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Chartbeat Reporting & Analysis

Reporting Strategy

  • Clarify the audiences served by Chartbeat dashboards and exports.
  • Map business questions to the reports or workspaces maintained here.
  • Document cadence expectations (daily pulse, weekly review, monthly executive summary).

Source of Truth Alignment

  • Note how Chartbeat metrics reconcile with finance, CRM, or warehouse data.
  • Capture known variances and how they are communicated to stakeholders.
  • Reference data contracts or definitions that govern metric calculation.

Distribution & Access

  • List who can view, edit, or share reports.
  • Document delivery channels (scheduled emails, Slack digests, embedded dashboards).
  • Record archival expectations for snapshots or exported decks.

Maintenance & Governance

  • Schedule report QA, refresh audits, and template updates.
  • Capture dependency mapping for each report (filters, segments, calculated fields).
  • Note backlog items or feature requests awaiting prioritization.

Linked Playbooks