Small business operations guide
How to outsource small-business report source linking
Make weekly numbers easier to check by attaching the source view and period without changing the underlying data.
Quick answer
A source-linked report records each measure, period, system or file, filter used, source link, and interpretation question.
What to set up first
- capture the exact period and filters used
- link each number to its source view or file
- flag missing, changed, or conflicting source data
Keep the boundary clear
Do not adjust a number to fit a target, present an estimate as a result, or infer a trend from one unexplained value.
How to tell whether it is working
Track measures linked, source gaps, and owner questions pending.