FP&A KPI Dictionary Standardiser

A single KPI dictionary: definition, formula, source system, owner, and refresh cadence per metric.

✓ high confidenceverified 2026-07-07

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Recommended modelClaude Sonnet 5

Fast, structured business output; strong tables and commentary at low cost.

What you need to fill in

[KPI list + calculations][source systems][conflicts]

Tools used

ChatGPTClaude

The prompt

Act as a finance data steward. Standardise our KPI dictionary. Paste KPI list: [names + how each is currently calculated, by team] Source systems: [ERP, CRM, BI] Known conflicts: [metrics with competing definitions] Please: 1. A dictionary entry per KPI: definition, exact formula, source, owner, cadence 2. Resolve each conflicting definition with a recommendation and rationale 3. Naming conventions and versioning rules 4. The 5 KPIs to certify first (highest decision impact) 5. A change-control process for future definition edits

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claude chatgpt

KPIdata governancedefinitionsFP&A

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