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Portfolio area 03

KPIs, Definitions & Data Quality

Review meetings slow down when the same measure means different things in different reports or failed checks surface after the figures are shared.

The examples separate two jobs: agreeing what a measure means and deciding whether the underlying records are ready to use. Each shows the owner, the rule and the point that still needs attention.

4 examples in this area

How the work is checked

From source files to a reviewable output.

Definition records show meaning, formula and ownership. Quality records show what was tested, what failed and whether the affected report can proceed.

  1. 01SourcePart of this work
  2. 02PrepareSupporting context
  3. 03DefinePart of this work
  4. 04CheckPart of this work
  5. 05ReviewPart of this work
  6. 06HandoverPart of this work

Examples in this area

Choose an example to look through.

Each page shows the finished view, the work behind it, the checks applied and the limits of what is shown.

KPI definitions overview showing metric records, calculation rules, source fields, owners and known limitations

Definitions pack overview

KPI Dictionary and Reporting Definitions Pack

What is difficult now
Reports lose trust when a shared KPI name hides different calculations, unclear source fields, assumptions or ownership.
What the work helps decide
Which KPI definitions are agreed, which need review and which downstream reports move when source fields or calculation rules change?
  • KPI dictionary
  • Reporting definitions
  • Source mapping
View this example
Data quality review overview showing validation checks, failed records, affected outputs, owner action and readiness

Data quality review overview

Data Quality Checks

What is difficult now
Reports become unreliable when missing owners, duplicates, stale files, invalid periods and unmatched references surface during review.
What the work helps decide
Can this data be used in the report, what failed, how severe is it, who owns the fix and which output is affected?
  • Quality check
  • Failed record review
  • Source confidence
View this example
Excel metric reconciliation workbook comparing five report values, variance to reference, formula and source differences, owner state and next action

Metric reconciliation workbook

Metric Reconciliation Pack

What is difficult now
Review time is lost when the same measure uses different formulas, grains or source fields across recurring reports.
What the work helps decide
Which version of the metric should be used, why do reports differ, what sits outside tolerance and who signs off the agreed definition?
  • Metric reconciliation
  • Formula comparison
  • Source confidence
View this example
Excel data issue register showing severity, impacted report, source owner, fix status, retest state, publication decision and next action

Data issue triage register

Data Issue Triage Register

What is difficult now
Data issues become hard to resolve when intake notes, severity, impacted reports, source owners, fix status and retest outcomes sit in separate places.
What the work helps decide
Which issue blocks a report, who owns the source fix, what has been retested and what limitation needs to be carried into review?
  • Data issue triage
  • Impacted report
  • Retest status
View this example

How this could help

The right starting point depends on the current report.

A first review identifies whether definitions, source checks or both need to be agreed before reporting changes.

Relevant services

Metric definitions, calculation notes, validation checks, owner actions and limitation notes.

  • Measures & Documentation Pack
  • Data Quality Checks Setup
  • Reporting & Analytics Diagnostic

Start a conversation

Discuss a definitions or data quality review.

Start with the measures people dispute or the failed checks that need clearer ownership before reporting.

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