crm-reporting

This skill answers one question: what the program tells the business about itself every cycle, and how to make each number in that report impossible to misread: which lines stand in it, what each line is compared with, which cohorts carry change over time, how credit for money is split, and how you know the report told the truth.

What sets this work apart from the rest of the library opens references/reporting-vocabulary.md.

Four units, named apart. The report line is one metric on one population for one period, with its comparison base, counterweight, freeze date and definition version: the unit of construction. The cohort is the people who entered through one identifying event in one period, read by age: the unit of reading over time. The conversion and its credit is one conversion by its key and the share of credit each touch gets: the unit of money. The conclusion is the category a published report gave a line against its base (above, below, or within the noise band): the unit of the control metric.