FREE CFO FINANCIAL REPORTING SCORECARD
Are your Numbers Right?
A polished dashboard can still be wrong.
If accounting, CRM, payroll and operational reports give you different answers, the problem isn’t simply untidy reporting. It becomes difficult to know which number to trust, what needs attention and whether the decision in front of you is based on fact.
The free Are Your Numbers Right? Scorecard gives you 12 practical checks to test whether an important report is reliable enough to use.
✓ Identify where conflicting numbers and unclear ownership are creating risk
✓ Find hidden adjustments, weak reconciliations and spreadsheet problems
✓ Check whether reporting can be repeated accurately and delivered on time
If the scorecard raises more questions than it answers you are welcome to book 1 hour free call to chat through the answers - find out more here: Introductory financial clarity call.
Regards,
Eve Diamond
What this Scorecard Tests
Four places unreliable numbers tend to hide
The scorecard tests the report or dashboard that matters most to the decision you are making. It looks beyond whether the numbers appear reasonable and checks how they were produced.
Source and ownership
Check whether every important number has an agreed source, a clear owner and a rule for deciding which system takes priority when reports disagree.
Visible logic and adjustments
See whether another capable person can follow the calculations, identify manual changes and understand how the final result was produced.
Checks that catch errors
Test whether reconciliations, control totals and reasonableness checks can expose missing, duplicated or unusual information before the report reaches you.
Repeatable and timely reporting
Find out whether reporting has clear ownership, review, sign-off, version control and enough documentation to continue without relying on one person.
What makes this different?
Don’t rely on whether the report looks convincing
The scorecard gives you 12 clear questions, what reliable reporting should contain and the red flags that suggest the numbers need further investigation.
Score each question from 1 to 5. Your total shows how much confidence you can place in the report, but the pattern matters more than the number.
Remember a serious gap in any one area will impact the accuracy and validity of your report, so check the details to make sure what is undermining an otherwise strong scorecard result.
You can use it to review a management report, cash-flow forecast, board pack, dashboard or any other set of numbers affecting an important decision.
Better decisions start with numbers you can trust
You don’t need to check every report at once. Start with the report or dashboard that matters most to the decision in front of you.
Use the free scorecard to find the gaps, decide what needs attention and set a clearer standard for the next reporting cycle.
This is CFO Cheat-sheet, a practical two-page PDF - Free to download.
