Definitions workbook evidence
This source-backed workbook view shows the 18 retained KPI records and owner review log behind the definitions overview.
KPIs, Definitions & Data Quality
KPI Dictionary and Reporting Definitions Pack
Definitions workbook linking 18 KPI names to calculation rules, source fields, owners, review states, limitations and affected reports.
Definitions pack overviewOpen image
A polished overview of the metric definitions, calculation rules, source mapping, ownership and review status.
More of the work
A closer look at what sits behind the overview.
This view shows the source records, checks and output used to prepare the overview above.
Metric definition file
KPI meaning, formula and ownership kept in one place.
Fewer definition disputes, clearer calculation logic, visible owners, mapped source fields and known limitations carried into reporting conversations.
Useful forReporting ownersPerformance teamsFinance managersOperations managers
Reports lose trust when teams use the same KPI name but calculate it differently, source fields are unclear, assumptions are hidden, and no one owns definition changes.
Which KPI definitions are agreed, which need review and which downstream reports move when source fields or calculation rules change?
An Excel definitions workbook with a KPI dictionary, calculation rules, source field mapping, owner review log, known limitations and affected reports.
How the work fits together
Each metric keeps its meaning, formula, source and owner in one record.
The record shows how the measure is calculated, where its fields come from, who owns it and which reports use it.
01Source
What the work starts with
- 18 KPI definition records
- 18 owner review records
- Source field and affected report mapping
02Prepare
How it is prepared
- Excel definitions workbook
- Calculation rule and source field sheets
- Owner, assumption and review question sheets
03Check
Checks applied
- 18 unique KPI names verified
- 12 agreed and 3 needing review
- 2 source field conflicts retained for owner action
04Output
What the review receives
- KPI dictionary
- Calculation-rule table
- Owner review log and definitions review view
05Handover
Notes for the next update
- Known limitations remain with each measure
- Affected outputs stay mapped to definition changes
- Verification script and workbook retained
- Excel
- CSV definition register
- Calculation notes
- Verification script
- KPI definition
- Calculation-rule design
- Source mapping
- Owner review
Fewer definition disputes, clearer calculation logic, visible owners, mapped source fields and known limitations carried into reporting conversations.
Built from a non-client example dataset. No protected data is used.
Agreeing the measure
Questions about meaning and calculation are settled before the meeting.
Identify the measures that need an agreed definition, owner, calculation note and known limitation.
- 01
KPI names, calculation rules and source fields are agreed before report layouts or model measures are changed.
- 02
Draft or disputed definitions are flagged for owners to resolve before the figures are discussed.
- 03
Known limitations and related reports are recorded with the metric for future updates.
Definition status
Which measures are agreed and which still need an owner to resolve them.
Each KPI retains its definition, calculation rule, source fields, owner and affected output.
Twelve definitions are recorded as agreed for the current review routine.
Two owner review items and one draft still need agreement before the reports change.
Two measures use conflicting source fields that need an owner decision.
Definition record
The formula, source fields and limitations recorded for each measure.
What is included
- KPI dictionary
- Calculation rules
- Source field mapping
- Definition owner
- Review status
- Known limitation
- Affected reports
What it can start from
- 18 KPI definition records
- Source field mapping
- Owner review log
- Calculation notes
- Affected report mapping
What this example does not claim
- The workbook covers 18 selected recurring measures rather than a live organisation wide catalogue.
- Three definitions and two source field conflicts still require owner agreement before use in reporting.
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
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
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
Next step
Agree measures before the report changes.
Start with the measures people dispute or the failed checks that need clearer ownership before reporting.