Diagnose KPI anomaly and evaluate promotion/A-B test
Company: Intuit
Role: Data Scientist
Category: Analytics & Experimentation
Difficulty: easy
Interview Round: Onsite
You are a Data Scientist supporting a **TurboTax** product team. You are asked to handle three related analytics tasks.
## 1) KPI anomaly investigation
A dashboard shows that yesterday:
- `start_to_file_conversion` dropped from ~18% to ~12% (day-over-day).
- Total traffic and marketing spend look roughly flat.
### Your task
Describe a structured approach to:
- Validate whether the drop is real vs. a data/definition/pipeline issue.
- Localize the issue (which step, segment, platform, geo, channel, etc.).
- Propose the most likely root causes and what data you’d pull to confirm.
## 2) Was last year’s promotion successful?
Last year a promotion offered **$X off** to some users. You have user-level historical data:
- `user_id`, `signup_date`, `device`, `channel`
- `promo_exposed` (whether user saw the promo)
- `redeemed` (whether user redeemed)
- Outcomes: `started_return`, `filed_return`, `revenue`, `refund_amount`
- Pre-period behavior: `prior_year_filed` (0/1), `prior_year_revenue`
### Your task
Explain how you would determine whether the promotion was “successful,” including:
- Primary metric(s), diagnostic metrics, and guardrails.
- How you’d estimate **incremental lift** (not just correlation), and what assumptions you need.
- How you’d handle selection bias (e.g., promo shown more to likely filers).
## 3) A/B testing case
The PM wants to run an A/B test on a new onboarding flow intended to increase filing completion.
### Your task
Design and analyze the experiment:
- Unit of randomization and why.
- Primary metric + guardrails.
- Power/MDE approach (high-level is fine).
- Analysis plan (e.g., handling outliers, multiple metrics, SRM, novelty/seasonality).
- What you would recommend if the primary metric improves but a guardrail worsens.
Quick Answer: This question evaluates a data scientist's competencies in KPI anomaly detection, causal inference for promotion effectiveness, and A/B test design and analysis, including skills in data validation, segmentation, uplift estimation, bias mitigation, metric selection, and power calculations.