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NORLA ACADEMY / RESOURCE DETAILS

Marketing Data Contracts That Teams Can Use

Norla Editorial2.5 hours$69 USD
$69 USDPay on this website — the lessons open on your account as soon as payment is recorded.
Buy this course · $69

Make one recurring report understandable by documenting its source, row meaning, metric definitions and known limitations.

Before you start

  • A permitted report export
  • A spreadsheet
  • Access to the person responsible for the report's definitions

What you will learn

  • Define the meaning of one row
  • Record time zone and revenue treatment
  • Identify freshness and completeness checks
  • Create a usable reporting handoff

Final project: A two-page data contract, field dictionary and pre-report quality checklist.

Included scope

  • Four written lessons and a fillable contract structure.

These notes describe the scope. Saving a selection does not provision a system or collect payment.

Your learning path

Module 1 is free to read · buy the course to unlock all 4
01 / Name the row and the source

Inspect the export before interpreting totals. Determine whether each row represents an event, order, customer, campaign or reporting period. A customer repeated across several events is not necessarily a duplicate, but the same distinction affects every count built from the file.

Record the source, extraction time, filters and stable identifiers. Include a short example of what one row means so another operator can use the data without reconstructing your assumptions.

Practice: Annotate five rows and identify the fields needed to distinguish legitimate repeats from accidental duplicates.

Keep: A grain statement and source record.

02 / Resolve words that look like numbersUnlocks after purchase
03 / Add checks that catch useful problemsUnlocks after purchase
04 / Make the contract maintainableUnlocks after purchase
CASE WORKSHOP / APPLY THE LESSON

Create a maintainable weekly revenue contract

Practice brief: Marketing and operations use the same word, revenue, for different measures in a weekly report. Build the course's two-page data contract, field dictionary, and quality checklist. The exercise resolves the reporting interface while preserving source differences that need an owner decision or an explicit limitation.

Work through the case

  1. Name the meaning of one row, stable identifiers, extraction process, reporting time zone, and available date fields. Record the source owner and distinguish required fields from optional contextual information.
  2. Compare the teams' revenue definitions, including cancellation and refund treatment. Document the agreed comparison basis or retain separate measures when the available exports do not support a reliable transformation.
  3. Add completeness, duplication, freshness, and change checks appropriate to this report. Write the handoff procedure for a renamed field or delayed source, including who may approve a contract revision.

Review your result

  • The contract is specific enough to reveal incompatible inputs before narrative analysis begins. It does not rely on familiar column names as proof of shared meaning.
  • Each quality check has a purpose and an expected response. A failed check leads to review, a qualified result, or a stop condition rather than silent correction.
  • Another operator can maintain the contract after a source change, and the version record explains which downstream reports may need re-evaluation.
Buy the course to download the workbookReturn to catalogue

NORLA EDITORIAL / FIELD NOTES

Continue exploring.

Working methods, decisions to document, and useful questions to take into your next project.

All field notes