STAGE 1: Define the metric contract
Concept: A shared model needs a grain and consistent business definitions.
Task: Define order grain, refund treatment and the month assigned to each event.
Acceptance: Document alternatives rather than mixing policies.

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STAGE 2: Design layered models
Concept: Staging, intermediate and presentation models serve different purposes.
Task: Sketch raw-to-clean-to-mart lineage and write naming conventions.
Acceptance: Keep source cleanup separate from business metric calculation.

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STAGE 3: Test the transformations
Concept: Data tests should catch real failure modes.
Task: Add uniqueness, non-null, relationship and reconciliation checks.
Acceptance: A duplicate order causes a visible failed check.

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STAGE 4: Review and document
Concept: A model change can break downstream decisions.
Task: Write a change proposal with expected effects and a migration note for dashboard users.
Acceptance: Describe how an altered metric definition is communicated.

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