Engagement
Planning Data Assessment
A structured review of how your planning numbers are gathered, reconciled, and presented before any dashboard work begins.
Who it is for
Finance teams preparing to redesign planning packs or consolidate spreadsheets
The result
A clear map of gaps, reconciliation risks, and recommended chart priorities
What is included
- Workbook and report inventory
- Reconciliation spot-checks
- Prioritised visualisation roadmap
What stays outside scope
- Full dashboard build
- Systems integration coding
How we work
- Collect sample packs
- Interview planners
- Deliver findings workshop
Preparation
Share three recent monthly packs and one annual budget file
Constraints
Assessment does not alter live systems