Dashboards & Reporting Spreadsheet Audit

Prompts

Sales Dashboard Audit

Check definitions, filters and chart choices.

Spreadsheet Audit / Dashboards & Reporting
Monthly Management Report Audit

Check that a report supports decisions.

Spreadsheet Audit / Dashboards & Reporting
Chart Honesty Audit for a Report

Check axes, scales and emphasis.

Spreadsheet Audit / Dashboards & Reporting
KPI Definition Audit

Check that each metric is defined, owned and comparable.

Spreadsheet Audit / Dashboards & Reporting
Pivot Table Report Audit

Check source ranges, grouping and refresh habits.

Spreadsheet Audit / Dashboards & Reporting
Dashboard Metric Definition and Source Audit

Audit dashboard metric definitions and sources, so every number can be traced, explained and trusted by the reader.

Spreadsheet Audit / Dashboards & Reporting
Monthly Report Refresh Process Audit

Check how the report is updated and who checks it.

Spreadsheet Audit / Dashboards & Reporting
KPI Target and Variance Calculation Review

Check targets, actuals and variance logic.

Spreadsheet Audit / Dashboards & Reporting
Pivot Table and Summary Sheet Integrity Check

Check summaries against raw data.

Spreadsheet Audit / Dashboards & Reporting