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Revenue data governance policy v1.0.0

Use this resource to define the company-wide revenue data governance policy

New

  • 409 downloads
  • 231 likes
  • 163 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install revenue-data-governance-policy

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent produces a designation table of authoring and read-side systems per object (account, contact, opportunity, subscription, usage, metrics), cross-team data contracts and a federated ownership model. It stays at system level, with no clean-up and no field rules. You get an enforceable policy.

Mostly picked by

Updated November 2, 2026

Card for the “Revenue data governance policy” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: principles, interview, operating model, workflow and enforcement
  • references/: data contract register, frameworks and benchmarks, system-of-record designation

Good fit for

  • Finance and sales report two different ARR figures
  • Several teams edit the same object with no shared rule

Not for

    Tags

    • governance
    • source of truth
    • ARR
    • data contracts

    About

    You say

    “Define which system is the source of truth for subscriptions and ARR, and who arbitrates when finance and sales disagree.”

    Card for the “Revenue data governance policy” skill

    Skill published by mbfinotti under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to define the company-wide revenue data governance policy
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json42.1 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/data-contract-register.md6.7 KB
    • references/frameworks-and-benchmarks.md14.3 KB
    • references/sor-sot-designation.md15.6 KB
    • SKILL.md24.7 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/revops-skills/tree/12fd9f5537bbc6c23bff6222bc774685245a110b/skills/revenue-data-governance-strategy
    Licence
    MIT

    Notice

    « revenue-data-governance-strategy » (mbfinotti, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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