gtmjosh
Make It Reportable
Chapters · 6 of 8
  1. 01 · Start With the Question the Report Must Answer
  2. 02 · Define Clear Statuses
  3. 03 · Capture Milestone Dates
  4. 04 · Preserve Decisions and History
  5. 05 · Define the Reporting Population
  6. 06 · Name the Owner and Source of Each Metric
  7. 07 · Handle Unknown, Missing, and Failed States
  8. 08 · Capstone: Make a Workflow Reportable
Guide overview →

About 14 min · Lesson and activity

Chapter 6 of 80 complete

Name the Owner and Source of Each Metric

One owner and one source of truth per metric, with the definition travelling alongside.

4a · owner and source of each metric

Give the metric a contract

Start with the example, then try it yourself. The last case is optional practice.

See the situation

Start with the situation below. Next, we will work through an example together before you try the activity.

Elena’s reporting room. A bookshelf, pinned charts, a reading lamp, and reports laid out on a desk.
Elena, reporting lead, explain pose
Elena · Reporting lead

The case

The same metric, computed twice

Give each metric one documented definition, owner, source, and refresh expectation.

Computed in
The reporting layer, and a saved view
Filters
Almost identical
Numbers
Almost identical
Discovered
In a meeting
Which one is right
Nobody in the room could say

Your place saves as you go.

Chapter 6 of 80 complete