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RESEARCH METHOD / PRACTICE GUIDE

Quantitative transaction analysis

Which transaction patterns are robust enough to guide product decisions?

A repeatable workflow using Plan → Conduct → Report. Adapt recruitment, timing and depth to the decision, participants and evidence available.

  1. 01

    Plan

    Specify the question, unit of analysis, population and time window. Document source coverage, inclusion rules and definitions. Identify missingness, duplicate records and potential selection effects before choosing comparisons.

  2. 02

    Conduct

    Validate and clean the data while retaining a reproducible record of transformations. Compare relevant segments and time periods, inspect outliers and test whether findings depend on exclusions or definitions. Pair patterns with domain context rather than assuming a cause.

  3. 03

    Report

    Report denominators, definitions, uncertainty and coverage limits alongside the result. Separate descriptive patterns from causal claims. Connect the result to a bounded product decision and provide the query or analysis steps another analyst can repeat.