Reporting

Sales and marketing report different numbers

Two teams, one number, two answers, and a monthly meeting where everyone argues about whose report is right instead of what to do.

The short answerAlmost always the two reports are both correct and are measuring different things. Different date fields, different filters on record type, different definitions of the same stage, or one counting people while the other counts accounts. The fix is a written definition per metric, not a third dashboard.

The four usual culprits

Date basis: one report uses created date, the other uses close date, so the same deal lands in different months. Filters: one excludes a record type or a pipeline the other includes. Definitions: both say qualified and mean different things. Grain: one counts contacts, the other counts companies.

Building a third report makes it worse

The instinct when two reports disagree is to build a neutral one. Now three numbers exist and the argument has more surface area. The only thing that resolves it is agreeing what the metric means and then deleting whatever contradicts it.

Write the definitions down where they can be found

One page, one definition per metric, naming the field, the filter, the date basis and the owner. It sounds bureaucratic until the first month where nobody argues.

Then rebuild on top of it

Dashboards are downstream. Rebuild them from the agreed definitions rather than patching the existing ones, because a patched report carries its old assumptions invisibly.

Diagnose it in one meeting

  • Put both reports on screen and find one record that appears in one and not the other
  • Check the date field each report is built on
  • Check the record type and pipeline filters on both
  • Write down the definition both teams will accept, before anyone touches a dashboard

Questions

Why do our dashboards disagree?

Usually different date bases, different filters, different definitions of the same stage, or one counting contacts while the other counts accounts.

Who should own metric definitions?

Revenue operations, with written sign off from every team that reports on them.

Should we build a single source of truth dashboard?

Only after the definitions are agreed. A new dashboard on top of an unresolved disagreement becomes a third opinion.

How do we stop this recurring?

A written definition per metric, an owner, and a review when the sales motion changes. Most recurrences trace back to a change nobody propagated.

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