Metric Definitions
Agreeing on one definition of active customers
Set the customer unit, qualifying activity, time window and identity rule, then resolve disputed cases before sharing an active-customer count.
Desk
Desk Governance
Covers metric definitions, data quality checks and who may see and change company data.
Data Governance
Applying row-level access to sensitive business data
Define and check row-level BI access using business entitlements, representative users and the right platform roles.
Data Governance
Assigning owners to recurring data quality problems
A data quality alert can identify a fault and still achieve little if no one owns the next step.
Data Governance
BI access and data governance
Set owners, access boundaries and review triggers for BI datasets, metrics and exports, with Australian privacy considerations.
Metric Definitions
Business metric definitions
Define business metrics by purpose, population, calculation, period and owner so teams can reproduce and interpret reporting figures.
Data Governance
Checking totals between a source and its BI model
When a report total differs from its source, comparing two numbers is only the beginning.
Metric Definitions
Choosing a small set of decision-relevant indicators
Select dashboard indicators by the decisions leaders actually make.
Metric Definitions
Choosing an initial business question for a BI programme
Choose a first BI question with a real decision, clear owner, workable data and an answer the business can check.
Data Governance
Data quality checks
Data quality checks turn a vague concern about “bad data” into a small set of assertions that a reporting team can run and act on.
Metric Definitions
Defining data freshness expectations for a report
Specify a BI report's source cutoff, ready-by time, completeness rule and reader-facing status when data is late.
Data Governance
Defining which users can build their own reports
Set practical criteria for report creators, distinguish Build from edit and publishing rights, and review access as roles change.
Data Governance
Detecting duplicate business records before aggregation
Duplicate records can inflate a sum without looking obviously wrong in a chart.
Metric Definitions
Distinguishing a forecast from a target
Separate what the business expects from what it wants to achieve, and use the gap to plan action without changing the forecast to match the target.
Metric Definitions
Documenting numerator and denominator for a business KPI
Define both sides of a KPI ratio, align their population and period, and record how the rate behaves under filters and missing data.
Metric Definitions
Keeping a record of metric definition changes
Record metric versions, effective dates, history treatment and affected reports so changes in BI figures remain explainable.
Metric Definitions
Measuring backlog and throughput from operational data
Define open work and completed work, reconcile queue movements, and add age and case mix without confusing status events with cases.
Data Governance
Monitoring unexpected null values in critical fields
A null value means a field has no recorded value; it does not always mean a process failed.
Metric Definitions
Planning a BI platform migration with reproducible metrics
Plan a BI migration using versioned metric definitions, fixed reference data and explicit checks for accuracy, access, freshness and performance.
Metric Definitions
Reporting margin by a clearly defined business segment
Define segment membership, margin costs and shared-cost treatment before comparing segment results in a finance BI report.
Data Governance
Reviewing who can export detailed datasets
Review detailed BI exports by purpose, permission route and effective access, then verify revoked or expired grants.
Metric Definitions
Selecting BI and dashboard software
Choose BI software against your data, authors, viewers and delivery needs. Build a shortlist and compare candidates with a defined trial.
Data Governance
Separating personal data from management reporting
Design management reports around useful measures while keeping identifying records in a separately controlled data path.
Metric Definitions
Separating recurring and one-off revenue in a report
Classify recognised revenue under an approved recurring and one-off rule, keep ambiguous lines visible and reconcile the split to total revenue.
Metric Definitions
Separating revenue recognition from cash receipts in dashboards
Define recognised revenue and customer cash receipts separately, show their different dates and explain timing differences in a dashboard.
Metric Definitions
Training report creators to avoid double counting
Use an order-and-line exercise to teach reporting grain, join checks and when to refer a calculation to the dataset owner.