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Rebuild last year's report with new numbers

Point Dash at the report you produced last year and it rebuilds the same thing with this year's figures, keeps the structure and definitions consistent, and calls out where a metric was defined differently so the comparison is honest.

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9:41
#leadership 12 members
Tessa
Tessa
@Dash we did an annual performance review deck last year. Can you rebuild it with this year's numbers?
Dash
Dash App

Rebuilt. Same eleven sections, same order, same chart types, this year's data.

Straight rebuilds · 8 sections · the metric definition is unchanged, so year on year comparison holds
Three sections where the comparison is not clean, and I have said so on the slide rather than in a footnote
  • Customer count · last year counted every account with a login. This year the finance definition excludes trials. On the old definition the growth looks larger. Both numbers are on the slide.
  • Cycle time · measured from first contact last year, from qualification this year. Not comparable, and I have not drawn a trend line across the two.
  • Regional split · two regions were merged in March, so last year has four bars and this year has three.

The version that quietly reuses the old definitions would look better and be wrong.

👏 6
Morgan
Morgan
Can you show both definitions for customer count rather than picking one?
Dash
Dash App

Done. That slide now has both series with the definition written next to each, and a one line note saying which one finance uses for reporting. Nobody has to remember the caveat, it is on the slide.

The deck is a draft. Nothing is shared outside this channel.

+ Message #leadership