Metric Contract: [Metric name]
One page. Written for the owner first. Replace everything in [brackets].
Field names in italics match those commonly used for metric contracts in semantic layers and metric catalogs.
What it means
Concept
[e.g., Gross Margin]
Perspective
[e.g., Service. Leave blank only if the concept has a single meaning]
In plain words
[One or two sentences a non-analyst would understand]
How it's calculated
Expression
[e.g., (Service revenue − (labor + subcontractors + parts)) ÷ service revenue]
Grain
[What one row represents, e.g., one completed work order]
Filters
[Required conditions, e.g., service lines only]
Includes / excludes
[What counts and what doesn't]
Time semantics
[Fiscal or calendar; which date counts; time zone; as-of rules]
Allowed dimensions
[Ways it may be sliced, and any that are not allowed]
Additivity
[Additive / semi-additive / non-additive. Ratios like margin are non-additive: recompute, don't sum or average]
How it may be used
Approved for
[Meetings, reports and decisions where this is the right number]
Not approved for
[Where a different perspective should be used instead]
Comparable with
[Metrics it can be compared with]
Not comparable with
[Metrics it must not be compared or combined with, and why]
Ownership and where it lives
Owner
[Accountable person or role]
Maintained by
[Steward]
Certification
[Certified for which uses, by whom, when]
Built on (data contracts)
[Datasets or data contracts this metric uses]
Implemented in
[Metric catalog / semantic layer / BI model / spreadsheet entry, and whether each matches this contract]
Version / effective from
[v1, YYYY-MM-DD]
Change note
[What changed from the previous version, if any]
Sign-off: [Owner name] · [Date]