Kestrel FitnessMonthly reporting retainer
Theme
Onboarding
The finance export becomes a checked source of the pack, with an owner, thresholds and a definition for every figure it feeds.
- Data sourcesSchedule agreed, owner to name
- Metric definitionsPaid members in review
- Release rulesThresholds agreed
- Access and ownersContact requested
Finance export onboarding
The four onboarding steps with every item, owner and date. Tick items off as your team sends them.Release checklist
What onboarding needs
Access is requested at the minimum each task needs and recorded here. You can revoke any grant.
| Item | Step | Status |
|---|---|---|
| Finance export schedule and file layout | Data sources | Agreed |
| Named owner for the finance export | Data sources | Waiting on you |
| Paid members definition | Metric definitions | In client review |
| Cancellation rate from the finance export | Metric definitions | Effective Oct 5 |
| Row count thresholds for the finance export | Release rules | Agreed |
| Who is told when a section is held | Release rules | Grace Whitfield |
| Read access to the finance export folder | Access and owners | Granted to Sofia Reyes |
| Finance team contact for questions | Access and owners | Requested |