A quarterly review to keep the reporting system healthy: still complete, still relevant, still driving decisions. Review the areas below, record findings, and set the improvements for next quarter.
Once a quarter, work through each review point. Mark it OK or Needs change, and note the finding or action. Close with the improvements you will make next quarter.
| Review point | StatusOK / Needs change | Finding / Action |
|---|---|---|
| Coverage | ||
Are any required reports missing? | ||
Are any important KPIs missing? | ||
Are all key business areas covered by reporting? | ||
| Relevance | ||
Are the dashboards still relevant to how the business is run today? | ||
Are report frequencies still right (not too often, not too rare)? | ||
Are there reports that no longer create value and should be retired? | ||
| Usage & Value | ||
Are managers actually using the reports and dashboards? | ||
Are reports leading to better and faster decisions? | ||
Are action items from reporting being tracked and closed? | ||
| Quality & Data | ||
Is the data still accurate and reconciled? | ||
Have the chart of accounts and dimensions kept up with the business? | ||
Are KPI definitions still correct and consistent? | ||
| Direction | ||
What worked well in the reporting system this quarter? | ||
What should be improved next quarter? | ||
Are the owners and the reporting calendar still right? | ||