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 centre 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.
How a team whose data lives in Excel or Google Sheets can ask plain-English questions of the workbook they already keep: reading the structure as it is, mapping columns once, validating the totals, and getting answers with the rows behind them, without pivot tables or a data warehouse.
16 Sept 20263 min readA fair account of what a spreadsheet does well for sales analysis, the point at which it stops, and the four signs a team has passed it: the same measure computed two ways by two people, a monthly refresh that takes days, a roll-up that does not reconcile and nobody knows why, and a number in a deck that nobody can trace. What changes when the measures are computed from stated definitions on every upload, and what does not need to change at all.
16 Sept 20263 min readThe five checks a commercial analyst runs on a workbook before its totals go into a deck: the SUM range covers every row, hidden and filtered rows are counted or excluded on purpose, no number is typed over a formula, the pivot matches the sheet, and the total matches the source system. Each with the symptom it catches and the one-minute test.
16 Sept 20263 min readWhat a data map is and how to build one from any sales export: the six roles a column can play, region, team, person, account, product, value, plus date, how to tell which column is which when the headers do not say, the columns to drop, the roll-up check that proves the map is right before anything is computed, and the mistakes that produce a map that looks fine and rolls up wrong.
16 Sept 20263 min readA practical checklist for getting a CSV or Excel export from a CRM, ERP or billing system into a state where coverage and share measures can be computed from it: one row per fact, a header row that names the column, identifiers instead of names, one date format, no subtotals, and a control total from the source system to reconcile against.
16 Sept 20263 min readABC analysis ranks customers by revenue or margin, accumulates their share, and cuts the list into tiers: A for the few that make most of the revenue, B for the middle, C for the long tail. This page gives the Excel formulas for the ranked table, the cumulative share and the tier, shows how to check whether the 80/20 rule holds for a given base, explains why the ranking should use contribution and potential as well as current revenue, and sets out what each tier should be owed in coverage so that the analysis changes what the sales team does.
17 Sept 20264 min read