Growth Plan

Prioritize growth opportunities in Behavior Intelligence: backlog statuses, impact scores, SEO imports, anomaly follow-ups, and metric verification workflows.

Growth Plan concept

The Growth Plan is your prioritized improvement backlog inside Behavior Intelligence. Items originate from SEO Opportunities, Anomalies, AI Intelligence recommendations, or manual entry. Each card carries impact, effort, recommended action, and status so marketing and product share one queue instead of scattered spreadsheets.

Status workflow

Statuses include:

New — Freshly detected, unreviewed.
Planned — Accepted for an upcoming sprint.
In progress — Actively being implemented.
Done — Shipped; awaiting metric verification.
Dismissed — Not actionable; hidden from default filters.
Archived — Historical record.

KPI chips at the top count items per status for standup visibility.

Opportunity cards

Cards show title, source (SEO, anomaly, AI), impact/effort hints, deep links to relevant report pages, and status controls. Add notes in your team process by linking to external tickets; the card ID anchors verification later.

Filtering by status

Tab filters focus the list—default to New + Planned for weekly triage meetings. Done items remain searchable for quarterly retrospectives.

Importing from SEO

Organic Search Opportunities tab includes import actions pushing selected cards into Growth Plan. Imported items retain SEO context (URL, issue type) in the description. Avoid duplicate imports by checking Planned items first.

Tip: When marking Done, set a calendar reminder to check Traffic or Content metrics two weeks out—Growth Plan works best when verification is habitual, not optional.

Closing the loop with data

After shipping a fix, compare relevant KPIs (exit rate, funnel step conversion, organic sessions) for equal-length periods before and after deploy. If metrics flatline, reopen as In progress or ask AI Intelligence for a second opinion with updated context.

Prioritization frameworks

Score cards with impact × effort mentally even when not formal RICE. Quick wins (high impact, low effort) belong in Planned ahead of large engineering bets. Dismiss noise aggressively to keep New tab trustworthy.

Cross-team rituals

Weekly triage: 15 minutes, product + marketing + ops. Move two items to In progress max to avoid WIP overload. Done means deployed—not merely approved.

Additional best practices

Behavior Intelligence works best when tracking coverage, funnel definitions, and team review rituals stay aligned. Revisit this guide after major site changes—new theme, consent plugin, or checkout provider—and confirm Realtime, Data Quality, and Tracking Plan still agree.

Share direct help links from the in-app help panel so teammates read the same canonical definitions. Press Ctrl+K in the help center to jump between related guides quickly.

Align date ranges before comparing metrics across pages.
Document segment names when sharing screenshots.
Verify fixes in Realtime before closing Growth Plan items.
Keep UTM conventions consistent for Marketing and Traffic.
Schedule AI analysis after enough post-change data accumulates.

Working with the global toolbar

Every major Behavior Intelligence report page shares a global toolbar controlling date range, comparison mode, saved views, and active segments. Understanding this toolbar prevents the most common reporting mistake: discussing metrics that look contradictory because two pages use different ranges or filters.

Date ranges support presets (last 7, 28, 90 days) and custom intervals. Comparison mirrors the prior period of equal length. When comparison is off, KPI deltas hide—do not assume zero change. Saved views capture all toolbar state; teach teammates to check the view name in the header before screenshotting for leadership.

Connecting insights to action

Analytics value appears when insights change behavior. Behavior Intelligence routes findings through Growth Plan, Anomalies, and AI Intelligence into prioritized work. A metric without an owner becomes wallpaper. Assign DRI (directly responsible individual) per Growth Plan card and set verification dates.

Cross-link investigations: Traffic anomaly → Sessions sample → Journeys path → Tracking Plan coverage → Funnel step fix. This sequence resolves most conversion mysteries without external tools.

Data freshness expectations

Raw events ingest in near real time on Realtime. Daily aggregates power most dashboard KPIs and typically finalize after processor cron completes overnight in site timezone. Intraday numbers on Traffic are directional, not audit-final. Export via Report Builder after period close for finance-adjacent reporting.

Security and access control

Report data stays inside WordPress authenticated admin. REST endpoints require configured capabilities. Do not expose API keys or disable capability checks for convenience. View-only roles should not access Settings, Tracking Plan writes, or AI job triggers unless policy explicitly allows.

Module updates and compatibility

After Imaginit Core or Behavior Intelligence updates, revisit Getting Started verification steps: Realtime test, Data Quality health, one saved report run. Release notes may add event types or metrics—refresh Report Builder definitions if preview validation fails. Theme changes always trigger Tracking Plan re-crawl before trusting click metrics.

Keyboard shortcuts and help search

From any Behavior Intelligence admin page, open in-app help links to jump to the matching guide on the public help center. Within the help site, press Ctrl+K or Cmd+K to open Spotlight search across all articles, headings, and keywords. Search for metric names, page titles, or tasks like "export CSV" to find the right workflow without browsing the sidebar.

Bookmark frequently used guides for your role: content editors often need Content Performance and Organic Search; engineers need Tracking Plan and Data Quality; leadership prefers Overview and Reports email summaries.