{ "coverage": { "by_status": { "ambiguous": 0, "context_only": 0, "direct": 0, "not_found": 7, "partial": 0, "possible": 1 }, "mapped_or_plausible": 1, "requirements_identified": 8 }, "coverage_explanation": "Primary denominator: 8 authoritative requested objects from `Target Fields` rows 2\u20139, as directed by `Read Me!B8`; `Validation!C2:C3` corroborates that there is one row per requested object and every register row is required. Result: 0 direct, 0 partial, 1 possible, 7 not found, and 0 ambiguous. Thus there is no confirmed current-gold coverage. The one possible mapping (12.5% of requirements) is conceptual only and should not be counted as implementation coverage without validation. The sample, prototype, and reference sheets are treated as design context rather than additional authoritative requirements. \u201cNot found\u201d means absent from the bounded current-gold pages, not proven absent across the enterprise.", "limitations": [ "The comparison is bounded to the single current-gold page available in build `wiki_11090e1ee0712c6f5f22212f8b715443`; absence there is not proof of enterprise-wide absence.", "The XLSX extraction intentionally excluded numbers, formulas, and other non-text cells, so sample monetary values, formula implementations, validation results, and calculated outputs cannot be inspected.", "Working-sheet records are explicitly synthetic and cannot establish production source availability, data quality, reconciliation, or implementation status.", "The current-gold audit did not return exact DAX expressions for existing measures, limiting semantic comparison of `Actual Revenue` with Gross Order Intake.", "No substantive consultant guidance comments were supplied; only the workbook's explicit authority declaration determined the primary denominator." ], "report_markdown": "# Workbook-to-current-gold assessment\n\n## Interpretation and authority\n\nThe workbook describes a requested **Customer and Order Analytics** subject area for discovery and design (`Read Me!A1`, `Read Me!B3`) with an FY2026\u2013FY2027 planning horizon (`Read Me!B6`). It explicitly declares: **\u201cTarget Fields is the authoritative register of requested data objects\u201d** (`Read Me!B8`). Accordingly, the eight rows in `Target Fields!A2:J9` are the comparison denominator. The same note says the working sheets contain synthetic records and formulas illustrating grain and intended behaviour, so those sheets are corroborating context rather than separate implementation claims. `Validation!C2:C3` further indicates one row per requested attribute or measure and that all register rows are required.\n\nNo substantive consultant comments were provided. Therefore, trusted consultant guidance did not modify the workbook-derived scope or mapping decisions.\n\n## Apparent target design\n\nThe authoritative register requests:\n\n- A **Customer** entity with enterprise identity, commercial segment, and relationship owner attributes.\n- A **SalesOrder** entity with order identity, gross-before-discount value, and acquisition channel.\n- A **SalesMetrics** calculation layer containing customer lifetime value and gross order intake.\n\nThe synthetic working sheets indicate customer-level and order-level grains (`Customer Sample!A1:A2`, `Sales Orders!A1:A2`). The order sample includes `CustomerIdentifier` (`Sales Orders!B3`), suggesting an intended customer-to-order association, although that linking field is not itself declared as a SalesOrder requirement in the authoritative register. Reference lists provide proposed values for CustomerSegment and SalesChannel (`Reference Data!A2:C7`). Because numeric and formula cells were excluded from extraction, the workbook does not provide auditable sample amounts or executable formulas here.\n\n## Current-gold boundary\n\nThe available gold knowledge contains one audited Power BI model: a small finance-ledger model with `Account`, `Calendar`, `Ledger`, and `Metrics`, plus hidden date tables. Its business columns concern account, date, signed ledger amount, and adjustment status. Its measures are `Actual Net`, `Actual Revenue`, `Budget Net`, and `Net Variance` [fde-finance.current-model]. No Customer, SalesOrder, CustomerSegment, RelationshipOwner, SalesChannel, OrderGrossValue, or customer-lifetime-value objects are documented there.\n\n## Mapping results\n\n| Authoritative requirement | Result | Assessment |\n|---|---|---|\n| Customer.CustomerIdentifier | Not found | No customer entity or enterprise customer identifier is documented. `Account.AccountKey` is an integer finance-account key and gold provides no evidence that it represents a customer. |\n| Customer.CustomerSegment | Not found | No customer entity, commercial segment, or equivalent classification is documented. `Account.AccountType` is finance-account metadata, not evidenced as customer segmentation. |\n| Customer.RelationshipOwner | Not found | No relationship/account owner attribute is documented. |\n| SalesOrder.OrderIdentifier | Not found | No sales-order entity or customer-order identity is documented. |\n| SalesOrder.OrderGrossValue | Not found | `Ledger.SignedAmount` is a ledger amount, but gold does not support sales-order grain or gross-before-discount meaning. |\n| SalesOrder.SalesChannel | Not found | No order-acquisition-channel attribute is documented. |\n| SalesMetrics.Customer Lifetime Value | Not found | No customer lifetime value measure or supporting customer/order model is documented. |\n| SalesMetrics.Gross Order Intake | Possible | `Metrics.Actual Revenue` is described as total actual revenue, creating a broad commercial-value resemblance. However, the target specifically requires gross booked order value calculated from `OrderGrossValue`; gold documents neither order grain nor gross-before-discount/booked-order semantics. This is not confirmed coverage. |\n\nAll current-state assertions above are supported by [fde-finance.current-model].\n\n## Design and discovery implications\n\n1. **Substantial net-new subject-area work appears necessary.** There is no confirmed reusable customer/order structure in the available model.\n2. **The customer-to-order key needs formal declaration.** `Sales Orders!B3` shows CustomerIdentifier at order grain, but the authoritative register does not list it as a SalesOrder column. The intended relationship and foreign-key implementation should be clarified.\n3. **Customer Lifetime Value is underspecified for implementation.** The register gives a high-level calculation\u2014average gross order value multiplied by expected order frequency\u2014but does not define time horizon, cohorting, expected-frequency source, retention/churn assumptions, currency, or aggregation behaviour.\n4. **Gross Order Intake requires semantic validation.** It is defined as gross booked order value and as the sum of OrderGrossValue, but booking status/date, cancellations, returns, discounts, taxes, currency conversion, and order-line versus order-header treatment are not specified in the text evidence.\n5. **Reference codes need governance decisions.** The workbook supplies display values and codes for segment and channel, but the register requests String columns without stating whether models should store codes, display values, or both.\n\n## Conclusion\n\nThe workbook requests eight mandatory objects for a new customer and sales-order analytics area. Within the bounded current-gold landscape, there is **no confirmed direct or partial coverage**. Seven objects are structurally not found; one measure has only a weak possible conceptual analogue that requires business and technical validation. This conclusion is limited to the available discovered Power BI model and must not be interpreted as proof that suitable CRM, order-management, or other semantic assets do not exist elsewhere in the client estate.", "requirements": [ { "confidence": 0.98, "gold_page_ids": [ "fde-finance.current-model" ], "label": "Customer.CustomerIdentifier column", "questions": [ "What is the authoritative CRM customer key, and is it stable across source-system merges?", "Are customer accounts, legal entities, and bill-to/sold-to parties distinct identifiers?" ], "rationale": "The register requires a String enterprise customer identity sourced from the CRM customer master. Current gold documents no Customer table or customer identifier. `Account.AccountKey` is an Int64 finance-account key, and no evidence equates an account to a customer.", "requirement_id": "TF-02", "source_cells": [ { "coordinate": "A2:J2", "sheet": "Target Fields" } ], "status": "not_found" }, { "confidence": 0.98, "gold_page_ids": [ "fde-finance.current-model" ], "label": "Customer.CustomerSegment column", "questions": [ "Should the semantic model expose segment code, display value, or both?", "Are segment assignments current-state only or historically effective-dated?" ], "rationale": "The requested commercial customer segment and its ENT/MID/SMB reference values are not documented in current gold. `Account.AccountType` concerns the finance account entity and is not evidenced as customer segmentation.", "requirement_id": "TF-03", "source_cells": [ { "coordinate": "A3:J3", "sheet": "Target Fields" }, { "coordinate": "A2:C4", "sheet": "Reference Data" } ], "status": "not_found" }, { "confidence": 0.99, "gold_page_ids": [ "fde-finance.current-model" ], "label": "Customer.RelationshipOwner column", "questions": [ "Is RelationshipOwner a person, team, role, or territory?", "Is ownership history required, or only the current owner?" ], "rationale": "Current gold contains no customer relationship-owner or accountable-owner attribute.", "requirement_id": "TF-04", "source_cells": [ { "coordinate": "A4:J4", "sheet": "Target Fields" } ], "status": "not_found" }, { "confidence": 0.99, "gold_page_ids": [ "fde-finance.current-model" ], "label": "SalesOrder.OrderIdentifier column", "questions": [ "Is OrderIdentifier globally unique or unique only within an order source/company?", "Are revisions, cancellations, and split orders represented by the same identifier?" ], "rationale": "No SalesOrder entity or customer-order identity is documented in current gold.", "requirement_id": "TF-05", "source_cells": [ { "coordinate": "A5:J5", "sheet": "Target Fields" } ], "status": "not_found" }, { "confidence": 0.97, "gold_page_ids": [ "fde-finance.current-model" ], "label": "SalesOrder.OrderGrossValue column", "questions": [ "Is gross value stored at order header or derived from order lines?", "Does gross value include tax, freight, and multi-currency conversion?", "How should cancelled, returned, amended, or partially fulfilled orders be treated?" ], "rationale": "The target is gross order value before discounts at synthetic order-level grain. Current gold has `Ledger.SignedAmount`, but it is a finance-ledger amount with no evidence of order grain or gross-before-discount semantics, so it does not support the declared object.", "requirement_id": "TF-06", "source_cells": [ { "coordinate": "A6:J6", "sheet": "Target Fields" }, { "coordinate": "A1:D3", "sheet": "Sales Orders" } ], "status": "not_found" }, { "confidence": 0.99, "gold_page_ids": [ "fde-finance.current-model" ], "label": "SalesOrder.SalesChannel column", "questions": [ "Should channel be determined at order creation, customer level, or transaction line level?", "Can an order have multiple channels or channel changes?", "Should the model expose channel codes and display values?" ], "rationale": "No sales-order acquisition channel or equivalent attribute is documented. The workbook's DIR/PAR/ONL reference list is target context only.", "requirement_id": "TF-07", "source_cells": [ { "coordinate": "A7:J7", "sheet": "Target Fields" }, { "coordinate": "A5:C7", "sheet": "Reference Data" } ], "status": "not_found" }, { "confidence": 0.99, "gold_page_ids": [ "fde-finance.current-model" ], "label": "SalesMetrics.Customer Lifetime Value measure", "questions": [ "What time horizon and currency should CLV use?", "How is expected order frequency calculated and from which source?", "Should CLV incorporate retention, churn, margin, discounting, or acquisition cost?", "At what filter context should CLV aggregate across customers?" ], "rationale": "No customer lifetime value measure, customer entity, order-frequency input, or supporting customer/order model is documented. The workbook supplies only a high-level intended calculation and labels the prototype multiplier illustrative.", "requirement_id": "TF-08", "source_cells": [ { "coordinate": "A8:J8", "sheet": "Target Fields" }, { "coordinate": "A5:C5", "sheet": "Sales KPI Prototype" } ], "status": "not_found" }, { "confidence": 0.36, "gold_page_ids": [ "fde-finance.current-model" ], "label": "SalesMetrics.Gross Order Intake measure", "questions": [ "Is current `Actual Revenue` recognized/accounting revenue or booked order intake?", "What event and date define an order as booked?", "Should cancellations, returns, taxes, discounts, and currency conversion affect Gross Order Intake?", "Is Gross Order Intake additive across all requested dimensions and dates?" ], "rationale": "Current gold includes `Metrics.Actual Revenue`, described as total actual revenue, which is a broad possible commercial-value analogue. However, the target is specifically gross booked order value calculated as the sum of OrderGrossValue. Gold has no documented SalesOrder entity, OrderGrossValue column, booked-order status, or gross-before-discount semantics. The mapping is therefore only possible and not confirmed implementation coverage.", "requirement_id": "TF-09", "source_cells": [ { "coordinate": "A9:J9", "sheet": "Target Fields" }, { "coordinate": "A4:C4", "sheet": "Sales KPI Prototype" } ], "status": "possible" } ], "review_flags": [ { "priority": 1, "queue_name": "client_question", "reason": "Urgently determine whether existing `Actual Revenue` is accounting revenue or booked gross order intake; this decides whether the only possible mapping is invalid or reusable.", "subject": "TF-09" }, { "priority": 2, "queue_name": "client_question", "reason": "The synthetic Sales Orders sheet includes CustomerIdentifier, but the authoritative register omits it from SalesOrder. Confirm whether it is a required foreign key and define relationship cardinality.", "subject": "SalesOrder customer link" }, { "priority": 3, "queue_name": "client_question", "reason": "Customer Lifetime Value lacks implementable assumptions for horizon, expected frequency, retention/churn, currency, and aggregation.", "subject": "TF-08" }, { "priority": 4, "queue_name": "client_question", "reason": "Clarify gross-order-value grain and treatment of discounts, taxes, freight, cancellations, returns, amendments, and currency.", "subject": "TF-06" }, { "priority": 5, "queue_name": "evidence_research", "reason": "Search beyond the bounded current Power BI gold for CRM customer-master and order-management models or source metadata named as planned sources.", "subject": "CRM and order-platform landscape" }, { "priority": 10, "queue_name": "consultant_review", "reason": "Decide whether CustomerSegment and SalesChannel require codes, display values, both, and historical/effective-dated handling.", "subject": "Reference data governance" }, { "priority": 20, "queue_name": "revalidation", "reason": "Revalidate mappings after source-system or additional semantic-model discovery because current gold covers only a finance ledger model.", "subject": "workbook" } ], "summary": "The workbook appears to define a new customer-and-sales-order analytics subject area for FY2026\u2013FY2027. The workbook explicitly states that the eight rows in `Target Fields` are the authoritative register: six required columns across Customer and SalesOrder, plus two required SalesMetrics measures. Against the only available current-gold model\u2014a finance ledger semantic model\u2014none has a direct or partial mapping. Seven are not found in the discovered landscape. `Gross Order Intake` has only a weak possible conceptual analogue in the current `Actual Revenue` measure, but gold does not establish booked-order grain, gross-before-discount semantics, or the required `OrderGrossValue` input. No substantive consultant steering comments were supplied, so guidance did not alter the workbook-derived interpretation." }