| Requirements brief | Stakeholders, decisions, KPIs, periods, sources, ownership, and review rules | Document or workbook | Discovery | Interviews and current reports |
| KPI dictionary | Definitions, calculations, filters, exclusions, sources, and owners | Controlled spreadsheet or document | Design | Business-rule confirmation |
| Marketplace performance pack | Sales, orders, units, returns, products, channels, trends, and actions | Spreadsheet, presentation, or dashboard | Production | Source access and cadence |
| Inventory health report | Availability, velocity, aged stock, inbound status, and exceptions | Spreadsheet or dashboard | Production | Inventory data and product mapping |
| Settlement and fee summary | Payouts, deductions, refunds, reserves, adjustments, and variance flags | Workbook or structured data file | Production and review | Settlement files and approved treatment |
| Advertising report | Spend, traffic, attributed sales, efficiency indicators, pacing, and product context | Dashboard or recurring report | Production | Advertising exports and attribution assumptions |
| Quality-control log | Validation checks, differences, exceptions, owners, and resolution notes | Shared tracker | Quality assurance | Named reviewers and response windows |
| Process documentation | Source steps, transformations, checks, delivery instructions, and handover notes | Standard operating procedure | Handover or support | Approval of responsibilities |