Score your reporting environment across 10 diagnostic areas. Understand exactly where trust is breaking down — before you spend a dollar fixing it.
Take the Interactive Health Check →Each area has 3–5 diagnostic questions. Answer honestly, score each area 1–10, and you'll have a clear picture of where reporting trust is strongest and where it's failing.
Are your key metrics defined in writing? Do Finance and Operations use the same definition for "revenue," "active customer," and "churn"? Does every KPI have a formula and an owner?
Do people know which system is the authoritative source for each critical metric? Is there a documented source-of-truth for customer data, financial data, operational data?
Does every report have a named owner responsible for its accuracy? Is there a process for updating or retiring reports? Can you identify which reports are "official"?
Are your dashboards actually used to make decisions — or do they exist because someone built them? Can you name which dashboard leadership opens before each key meeting?
How much time do analysts spend each week building reports in spreadsheets that could be automated? Is manual reporting growing, shrinking, or stable?
Are there known data quality problems that affect reports regularly? Is there a process for identifying and resolving data quality issues before they reach leadership?
Is there a process for requesting new reports or dashboards? Is there a process for changing a KPI definition? Does anyone own the overall reporting operating model?
Do the reports your team produces match what leadership actually needs to make decisions? Are executives asking for data that doesn't exist in current reports?
How many reports serve overlapping purposes? Is anyone tracking how many dashboards exist and what each one is for? Could you retire 20% of your reports with no impact?
If you wanted to adopt AI tools for analytics or forecasting, is your data foundation reliable enough to trust the outputs? Are your definitions and sources documented well enough to feed a model?
Work through each area with the signal questions. Score 1–10. Areas below 5 are where trust is most at risk. Below 3 means the problem is likely already costing you decisions.
Have your analytics team, finance lead, and a department head each score the same areas independently. The gaps between scores are often as revealing as the scores themselves.
Bring your scores to the free Reporting Trust Diagnostic call. It makes the conversation significantly more productive — we can focus on the lowest-scoring areas and work out whether a structured assessment would be useful.
Every template is free with no email required. Built to work alongside the articles and give you something you can use in your organization this week.
A structured template for documenting every metric your organization uses to make decisions — definitions, owners, source systems, grain, and governance details. Stop relitigating what a number means every time it appears in a meeting.
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Read the guide: How to build a KPI dictionary →
Catalog every dashboard, spreadsheet, and recurring report in your organization — with owner, format, audience, manual effort, trust and usage ratings, and a recommended action. The first thing you build when you want to fix reporting.
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Used in the Reporting Clarity Assessment →
Thirty scored questions across six dimensions — purpose, metric definitions, data trust, design, governance, and operational health. Score any dashboard in under 20 minutes and walk away with a prioritised fix list.
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Related: Dashboard design basics →
A free 30-minute diagnostic call — bring your Health Check scores and we'll identify the highest-impact areas together.
Take the Interactive Health Check →