex, Jordan, Dan)Full accessNone
Marco S. (CEO)View onlyCannot modify charts or filters
Engineering (Jess, Sam)Full accessNone

Sensitive Data

Data ElementSensitivityHandling
user_idInternal identifierVisible in Amplitude user timelines; not exposed in dashboard aggregations
destination_urlPotentially PIIQuery parameters stripped at instrumentation time; URLs visible only in individual event detail views

Alerts and Thresholds

ConditionThresholdActionRecipients
Weekly unsubscribe rate exceeds guardrail>2% in any single week [fictional]Slack alert to #resurfacePriya M., Chloe B.
Daily email CTR drops below 5% [fictional] for 3 consecutive days<5% CTR for 3 daysSlack alert to #resurfacePriya M., Chloe B.
Opt-in rate below 5% at day 7<5% cumulative opt-in after 7 days [fictional]Slack alert; trigger contingency plan reviewPriya M., Jordan L.

Acceptance Criteria

  • All 5 charts render correctly with test data before the experiment starts (Mar 7 deadline)
  • KPI cards at the top show current return rate (by variant), current CTR, and current unsubscribe rate
  • Global filters (date range, variant, library size) apply correctly to all charts
  • Dashboard loads in under 5 seconds on desktop
  • Marco can access the dashboard in view-only mode
  • Alerts fire correctly when test thresholds are breached (validated with test events)
  • 2-week pre-experiment baseline for return rate is visible in Chart 1 (as a reference period before the treatment line begins)

Open Questions

  • Should the dashboard include a “days remaining” countdown or “experiment progress” indicator for the 4-week test window?
  • Should Chart 1 (return rate trend) show daily or weekly granularity? Weekly is more stable but daily provides earlier signal. Current spec: weekly.

Appendix

  • Brainshelf Product Health Dashboard (existing) . overall MAU, retention, save rate
  • Resend Delivery Dashboard (Datadog) . email send success rate, bounce rate, API latency

Reference Documents

  • Resurface experiment design (Measure phase)
  • Resurface instrumentation spec (Measure phase)
  • Resurface hypothesis document (Define phase)

Requirements version 1.0. Update as needs evolve.