Problem · No single source of truth
Three departments, three revenue figures.
When every department maintains its own spreadsheet, the leadership team debates sources instead of decisions. A single source of truth isn't a dashboard but a shared model.
Metrics and sources check
One metric, one definition, one source.
Enter the numbers you argue about in meetings: how it is defined, which system it comes from, and who owns it. Where there is a question mark or two sources, that's where the dispute lies.
Your plan
4 of 4 rows complete.
Die Beispielzeilen sind nur ein Anfang. Überschreibe sie mit deinen eigenen Einträgen.
Assumptions and limits
- The map clarifies which number counts. It doesn't reconcile data between systems.
- For tax and year-end close, accounting stays the source, whatever you decide internally.
- A definition only holds if someone is accountable for it. Empty fields in the last column are the real task.
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How you'll notice
The meeting starts with the question of which number is right.
- Sales, finance and projects report different statuses for the same customer.
- Nobody can say which source a number in the report comes from.
- Decisions are postponed until the numbers are reconciled.
Understand the causes
Why Company numbers contradict each other.
- 01
Same word, different definition
- How you'll notice
- Sales reports revenue at order, finance at invoice or payment receipt.
- Why it happens
- Nobody has defined exactly what a metric measures.
- What helps
- For each metric, write a one-sentence definition in the leadership meeting.
- Limit
- Different views can stay if they have different names.
- 02
Each department has its own spreadsheet
- How you'll notice
- Numbers are rebuilt from exports and sent around by email.
- Why it happens
- An export is outdated the moment it's pulled.
- What helps
- For each metric, name a leading system and label copies as copies.
- Limit
- Without a connection between the systems, reconciliation stays manual work.
- 03
Different due dates
- How you'll notice
- Two reports show the same month with different numbers.
- Why it happens
- One report was pulled on the first of the month, the other after the late postings.
- What helps
- Agree on a fixed cutoff date for monthly figures and state it in the report.
- Limit
- Late postings still change numbers. The cutoff date just makes that visible.
- 04
Numbers without a source
- How you'll notice
- Asked where a number comes from, a search follows.
- Why it happens
- Reports show results, but not the path to them.
- What helps
- Write the source and date under every number in the report.
- Limit
- With manual reports, this costs time. In the meeting, it saves more than it costs.
Dashboard or model
A dashboard shows numbers. One model makes them the same.
Dashboard across silos
- Reads from tools that contradict each other
- Shows numbers without provenance
- Has to be rebuilt with every tool change
One model in Peak One
- Every object exists once
- Every number says what it's calculated from
- Apps change, the objects stay
Ways to solve it
From the definition all the way to the shared model.
| Way | Enough if | Limit |
|---|---|---|
| Metrics map as above | You argue about a few metrics and can set definitions together. | Clarifies terms, connects no systems. |
| Shared reporting table with a fixed cutoff date | One person pulls the numbers together monthly, and that's enough to steer by. | Manual work and a month of delay. |
| Data warehouse with dashboard | You have many systems and someone who builds and maintains data models. | Laborious; daily work keeps running in the old tools. |
| Peak One | Apps should work on the same objects, and every number should show what it is calculated from. | Connected tools remain the source of their data. You still set the definitions yourselves. |
What Peak One has for this
Truth with provenance.
- Available
One central model
People, companies, tasks, projects and products are one identity for all apps.
- Available
Statements with a source
Documented, estimated or measured. Every entry carries source, confidence and validity.
- Available
Provenance
Under every number is what it's calculated from.
- Preview
Questions for Atlas
Answers from the same reality, with provenance.
Peak One in action
From the disputed number to the number that applies.
- TriggerWhich revenue figure is right?
- 01 · MetricSignalData Quality answers whether you can trust your numbers.
- 02 · SourceUnderstandingIntegration Health shows whether all integrations that feed the number are running.
- 03 · CustomerDecisionCustomer Identity Resolution shows whether the same customer is recognized across all systems or counted twice.
- 04 · DocumentActionThe agreed definition is in Peak Docs; Document Decisions finds it again.
The apps for it
Available in Peak One.
Three steps
One number, that everyone refers to.
- 01 / 03
Collect the disputed numbers
In the next meeting, note every number someone asks about whether it's right.
- 02 / 03
Set definition and source
For each metric, a one-sentence definition, a leading system, and a responsible person.
- 03 / 03
Record the source
Every report lists the source and as-of date below the number. Deviations stand out right away.
Frequently asked questions
Briefly answered.
Why do our company numbers contradict each other?
Usually for one of three reasons: the metric is defined differently, the numbers come from different systems, or they were pulled on different dates. The map above shows which reason applies to you.
Isn't a single source of truth just a data warehouse?
A data warehouse collects copies for analysis. In Peak One, the apps themselves work on the same model, so daily work and analysis agree.
Do I have to bring all my data into Peak One for that?
No. Connected tools remain the source of their data; Peak maps it to the central objects and shows where it came from.
Keep exploring
What's included.
- FunctionCash flow & runwayA clear cash picture from rough numbers, with runway and cost blocks.View
- FunctionIntegrationsConnect 3,270 tools without a second copy of your data.View
- FunctionReportingCash, profit and margin from connected sources, every number with its source.View
- Software categoryAll-in-one business softwareOne shared model for tasks, customers, products, and numbers.View
- Use caseTrack key figuresKeep cash, profit, and margin in view, with the source of every number.View
- ProblemDuplicate dataThe same customer in four spellings, each with a different status.View
✦ A Peak principle
Clarity first. Everything else follows.
One thing at a time
More problems
Typical bottlenecks in growing companies, each with a tool you can try right away, the causes, and the path Peak One provides for it.
Solve it once. The rest follows.
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