XLSX.text v1
artifact:ev_sha256_3437bb8ca30206049ceaf929ea025036c5b6d9bc6c2a9fc04bb6ce6182d4182a

[Sheet:Read Me]
A1:Customer and Order Analytics — Discovery Pack
A3:Document purpose
B3:Document the customer, sales-order, and commercial KPI metadata requested for a new analytics subject area.
A4:Prepared for
B4:Data and reporting discovery workshop
A5:Business owner
B5:Reporting Transformation
A6:Planning horizon
B6:FY2026–FY2027
A8:How to use this workbook
B8:Target Fields is the authoritative register of requested data objects. The working sheets contain synthetic records and formulas that illustrate grain and intended report behaviour.
A10:Scope note
B10:All sample values are fictional and are provided for design discussion, not reconciliation or production reporting.

[Sheet:Target Fields]
A1:Object Type
B1:Entity
C1:Name
D1:Data Type
E1:Business Definition
F1:Required
G1:Business Owner
H1:Calculation
I1:Planned Source
J1:Implementation Notes
A2:column
B2:Customer
C2:CustomerIdentifier
D2:String
E2:Enterprise customer identity.
F2:Yes
G2:Customer Operations
I2:CRM customer master
A3:column
B3:Customer
C3:CustomerSegment
D3:String
E3:Commercial segment.
F3:Yes
G3:Customer Operations
I3:CRM customer master
A4:column
B4:Customer
C4:RelationshipOwner
D4:String
E4:Accountable relationship owner.
F4:Yes
G4:Customer Operations
I4:CRM customer master
A5:column
B5:SalesOrder
C5:OrderIdentifier
D5:String
E5:Customer order identity.
F5:Yes
G5:Sales Operations
I5:Order management platform
A6:column
B6:SalesOrder
C6:OrderGrossValue
D6:Decimal
E6:Gross order value before discounts.
F6:Yes
G6:Sales Operations
I6:Order management platform
A7:column
B7:SalesOrder
C7:SalesChannel
D7:String
E7:Order acquisition channel.
F7:Yes
G7:Sales Operations
I7:Order management platform
A8:measure
B8:SalesMetrics
C8:Customer Lifetime Value
D8:Decimal
E8:Expected customer lifetime value.
F8:Yes
G8:Commercial Analytics
H8:Average gross order value multiplied by expected order frequency
I8:Sales analytics calculation layer
A9:measure
B9:SalesMetrics
C9:Gross Order Intake
D9:Decimal
E9:Gross booked order value.
F9:Yes
G9:Commercial Analytics
H9:Sum of OrderGrossValue
I9:Sales analytics calculation layer

[Sheet:Customer Sample]
A1:Customer master — representative records
A2:Synthetic customer-level data for requirements workshops
A3:CustomerIdentifier
B3:CustomerSegment
C3:RelationshipOwner
A4:CUST-1001
B4:Enterprise
C4:Maya Chen
A5:CUST-1002
B5:Mid-market
C5:Noah Williams
A6:CUST-1003
B6:Small business
C6:Amelia Singh
A7:CUST-1004
B7:Enterprise
C7:Maya Chen
A8:CUST-1005
B8:Mid-market
C8:Jack Martin
A9:CUST-1006
B9:Small business
C9:Amelia Singh
A10:CUST-1007
B10:Enterprise
C10:Noah Williams
A11:CUST-1008
B11:Mid-market
C11:Jack Martin

[Sheet:Sales Orders]
A1:Sales orders — representative booked orders
A2:Synthetic order-level data; gross values are before discounts
A3:OrderIdentifier
B3:CustomerIdentifier
C3:OrderGrossValue
D3:SalesChannel
A4:SO-260701
B4:CUST-1001
D4:Direct
A5:SO-260702
B5:CUST-1002
D5:Partner
A6:SO-260703
B6:CUST-1003
D6:Online
A7:SO-260704
B7:CUST-1004
D7:Direct
A8:SO-260705
B8:CUST-1005
D8:Partner
A9:SO-260706
B9:CUST-1006
D9:Online
A10:SO-260707
B10:CUST-1007
D10:Direct
A11:SO-260708
B11:CUST-1008
D11:Partner
A12:SO-260709
B12:CUST-1001
D12:Online
A13:SO-260710
B13:CUST-1002
D13:Direct
A14:SO-260711
B14:CUST-1004
D14:Partner
A15:SO-260712
B15:CUST-1007
D15:Online

[Sheet:Sales KPI Prototype]
A1:Sales KPI prototype — booked order view
A2:Formula-driven illustration using the synthetic customer and order sheets
A3:Metric
B3:Amount
C3:Interpretation
A4:Gross Order Intake
C4:Gross value of representative booked orders
A5:Customer Lifetime Value
C5:Illustrative frequency multiplier for discovery only

[Sheet:Reference Data]
A1:List
B1:Code
C1:Display Value
A2:CustomerSegment
B2:ENT
C2:Enterprise
A3:CustomerSegment
B3:MID
C3:Mid-market
A4:CustomerSegment
B4:SMB
C4:Small business
A5:SalesChannel
B5:DIR
C5:Direct
A6:SalesChannel
B6:PAR
C6:Partner
A7:SalesChannel
B7:ONL
C7:Online

[Sheet:Validation]
A1:Check
B1:Result
C1:Expected
A2:Declared field count
C2:One row per requested attribute or measure
A3:Required field count
C3:All rows in the register are required