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Introduction

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Leading indicators are metrics that show early progress before outcomes materialize. They serve as predictive signals, allowing organizations to take action before issues develop or to capitalize on emerging opportunities.

Sub-Element

Description

Example

indicatorName

Name of the leading indicator

Early Customer Engagement Rate

description

Explanation of how this indicator signals future performance

Measures initial customer interactions that precede formal conversions

triggerThreshold

Value at which action should be taken

15% decrease from baseline

leadTime

Typical time between indicator change and outcome impact

45 days

confidenceLevel

Estimated reliability of prediction (0-100%)

85%

currentValue

Current measurement for this leading indicator

3.2 interactions per customer

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Potential metrics represent new measurement categories for innovative initiatives. These are forward-looking measures that may better capture emerging aspects of performance, especially for novel business activities.

Sub-Element

Description

Example

metricName

Name of the potential new metric

Digital Ecosystem Engagement

description

Explanation of what this metric would measure

Measures how customers move between our digital platforms

valueProposition

How this metric would add value

Identifies cross-platform opportunities and friction points

implementationChallenges

Potential obstacles to implementation

Data privacy concerns, cross-platform tracking limitations

dataRequirements

Data needed to calculate this metric

Device IDs, session timestamps, platform identifiers

estimatedImplementationTime

Estimated timeline for implementation

3-6 months

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immediateOutcomes (0-3 months)

Sub-Element

Description

Example

outcome

Description of the immediate outcome

Increased customer engagement with new feature

expectedValue

Expected value to be achieved

25% usage among active customers

confidenceLevel

Confidence in this outcome (0-100%)

90%

intermediateOutcomes (3-12 months)

Sub-Element

Description

Example

outcome

Description of the intermediate outcome

Improved customer retention rate

expectedValue

Expected value to be achieved

15% reduction in churn

confidenceLevel

Confidence in this outcome (0-100%)

75%

longTermOutcomes (12+ months)

Sub-Element

Description

Example

outcome

Description of the long-term outcome

Market share growth

expectedValue

Expected value to be achieved

3.5% increase in market share

confidenceLevel

Confidence in this outcome (0-100%)

60%

catalyticEvents

Sub-Element

Description

Example

event

Description of the catalytic event

Competitor product launch

probability

Probability of this event occurring (0-100%)

80%

impactDescription

How this event would impact outcomes

Could accelerate adoption if our solution provides clear advantages

estimatedDate

Estimated date for this event

2025-09-15

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The measurement object specifies objective, subjective, or proxy measurement approaches, providing methodological flexibility in how performance is assessed.

approachType

Value

Description

objective

Based on direct, quantifiable data with minimal interpretation

subjective

Based on judgment, perception, or qualitative assessment

proxy

Uses indirect measures as substitutes for direct measurement

hybrid

Combines multiple measurement approaches

objectiveComponents

Sub-Element

Description

Example

component

Name of the objective component

Transaction Completion Rate

method

Method for collecting data

Automated system logging

formula

Calculation used

(Completed transactions / Initiated transactions) × 100

weight

Weight in overall metric (0-100%)

65%

validationProcess

Process to validate measurement

Monthly audit and cross-check with financial records

subjectiveComponents

Sub-Element

Description

Example

component

Name of the subjective component

User Experience Quality

assessmentMethod

Method for subjective assessment

Post-interaction surveys

assessors

Who conducts the assessment

Customers, UX specialists

weight

Weight in overall metric (0-100%)

25%

biasControlMeasures

Measures to control bias

Randomized sampling, normalized scoring

proxyComponents

Sub-Element

Description

Example

component

Name of the proxy component

Digital Engagement Depth

targetMeasure

What this proxy represents

Customer satisfaction and loyalty

correlationStrength

Correlation between proxy and target (0-1)

0.78

validationMethod

Method to validate correlation

Quarterly analysis against direct satisfaction measures

limitations

Known limitations

Not applicable to certain customer segments

weight

Weight in overall metric (0-100%)

10%

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See: https://github.com/Orthogramic/Orthogramic_Metamodel

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Enumeration values

thresholdType

Defines the general logic for evaluating performance values:

Value

Description

higher-is-better

Performance improves as values increase (e.g., customer satisfaction, revenue)

lower-is-better

Performance improves as values decrease (e.g., error rates, costs, complaints)

target-is-optimal

Performance is optimal at a specific target value (e.g., inventory levels)

range-is-optimal

Performance is optimal within a specified range of values (e.g., temperature, staffing)

aggregationPeriod

Specifies the timeframe used to aggregate performance data:

Value

Description

real-time

Continuous measurement with immediate updates (e.g., system availability)

hourly

Data aggregated on an hourly basis (e.g., peak load monitoring)

daily

Data aggregated once per day (e.g., daily sales figures)

weekly

Data aggregated once per week (e.g., project progress)

monthly

Data aggregated once per month (e.g., budget performance)

quarterly

Data aggregated once every three months (e.g., strategic initiatives)

yearly

Data aggregated once per year (e.g., annual objectives)

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