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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]