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Lesson 3 — From Calculation → Insight
Most analysts stop at calculation. But leaders make decisions based on insight — the meaning behind the numbers. This lesson teaches you the mental shift that moves your work from “informative” to truly influential.
1. The Analyst Equation: Number → Meaning
Every row in Excel can be reduced to a single line of truth:
Insight = What changed + Why it matters + What action should follow.
This is the backbone of all analyst storytelling.
2. The “One-Line Insight” Formula
Use this structure for every metric you analyze:
Context: What are we looking at?
Change: What moved up, down, or out of pattern?
Consequence: Why it matters to the business?
3. Before → After Example
BEFORE (Typical Analyst Output):
AFTER (Insight-Driven Output):
Why this works:
- It explains the movement
- It provides cause or context
- It links to a decision or business implication
4. Insight Triggers — What Leaders Look For
Whenever you calculate a number, ask these questions:
- Is this normal?
- Is this expected?
- Is this good or bad?
- Is this sustainable?
- Who needs to know this?
These questions naturally pull out the insight behind the calculation.
5. Worksheet #3 — Find the Insight
Use this simple exercise:
1️⃣ Write any metric you calculated today.
2️⃣ Identify what changed (up/down/out of pattern).
3️⃣ Write one sentence explaining why it matters.
4️⃣ Add one leadership-friendly recommendation.
Practice this daily — it rewires your analyst brain for insight thinking.

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