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RESOURCE · CHECKLIST

Revenue reconciliation checklist

Run this before anyone rebuilds a report. It reconciles two revenue figures at record level and classifies every difference, so you fix the cause rather than the chart.

Free. No email required.
  1. Write the metric definition in one sentence, including the event that counts as revenue and the date it is recognised.
  2. Pull both source totals for the exact same time range, using the same start and end boundaries.
  3. Compare the refresh timestamp of each source so you are not comparing stale data with live data.
  4. State the grain of each dataset: what does one row represent (an invoice line, an order, a customer, a month)?
  5. Match records, not just totals: join the two sources on a shared key and compare row by row.
  6. Classify every difference by type: timing, identity, scope, duplication, currency, grain, definition.
  7. For each class, decide the single owner and the single place the fix belongs (source, model, or definition).

Why this works, in depth: Why do Finance and Sales have different revenue numbers?