Write a dashboard metric dictionary
Make reported figures understandable after staff and tools change.
Define each metric in one reusable record
Include plain-language meaning, formula, numerator, denominator, data source, time zone, and exclusions. For booked CPA, say whether duplicate bookings, no-shows, and canceled appointments are included. Give the metric an owner.
Add an example and a change date
Use small numbers that a new analyst can calculate manually. If the definition changes, publish the effective date and show whether historical values were recomputed. Avoid silently replacing a metric while keeping the same label.
Use the dictionary during reviews
Link the definition from the dashboard and resolve disagreements against it. If finance and marketing intentionally use different numbers, name each distinctly and explain the purpose. Remove metrics that have no owner or decision attached.
Try a related tool
Find the share of eligible visits that completed a defined action. Count at most one conversion per visit for this calculation.
