not-a-problem
Energy · 2023

Monthly revenue close without chasing spreadsheets

A monthly cycle with a date, a reminder, and validation, and each product's revenue reaches the report with no manual work.

Area
Finance

01The problem

Monthly revenue for new products came from several teams, in different spreadsheets. Errors only showed up later, as wrong numbers in the report.

Overview

How the solution works

People Productmanagement defines the scope Product owners report revenue BI team loads andpublishes Inputs Annual scope products being tracked Spreadsheets perorganization single template Outcomes Consolidated revenue at month close Monthly dashboard per organization Process 01 Define scope 02 Remind teams 03 Report revenue 04 Validatespreadsheets 05 Load data 06 Publish Solution Standard folders andtemplates Automatic reminder Reporting database load
  1. 01
    Define scopeProduct management · defines the scope
  2. 02
    Remind teams
  3. 03
    Report revenueProduct owners · report revenue
  4. 04
    Validate spreadsheets
  5. 05
    Load dataBI team · loads and publishes
  6. 06
    Publish
SolutionStandard folders and templatesAutomatic reminderReporting database load

02What we did

We standardized the cycle: one template per organization, an automatic reminder on the cut-off date, spreadsheet validation, and a direct load into the reporting database.

03What changed

The close now has a fixed date, owner, and format, and nobody has to copy numbers into the report anymore.

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