Does your board reporting drown your MOps team in busy work for days? Here's what often happens a few days before the board meeting: - Ops pulls 12 reports and tries to merge into a reportable format in a GSheet - The marketing team is "double checking the numbers" and pointing out issues - Someone breaks a VLOOKUP - The CMO is reviewing the data and questioning everything - The steps to build the data are so convoluted everyone forgot how they did it And the next month? The team has to do it all again. All this wasted time could be solved by investing in your GTM data. Instead of: - Hiring more analysts to manage spreadsheets - Building complex BI dashboards on top of bad data - Creating more Excel "solutions" Focus on: - Clean CRM data - Unified funnel tracking using a custom object in CRM that joins the relevant data for easy reporting that doesn't require convoluted steps to pull reports - Developing an analytics framework of reports/dashboards using this data that everyone trusts Yes, fixing your foundation takes time and budget. But so does running the chaotic board reporting playbook every month. And once your data architecture is in a good place, your ops teams can be unburdened and focus on even more value-producing work.
Great point! There is people out there who can't acknowledge the solving to last vs. solving for the moment/task.
I remember those days of pulling monthly reports like that 😵💫
Great advice!
Great timing - today I built a Board Deck dashboard in Tableau instead of going and editing each time behind the scenes - should be a big time saver