Refresh the numbers. Stop rebuilding the report.
Spend the meeting deciding what to do, not checking whose spreadsheet is right.
How it would work
- 01Approved exports→
- 02Match definitions→
- 03Refresh one report→
- 04Check the totals
Before
Download three spreadsheets, copy totals into a slide, and rebuild the same chart every Friday.
After
The same report refreshes from this week’s files, with its date range and sources beside the totals.
Your first move
Pick one section of last week’s report that changed a decision. Trace its numbers to their sources.
Would this work for us?
Start here if the same report is assembled from the same sources each week.
Try it with
- Last week’s report
- Matching source exports
- Agreed metric definitions
Keep going if
The refreshed section matches the approved report and takes less time to prepare.
Stop when totals do not reconcile. A polished chart cannot fix inconsistent definitions.
Try it with
Last week’s report · Matching source exports · Agreed metric definitions
Keep going if
The refreshed section matches the approved report and takes less time to prepare.
Stop when totals do not reconcile. A polished chart cannot fix inconsistent definitions.