Analytics & BI · The request
Receives Finance’s reports, compares them and detects a $55,000 gap in the Central region.
Finance explains what it needs to close the month.
Scope of this view: There is no agreed rule yet.
Analytics & BI · The rule
$1,185k
Net sales: issued minus voided.
Documents net sales: issued minus voided.
Finance confirms voided invoices are excluded.
Scope of this view: The design that applies it is still missing.
Analytics & BI · The build
With the definition confirmed by Finance, it generates the sales query, builds the metrics model and prepares the dashboard by region.
The Dicsys expert reviews what the agent generated before moving on to testing.
Scope of this view: Not yet checked against the source.
Analytics & BI · The test
“The total includes voided invoices.”
What the test found. Nothing can be delivered until a decision is made.
Detects the deviation using metric rules and source reconciliation.
Finance sets the criterion: exclude voided invoices from the close.
Scope of this view: Awaiting human decision.
Analytics & BI · The verification
$0
Gap in Central, North and South after rerunning the tests.
Adjusts the calculation and reconciles all three regions.
Finance reviews the result and approves or requests a change.
Scope of this view: Finance approval is still pending.
Analytics & BI · The approval
Approve and see delivery
Request a change
Nothing is delivered without your team’s decision.
Documents the change, the tests and the approval decision.
Reviews the rerun tests and accepts the result or requests a change.
Scope of this view: How to enable it is still to be agreed.