Consistent channels, products, and periods make comparisons clearer.
Identify the source of your sales data and the period each file covers before setting up a review. Confirm whether the figures represent sell-in, sell-out, or another agreed measure.
Use consistent identifiers for channels, branches, products, accounts, and sales representatives. This helps connect records to the right reporting views.
Review the targets and comparison periods alongside the sales figures. Agree on how returns, corrections, and missing records are handled.
Share your reporting requirements with the implementation team to define the data preparation and setup scope.
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