Deliverables: Metrics Handbook

What You Receive from a 2–3 Week Alignment Sprint

At the end of our metric alignment process, we deliver a ‘Metrics Handbook’—a single source of truth covering your top metrics (e.g., MRR, churn, conversion). No more scattered documents or contradictory formulas. Here are excerpts from real (or fictionalized) handbooks we’ve produced, so you can see exactly how each metric is documented

1. Sample MRR Handbook Excerpt

(DataFlex Inc.)

Unified Monthly Recurring Revenue Definition

See how DataFlex Inc. standardized their MRR across finance and product teams, clarifying annual deals, seat expansions, and partial months.

2. Sample Conversion Rate Handbook Excerpt

(NovaVentures)

Bridging Marketing & Finance on Conversion Metrics

NovaVentures' final Conversion Rate doc shows how marketing leads and finance's top-line revenue funnel merged into one official definition—no more CEO vs. CMO confusion.

3. Sample Churn Handbook Excerpt

(Giga Innovate)

Defining Who's 'Churned' for ML & Finance Teams

Giga Innovate's final Churn doc covers mid-month cancellations, annual plan handling, and partial refunds—aligning advanced product analytics with the CFO's reporting needs.

Why a Metrics Handbook Matters

Team reviewing Handbook

With a single handbook detailing each metric’s purpose, formula, inclusions/exclusions, and ownership, every team references the same definitions. Whether it’s MRR, churn, or conversion, you no longer guess which dashboard or doc is correct—there’s one authoritative guide to unify your metrics

Clear formulas everyone agrees on

Defined metric ownership

Approved change process

Want Your Own Metrics Handbook?

If you're ready to transform your data chaos into a unified Metrics Handbook

Book a Free 15-Minute Discovery Call Explore How It Works