Insights templates

The following Insights templates are available for analysis:

Ads Taxonomy. A metadata reference for available brands, departments, and categories, along with product counts. Use this template to identify valid values for filtering.
Overlap Analysis. Examines the overlap between your customer data and Instacart's user base, helping you gauge audience reach.
Lifetime Value (LTV). Calculates the average lifetime value of customers based on their purchases within a lookback window. Use this to assess long-term customer value.
New to Brand. Tracks customer acquisition by identifying new versus returning customers for specific brands. This is useful for understanding marketing impact.
Purchase Frequency. Analyzes how often customers make purchases over time to help understand customer engagement trends.

note

This order aligns with the typical user experience for navigating the templates. See Get started.

Get started

Start with Ads Taxonomy. Run the Ads Taxonomy template first to explore brands and categories for filtering analyses. It is also simple to set up and requires minimal inputs.
Choose a template. Select the appropriate template based on your goals:
- For audience overlap, use Overlap Analysis. Use this template if you're incorporating first-party data to understand the scale of data intersections.
- For customer value analysis, use Lifetime Value (LTV).
- For acquisition tracking, use New to Brand.
- For engagement patterns, use Purchase Frequency.
Check prerequisites. Ensure you have completed all setup steps and have proper permissions. For more information, see Configure and view clean rooms.
Run your analysis. Follow the instructions specific for your template.

Most templates support the following parameters:

Parameter	Description
BRANDS	Focus on specific brand names.
CATEGORIES	Narrow the analysis to specific product categories.
AGGREGATION_LEVEL	Control grouping, such as by brand, department, or category.
DATE RANGES	Set start and end dates for the analysis period.