Capabilities directory
Find your team’s next superpower.
- Function: Analytics and reporting
- Function: Information security
- Industry: Professional services
- Business situation: Established businesses
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9 capabilities
Analysis plan
Before anyone opens the spreadsheet, the owner or manager gets a one-page plan: the question restated, the hypotheses, the fields and periods needed, and the result that would change the decision. It runs no analysis and states no finding. You own the question and the criteria.
Budget-versus-actual variance commentary
Before the month's results go to management, the finance lead gets written commentary on every line that moved past the threshold: the figures, the budget owner's explanation marked confirmed or to be confirmed, a bridge from budget to actual, and the questions still open. No cause is invented.
Client report check log
Before a batch of client reports is released, the reporting lead gets a log, report by report, of household membership, periods, totals against the custodian statements, fee figures and missing sections, with every difference marked for correction. Nothing is released or sent.
Dashboard brief
Before anyone builds the dashboard, the requester gets one brief that settles the work: the decisions it serves, what is shown, each metric's definition, the filters, notes on every source and who refreshes it. The requester approves what is shown and the definitions.
Lead quality pattern review
When sales feedback or results raise a lead-quality concern, the acquisition lead gets a review of leads and their outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults listed.
Metric definition reconciliation
When two reports give different numbers for one metric, the owner gets a page: the definitions side by side, the gap bridged step by step from supplied records, each cause marked shown or not, and a proposed common measure. The owner chooses.
Record sharing access matrix
When an approved access policy has to reach the CRM, the system owner lays the current sharing setup beside the proposed one, by record type and by role, internal and external. Every change is a question for its owner; inherited and platform-fixed settings are marked unknown.
Website findability audit
An owner or marketer asking why the website is not found gets a plain report from saved copies of their own pages: what stops each page being reached, read or understood, the fixes in order, and the checks only a live look can settle. No ranking is promised.
Win-loss review
Once a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.