Technical Goal
Support a commercial reporting layer that standardises definitions across datasets and produces reliable KPI views for pricing, promotion, and channel performance.
Core Components
- Source tables for sales, finance, and promotion data
- Shared dimensions for product and channel hierarchies
- Semantic layer for KPI calculation
- Dashboard layer for review and drill-down
Functional Requirements
- Unify volume, value, and promotion data into one reporting model
- Apply common product and channel definitions
- Support period comparison and geographic cuts
- Surface pricing, margin, and promotion signals in the dashboard
- Include checks that help maintain trust in the KPI outputs
Data Requirements
- Product hierarchies must reconcile across source systems
- Channel definitions must be stable enough for cross-team reporting
- Promotion events must be attributable to review periods
- Margin and gross-to-net logic must be consistent across views
Quality and Reliability
- dbt tests or equivalent checks on core dimensions and facts
- Clear handling of missing or conflicting source values
- A model structure that can be maintained without spreadsheet-heavy work
Reporting Requirements
- Period-over-period change
- Margin movement
- Product and channel contribution
- Regional comparison
- Promotion effectiveness signals
Constraints
- Source quality affects how quickly a shared definition model can be stabilised.
- The first version must prioritise clarity and consistency over edge-case completeness.