Editorial draft available to read. Factual and language review is pending. Examples are illustrative.
Decision and method
Define names that explain objective, market, offer and period. Limit allowed values and assign who may create new codes. Avoid personal details and frequently changing information. Retain a stable identifier when display titles are corrected; reports should not depend on interpreting unrestricted descriptive phrases.
Illustrative example
Illustrative example: two people label Spain as ES and Spain. The team agrees on ES and documents the historical mapping. demand_ES_crm_2026q4 groups the objective and period, while a separate identifier distinguishes each variant. The offer uses the same code as the commercial service catalogue.
Acceptance check
Ask another person to classify ten campaigns using only the dictionary. Resolve ambiguities before renaming records. Check that mappings preserve the meaning of previous reports and that unknown codes appear in a review list instead of silently entering an incorrect group that changes future comparisons.
Key takeaways
- A useful naming convention can be applied without asking the author of each individual campaign.