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Actions & action plans

The run's ranked playbook: strategic actions scored and quantified against your goal, each broken into action plans with an angle, a reach, and the segment-level evidence behind it.

The Actions tab is a run’s ranked playbook, and the quickest way to understand what to do about your use case. Each action is a strategic play that answers the goal and KPIs set in the use case definition, ranked by how directly it serves them and broken down into action plans: each plan owns one slice of the action’s audience, described by a one-sentence angle, with its own reach. Beneath every plan sit the segment tactics that motivated it, the per-segment evidence a play draws on. Where the Discovery tab answers who your customers are, Actions answers what to do next.

Browsing actions

The tab is a master–detail layout under a Ranked Playbook header. The left rail lists every action in rank order, each as a compact row: its rank number, title, a one-line strategy snippet, a composite score bar, and its reach. The rest of the screen is the reading pane, which always shows one action in full; the top-ranked action is selected when you land.

  • Click any rail row to read that action.
  • Use your keyboard’s left and right arrow keys to step through in rank order.

Because the rail never leaves the screen, you can compare the whole playbook at a glance while reading any one play. The tab is enabled in the use case sidebar once the run has actions to show.

Reading an action

Each action leads with a plain-language, outcome-first headline, a reach line (the total audience the action targets, with its percentage of the run’s population and how many segments it spans), and three scores:

ScoreWhat it measures
Strategic FitHow directly the action serves the goal in your use case definition.
Expected ImpactThe likely KPI movement across the targeted segments.
ExecutabilityFeasibility given typical channels, budget, and operational effort.

Below the headline:

  • The strategy lede: a single standfirst sentence that leads with the quantified expected impact, then the gist of the play. Dollar figures appear only when a monetary KPI or feature in your data grounds the arithmetic; otherwise impact is quantified in KPI units. Treat either as potential lift to rank by, not a forecast.
  • Why This Works: the reasons behind the play, as short bullets grounded in your data. When an action claims a dollar figure, the first bullet shows the arithmetic behind it.
  • How It Works: when present, the operational shape of the play — what triggers it and how it runs.

Reach and the segment breakdown

When an action spans multiple segments, a horizontal breakdown stripe shows how its reach splits across them. Hover any stripe for the segment’s name, customer count, and share. Single-segment actions show a Segment kicker naming the group instead.

Reach counts are real audience sizes computed from the run’s labeled data, so you can sanity-check a play’s scale before committing a team to it.

Action plans

Under the action, the Action Plans list is where strategy becomes execution. Each plan is one slice of the action’s audience, laid out as:

ElementWhat it tells you
TitleThe plan in one line.
AngleA single sentence naming the audience slice this plan owns, what separates it from the sibling plans, and the concrete mechanic — the offer terms fold in here.
ReachThe plan’s audience count, its percentage of the population, and the segments it draws from: the size of the list you’d activate.

Angles are written to be distinct: no two plans of the same action should read interchangeably. If you can only fund one plan, the angles are what you compare.

The evidence behind a plan

Plans backed by segment-level evidence show a segment-specific tactics count with a chevron. Click the plan and its evidence unfolds inline: the contributing segment tactics, each labeled with its segment, scored for Evidence Strength, Expected Impact, and Executability, and expandable to the full recommendation and its Feature-Level Evidence. An Explore this segment in Discovery link inside each tactic takes you to that segment’s detail view when you want the persona and insights behind the group.

Reading a plan’s tactics is the fastest way to judge whether the play rests on solid ground for your priority segments before you commit budget to it.

Tip. A practical activation loop: pick the plan, check its tactics’ evidence, then pull the audience via CSV export or warehouse delivery using the segment labels.

Next steps