Define KPIs
Capture metric formulas, input tables, and grain in one place so teams stop reinventing definitions.
- Document the business question each metric answers
- Specify filters, time windows, and exclusions
- Assign owners who can approve changes
Metric modeling playbook
Define, govern, and scale your KPI catalog with Chartiin’s semantic layer.
Align & review
Bring product, finance, and operations together to agree on how metrics should behave.
- Review changes before they go live in dashboards
- Use lineage views to see where metrics are used
- Record decisions so future teammates understand context
Publish & govern
Promote vetted metrics into a shared catalog and keep them safe as adoption grows.
- Separate draft, staging, and production metric spaces
- Control access by team, region, or customer segment
- Audit who changes and queries high‑impact KPIs
What a good metric spec includes
Use this playbook to standardize how metrics are described before they hit a dashboard.
Definition & intent
Explain what the metric measures and why it matters.
- Plain‑language description and common synonyms
- Examples of how the metric is used in decisions
Technical recipe
Capture just enough implementation detail that engineers and analysts can reproduce it.
- Source tables, joins, and filters
- Aggregation grain and windowing logic
Quality & ownership
Clarify who to talk to when something looks wrong.
- Metric owner and downstream consumers
- Known caveats or edge cases to be aware of
Start your metric catalog
We’ll share templates and help set up governance.