Structured template · MOD-05

Marketing KPI dictionary to download: fields and controls

Decision question

How can two teams be prevented from calculating the same indicator differently?

Editable CSV file

The template’s required fields.

This file is used to adopt a shared definition before using the KPI in a trade-off. The related guide page explains the method. Here, the scope is limited to the columns, checks and example needed to complete the deliverable.

01

Definition

Specify what is included and excluded.

The label does not replace the definition.
02

Formula

Make the calculation reproducible.

Numerator and denominator are named.
03

Source

Identify system, table and date.

One source is authoritative.
04

Thresholds

Link the KPI to an action.

Watch and action levels are distinct.

Example structure

A concrete reading before completing the file.

Illustrative example to replace with plan data.
KPIFormulaFrequencyAction threshold
Win rateContracts / opportunitiesMonthly< 22%
CACFull cost / customersMonthly> €1,400

Checks before use

  • Reproducible formula
  • Explicit unit
  • Single source
  • Threshold linked to a decision

Counter-example

Completing “Definition” without satisfying “The label does not replace the definition.” creates a present but unacceptable deliverable. The row must remain blocked until corrected.

Editable resource

Download the template and retain its history.

Editable CSVDownload the KPI dictionaryReview the example and acceptance criteria

Original planning template. The example values are neither a benchmark nor an automatic recommendation. Adapt units, thresholds and ownership to the scope that was actually decided.

Template traceability

Editorial revision of this page.

Revision 1.1

  • Reviewed on 22 August 2026
  • Editorial owner: Marketing Plan in Action
  • Counter-example, blocking check and visible history added.
  • This revision describes the page; the CSV retains its own version field when present.

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