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Switching guides

Moving a desk’s questions, without a big-bang migration

Most teams move one recurring question first and keep their current tool for what it does well. Each guide covers what to export, what carries over, and how to run both for a month so every figure can be checked.

Move one question, not the whole estate

A migration that tries to rebuild every dashboard at once takes months and proves little. Moving the one question a desk asks every month, such as what is driving the cost variance or where revenue came from, takes a week and can be checked figure by figure against the answer people already trust.

Week one: the files

Take the source exports behind the report, not the report itself: the ledger, budget, sales or balance files your systems already produce. Map their columns once.

Weeks two and three: both tools

Answer the same question in both, for the same period. Every bridge in Covirage must sum to the change, so any difference shows up as a line to explain, not a gap to argue about.

Week four: the next question

When the figures agree, move the next recurring question. Keep the existing tool for what it does well for as long as it earns its place.

What carries over, and what is rebuilt

Carries overRebuilt
Your definitions: accounts, periods, hierarchies and thresholdsDashboard layouts and visuals
The questions people ask every monthCustom calculations, as tested measures with identities that must hold
The exports your systems produceScheduled refreshes, as file delivery or a connection built with your team
The people who own each answerThe list they work from, with an owner on every line

See it on your own data

Bring an export you already produce. The data map opens next, every column mapped once, and the first question is answered in minutes. Free, in your browser, no account. Or talk to us and we will set it up for you.