Work sequence
Select question and data scope.
Choose questions that can be used for further work, such as how has your income changed during this period? Or is there any outstanding balance that needs to be followed up? Then set the time period and branch to match.
Check the meaning of the amounts to be compared.
Read the definition of each balance before comparing. The value of the course purchased, the net money received, and the number of times the reference service was used for each event. Therefore may give different answers.
Write down observations from trends.
Use trends and filters available on the report page to look for changes. Then write down any observations that need to be further examined. without inferring the cause from the graph alone.
Open details before continuing with assignments.
Open a detailed report such as compensation or outstanding balance. to connect observations with actual items before assigning the responsible person to inspect further
Things that should be checked before continuing work.
The meaning of the totals being compared. Observations that need to be further checked and items or reports that the responsible person should continue viewing
Scope of the sample
This example explains how to read fictional data. Business conclusions must consider the relevant items and context.
Frequently asked questions
Can you see the trend and determine the cause?
Context such as transaction type, status, date, and branch must be checked before inferring the cause from the graph.
What should you prepare for a team meeting?
Data range agreed. Questions to answer and the person responsible for checking the items in order to be able to follow the results of the next round