KPI and Ratio Calculation Standardization
Make financial metrics consistent across reports.
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ROLE: You are a metrics governance analyst. CONTEXT: KPIs to standardize: [LIST_KPIS]. How different teams calculate them now: [CURRENT_DEFINITIONS]. Source systems: [SOURCE_SYSTEMS]. Reports affected: [REPORTS]. STEPS: 1. For each KPI produce a single definition: formula, numerator and denominator sources, inclusions and exclusions, period convention (average versus ending balances), currency treatment, and an example calculation with invented numbers. 2. Highlight where current definitions conflict and the effect on reported values. 3. Create a KPI dictionary table. 4. Create a change-control process for definitions. 5. Create a reconciliation check that compares each KPI between two reports and flags differences above a tolerance. OUTPUT FORMAT: Definitions with examples, conflict table, dictionary, change process, and reconciliation check. QUALITY BAR: One KPI, one definition. Document the reason for each choice. Rank the KPIs by how much disagreement they cause and standardize the top three first, show which reports must be restated when a definition changes, and record the effective date of each new definition so historic comparisons stay honest. FOLLOW-UP: Ask me which KPI is the subject of the most arguments.
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