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Marketing says revenue is up. Finance says it's down. Everyone's looking at the same word and a different number.
What you'll have at the end
A one-page metric definition, its exact formula written out, with both teams' sign-off attached and one named owner for future changes
You need
Read access to the same order-level table that both teams' current numbers are built from, and the ability to add one new view or calculated field to the shared reporting layer those teams' dashboards already run on.
Not covered
A gap that turns out to be a bug in one side's query rather than a genuine difference in what each team means by the metric; chasing that down row by row is different work entirely.
Leans on
Two reports that should reconcile, and currently do not
when the two totals disagree because of a hidden bug in one query rather than a genuine, defensible choice both teams should keep.
Give every dashboard KPI a target, an owner, and a trend line
once the definition itself is settled, for adding a target, an on-tile owner, and a trend line to the dashboard that displays it.
Choose a chart type that won't mislead your reader
once the definition is settled, for making sure the chart built on top of it doesn't introduce a new distortion of its own.
Checked 26 Aug 2026
Part of the Data Analytics cookbook