Field Notes

Stories, case notes, and lessons from real analysis work.

Short pieces about data, AI, mistakes, experiments, business judgment, dashboards, spreadsheet work, and better decisions.

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Analysis lessons from the archive.

These are not random posts. They are proof-bearing notes: each one shows a recurring failure pattern the labs are designed to fix.

Why clean ARR dashboards can mislead

A dashboard can look executive-ready and still hide metric logic that changes the story.

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When LTV/CAC lies by averaging unlike customers

Blended customer economics can hide whether newer cohorts are improving or deteriorating.

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Why forecasts fail when assumptions are not owned

Forecasts usually break before the spreadsheet breaks. The assumptions go stale first.

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Cohort retention and customer value

The right cohort view can turn vague retention talk into a decision about acquisition, pricing, onboarding, or account management.

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