One review surface for ownership, lineage, freshness, quality gates, recovery targets, and the 62 governed metrics that drive Northgate’s operating decisions.
Transactions, inventory, labour, finance, forecast, customer, return and marketing records.
Named owners, stewards, grains, quality gates, freshness SLAs and recovery targets.
Executive, commercial, customer, supply-chain, operations, finance and programme reviews.
Runtime evidence is within the release freshness SLA. This runtime is explicitly synthetic.
| Product & decision | Accountability | Grain & mart | Service level | Metric coverage |
|---|---|---|---|---|
| Commercial Performance Reallocate trade investment and protect contribution margin. Inspect operating contractPath: Detect margin variance -> isolate region and channel -> assign commercial action -> review next trading day Quality gates
| Commercial Director Steward: Analytics Engineering | Fiscal week x channel x regionfct_commercial_performance | 24h freshness 4h recovery target | 6 / 6 mapped Certified · Verified · Withheld |
| Customer Movement Prioritise retention, acquisition, and reactivation interventions. Inspect operating contractPath: Detect movement -> segment affected customers -> select intervention -> measure next cohort transition Quality gates
| Customer Director Steward: Customer Analytics | Customer x fiscal monthfct_customer_movement | 24h freshness 6h recovery target | 8 / 8 mapped Certified · Verified · Withheld |
| Inventory Performance Balance availability, working capital, and aged-stock exposure. Inspect operating contractPath: Detect availability or ageing risk -> rank SKU-store exceptions -> assign replenishment or clearance action -> verify service and cash impact Quality gates
| Supply Chain Director Steward: Operations Analytics | SKU x store x fiscal weekfct_inventory_performance | 24h freshness 4h recovery target | 6 / 6 mapped Source-gated · Verified · Withheld |
| Labour Performance Align labour capacity with demand while protecting service. Inspect operating contractPath: Detect labour variance -> compare demand and schedule -> rebalance capacity -> review service and productivity Quality gates
| Operations Director Steward: Workforce Analytics | Store x fiscal weekfct_labor_performance | 24h freshness 6h recovery target | 5 / 5 mapped Certified · Verified · Withheld |
| Forecast Performance Correct forecast bias before it becomes an availability or cost issue. Inspect operating contractPath: Detect error or bias -> isolate hierarchy -> challenge assumptions -> approve revised forecast Quality gates
| Planning Director Steward: Forecasting Analytics | SKU x region x fiscal weekfct_forecast_performance | 24h freshness 4h recovery target | 6 / 6 mapped Certified · Diagnostic · Verified |
| Returns Performance Reduce avoidable returns without obscuring customer experience risk. Inspect operating contractPath: Detect return-rate exception -> isolate reason and product -> assign root-cause review -> verify recurrence reduction Quality gates
| Customer Operations Director Steward: Operations Analytics | Return reason x product x fiscal weekfct_returns_performance | 24h freshness 6h recovery target | 13 / 13 mapped Certified · Diagnostic · Verified |
| Corrective Action Ledger Convert analytical exceptions into owned, time-bound corrective action. Inspect operating contractPath: Raise action -> accept owner and due date -> record evidence -> close or escalate Quality gates
| Transformation Director Steward: Business Analysis Office | Action itemfct_return_corrective_actions | 24h freshness 2h recovery target | 1 / 1 mapped Certified |
| Finance Monthly Explain performance against plan and protect the forecast. Inspect operating contractPath: Detect variance -> decompose driver -> agree management response -> update forecast narrative Quality gates
| Finance Director Steward: Finance Analytics | Fiscal month x account x regionfct_finance_monthly | 36h freshness 6h recovery target | 9 / 9 mapped Certified · Verified · Withheld |
| Marketing Performance Shift spend toward incremental, margin-accretive activity. Inspect operating contractPath: Detect efficiency variance -> separate attributed from incremental evidence -> reallocate or test -> review marginal return Quality gates
| Marketing Director Steward: Marketing Analytics | Campaign x channel x fiscal weekfct_marketing_performance | 24h freshness 6h recovery target | 8 / 8 mapped Diagnostic · Verified · Withheld |
Formula, grain, source, owner, certification and basis are loaded directly from models/marts/schema.yml. Withheld measures identify the missing source contract instead of fabricating an answer.
| Metric | Definition | Grain | Source | dbt mart | Owner | Basis | Certification | Status |
|---|---|---|---|---|---|---|---|---|
| Net sales | Gross sales - Discounts - Returns - Costs associated with discounts and returns | Selected period | sales_fact + return_rma | fct_commercial_performance | Overview | Net | Certified | Implemented |
| Forecast variance % | ((Actual - Forecast) / Actual) * 100 | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | fct_forecast_performance | Planner | Transaction sales | Verified | Implemented |
| Forecast WAPE | sum(|Actual - Forecast|) / sum(Actual) * 100 | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | fct_forecast_performance | Planner | Transaction sales; executive headline | Certified | Implemented |
| Forecast SMAPE | mean(2 * |Actual - Forecast| / (|Actual| + |Forecast|)) * 100 | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | fct_forecast_performance | Planner | Transaction sales; bounded secondary diagnostic | Verified | Implemented |
| Forecast MAPE | mean(|Actual - Forecast| / Actual) * 100 | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | fct_forecast_performance | Planner | Transaction sales; diagnostic only on non-zero actuals | Diagnostic | Implemented |
| Forecast bias | mean(Forecast - Actual) | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | fct_forecast_performance | Planner | Transaction sales | Certified | Implemented |
| Forecast hit rate | % of periods within +/-X% tolerance | Period / SKU / region / horizon | sales_fact (rolling-origin backtest) | fct_forecast_performance | Planner | Transaction sales | Verified | Implemented |
| Customer retention rate | (Customers at end of period - Customers added during period) / Customers at beginning * 100 | Customer cohort and selected period | sales_fact | fct_customer_movement | Customers | Logo | Certified | Implemented |
| Customer churn rate | Customers lost during period / Customers at start of period * 100 | Customer cohort and selected period | sales_fact | fct_customer_movement | Customers | Logo and revenue-weighted | Certified | Implemented |
| Customer lifetime value | (Avg transaction value * Avg transactions per year * Avg retention in years) * Profit margin | Customer / segment | sales_fact | fct_customer_movement | Customers | Gross-profit default; finite-horizon retention proxy and discount factor are disclosed | Verified | Implemented |
| Net revenue retention | (Starting revenue + Expansion - Contraction - Churn) / Starting revenue * 100 | Account and selected period | sales_fact | fct_customer_movement | Overview / Customers | Transaction sales | Certified | Implemented |
| ARPA | Total revenue in period / Number of accounts in period | Selected period / account cohort | sales_fact | fct_customer_movement | Customers | Transaction sales | Verified | Implemented |
| Revenue per employee | Total revenue / Number of employees | Selected period | sales_fact + labor_fact | fct_labor_performance | Labor | Transaction sales | Verified | Implemented |
| Revenue per paid hour | Total revenue / Paid hours | Selected period | sales_fact + labor_fact | fct_labor_performance | Labor | Transaction sales | Verified | Implemented |
| Employee turnover rate | Separations in period / ((opening headcount + closing headcount) / 2) * 100 | Selected period / separation type | labor_fact | fct_labor_performance | Labor | Distinct employees; period rate, not annualized | Certified | Implemented |
| GMROI | Gross margin $ / Average inventory cost | SKU / selected period | sales_fact | fct_inventory_performance | Inventory | Gross margin | Verified | Implemented |
| Sell-through % | Units sold / Units available * 100 | SKU / selected period | sales_fact | fct_inventory_performance | Inventory | Units | Verified | Implemented |
| Shrink % | (Book inventory - Physical inventory) / Book inventory * 100 | SKU / physical count | sales_fact inventory snapshot | fct_inventory_performance | Inventory | Units | Source-gated | Implemented |
| Inventory turns (usage basis) | 52 / Weeks on hand | SKU / selected period | sales_fact inventory snapshot | fct_inventory_performance | Inventory | Usage basis off on-hand quantity; distinct from cost-basis Finance turnover | Verified | Implemented |
| Return rate | Returns / Orders * 100 | Selected period | return_rma + sales_fact | fct_returns_performance | Returns | Orders | Certified | Implemented |
| Return cost rate | Approved credit value / Net sales * 100 | Selected period | return_rma + sales_fact | fct_returns_performance | Returns | Net | Certified | Implemented |
| Average return resolution | mean(closed_at - opened_at) across returns | Resolved return / selected period | return_rma | fct_returns_performance | Returns | Hours | Verified | Implemented |
| Unit return rate | Captured returned quantity / shipped quantity * 100 | Selected period / SKU | return_rma_item + sales_fact | fct_returns_performance | Returns | Units | Verified | Implemented |
| Revenue return rate | Return credit value / sales revenue * 100 | Selected period / SKU / customer | return_rma_item + sales_fact | fct_returns_performance | Returns | Revenue | Verified | Implemented |
| Preventable return rate | Distinct orders with quality, damage, wrong-item, short/issue, or vendor returns / distinct sales orders * 100 | Selected period / cause | return_rma_item + sales_fact | fct_returns_performance | Returns | Orders; explicit governed classification | Certified | Implemented |
| Return reason Pareto | Cumulative return credit by reason / total return credit * 100 | Reason / selected period | return_rma_item | fct_returns_performance | Returns | Credit dollars | Verified | Implemented |
| Return-adjusted margin | Sales revenue - sales cost - captured return credit | SKU / selected period | return_rma_item + sales_fact | fct_returns_performance | Returns | Gross margin dollars after returns | Certified | Implemented |
| Time to return | Return submitted timestamp - original order date | Returned order | return_rma + sales_fact | fct_returns_performance | Returns | Days; distribution shown | Verified | Implemented |
| Returns backlog aging | Data cutoff - submitted date for unresolved returns | Open return / aging bucket | return_rma | fct_returns_performance | Returns | Days and open credit exposure | Verified | Implemented |
| Returns workflow SLA attainment | Completed transitions at or below target hours / completed transitions * 100 | Workflow step / selected period | return_rma workflow timestamps | fct_returns_performance | Returns | 24h approval, 48h finance, 72h resolution targets | Certified | Implemented |
| Repeat-returner concentration | Return credit from customers with more than one return / total return credit * 100 | Customer / selected period | return_rma | fct_returns_performance | Returns | Diagnostic; high-volume-customer false-positive caveat | Diagnostic | Implemented |
| Returns customer-value impact | Customer gross profit before returns - captured return credits | Customer / selected period | return_rma + sales_fact | fct_returns_performance | Returns | Gross-profit input to CLV; not a separate lifetime forecast | Verified | Implemented |
| Corrective-action realized impact | Expected outcome credit at baseline burden - actual outcome credit | Resolved returns corrective action | return_corrective_action + return_rma + sales_fact | fct_return_corrective_actions | Returns / Overview | Measured before/after dollar impact | Certified | Implemented |
| Quota attainment | Sales achieved by rep or region / Goal for that rep or region * 100 | Rep / region / month | sales_fact quota | fct_commercial_performance | Sales Reps | Transaction sales | Verified | Implemented |
| Gross profit margin | (Revenue - COGS) / Revenue * 100 | Any grain with revenue and cost | sales_fact | fct_commercial_performance | Overview / Finance | Invoiced sales, revenue-weighted | Certified | Implemented |
| Net income | Revenue - COGS - OpEx - Other - Interest - Taxes - D&A | Company / month / fiscal year | finance_month + sales_fact | fct_finance_monthly | Finance | Invoiced sales; entity-level and not sliceable by operational filters | Certified | Implemented |
| Net profit margin | Net income / Revenue * 100 | Company / month / fiscal year | finance_month + sales_fact | fct_finance_monthly | Finance | Invoiced sales; net-sales bridge shown separately | Certified | Implemented |
| Current ratio | Current assets / Current liabilities | Company / month end | finance_month | fct_finance_monthly | Finance | Month-end balance; multiple, not percent | Verified | Implemented |
| Working capital | Current assets - Current liabilities | Company / month end | finance_month | fct_finance_monthly | Finance | Month-end balance | Verified | Implemented |
| AR turnover | Net credit sales / Average AR | Company / month / fiscal year | finance_month | fct_finance_monthly | Finance | All sales are credit sales; short years are annualized and labelled | Verified | Implemented |
| AP overdue % | AP overdue / Total AP * 100 | Company / month end | finance_month | fct_finance_monthly | Finance | Month-end balance, past contractual due date | Verified | Implemented |
| Return on assets | Net income / Total assets * 100 | Company / month / fiscal year | finance_month | fct_finance_monthly | Finance | Net income over closing total assets | Verified | Implemented |
| Inventory turnover (cost basis) | COGS / Average inventory | Company / month / fiscal year | finance_month | fct_finance_monthly | Finance | Cost basis; multiple, not percent | Verified | Implemented |
| Customer acquisition cost | Total marketing and sales spend / New customers | Company / month / fiscal year / channel | marketing_campaign + finance_month + sales_fact | fct_marketing_performance | Marketing | Marketing spend plus 18% acquisition share of selling compensation | Verified | Implemented |
| Cost per lead | Total marketing spend / New leads | Company / month / fiscal year / channel | marketing_campaign | fct_marketing_performance | Marketing | Marketing spend; modelled lead counts | Diagnostic | Implemented |
| CLV:CAC ratio | CLV / CAC | Company / fiscal year | marketing_campaign + sales_fact | fct_marketing_performance | Marketing / Overview | 12-month discounted gross-profit CLV over CAC | Verified | Implemented |
| CAC payback | CAC / (Annual customer value / 12) | Company / fiscal year | marketing_campaign + sales_fact | fct_marketing_performance | Marketing | Months of 12-month gross-profit CLV needed to repay acquisition cost | Verified | Implemented |
| ROMI | Incremental revenue attributable to marketing / Marketing investment | Campaign exposure / causal comparison period | Requires campaign exposure plus holdout, experiment, or other incrementality source | fct_marketing_performance | Metric catalogue | Not applicable | Withheld | Not implemented - company-wide revenue movement is not a causal marketing return |
| Lead response time | mean(first touch - lead created) | Lead | Requires CRM touch timestamps | fct_marketing_performance | Metric catalogue | Not applicable | Withheld | Not implemented - campaign rows do not contain per-lead touches |
| MRR / ARR | Subscription recurring revenue | Month | Requires subscription billing | fct_finance_monthly | Metric catalogue | Not applicable | Withheld | Not implemented - domain mismatch |
| NPS / eNPS / CSAT | Requires survey responses | Survey response | Requires survey platform | fct_customer_movement | Metric catalogue | Not applicable | Withheld | Not implemented - requires survey system |
| Web funnel metrics | Traffic and conversion measures | Web session | Requires web analytics | fct_marketing_performance | Metric catalogue | Not applicable | Withheld | Not implemented - requires web analytics |
| Training / hiring / diversity metrics | Requires employee lifecycle records | Employee | Requires HRIS | fct_labor_performance | Metric catalogue | Not applicable | Withheld | Not implemented - requires HRIS |
| Manufacturing scrap | Scrapped production / production | Production run | Requires manufacturing system | fct_inventory_performance | Metric catalogue | Not applicable | Withheld | Not implemented - use retail shrink |
| Market share / industry growth | Company performance / external market | Market / period | Requires external market data | fct_commercial_performance | Metric catalogue | Not applicable | Withheld | Not implemented - requires external data |
| Fulfilment and delivery performance | Shipment and delivery events measured against promise timestamps | Shipment / order | Requires fulfilment event stream | fct_commercial_performance | Metric catalogue | Not applicable | Withheld | Not implemented - no shipment or delivery events |
| CRM pipeline performance | Opportunity value and stage movement over time | Opportunity / stage event | Requires CRM opportunities and activities | fct_customer_movement | Metric catalogue | Not applicable | Withheld | Not implemented - no opportunity lifecycle |
| Procurement and contract performance | PO, receipt, invoice, and contract measures | Purchase order / receipt / invoice | Requires procurement system | fct_inventory_performance | Metric catalogue | Not applicable | Withheld | Not implemented - no PO, contract, or invoice records |
| Customer service case SLA | Case resolution and response time against SLA | Case / status event | Requires ticketing system | fct_customer_movement | Metric catalogue | Not applicable | Withheld | Not implemented - no service cases |
| Same-store sales | Sales growth for locations open in both comparable periods | Store / comparable period | Requires stable store-location history | fct_commercial_performance | Metric catalogue | Not applicable | Withheld | Not implemented - no store grain |
| Multi-touch attribution / ROAS | Attributed conversion value / advertising spend | Customer touch / campaign / conversion | Requires consented touchpoint and exposure data | fct_marketing_performance | Metric catalogue | Not applicable | Withheld | Not implemented - no touchpoint exposure data |
| Pay equity / engagement / eNPS | Compensation and survey outcomes by governed workforce cohort | Employee / survey response | Requires compensation and HR survey sources | fct_labor_performance | Metric catalogue | Not applicable | Withheld | Not implemented - no compensation or engagement source |
Campaign spend exists, but customer exposure and a credible counterfactual do not. ROMI remains withheld until an experiment, holdout, or defensible incrementality model can isolate revenue caused by marketing.
Requires campaign exposure plus holdout, experiment, or other incrementality sourceThe campaign layer contains spend and modelled aggregate lead counts, not a lead record with created and first-touch timestamps. A CRM activity source is required.
Requires CRM touch timestampsNorthgate is an order-based retailer, not a subscription business. There is no recurring billing schedule or contract value source, so MRR and ARR would be fabricated.
Requires subscription billingNo customer or employee survey responses, invitations, response dates, or population denominator exist. A governed survey platform export is required.
Requires survey platformThe dataset begins at booked order lines and contains no sessions, events, anonymous identifiers, or consented identity joins. Web traffic and funnel conversion therefore cannot be computed.
Requires web analyticsDaily labor facts support staffing and productivity, but not applications, training completions, demographic attributes, or governed HR lifecycle events. Those measures require an HRIS source.
Requires HRISNorthgate has sales and inventory facts, not bills of material, work orders, production runs, or scrap events. Retail shrink is the valid domain measure.
Requires manufacturing systemOnly Northgate's synthetic transactions are present. Market size, competitor revenue, and industry benchmarks require an external syndicated dataset with compatible grain.
Requires external market dataOrder lines exist, but pick, pack, ship, promise, carrier, delivery, and exception events do not. A warehouse or transport event source is required before OTIF-style fulfilment measures are defensible.
Requires fulfilment event streamThere are no opportunities, stages, activities, close dates, or stage-history records. Pipeline coverage, win rate, conversion, slippage, and sales cycle all require CRM history.
Requires CRM opportunities and activitiesSupplier names on sold products are not procurement transactions. Purchase orders, expected and actual receipts, contracts, and supplier invoices are required for purchase-price variance and contract utilization.
Requires procurement systemReturns workflow records are not a general customer-service ticket history. Case creation, queue, assignment, response, resolution, and SLA policy sources are required.
Requires ticketing systemThe seed contains regions but no durable store identifier, opening date, closure date, or location history. Regional sales cannot be relabelled as same-store sales.
Requires stable store-location historyCampaign totals cannot identify which customers saw which messages or supply an attribution window. Consented impression, click, touchpoint, identity-resolution, and conversion-event sources are required.
Requires consented touchpoint and exposure dataPaid hours are not compensation bands or engagement evidence. Governed compensation, job level, protected-attribute controls, survey population, and response data are required.
Requires compensation and HR survey sources