Documentation

    Build a Decision Topic

    Outcome: one Topic that answers a recurring decision the same way every time.

    A good Topic ends an argument. It fixes what a metric means, which entities are in scope, and what threshold matters, so the answer does not change with the phrasing of the question.

    Steps

    1. 1

      Name the decision

      Open Topics, choose New Topic, and name it after the decision, for example cash runway or margin by location.

    2. 2

      Set the scope

      Choose the entities the Topic covers, such as all locations, or only the commercial segment.

    3. 3

      Attach the metrics

      Add the metrics that define the Topic and confirm each definition, including exclusions. See entities, metrics and rules.

    4. 4

      Add the rules

      State the conditions worth reacting to, for example margin below 32 percent for two consecutive weeks.

    5. 5

      Ask two test questions

      Ask one question you already know the answer to and one you do not. The first calibrates trust, the second earns the Topic its place.

    6. 6

      Promote a rule to an alert

      Any rule you would check weekly should become a Risk Alert on this Topic.

    What good looks like

    • The Topic name matches how the team says it out loud.
    • Every metric has one definition of record and a named owner.
    • At least two source systems contribute, so answers cross a boundary a dashboard cannot.

    Further reading

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