Confidential Consulting Report

Diagnostic Data Audit

Prepared ForAcme Trading Co.

Company ProfileMid-size B2B trading company

DateJuly 11, 2026

Data Audit Report

A structured analysis of your current data landscape, reporting workflows, and KPI systems.

Overall Data Maturity

Needs Improvement

Key Risks Identified

01No single source of truth for revenue and inventory data.
02High dependency on manual Excel updates (30+ hours/month).
03Inconsistent KPI definitions between Sales and Finance teams.

Quick Wins

01Automate daily sales reporting from CRM to a unified dashboard.
02Standardize 'Net Revenue' definition across all departments.
03Connect ERP inventory data to eliminate manual stock checks.

1. Data Sources Landscape

Diagnostic: Current systems operate in silos, requiring manual data extraction and reconciliation.

ERP SystemInventory & Finance

CRMSales Pipeline

Excel FilesManual Reports

E-commerceOnline Sales

Accounting SoftwareInvoicing

Architectural Assessment"Disconnected Systems" problem identified. High risk of data inconsistency and duplicated effort across departments.

2. Reporting Workflow Issues

Manual Reporting Overhead

High Impact

Finance team spends 30+ hours at month-end manually consolidating data from ERP and Excel.

KPI Inconsistency

High Impact

Sales reports 'Booked Revenue' while Finance reports 'Recognized Revenue'. Numbers never match.

Delayed Insights

Medium Impact

Executive team receives performance reports 15 days after month-end, making agile decisions impossible.

No Single Source of Truth

Critical Impact

Different departments maintain their own spreadsheets. Trust in data accuracy is extremely low.

3. KPI & Metrics Analysis

Metric	Current State	Identified Issue	Recommendation
Revenue	Tracked in CRM and Accounting separately. 12% variance observed.	Lack of integration causes reconciliation errors and lost time.	Build an automated data pipeline merging CRM closed-won data with Accounting invoices.
Gross Profit Margin	Calculated manually in Excel once a month.	Delayed visibility into product profitability.	Implement a daily margin tracker directly connected to ERP cost data and Sales revenue.
Cash Flow	Forecasted using a complex, error-prone spreadsheet model.	High risk of manual formula errors and outdated inputs.	Automate cash flow forecasting using direct feeds from bank APIs and Accounting software.
Sales Pipeline	CRM is updated inconsistently. No historical trend tracking.	Unable to accurately predict future revenue or identify bottleneck stages.	Enforce CRM hygiene rules and build a pipeline velocity dashboard.
Inventory Turnover	Checked manually against ERP system.	Stockouts and overstock situations occur frequently.	Set up automated alerts for low inventory and slow-moving items based on ERP data.

4. 30/60/90 Day Roadmap

Day 0-30

Foundation & Alignment

▪Map all existing data sources and credentials.
▪Define and document standard KPI formulas for all departments.
▪Set up secure cloud data warehouse (e.g., BigQuery).

Day 30-60

Automation & Visibility

▪Build automated data pipelines for ERP and CRM.
▪Design and launch the Executive Management Dashboard.
▪Automate the month-end financial reporting process.

Day 60-90

Optimization & Growth

▪Implement predictive cash flow and inventory models.
▪Establish ongoing data governance and quality checks.
▪Provide managed analytics support for ad-hoc requests.

Ready to fix your data landscape?

This is a sample diagnostic report. Book a live data audit to map your actual systems, uncover reporting bottlenecks, and build your custom analytics roadmap.

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