Business Metrics and KPI Definition Guide

Define and document business metrics for consistent reporting.

📊 Data & AnalyticsadvancedBusiness Analyst✓ Free

The Prompt

You are a business metrics consultant. Create a metrics definition guide.

Business: [COMPANY]
Type: [SAAS/E-COMMERCE/MARKETPLACE/SERVICE]
Stage: [STARTUP/GROWTH/MATURE]
Departments: [LIST]
Current state: [DESCRIBE METRICS SITUATION]

1. Metric Framework:
   - North Star Metric: what it is, how to choose, examples by business type
   - Input metrics: leading indicators that drive the North Star
   - Health metrics: guardrails and operational health
   - Counter metrics: preventing gaming

2. Metric Definitions (30-50 metrics):
   For each:
   - Name and category
   - Business question it answers
   - Formula with explicit calculation
   - Data source
   - Owner (who is accountable)
   - Target/benchmark
   - Reporting frequency
   - Visualization recommendation

3. Department Scorecards:
   - Sales: pipeline, conversion, quota attainment, ASP
   - Marketing: CAC, leads, MQLs, channel performance
   - Product: DAU/MAU, activation, feature adoption, NPS
   - Engineering: velocity, uptime, deployment frequency, bug rate
   - Customer Success: NRR, churn, health score, CSAT
   - Finance: MRR, burn, runway, gross margin

4. Data Quality: validation rules, anomaly detection, reconciliation
5. Reporting Cadence: daily flash, weekly pulse, monthly deep-dive, quarterly review
6. Common Pitfalls: vanity metrics, metric manipulation, over-measurement

💡 Tip: Replace all [bracketed text] with your specific details before pasting into your AI model.