Metric definition register
Keep one register of what every reported metric means, with calculation, source, owner, approver and effective date, and route collisions before they reach a client pack.
- Industry
- Technology-Oriented Consulting
- Team
- Operations
- Use case
- Project management
- Tags
- Approval workflow
- Includes
- 1 database
Template preview
Included items
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Metric definition register
Database · Embedded view: Effective register (Metric definitions dashboard) · Requires sign-in
Overview
What this template supports
A metric definition register for data consultancies that run monthly reporting packs on retainer. It pairs an embedded effective register table with the adoption steps, collision rules, a recent changes table, a definition card and a review checklist. It embeds the Effective register view of the metric definition register database.
- Embedded Effective register table
- Definition adoption steps
- Collision rule callouts
- Recent changes table
- Definition card
- Review cadence checklist
How to use this template
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Filter the register to one client
Create or choose a saved view of Effective and Approved definitions for the client this register belongs to, and embed it before sharing.
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Fill the definition card for each new measure
State the definition, calculation, source field, period basis, owner, client approver and effective date before the measure leaves Collision check.
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Record collisions and recent changes
List every collision with its owner and due date, and add each approved, rejected or superseded definition to the recent changes table with the packs it touches.
Frequently asked questions
What does Metric definition register help me do?
Keep one register of what every reported metric means, with calculation, source, owner, approver and effective date, and route collisions before they reach a client pack.
What is included in this template?
It includes Embedded Effective register table, Definition adoption steps, Collision rule callouts and Recent changes table.
Who is this template designed for?
It is designed for Operations teams working in Technology-Oriented Consulting.
What should I review before using this template?
Create or choose a saved view of Effective and Approved definitions for the client this register belongs to, and embed it before sharing. State the definition, calculation, source field, period basis, owner, client approver and effective date before the measure leaves Collision check.
Is an approved definition applied to packs already released?
No. It takes effect on its stated date, and earlier packs keep the definition they were released under.
What happens to a rejected or superseded definition?
It stays in the register with its reason or its replacement, so the same proposal is not argued again without new evidence.