# KPI and Reporting Worksheet

Every KPI needs an owner, a decision, and a cadence. Use this worksheet to choose metrics that improve decisions instead of decorating dashboards.

## Define the Metric

- Business question:
- Decision this metric supports:
- Leading indicator:
- Lagging indicator:
- Formula:
- Metric owner:
- Review cadence:
- Target:
- Warning threshold:
- Action threshold:

## Reporting Review

Use these questions before adding a metric to the scorecard:

- Who owns the number?
- What decision changes when the number changes?
- How often should the number be reviewed?
- Is the source trusted?
- Is the number available soon enough to act?
- What action should happen when it misses target?

## Metrics To Track

- Metrics with named owners.
- Reports reviewed on time.
- Decisions made from reports.
- Stale metrics removed.
- Forecast accuracy.

## AI Use

AI can draft metric definitions, generate weekly narratives, flag anomalies, and summarize trends. The business still needs a human owner and a clear decision rule.