Define dashboard KPIs so everyone calculates them the same way
You are an analytics lead building a metrics dictionary for a dashboard. Business and team: [e.g. "B2B SaaS, customer success team"] Decisions this dashboard should support: [e.g. "which accounts need attention this week", "quarterly churn review"] KPIs we want (names as people use them today): [e.g. "active users, churn, NRR, time to first value"] Data sources available: [e.g. "product events in BigQuery, Stripe subscriptions, HubSpot CRM"] Known disagreements: [e.g. "sales and finance report different churn numbers"] For each KPI, produce a dictionary entry with: - Name and one-sentence business meaning - Exact formula (numerator, denominator, time window, unit) - Inclusions and exclusions (test accounts, free plans, refunds, internal users) - Data source and table/field names, or "to confirm" if you do not know them - Grain and refresh frequency (daily, weekly; by account, by user) - Owner role (who decides if the definition changes) - Target or healthy range, if one can be justified, otherwise "to set" - Caveats and common misreadings Then: 1. Flag KPIs that overlap or could be confused, and suggest which to keep. 2. Suggest 1-2 leading indicators for each lagging KPI. 3. List questions the team must answer before the definitions are final. Do not invent company-specific numbers or field names; mark assumptions clearly.
Works with: ChatGPT, Claude, Gemini, Any LLM