Metric definition templates
A short file per metric: what it counts, who owns it, how it may be sliced, and how it is tested.
Define each business metric once and use it in every report.
Templates for building a shared metrics layer: how each metric is defined, who owns it, how it is tested, and how it is approved for use. We start with the metrics behind the decisions your teams make most often. Then we connect your reporting and self-service tools to those definitions.
Download the PDFThe same number in every report, with a named owner for each metric.
The problem it solves, what is included, how it works, the technical components, and how we adapt it with you.
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Each dashboard rewrites the same metric in its own SQL. Numbers disagree between teams, meetings get spent reconciling them, and nobody can say which figure is right or who owns it.
The Metrics Layer Starter defines each metric once, with an owner and tests, and connects every report to that definition.
Four parts, each adapted to your data, platforms, and controls. What we adapt for you is yours to keep.
A short file per metric: what it counts, who owns it, how it may be sliced, and how it is tested.
Sources, dimensions, and measures, with exports to the dbt Semantic Layer and Power BI.
Certification by someone other than the owner, recorded against a fingerprint of the definition.
Each metric checked against the system finance or operations already trusts.
Say where data comes from, which column is the date, and which dimensions and measures exist.
Simple, ratio, or derived metrics built on measures. Ratios compute after aggregation.
A metric is sliced only by its allowed dimensions, never at a finer grain than defined.
Not null, range, dimensions sum to total, and reconciliation against a source figure.
Passes only when every test passes, dependencies are certified, and the certifier is not the owner.
Any edit changes the fingerprint and flags the metric until it is certified again.
Vendor-neutral Python and configuration, Azure first, with tests included from the start.
Gross sales, refunds, net sales, and order counts are defined once and tested against the ledger.
Net sales stays uncertified until someone explains the gap. The number does not reach a board pack until it can be defended.
Five to ten metrics behind frequent decisions, and the ones people argue about.
In plain words with each owner first, then written as a definition file.
One reconciliation test per metric, certified by someone other than the owner.
Reports pointed at the definitions, old calculations retired, every change tested in CI.
You keep the definitions, the tests, the certification record, and the BI exports, versioned in your repository.
We state the limits up front, and we recommend tools based on fit. We do not resell platforms.
Get the 10-page PDF to share with your team, or tell us the decision you want to improve and we will tell you whether the Metrics Layer Starter fits.