
Finance KPI Dictionary & Data Governance Sheet
N.B. Include ticketing/CS hours, billing by segment, attribution of revenue to [Products], and segment definitions; align segment totals with GL and CRM bookings.
📄 Prompt Template
Produce a finance KPI dictionary for [CompanyName] covering [KPIList] with standardized definitions, ownership, and data lineage from [DataSourceSystem]. Establish stewardship by [OwnerRole] and a review cadence of [ReviewCadence].
Output requirements:
Provide a Markdown table with columns: KPI, Business Definition, Calculation Formula, Source Tables, Data Grain, Owner, SLA/Refresh, Quality Rule.
Provide a RACI matrix (Responsible, Accountable, Consulted, Informed) for KPI governance.
Provide a JSON “lineage map” listing upstream sources and transformations.
Provide a glossary for ambiguous terms (≤20 items).
Provide a set of validation checks (completeness, uniqueness, timeliness) with pass/fail thresholds.
End with a short adoption plan for embedding the dictionary into report development.