Governed definitions
Metric catalogue
The formula, grain, lineage, owner, and revenue basis behind every commercial metric added to this demo. Missing source systems are documented here, never represented by fabricated zeroes.
Every source table listed below is generated by seed/. Northgate Retail Group is a fictional retail group and all data on this site is synthetic.
35
implemented definitions
7
intentionally withheld
| Metric | Definition | Grain | Source | Owner | Basis | Status |
|---|---|---|---|---|---|---|
| Net sales | Gross sales - Discounts - Returns - Costs associated with discounts and returns | Selected period | sales_fact + return_rma | Overview | Net | Implemented |
| Forecast variance % | ((Actual - Forecast) / Actual) * 100 | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | Planner | Transaction sales | Implemented |
| Forecast MAPE | mean(|Actual - Forecast| / Actual) * 100 | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | Planner | Transaction sales | Implemented |
| Forecast bias | mean(Forecast - Actual) | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | Planner | Transaction sales | Implemented |
| Forecast hit rate | % of periods within +/-X% tolerance | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | Planner | Transaction sales | Implemented |
| Customer retention rate | (Customers at end of period - Customers added during period) / Customers at beginning * 100 | Customer cohort and selected period | sales_fact | Customers | Logo | Implemented |
| Customer churn rate | Customers lost during period / Customers at start of period * 100 | Customer cohort and selected period | sales_fact | Customers | Logo and revenue-weighted | Implemented |
| Customer lifetime value | (Avg transaction value * Avg transactions per year * Avg retention in years) * Profit margin | Customer / segment | sales_fact | Customers | Gross-profit default; finite-horizon retention proxy and discount factor are disclosed | Implemented |
| Net revenue retention | (Starting revenue + Expansion - Contraction - Churn) / Starting revenue * 100 | Account and selected period | sales_fact | Overview / Customers | Transaction sales | Implemented |
| ARPA | Total revenue in period / Number of accounts in period | Selected period / account cohort | sales_fact | Customers | Transaction sales | Implemented |
| Revenue per employee | Total revenue / Number of employees | Selected period | sales_fact + labor_fact | Labor | Transaction sales | Implemented |
| Revenue per paid hour | Total revenue / Paid hours | Selected period | sales_fact + labor_fact | Labor | Transaction sales | Implemented |
| Employee turnover rate | Separations in period / Average employees in period * 100 | Selected period / separation type | labor_fact | Labor | Headcount | Implemented |
| GMROI | Gross margin $ / Average inventory cost | SKU / selected period | sales_fact | Inventory | Gross margin | Implemented |
| Sell-through % | Units sold / Units available * 100 | SKU / selected period | sales_fact | Inventory | Units | Implemented |
| Shrink % | (Book inventory - Physical inventory) / Book inventory * 100 | SKU / physical count | sales_fact inventory snapshot | Inventory | Units | Implemented |
| Return rate | Returns / Orders * 100 | Selected period | return_rma + sales_fact | Returns | Orders | Implemented |
| Return cost rate | Credit value / Net sales * 100 | Selected period | return_rma + sales_fact | Returns | Net | Implemented |
| Average return resolution | mean(closed_at - opened_at) across returns | Resolved return / selected period | return_rma | Returns | Hours | Implemented |
| Quota attainment | Sales achieved by rep or region / Goal for that rep or region * 100 | Rep / region / month | sales_fact quota | Sales Reps | Transaction sales | Implemented |
| Gross profit margin | (Revenue - COGS) / Revenue * 100 | Any grain with revenue and cost | sales_fact | Overview / Finance | Invoiced sales, revenue-weighted | Implemented |
| Net income | Revenue - COGS - OpEx - Other - Interest - Taxes - D&A | Company / month / fiscal year | finance_month + sales_fact | Finance | Invoiced sales (gross less discounts), matching every other page; entity-level, not sliceable by operational filters | Implemented |
| Net profit margin | Net income / Revenue * 100 | Company / month / fiscal year | finance_month + sales_fact | Finance | Invoiced sales; the net sales bridge is shown separately on the page | Implemented |
| Current ratio | Current assets / Current liabilities | Company / month end | finance_month | Finance | Month-end balance, multiple not percent | Implemented |
| Working capital | Current assets - Current liabilities | Company / month end | finance_month | Finance | Month-end balance | Implemented |
| AR turnover | Net credit sales / Average AR | Company / month / fiscal year | finance_month | Finance | All sales are credit sales in this book; average AR is the mean of the period's month-end balances, and a short year is annualised and labelled | Implemented |
| AP overdue % | AP overdue / Total AP * 100 | Company / month end | finance_month | Finance | Month-end balance, past contractual due date | Implemented |
| Return on assets | Net income / Total assets * 100 | Company / month / fiscal year | finance_month | Finance | Net income over closing total assets | Implemented |
| Inventory turnover (cost basis) | COGS / Average inventory | Company / month / fiscal year | finance_month | Finance | Cost basis, multiple; the brief's x100 is dropped because turnover is a multiple, not a percentage | Implemented |
| Inventory turns (usage basis) | 52 / Weeks on hand | SKU / selected period | sales_fact inventory snapshot | Inventory | Usage basis off on-hand quantity; deliberately distinct from the cost-basis turnover on Finance | Implemented |
| Customer acquisition cost | Total marketing and sales spend / New customers | Company / month / fiscal year / channel | marketing_campaign + finance_month + sales_fact | Marketing | Marketing spend plus an 18% acquisition share of selling compensation; new customers counted by first order in the sales fact | Implemented |
| Cost per lead | Total marketing spend / New leads | Company / month / fiscal year / channel | marketing_campaign | Marketing | Marketing spend only; leads are modelled from channel cost-per-lead | Implemented |
| ROMI | (Sales growth - Marketing cost) / Marketing investment * 100 | Company / fiscal year | marketing_campaign + finance_month | Marketing | Attributes all company sales movement to marketing, as the formula is written; reads deeply negative in a year revenue fell for unrelated reasons | Implemented |
| CLV:CAC ratio | CLV / CAC | Company / fiscal year | marketing_campaign + sales_fact | Marketing / Overview | 12-month discounted gross-profit CLV over CAC; stricter than the lifetime basis the 3:1 benchmark assumes | Implemented |
| CAC payback | CAC / (Annual customer value / 12) | Company / fiscal year | marketing_campaign + sales_fact | Marketing | Months of 12-month gross-profit CLV needed to repay acquisition cost | Implemented |
| Lead response time | mean(first touch - lead created) | Lead | Requires CRM touch timestamps | Metric catalogue | Not applicable | Not implemented - the campaign layer carries spend and lead counts, not per-lead touch timestamps |
| MRR / ARR | Subscription recurring revenue | Month | Requires subscription billing | Metric catalogue | Not applicable | Not implemented - domain mismatch |
| NPS / eNPS / CSAT | Requires survey responses | Survey response | Requires survey platform | Metric catalogue | Not applicable | Not implemented - requires survey system |
| Web funnel metrics | Traffic and conversion measures | Web session | Requires web analytics | Metric catalogue | Not applicable | Not implemented - requires web analytics |
| Training / hiring / diversity metrics | Requires employee lifecycle records | Employee | Requires HRIS | Metric catalogue | Not applicable | Not implemented - requires HRIS |
| Manufacturing scrap | Scrapped production / production | Production run | Requires manufacturing system | Metric catalogue | Not applicable | Not implemented - use retail shrink |
| Market share / industry growth | Company performance / external market | Market / period | Requires external market data | Metric catalogue | Not applicable | Not implemented - requires external data |