Case story · Reports

Two reports. Two answers.

How a mid-sized B2B company got sales and finance numbers to match.

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Sales report
Closed deals, last quarter
412
≠
Finance report
Closed deals, last quarter
398
Same company. Same quarter.
Which number is right? Nobody can say.

The situation

A mid-sized B2B company kept its numbers in more than one place. Sales and finance each trusted their own copy, and spreadsheets appeared to settle the argument.

The two reports never agreed.

How we work

One truth. One number.

1
Map it
Where each number comes from
2
Find the overlap
Where two copies disagree
3
Decide one owner
One source of truth per record type
4
Change safely
Point every report at it

You keep the map and the findings either way.

What changed

One number
Sales and finance reports finally agreed

From our client work

Try it this week

Check your reports.

Ask sales and finance for the closed deals last quarter.

Sales
Count them
=?
Finance
Count them
=?
Difference
Count them

Different numbers? Find the copy people trust.

The Org Review

We make your reports agree. Quote-to-cash is our specialty.
$3,500
USD, from, fixed fee
  • Agreed before work starts
  • You keep the findings either way
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