Is this template free?
Yes. The zip is Word documents and CSV sheets, with no account and no card. Edit with AI is the optional half: the agent reads your reports, records what each one computes, and names the field a disagreement turns on. The other packs sit in the template library.
What format are the downloaded files?
Word (.docx) for the four documents, CSV (.csv) for the five sheets, zipped together. Excel, Numbers and Google Sheets open the sheets straight off the download. Nothing to convert, no proprietary format anywhere in it, and the same is true of the SOP library pack.
We already have a metrics doc nobody trusts. Where does that fit?
As a record of intent, held against what the reports do rather than used to fill the register. That doc is almost certainly a list of sentences, and a sentence carries two of the seven fields, so it cannot pin a number. It goes in as the agreed column and the reports supply the rest.
Why keep two definitions per metric instead of one?
Because they are two different facts and the gap between them is the finding. What a report computes is evidence. What the company agreed is a decision. A metrics document that holds only the second describes a world that does not exist inside the reports, and it looks complete while it does it.
Two of our reports disagree today. Does this fix that?
It names the field, which is the part that takes the time. Each mechanism leaves a signature: a proportional gap at every grain is the population filter, agreeing annually but never monthly is the anchor timestamp, totals matching while averages do not is the empty period rule. For one pair before a meeting, use the report reconciliation.
Do we have to restate history every time a definition changes?
No, and doing so is a common and expensive mistake. A correction restates, because the old numbers were wrong. A redefinition does not: those figures were right under the definition in force, and rewriting them destroys the record of what was actually reported. The change type in the log decides it.
What does 'Edit with AI' actually do?
It signs you up, installs this pack as a private workspace of your own, and puts the agent in front of empty sheets. Then you send reports in whatever shape you have them: a screenshot of a tile, a pasted formula, a query, an export, a board deck with the number already in it.