You need answers about how your business is really doing.
Check out our advice on how to build systems that give you real, meaningful answers about your business.
Ever been gearing up to make a decision or finalizing a presentation and realize you have different people giving you different answers to the same question?
Finance says revenue is down but Sales says you're up? Or you could drive a semi-truck in the gap between Marketing's lead count and Sales' lead count? Or teams are ready to go to war over which customer segment is most valuable?
What should have been simple turns into a debate (with a side of finger pointing). This is for the founder who is exhausted and just wants everyone rowing in the same direction without pulling teeth.
Conflicting stories aren’t because people aren't doing their jobs. It's because people are doing their jobs. Their job. Everyone's operating in their own environment, with their own goals, needs, and view of the world.
That's the real problem: no one's really wrong. But when people don't understand the different needs and definitions across functions, it creates confusion and breeds mistrust.
The disagreements are just a symptom of something deeper:
Lack of ownership or sharing. If it's not obvious who owns a metric or narrative, people will fill in the gap (their way). Even more frustrating when multiple people spend duplicative effort fixing a "gap" that already has a solution (somewhere).
Unclear definitions. Sometimes metrics are supposed to be different. Sales talks about their full year projection while finance talks about money that's been booked and paid. If both get labeled "revenue" without context, no wonder people are confused.
Shadow and offline reporting. When there aren't official numbers or sources aren't trusted, spreadsheets and side reports multiply in the background. Numbers get passed around in chats and emails, losing context. Ever play a game of telephone as a kid?
I’ve seen two people pull the same KPI from the same dashboard just days apart and be convinced the other was wrong. The data had been refreshed in between—but in an org where doubt was already sown, the worst was assumed. Everything had become guilty until proven innocent.
That trust gap has real consequences:
Worst of all, it compounds. It pushes you into a doom loop: the less people trust the data, the more they work around it, which fuels even more mistrust, more separation, and more wasted effort keeping redundant reports alive. (All of which could still be pointing you in the wrong direction.)
Before tearing into anything, decide what counts as truth, who owns it, and empower them to set the process.
The order matters.
I once spent fifty hours locked in a room with the C-Suite before a board meeting. No one could agree on the revenue picture for the rest of the year. They had a CRM that only some salespeople used, two versions of the "same" spreadsheet (_final_final, anyone?), and the founder's brain, all with part of the story. Every board meeting, they'd go through this dance to get the slides aligned, then go back to working separately until next time.
Once I got everything into one truth, we aligned and built processes to keep it that way (in ways that worked for everyone's needs). The following board meeting was not just the easiest prep they'd ever had, but we had the bandwidth to substantially elevate their plan and messaging.
Empower a person or team to own what is the truth. Without this, everyone tackles a piece of the problem in parallel—and no one actually solves it.
If you have multiple flavors of truth (think sales vs finance revenue), be really clear about separating them. Different people can own different flavors. Be intentional about labeling them differently and consistently. Add footnotes and context when needed.
Owners set the meaning in plain language and set clear criteria: where the data comes from, what filters apply, and how often is it updated. Find ways to bake these criteria into existing workflows—don’t make it an extra task. Regular check ups keep definitions clear and data aligned with reality.
Only after ownership and process are clear should you turn to cleaning up the actual systems and dashboards. Otherwise, you’re just polishing tools that will keep getting misused.
Check out our advice on how to build systems that give you real, meaningful answers about your business.
You don’t have to tackle everything at once. Start strategically and work from both ends:
Top-down: Start with the core metrics that matter most to your business. Write down where they should come from and how they should be calculated.
Bottom-up: Audit the reports and dashboards please are using to answer those today. Mark which ones are redundant, misaligned, or missing key context.
Meet in the middle: Reconcile the top-down definitions with the bottom-up reality. Update what you can, and make it clear what’s being phased out.
💡Tip: When I find a resource to sunset, I like to keep it alive but add an overlay or cover page that links to the better option. I explain why we're making the change and give a sunset date. It gives people time to change their habits without creating frustration.
Focus on removing redundancies and the highest tension items first. Show that the effort is worth it to get buy in faster.
Revenue isn't as black and white as other metrics. Each serves a different purpose: by nature, finance needs to be more conservative whereas sales needs to be more aggressive. Neither is wrong, they're built for different purposes and it's good to have both views.
The key is making sure everyone understands where each came from and how they differ.
It usually is! Different teams have different jobs they need to accomplish. They look at the numbers that make sense in the context of their world. When the business was smaller, the founder would understand all these connections first hand. As you grow, siloes start to form between functions, which creates the gaps we're talking about. It's rarely the math that's wrong.
Most teams I work with are DYING for consistency. When the teams are tired and over it too, it's a quick fix (in weeks).
I've also seen a company where the culture and mistrust between teams had gotten to the point that no one wanted to cede a single inch. It took years.
The longer this simmers and builds resentment, the longer it takes to fix.
This isn't always a 'set and forget' type of fix. I recommend regular check ups as your business evolves and team changes.
In general, drift tends happens when there's a gap to fill. Make sure your team is hearing unified, consistent messages about performance, metrics, and what they mean to the business. This will raise drift organically and prevent issues from collecting and putting you back in the same place.
If you keep getting stuck over what's true, let's talk.