KPI Framework & Definitions
One binding definition per metric, instead of five versions of 'revenue'.
Together with the business departments, we develop a company-wide KPI framework with clear, documented definitions. Every metric gets an owner, a formula and a source.
- A shared understanding of numbers across the company.
- Less time lost to discussions about definitions.
- Faster onboarding of new employees in reporting.
per metric instead of multiple versions
arguments over 'the right' number
faster onboarding of new employees
core metrics documented
The benefit mainly shows up as avoided mismanagement from conflicting metrics.
- 01
Metric inventory
We collect all metrics and variants currently circulating in the company.
- 02
Prioritization
Together with departments, the most important core metrics are defined.
- 03
Definition workshops
Formula, data source and owner are bindingly clarified per metric.
- 04
Documentation in catalog
All definitions are stored in a searchable metrics catalog.
- 05
Anchoring in reporting
Existing reports are gradually switched to the new definitions.
Steps
Data sources
Stakeholders
From first data access to production – every step delivers a tangible interim result.
Existing reports
All currently used Excel and BI reports as a starting point.
System documentation
Field descriptions from ERP, CRM and other source systems.
Department interviews
Departmental knowledge about existing calculation logic.
Data quality reports
Known data issues that affect metric calculation.
Industry benchmarks
External standard definitions for orientation.
Glossaries
Existing term definitions from controlling and departments.
Controlling
Gets a binding reference for all financial metrics.
Business departments
Know exactly which logic a given metric refers to.
IT
Builds reports on a clear specification instead of assumptions.
Executive management
Can reliably compare departments and time periods.
A shared understanding of numbers across the company.
Less time lost to discussions about definitions.
Faster onboarding of new employees in reporting.
Better comparability between departments and plants.
A more stable foundation for automation and self-service.
With a solid data foundation this use case gets faster, cheaper and far more stable.
A central metrics catalog makes definitions discoverable for everyone.
Linking to the data model prevents definition drift.
Versioning documents changes to metrics traceably.
Governance processes secure long-term consistency.
Management cockpit
Provides the binding definitions for all cockpit metrics.
Self-service BI
Gives departments a reliable framework for their own analyses.
Reporting automation
Automated reports draw on the same validated definitions.
Management Cockpits
Revenue, margin and cash at a glance – updated daily instead of once a month.
Finance & Controlling Reporting
Month-end close and cost-center reports without an Excel marathon at the start of the month.
Sales & CRM Analytics
Make pipeline, forecast and customer potential visible instead of guessing in the CRM.