Software engineering template

Metric drop investigation template

Work out why a key number suddenly changed, step by step: is it real, where is it, when did it start and what caused it.

Free · Editable · Works with Claude and ChatGPT · Also in Research & UX, Product

Preview of the Metric drop investigation template: its layout as it lands on the board
The template as it lands on your board, drawn from the template itself. Every part is editable.

How to use the Metric drop investigation template

  1. Start a board from it

    Use this template opens a new Freero board with the Metric drop investigation template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Metric drop investigation”.

  2. Follow the instruction on the board

    “Rule out broken tracking before anything else. Then split the number by platform, country and channel until the change sits in one place.”

  3. Fill in each part

    • What we checked and what we found
    • Conversion fell 18% on Monday
    • Is the data right?
    • Where is it?
    • When did it start?
    • What caused it?
    • Fixed and watched
  4. Bring your team and your agents

    Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Use this template

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

  1. You ask: “Fill in the Metric drop investigation board from these notes.”

    What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.

  2. You ask: “Group what we wrote into themes and list the actions.”

    What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Set it up for Claude, ChatGPT or any MCP client.

Bring your team and your agents to one board

Free to use, open source, and yours to host. No credit card, no seat count.