01
Confirm matching dates, attribution, currency and reporting scope.
Start with the guide, then run the fictional example before applying the workflow to your own business.
ZIP · SOP, working files and instructions
PDF · Read the process first
The sample reports are fictional. Reconcile your own totals before using the workflow on real decisions.
Confirm matching dates, attribution, currency and reporting scope.
Reconcile the totals and trace the top exceptions to source rows.
Record the owner’s decision before making any account change.
A toolkit supports the work.
An operator owns the decisions.