A data analyst at a publicly-traded e-commerce company has completed an analysis on customer lifetime value (CLV). The findings will be summarized in the company's official quarterly report for investors and shareholders. Which of the following communication approaches is MOST appropriate for this external audience?
Distribute the complete slide deck from the internal project team meeting, including notes on data quality issues and future model iterations.
Provide an executive summary with high-level aggregate data and polished visualizations, omitting proprietary modeling techniques.
Present a detailed walkthrough of the SQL queries and Python scripts used, along with the raw, unanonymized customer dataset.
Schedule a live, interactive dashboard demonstration to allow for ad-hoc data exploration of individual customer segments.
The correct answer is to provide an executive summary with high-level aggregate data and polished visualizations, omitting proprietary modeling techniques. Reports for an external audience, such as investors and shareholders, should be concise, easy to understand for non-technical individuals, and visually engaging. It is crucial to focus on key insights and their business impact while protecting sensitive or proprietary information, like the specific details of analytical models.
Presenting detailed code and raw, unanonymized data is inappropriate as it is overly technical and poses a significant security and privacy risk. Distributing internal meeting slides, which may contain notes on data quality issues or preliminary plans, is not suitable for a formal, external report because it lacks polish and could be misinterpreted. Similarly, offering a live, interactive dashboard for ad-hoc exploration is typically reserved for internal teams who need to perform deep dives, not for a high-level external summary.
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