Company Brain document

Client Reporting Standards

DOC

Published org-wide

Referenced by 2 Knacs · 78 pulls across runs.

ScopeDepartment · Client ServicesVisibilityPublished org-wide

AI summary

The house style for every client-facing report: required sections, metric definitions, narrative framing, and the bar for "so what" commentary. Published so Data and Marketing align on numbers; anchors the monthly-report and QBR Knacs.

Client ReportingReporting & Analytics

Client Reporting Standards

DOC preview — represented

Reference graph — dependent Knacs

Monthly Client Report BuilderDepartment
Assembles the monthly client performance report from raw metrics into a narrative, on-brand deliverable.
Created by Ben Carter · v2.3
QBR Deck BuilderDepartment
Builds the quarterly business review deck for an account from performance data, wins, and the renewal narrative.
Created by Ben Carter · v1.0

Metadata

Type: DOC
Dependent Knacs: 2 Knacs
Reference frequency: 78 pulls
Status: Embedded & indexed

Why this compounds

Every Knac that cites this document inherits its updates. Improve the source once and all 2 dependent Knacs stay current — no manual fan-out.