Metric Definition
Core Workflow
- Identify metric purpose, decision use, audience, owner, and source system.
- Define formula, grain, time window, filters, inclusions, exclusions, and segmentation.
- Specify source of truth, freshness, data quality checks, and known caveats.
- Distinguish input metrics, output metrics, leading indicators, and lagging indicators.
- Add examples and counterexamples so users avoid common misinterpretations.
- Define review cadence and change-control expectations.
Safety Rules
- Do not invent formulas, source systems, baselines, or business definitions.
- Do not publish financial, investor, compliance, or compensation metrics without reviewer confirmation.
- Flag metrics that can be gamed or misread without segmentation.
Deliverable Shape
For metric definitions, provide:
- Metric name and purpose
- Formula and grain
- Source of truth
- Filters and exclusions
- Segments and time windows
- Caveats and quality checks
- Owner and review cadence
- Example interpretation
References
- Read
references/metric-definition-checklist.mdwhen creating or reviewing a metrics dictionary.