Blog · Board and management reporting
A reading guide for the movements page of a monthly pack: why the first line to check is any failed identity, not the largest movement, how to tell a movement caused by a definition change or a re-upload from one caused by the business, the citation as the thing to click, the threshold column as the reason a line is there, the within-threshold line as the one that closes the question, and how long the page should take.
A movements page lists what changed past its threshold since last month, and it is the page a reader spends the least time on and gets the most from, if it is read in the right order. This guide is that order: the identity line, the version and upload check, the movements by value, the citation, and the line that says what did not move.
| Order | Look at | Why |
|---|---|---|
| 1 | Any failed identity | A movement on a roll-up that did not sum is not a finding |
| 2 | Definition version and upload on each line | A changed version or a re-uploaded file can be the whole movement |
| 3 | Movements, by value | The findings, largest first |
| 4 | The citation, on any surprising line | Thirty seconds to the rows behind it |
| 5 | The within-threshold line | Closes the question about everything else |
Identities: all held at every level. 2 accounts with two owners, listed; excluded.
Read first. The roll-up holds; the two double-owned accounts are excluded and listed, so no movement below is caused by them.
- Revenue vs plan, North: 101% → 94% (threshold 3 pts). Table 1, row 2. v2026.3; uploads L-0930.
- Coverage, R-04: 61% → 53% (5 pts). Table 3, row 4. v2026.3 from v2026.2: touch definition tightened; 4 pts of the move is the definition.
- Share of wallet, mid: 31% → 27% (3 pts). Table 6, row 2. v2026.3; uploads L-0930, M-0930.
- Count to half: 11 → 9 (2). Table 4. Two customers grew.
Line 2 carries a version change and says how much of the movement it explains. Line 1 is the business. Line 3 is the business. Line 4 is good news that looks like risk until the citation is opened.
Within threshold: penetration, win rate, products per customer, retention, pipeline coverage, and 15 others.
The line that says the other twenty measures were fine.
Line 3 surprises: share of wallet in the mid segment fell three points. The citation opens table 6 at row 2: the mid segment's share, the customers that make it up, and two customers whose wallets were restated by the norm recomputation at quarter end. The movement is partly the norm and partly two accounts, and the two accounts are named. Thirty seconds.
| Line looks like | Actually | How the page marks it |
|---|---|---|
| A movement | A definition change | Version changed; effect stated |
| A movement | A re-uploaded file | Upload identifier changed; corrected export |
| A movement | A norm recomputation at quarter end | Flagged as recomputation |
| A movement | An identity failure upstream | Identity line first; the movement is suppressed or flagged |
Ten lines, five minutes. A page that takes half an hour has too many lines or no citations.
Largest movement first. The identity failed and the movement is not real.
Version ignored. A definition change read as a collapse.
Citations not clicked. The surprise stays a surprise.
No within-threshold line. The reader wonders about the other twenty.
Covirage's movements page is laid out in this order, with the identity line first, versions and uploads on every line, and the within-threshold line last. The threshold guide covers why a line is there, and the citations guide covers what the click opens.
Because if the region roll-up did not equal the ledger this month, every movement in the region is suspect until the failure is understood. It is usually a duplicated account or a wrong period cut, and once fixed several movements disappear. Reading the movements before the identity is reading findings that may not exist.
The line carries the definition version, and where the version changed since last month the line is flagged: 'coverage, North, 61 to 53; definitions v2026.3 from v2026.2: touch definition tightened'. The movement is real under the new definition and it is not a change in the business, and the page says both.
Then the within-threshold line is the page, and it is a good page. Twenty-four measures within their thresholds is a month in which nothing needed attention, stated. The reader is not owed a finding every month.