Preparing exports for a leadership session
A simple handoff checklist so your analytics advisor spends time on judgment, not chasing missing columns.
Good briefings start with tidy inputs. When exports arrive incomplete, the prep week shrinks into detective work and the leadership story stays thin.
Send a dated extract covering at least ninety days. Include event names as your team actually labels them, not a renamed marketing version. Note any tracker outage days in a short cover note.
Attach the definitions your board already uses, even if they are imperfect. We would rather reconcile your living language than invent a parallel glossary nobody owns.
If finance and product disagree on revenue attribution, say so early. That disagreement is often the real briefing topic; hiding it only surfaces mid-meeting.
Finally, name one internal owner who can answer clarification questions within twenty-four hours. That small commitment keeps the briefing calendar honest.