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FDE BI Evidence Workbenchobserved → compared → decided → scoped

Open questions

What the model still wants answered

Raised while comparing this input with current gold. Most are questions for the client rather than for the estate.

  • What is the governed customer key, and is it stable and unique across all CRM records?

    Customer.CustomerIdentifier column

  • Must source-system identifiers be retained alongside an enterprise customer identifier?

    Customer.CustomerIdentifier column

  • Are Enterprise, Mid-market and Small business the complete governed segment domain?

    Customer.CustomerSegment column

  • Is segmentation current-state only, or must historical segment changes be analysed?

    Customer.CustomerSegment column

  • Should the model retain owner identifiers as well as display names?

    Customer.RelationshipOwner column

  • How should reassignment history, vacancies and shared ownership be represented?

    Customer.RelationshipOwner column

  • What defines a unique order across order-management systems or legal entities?

    SalesOrder.OrderIdentifier column

  • Are revisions, split orders and cancelled orders represented by the same identifier or separate records?

    SalesOrder.OrderIdentifier column

  • Does gross value include tax, freight or other charges?

    SalesOrder.OrderGrossValue column

  • Which currency fields and conversion rules are required?

    SalesOrder.OrderGrossValue column

  • How are cancellations, returns and subsequent order amendments reflected?

    SalesOrder.OrderGrossValue column

  • Are Direct, Partner and Online exhaustive governed channels?

    SalesOrder.SalesChannel column

  • Can an order have multiple contributing channels, and if so what attribution rule applies?

    SalesOrder.SalesChannel column

  • What forecast horizon and expected-order-frequency method should production CLV use?

    SalesMetrics.Customer Lifetime Value measure

  • Should CLV use gross order value, net revenue, gross margin or contribution margin?

    SalesMetrics.Customer Lifetime Value measure

  • How should churn, returns, discounts and customer tenure affect the calculation?

    SalesMetrics.Customer Lifetime Value measure

  • What event makes an order count as booked intake, and which date drives reporting?

    SalesMetrics.Gross Order Intake measure

  • Should cancelled or amended orders restate prior periods?

    SalesMetrics.Gross Order Intake measure

  • Are intake values reported before discounts, tax and currency conversion in all views?

    SalesMetrics.Gross Order Intake measure