For teams whose data is a file
Drop in the workbook you already maintain. Covirage learns its structure, checks that the totals add up, and lets anyone on the team ask it questions in plain English.
The structure your team built over years is the data model. We read it, validate it, and keep it. Nobody has to rebuild anything in a BI tool.
Multiple sheets, merged headers, subtotals. We map them once and reuse the mapping.
If the region sheet does not match the rep sheet, you find out before you present it.
"Top ten accounts by growth in Texas" is a question, not a pivot table.
Three steps, in this order.
The file as it is, every week or every month.
We show what we found and what does not add up.
The whole team, from a link. No seats to train.
Short answers. The Help center has the long ones.
No. It reads a copy. Your file stays where it is.
Connect the sheet and it refreshes on a schedule.
The upload report shows which rows disagree and by how much, before anything is shown.
Written for this job: the measures, the data you already hold, and the arithmetic.
A business bank statement analysis report explains receipts, payments and the change in cash. Build it from transaction exports, remove internal transfers from consolidated activity and reconcile the result to the cash ledger.
Oct 25, 20265 min readA cash drawer balance sheet compares expected cash with the physical closing count. Use this worksheet layout, worked denomination count, and deposit check to reconcile daily drawers and compare recurring shortages by location.
Oct 25, 20265 min readMatch two business exports by a stable key and separate missing records from changed amounts. Use exact-match formulas, duplicate checks and a reconciliation that explains the full difference between the source totals.
Oct 25, 20266 min readDemand forecasting data starts with orders, shipments and stock availability at a consistent SKU and period. Use a worked example and spreadsheet checks to find missing history, duplicate rows and unexplained differences before accepting a forecast.
Oct 25, 20265 min readThe double moving average forecasting method uses two successive rolling averages to estimate a changing level and trend. Build it from an order export, reproduce the spreadsheet formulas, and compare forecasts with actuals and simpler benchmarks.
Oct 25, 20265 min readClassify fast-, slow- and nonmoving inventory from a stock snapshot and daily issue records. Set explicit thresholds, calculate movement frequency by SKU and site, and reconcile the class values to inventory.
Oct 25, 20265 min read