--- title: "Analysis Templates" id: "1763" type: "page" slug: "templates" published_at: "2026-09-20T21:35:35+00:00" modified_at: "2026-09-21T01:36:28+00:00" url: "https://xedant.com/agents/analytics/docs/templates" markdown_url: "https://xedant.com/agents/analytics/docs/templates.md" excerpt: "Analysis templates are a ready-made library for working through your data: sales forecasts, customer segments,…" --- # Analysis Templates [https://xedant.com/agents/analytics/docs/templates.md](https://xedant.com/agents/analytics/docs/templates.md) Analysis templates are a ready-made library for working through your data: sales forecasts, customer segments, assortment, advertising, Wildberries and Ozon reports, and an analytics course. The library holds 257 templates: two groups for working with your own data — Business (9 categories) and Finance (10 categories) — plus a training course of 50 lessons. Instead of a blank page you open a ready-made analysis, press **“Use this template”** — and the agent adapts it to your data, runs the calculations and installs the finished report in Analytics Agent. You never see a formula or a single line of SQL: every template ends in a conclusion in plain language and a concrete action. ## How it works - the Analytics Agent sidebar has a **Templates** section — a live tree of the library: three groups, the categories, and the templates inside them; - open a template — it carries a description in plain language: what you get, why you need it, how to run it, and how to adapt it to your data; - press **“Use this template”** — the agent’s chat opens with a ready request: the path to the template and a request to apply it to your data; - the agent reads the template, agrees with you on the data source, adapts the scripts, runs them and installs the finished report in the Documents section; - the report is ready to open right away: it has interactive charts, tables and conclusions; the report header carries an “Ask agent” button for questions as you read. Every template ships with demo data: you can study it end to end before it ever touches your own data. ## Library categories The templates are gathered into two groups by the task you are solving. Business is about the operational side of the trade: sales, customers, marketing and advertising, retail chains and selling on marketplaces. Finance is about money at any scale: from one family’s bank statements to a credit portfolio, a securities portfolio and a marketplace seller’s finances. Click a category card — you get the full list of its templates: what each one gives you and what it is worth. ### Business 9 categories, 153 templates. What they are about: what to expect from next quarter’s sales, who your customers are and what they cost you, what drives a retail chain, where the ad money went and what it brought back — and two big marketplaces from the seller’s side, from the economics of a single sold unit to finding a niche. ![Sales](https://xedant.com/wp-content/uploads/2026/09/icon-trend.svg)### [Sales](/agents/analytics/docs/templates/sales) Revenue forecast, customer segments, the market basket, customer value and churn — 10 templates for anyone who sells. ![Marketplace Demand](https://xedant.com/wp-content/uploads/2026/09/icon-search.svg)### [Marketplace Demand](/agents/analytics/docs/templates/marketplace-demand) Where orders leak away: the funnel, card conversion, returns, restocking, search and niche — 7 templates. ![Retail Chains](https://xedant.com/wp-content/uploads/2026/09/icon-grid.svg)### [Retail Chains](/agents/analytics/docs/templates/retail) Assortment, demand shifts, forecasts and price elasticity — 7 templates for stores. ![Customers](https://xedant.com/wp-content/uploads/2026/09/icon-handshake.svg)### [Customers](/agents/analytics/docs/templates/customers) Customer value against acquisition cost, base analysis, loyalty and abandoned carts — 4 templates. ![Marketing](https://xedant.com/wp-content/uploads/2026/09/icon-send.svg)### [Marketing](/agents/analytics/docs/templates/marketing) End-to-end analytics, ROMI, attribution models, the site funnel and A/B tests — 8 templates. ![Advertising](https://xedant.com/wp-content/uploads/2026/09/icon-zap.svg)### [Advertising](/agents/analytics/docs/templates/advertising) Campaign metrics, channel benchmarks, creative fatigue and incrementality checks — 8 templates. ![Social Media](https://xedant.com/wp-content/uploads/2026/09/icon-message.svg)### [Social Media](/agents/analytics/docs/templates/social-media) Channel metrics, the audience portrait, content, social ROMI and influencers — 8 templates. ![Wildberries](https://xedant.com/wp-content/uploads/2026/09/icon-package.svg)### [Wildberries](/agents/analytics/docs/templates/wildberries) 53 templates built around WB specifics: unit economics, cards, buyouts, reviews, rates, taxes and competitors. ![Ozon](https://xedant.com/wp-content/uploads/2026/09/icon-briefcase.svg)### [Ozon](/agents/analytics/docs/templates/ozon) 48 templates built around Ozon specifics: unit economics, cards, buyouts, reviews, rates, taxes and competitors. ### Finance 10 categories, 54 templates. What they are about: one family’s bank statements, the credit decisions and the loan book behind them, the share of fraud in the payment flow, the portfolio you hold and rebalance, the price of a bad day or a named crisis, a company’s health and worth from its reported numbers, forecast corridors for decisions, trading with its honesty rules, the macro numbers standing above every decision — and a marketplace seller’s finances. ![Personal Finance](https://xedant.com/wp-content/uploads/2026/09/icon-wallet.svg)### [Personal Finance](/agents/analytics/docs/templates/personal-finance) Where the money goes, the subscription audit, plan vs actual, the reserve and debts — 6 templates for personal money. ![Credit Risk](https://xedant.com/wp-content/uploads/2026/09/icon-shield.svg)### [Credit Risk](/agents/analytics/docs/templates/credit-risk) Application scoring, default assessment, expected losses and portfolio quality — 5 templates for those who lend money. ![Fraud](https://xedant.com/wp-content/uploads/2026/09/icon-lock.svg)### [Fraud](/agents/analytics/docs/templates/fraud) Card fraud, transaction anomalies, transfer rings and data quality control — 4 templates. ![Portfolio](https://xedant.com/wp-content/uploads/2026/09/icon-layers.svg)### [Portfolio](/agents/analytics/docs/templates/portfolio) The efficient frontier, risk optimization, fund comparison, rebalancing and retirement — 6 templates. ![Market Risk](https://xedant.com/wp-content/uploads/2026/09/icon-activity.svg)### [Market Risk](/agents/analytics/docs/templates/market-risk) How much one bad day can take: checks on history, stress scenarios, volatility and the market’s “weather” — 4 templates. ![Fundamental Analysis](https://xedant.com/wp-content/uploads/2026/09/icon-calculator.svg)### [Fundamental Analysis](/agents/analytics/docs/templates/fundamentals) A company’s health from its official reporting: ratios, the Z-score, valuation and insiders — 6 templates. ![Forecasting](https://xedant.com/wp-content/uploads/2026/09/icon-peak.svg)### [Forecasting](/agents/analytics/docs/templates/forecasting) Revenue scenarios, cash gaps, subscription health, recession signals and news tone — 5 templates. ![Trading](https://xedant.com/wp-content/uploads/2026/09/icon-gauge.svg)### [Trading](/agents/analytics/docs/templates/trading) Honest strategy checks, a trade journal, a screener and correlations — 8 templates without gloss. ![Macroeconomics](https://xedant.com/wp-content/uploads/2026/09/icon-globe.svg)### [Macroeconomics](/agents/analytics/docs/templates/macro) What actually moves markets: correlations, real rates and “green” returns — 3 templates. ![Marketplace Finance](https://xedant.com/wp-content/uploads/2026/09/icon-box.svg)### [Marketplace Finance](/agents/analytics/docs/templates/marketplace-finance) What actually stays from a sale: unit economics, break-even, buyouts, advertising and purchasing — 7 templates. ## Training course The third part of the library is a complete free course on working with data: six levels, 50 lessons. Every lesson is a template with demo data: ten minutes to complete, one skill that stays. The course runs from “what a table is” to a forecast with an honest corridor and a fair A/B test — and every comparison is made against the data’s own past and its own segments, never against “industry norms”. Click a level — you get all of its lessons and what you will learn in them. ![Level 1. Data Basics](https://xedant.com/wp-content/uploads/2026/09/icon-graduation.svg)### [Level 1. Data Basics](/agents/analytics/docs/templates/data-basics) 8 lessons: what tables are, where data comes from, sorting, filters, pivot tables and cleaning. ![Level 2. Charts](https://xedant.com/wp-content/uploads/2026/09/icon-barchart.svg)### [Level 2. Charts](/agents/analytics/docs/templates/charts) 9 lessons: bars and lines, the traps of pie charts, histograms, box plots, heatmaps and funnels. ![Level 3. Data Processing](https://xedant.com/wp-content/uploads/2026/09/icon-wand.svg)### [Level 3. Data Processing](/agents/analytics/docs/templates/data-processing) 8 lessons: joining tables, dates and text, grouping, growth rates, the moving average and indexes. ![Level 4. Dashboards](https://xedant.com/wp-content/uploads/2026/09/icon-list.svg)### [Level 4. Dashboards](/agents/analytics/docs/templates/dashboards) 9 lessons: KPI cards, panels for operations, the manager and channels, design, filters and drill-down to details. ![Level 5. Business Metrics](https://xedant.com/wp-content/uploads/2026/09/icon-check-circle.svg)### [Level 5. Business Metrics](/agents/analytics/docs/templates/business-metrics) 9 lessons: metrics and KPIs, revenue, conversion, retention, cohorts, customer value and ABC analysis. ![Level 6. Advanced Analytics](https://xedant.com/wp-content/uploads/2026/09/icon-lightbulb.svg)### [Level 6. Advanced Analytics](/agents/analytics/docs/templates/advanced-analytics) 7 lessons: correlation and cause, A/B tests, confidence intervals, the forecast corridor and your first project. ## Searching the library The Templates section has its own search: look by names, descriptions, tags and categories — for example, “forecast”, “buyout”, “NPS”. Results never mix with the documentation search. ## Language and demo data The library is bilingual: the Russian and English versions match exactly in content (257 templates in each). The language follows the installation’s brand — for Xedant Analytics that is English. Demo data are real or plausibly generated datasets: from public SEC EDGAR and FRED data to synthetic worlds with planted patterns. That is why every template can be verified end to end: the forecast is checked against real numbers, and the honesty of the conclusion — against a truth known in advance. ## What is under the hood - a template is a folder: a description, Python scripts, demo data and finished reports; - the scripts run not inside Analytics Agent but through the data agent (Xedant Data Agent) via its API; Analytics Agent itself executes nothing; - calculation results land in the Lakehouse, reports in Analytics Agent documents, and alert rules (for monitoring templates) in the Alerts section; - the library never changes in use: the template files stay untouched; the adapted scripts the agent creates are separate; - the reports support interactive tricks: a whole-page filter by clicking a row or category, “[variable]” child pages and the “Ask agent” button in the header. Monitoring templates (anomalies, metric control, channel health) ship with ready alert rules: the agent installs them as it applies the template, and the system itself reports deviations to Telegram, Slack or email. [← Documentation contents](/agents/analytics/docs)