Business Data Analytics & Advanced Excel · Intermediate level

Intermediate level · Module 6: Business Reporting Project · Lesson 1 of 3

Requirements and KPIs

Agree what the organisation needs to see and define every KPI precisely.

In this lesson you will

  • Gather requirements from different users
  • Write a KPI glossary

Key concepts

requirementsKPI definitiontargetsglossary

The lesson

Interview users at different levels about the decisions they make and the information they need. Turn their answers into a list of report pages and KPIs.

Define each KPI in a glossary: name, business definition, calculation, source and owner. Agree targets where they exist.

Get the requirements and glossary approved before building.

Step by step

  1. Interview two user groups.
  2. List pages and KPIs.
  3. Write the glossary.
  4. Get approval.

Practice activity

Submit the requirements and KPI glossary.

Expected result: An approved glossary with every KPI defined.

Check your understanding

  1. What does a KPI glossary entry contain?

    Show answer

    Name, definition, calculation, source and owner.

  2. Why approve requirements before building?

    Show answer

    To avoid building the wrong reports.

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