Your quarter-over-quarter comparison needs a population bridge

Your quarter-over-quarter comparison needs a population bridge

In this articleReconcile the asset population firstSeparate scope from continuing performanceMatch production and financial scopePresent both views to leadershipA quarter-over-quarter comparison needs a population bridge when the included assets change. Show the total...
Evaluate SaaS based tool by the outcome you need to produce

Evaluate SaaS based tool by the outcome you need to produce

In this articleDefine the outcome by roleBring the reporting definitionsFollow the complete pathAsk how the first accepted view is deliveredEvaluate SaaS based tool by asking it to support one complete operating question. Define the output, use a known scope and...
Summary to detail: what a trustworthy drill down should preserve

Summary to detail: what a trustworthy drill down should preserve

In this articleKeep the comparison visibleReconcile the explanationDistinguish record detail from causationTest the complete pathA trustworthy drill down carries the summary’s scope into the detail. The property population, dates, reporting basis and measure...