Illustrative study / Data
Compare sites using the same metrics.
Recurring services delivered by six sites under shared management.
Compare sites using reliable, explainable figures.
Align definitions and checks before automating consolidation and the dashboard.
Fictional scenario. The situations and potential actions illustrate the approach; no customer results are presented.
01 / The context
Multisite business services
Definitions differ and manual corrections erase calculation history. The monthly review starts with reconciliations.
Business exports
Site activity · Different formats
Consolidation spreadsheet
Data reconciliation · Manual checks
Dashboard
Reading metrics · Freshness to clarify
02 / The assessment
Points to examine.
01One metric, several definitionsHigh priority
In this scenario
The scope of activity differs between sites.
Possible consequence
Totals are compared even though they describe different things.
Proposed check
Have users approve a definition and its exclusions.
02Corrections leave no traceHigh priority
In this scenario
Discrepancies are corrected directly in the spreadsheet.
Possible consequence
The figure can no longer be explained from its source.
Proposed check
Rerun a calculation while retaining the source, rule, and correction.
03Invisible data freshnessModerate priority
In this scenario
The dashboard does not show the date of each source.
Possible consequence
An old figure may be interpreted as the current situation.
Proposed check
Test a missing source and display the latest update.
03 / The target workflow
Shared metrics linked to their sources.
Illustrative situation
6 steps- 01Export from each site
- 02Rename columns
- 03Copy into a spreadsheet
- 04Correct discrepancies
- 05Recalculate totals
- 06Share a screenshot
Handoffs scatter the context. This workflow is fictional.
Proposed workflow
4 steps- 01Collect sources
- 02Check the data
- 03Consolidate definitions
- 04Publish a traceable metric
The target workflow is a proposal to test, not a result already achieved.
04 / Effects to verify
Acceptance criteria.
Reliability
Compare figures with matching definitions
Reconciliation against a reference dataset
Hypothesis to testTraceability
Explain discrepancies
Reconstruct the calculation from the source
Hypothesis to testUpdates
Make decisions with known data freshness
Test late and missing sources
Hypothesis to testExplore the project files.
The scenario details the approach. The project overview presents the workflows and deliverables.