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metric-governance-kit skill

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This skill helps you define and govern GTM metrics with charter, lineage, and change workflows to ensure accuracy and accountability.

npx playbooks add skill gtmagents/gtm-agents --skill metric-governance-kit

Review the files below or copy the command above to add this skill to your agents.

Files (2)

SKILL.md

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---
name: metric-governance-kit
description: Framework for defining, approving, and auditing GTM metrics and KPIs.
---

# Metric Governance Kit Skill

## When to Use
- Establishing source-of-truth KPIs for revenue, marketing, or CS teams.
- Resolving conflicting definitions or reporting anomalies.
- Preparing for exec/board reviews where metric accuracy is scrutinized.

## Framework
1. **Metric Charter** – purpose, formula, filters, owner, review cadence.
2. **Data Lineage** – upstream sources, transformations, semantic layer, downstream dashboards.
3. **Quality Controls** – tests, alerts, thresholds, backup calculations.
4. **Change Management** – approval workflow, communication plan, version history.
5. **Adoption Enablement** – cheat sheets, FAQs, and example analyses.

## Templates
- **Metric Dictionary**: See `references/metric_dictionary_template.md` for standard definition format.
- **Metric charter one-pager**.
- **Lineage diagram checklist**.
- **Change log workbook** with approvals + timestamps.

## Tips
- Assign both business and technical owners for each KPI.
- Tag metrics with “tier” (executive, operational, exploratory) to prioritize rigor.
- Pair with `plan-bi-roadmap` to keep initiatives tied to governed metrics.

---

Overview

This skill provides a production-ready framework for defining, approving, and auditing go-to-market metrics and KPIs. It centralizes definitions, lineage, quality controls, and change processes so teams trust and act on a single source of truth. The kit includes templates and checklists to speed governance adoption across sales, marketing, customer success, and revenue operations.

How this skill works

The skill walks teams through a five-part governance framework: Metric Charter, Data Lineage, Quality Controls, Change Management, and Adoption Enablement. It supplies templates for a metric dictionary, charter one-pager, lineage checklist, and a change log workbook with approval tracking. Operators use the templates to assign owners, document formulas and filters, instrument tests and alerts, and record versioned approvals so each KPI is auditable.

When to use it

Establishing source-of-truth KPIs for revenue, marketing, or customer success teams
Resolving conflicting metric definitions or reporting anomalies
Preparing for executive or board reviews where metric accuracy is audited
Rolling out a new GTM initiative that must tie to governed metrics
Prioritizing data quality and accountability across cross-functional teams

Best practices

Assign both business and technical owners for every KPI and document responsibilities
Tag metrics by tier (executive, operational, exploratory) to set testing and review rigor
Maintain a clear lineage: sources, transformations, semantic layer, and downstream dashboards
Automate quality controls where possible: threshold alerts, backstop calculations, and daily tests
Use the change log workbook for approval workflows and keep a public-facing charter one-pager for stakeholders

Example use cases

Create a Metric Charter for Annual Recurring Revenue with formula, owner, and monthly review cadence
Investigate a discrepancy between CRM and billing ARR using the Data Lineage checklist
Set up quality controls for lead-to-opportunity conversion rates with alerts for drop-offs
Run an approval and communication workflow when changing the definition of churn
Bundle cheat sheets and FAQs to onboard analysts and product teams to governed metrics

FAQ

Who should own a metric?

Each metric should have a business owner (responsible for interpretation and impact) and a technical owner (responsible for data accuracy and instrumentation).

How often should metrics be reviewed?

Set cadence by tier: executive metrics monthly, operational metrics weekly or biweekly, and exploratory metrics on an as-needed basis; record cadence in the Metric Charter.