Overview
A playbook for KPI trees, attribution logic, weekly executive workflows, and turning metric movement into action material.
- Separate vanity metrics from operating control metrics.
- Attach every KPI to owner, threshold, and action path.
- Use AI to summarize change, cause, and recommended follow-up.
Design
Tie every KPI to an operating question
A useful KPI is not just a number. It should answer who owns the outcome, what threshold matters, and what decision changes when the metric moves.
- Map top-line goals into controllable sub-metrics.
- Keep ownership, target, and action path visible beside each metric.
Attribution
Make explanations repeatable
Attribution should follow a consistent path across time, segments, cohorts, and source systems so leadership reviews do not become one-off detective work.
- Standardize period comparison, contribution analysis, and anomaly thresholds.
- Separate statistical signals from human operating notes.
Workflow
Turn metric movement into meeting material
Operating teams need summaries, evidence, owners, and next actions before the weekly review starts, not after the meeting ends.
- Generate concise change summaries and recommended follow-up.
- Link every conclusion back to source metrics and owner notes.